Teams at PandaDoc

Manage a portfolio of Commercial customers, driving revenue growth, renewals, retention, and expansion. Build strategic client relationships, conduct account health reviews, forecast revenue, maintain CRM data, demonstrate PandaDoc’s value, and communicate customer feedback to Product. Collaborate with Customer Success, Legal, Accounting, Marketing, and Product while consistently achieving account growth and retention targets.

Own and grow a portfolio of solutions partners, managing strategic relationships, recruitment, onboarding, co-selling, partner-sourced revenue, account mapping, deal reviews, and enablement. Build joint partner plans, drive pipeline and quota attainment, coordinate with sales and customer success teams, and create scalable playbooks and training programs using AI. The role requires strong commercial judgment, relationship management, partner development, and experience in SaaS partnerships or channel sales.

Manages a mid-market and enterprise customer portfolio, building strategic relationships, guiding onboarding, driving product adoption, reducing churn, and supporting renewals and expansion. The role includes analyzing account metrics, leading escalations, developing success plans, collaborating cross-functionally, and using tools such as Salesforce, Planhat, Claude, Gong, and AI assistants to identify risks and opportunities.