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Phase 1 – Initial Phase: Prospecting & Opportunity Generation
Proactive Prospecting: Strategically research and prospect high-value targets within the existing customer base or through warm leads that fit SMB and Commercial expansion profile. High-volume outreach via email, phone, and social channels.
Pipeline Generation: Develop and manage a robust top-of-funnel pipeline, scheduling discovery calls and running initial product demonstrations to qualify and generate new expansion opportunities.
Cross-Functional Collaboration: Partner with Customer Success, Leadership and RevOps to refine targeting and messaging for maximum prospecting effectiveness.
Deal Ownership: Drive opportunities from initial contact through negotiation and close, ensuring a seamless, high-velocity sales cycle.
Phase 2 – Transition Phase: Strategic Account Management & Growth (The Farmer)
Book of Business Transition: Transition from pure prospecting to full-cycle ownership of an assigned book of business when available.
Growth & Revenue Generation: Drive significant revenue growth within your portfolio by consistently exceeding monthly growth targets through strategic account management and proactive identification of expansion opportunities.
Customer Success & Retention: Partner with Customer Success to minimize churn and maximize retention by delivering value, building strong relationships, and acting as a trusted advisor.
Strategic Account Management: Deeply understand clients' businesses, challenges, and goals to uncover opportunities for PandaDoc’s solution and foster long-term partnerships.
Phase 3 – Ongoing Responsibilities
Forecasting & Pipeline Management: Provide accurate weekly revenue forecasts to leadership.
Product Advocacy & Feedback: Demonstrate product value to SMB and Commercial customers.
Continuous Learning: Participate in ongoing enablement and training to enhance product knowledge, sales skills, and industry expertise.
Highly competitive and adaptable sales professional comfortable wearing two hats: the prospector and the partner.
Prospector Mentality: Grit, comfort with ambiguity, build your own pipeline, and find opportunities from scratch.
Competitive and driven to achieve individual and team goals in a fast-paced environment.
Analytical and data-driven, leveraging insights to identify opportunities and prospect strategically.
Adaptable with a growth mindset, embracing new processes and contributing to innovative solutions.
Self-motivated, directed, adaptable, gritty, driven, and resourceful.
Continuous learner with passion for understanding the product and delivering exceptional customer experiences.
Excellent written and verbal communication skills; able to articulate value propositions clearly and confidently.
Ability to work independently while collaborating with diverse teams across offices.
Nice-to-have: 2+ years in a quota-carrying Account Manager or Account Executive role (SaaS ideal), self-sourcing experience, track record of exceeding sales targets, familiarity with SMB/Commercial market, strong computer skills, prior Gong, Slack, Salesforce, SalesLoft, and/or PandaDoc experience.
PandaDoc empowers more than 65,000 growing organizations with a unified document workflow automation platform for proposals, quotes, contracts, and more.
Equal Opportunity Employer. Application deadline: 6/30.
4 months ago
117,500 USD
per year
Grade
Middle
Experience
from 2 years
Work Format
Remote
Employment
Full-time
English Level
C1 - Advanced
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