Account Manager, Commercial

Make a significant impact on our growth! As a Commercial Account Manager, you'll be instrumental in driving revenue growth and fostering long-term partnerships within our valuable Commercial business customer base (201-500 employees). This team focuses on value-based selling through building strong relationships with department heads and key stakeholders with our Commercial customers. Our Commercial Account Managers thrive in a fast‑paced environment and build strong client relationships.

These Account Managers work cross-functionally with marketing, sales, product and customer success to develop close relationships with their customers in order to grow their book of business.

Growth & Revenue Generation:

• Drive significant revenue growth within your assigned Commercial portfolio by consistently exceeding monthly Net Dollar Retention (NDR) targets through strategic account management and proactive identification of expansion opportunities.

Customer Success & Retention:

• Partner closely with our Customer Success team to ensure exceptional customer adoption, proactively address their needs, and collaboratively identify opportunities for growth within their organizations.
• Minimize customer churn and maximize retention by consistently delivering value, building strong relationships, and acting as a trusted advisor to your clients.
• Conduct regular account health reviews with customers, clearly communicating the value they are receiving and outlining strategies for continued partnership and growth.

Strategic Account Management:

• Develop a deep understanding of your clients' businesses, challenges, and goals to uncover opportunities for our solution to drive their success and foster long‑term strategic partnerships.
• Collaborate effectively with cross‑functional teams (Customer Success, Legal, Accounting, Product, etc.) to ensure seamless customer experiences and address any client needs efficiently.

Forecasting & Pipeline Management:

• Provide accurate and timely weekly revenue forecasts to leadership, contributing to predictable business outcomes.
• Maintain meticulous CRM hygiene by consistently updating opportunities and account information to ensure data accuracy and facilitate effective sales management.

Product Advocacy & Feedback:

• Serve as a passionate advocate for Panda Doc, confidently demonstrating the product's value and articulating its benefits to our Commercial customers.
• Act as a key conduit for customer feedback, effectively communicating feature requests and product insights to our Product team and facilitating necessary meetings.

Continuous Learning:

• Participate in ongoing enablement and company‑provided training to enhance your product knowledge, sales skills, and industry expertise.

• Highly competitive and driven to achieve individual and team goals, with a strong desire to succeed in a fast‑paced environment.
• Analytical and data‑driven, with a passion for leveraging insights to identify opportunities and strategically prospect within your assigned accounts.
• Demonstrates adaptability and a growth mindset, embracing new processes and contributing to innovative solutions.
• Self‑motivated, directed, adaptable, gritty, driven, and resourceful.
• A strong appetite for continuous learning, with a genuine passion for understanding our product and delivering exceptional customer experiences.
• Experience conducting effective in‑person and virtual meetings with clients.
• Excellent written and verbal communication skills, with the ability to articulate value propositions clearly and confidently.
• Ability to work independently while also collaborating effectively with diverse teams across different office locations.
• Quick learner with strong organizational skills and the ability to effectively manage multiple priorities simultaneously.

• 4+ years of proven success in a quota‑carrying Account Manager or Account Executive role, ideally within the SaaS industry.
• Experience owning and managing the full renewal cycle.
• Strong computer skills, previous Gong, Slack, Salesforce, Sales Loft and/or Panda Doc experience.
• Proven ability to accurately forecast revenue and contribute…