Customer Success Manager – Pooled

In this role, you will:

• Provide responsive and strategic support to help customers onboard smoothly and adopt PandaDoc’s powerful tools including but not limited to an overall understanding of API’s and CRM integrations
• Be measured by your ability to deliver high-quality, scalable service while contributing to the overall health, retention, and growth of the accounts you touch
• Lead personalized onboarding sessions, including launch plan meetings, training, and integration setup, ensuring customers hit the ground running
• Proactively drive product adoption through tailored consultations, product updates, and hands-on training, empowering customers to leverage the full potential of our platform.
• Act as a key player in customer education by promoting self-serve resources such as our help center, public training sessions, and webinars
• Partner closely with Account Management, sharing critical insights that shape renewal strategies, uncover upsell opportunities, and inform customer expansion plans
• Leverage data from platforms like Planhat, Salesforce, and Gong to track customer engagement, identifying and taking action on accounts in need of additional support

Why This Role is Exciting:

Joining PandaDoc means being part of an innovative company that is changing how businesses handle their document workflows. You’ll have the opportunity to make a measurable impact by helping clients unlock productivity gains, streamline processes, and achieve their business goals. As part of the Customer Success team, you’ll be at the forefront of client satisfaction, directly contributing to PandaDoc's continued growth and success. If you thrive in an ever-evolving environment and love the challenge of making customers successful, this is the role for you!

About You:

• Experienced: You have 2-3 years of SaaS customer success experience, handling high volumes of customer interactions in a fast-paced environment.
• Organized: You excel at managing multiple priorities, shifting workloads, and delivering high-quality service in a pooled resource model.
• Growth Mindset: You are open to feedback, adaptable to new challenges, and eager for personal and professional development.
• Agile: You are resourceful and can quickly adapt to changing environments while maintaining customer satisfaction and delivering results.
• Customer-Focused: With strong communication and empathy, you build trust and ensure customer needs are met, fostering strong relationships.
• AI-Forward:
  • Leverages AI-powered tools to analyze customer usage data, forecast risks, and identify revenue expansion opportunities
  • Quickly synthesizes call insights, product adoption patterns, and stakeholder sentiment using AI assistants to stay proactive
  • Partners with the team and Operations to improve AI workflows and continuously refine customer playbooks
  • Comfortably learns, experiments with, and drives adoption of new AI features as part of an evolving CS tech stack
• Solution-Oriented: A natural problem solver, you are self-motivated to identify root causes and deliver effective solutions for complex issues.