Tech Stack

Description

You will drive success for a diverse range of clients by delivering high-impact service in a scalable, pooled support model. Engage with customers through onboarding and workflow consultations, empowering them to unlock the value of PandaDoc.

Requirements

• 2-3 years SaaS customer success experience handling high volumes
• Strong communication and empathy, business fluency in English
• Experience with AI-powered tools for analysis and forecasting
• Solution-oriented problem solver
• Ability to manage multiple priorities and deliver in pooled resource model

Responsibilities

• Provide responsive and strategic support for onboarding and adoption
• Lead personalized onboarding sessions including launch plans and training
• Drive product adoption through tailored consultations and hands-on training
• Promote self-serve resources and partner with Account Management
• Use Planhat, Salesforce, and Gong to track engagement and identify at-risk accounts