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PandaDoc

8 open positions available

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PA

Senior Post-Sales Operations Manager

PandaDocAnywhereFull-time
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Compensation$120K - 140K a year

Lead operational excellence and strategic projects in SaaS customer and account management. | 4+ years in SaaS operational excellence with strong data and cross-functional skills. | PandaDoc is looking for a Senior Post-Sales Operations Manager to drive the expansion of our business. In this role, you will contribute to PandaDoc's accelerated growth by supporting Post-Sales teams, day-to-day operations and leading strategic cross-functional projects. You'll build processes and practices that will allow us to scale to the next level of operational excellence. You should be ready to do anything in your power to help the team perform at its highest possible level and in a way that is predictable and repeatable. This position requires strong operational & business aptitude. In this role, you will: Analyze, create, and implement new business processes for operational excellence in the Account Management & Customer Experience organizations Expand & iterate upon our scalable, repeatable processes and contribute to business strategy Lead & contribute to cross-functional strategic projects that directly impact Net Dollar Retention Be the functional owner of our CX & AM tech stack (including Support CRM, Chatbot, CSP, Salesforce, WFM tooling, etc.), influencing roadmap decisions and driving ongoing improvement in end-user workflows Set & report on measurable expansion, retention, CSAT, & product adoption goals in partnership with Customer Experience & Revenue leadership, and develop methodologies to test, iterate, and operationalize solutions to meet these goals Utilize levers across people, processes, and our technology stack to drive measurable impact in alignment with growth initiatives Drive cross-functional alignment between Customer Experience, Account Management, Sales, Marketing, Product, and Finance Build a collaborative, trusting environment where open communication helps to uncover issues for faster agreement and resolution About you: 4+ years of relevant work experience delivering operational excellence through process & technology optimization & implementation, ideally in the technology/SaaS space Experience in Customer or Revenue operations, or relevant work in Strategy & Operations or Technology consulting Creative problem-solver and project manager who can balance multiple projects and business priorities with ease and finesse Functions independently with a high degree of accountability in a fast-paced environment Data-driven mindset with reporting skills Capability to conduct sophisticated and creative analysis of data and translate the results into actionable messages Strong cross-functional collaborator with the ability to manage multiple key stakeholders Strong proficiency with tools of the trade (Excel, Google Apps, AI, Salesforce) Solid understanding of SaaS customer acquisition & growth It would be awesome if you have: Experience with data visualization tools (Hex, Looker, Tableau, etc.) and/or SQL Experience in a high-velocity SaaS startup / scale-up experience Functional and/or technical knowledge of Customer Support tools such as Intercom, Playvox, etc. The annual salary is up to 120-140k OTE (base/bonus combined) Company Overview: PandaDoc empowers more than 60,000 growing organizations to thrive by taking the work out of document workflow. PandaDoc provides an all-in-one document workflow automation platform that helps fast scaling teams accelerate the ability to create, manage, and sign digital documents including proposals, quotes, contracts, and more. For more information, please visit https://www.pandadoc.com Company Culture: We're known for our work-life balance, kind co-workers, & creative virtual team-bonding events. And although our Pandas are located across the globe, we stay connected with the help of technology and ensure that everyone on our team feels, well, like a team. Pandas work best when they're happy. We retain our talent by upholding our values of integrity & transparency, and selling a product that changes the lives of our customers. Check out our LinkedIn to learn more. Benefits: Employees may be able to purchase company stock (or receive annual bonuses) Employees (and their families) may enroll in the company's medical, dental, vision, short & long term disability, life insurance, FSA and 401k plans. Employees will also receive 13.34+ hours of paid time off per month, 6 self care days, birthday PTO day, and 12 company paid holidays off per year. PandaDoc is an Equal Opportunity Employer. We are committed to equal treatment of all employees without regard to race, national origin, religion, gender, age, sexual orientation, veteran status, physical or mental disability or other basis protected by law. Application Deadline: 3/20/2026

Process Implementation
Operational Excellence
Business Strategy
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Posted 25 days ago
PA

Small Business Account Manager

PandaDocAnywhereFull-time
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Compensation$118K - 118K a year

Manage and grow a portfolio of SMB clients by ensuring retention, identifying upsell opportunities, and collaborating with cross-functional teams. | Experience in SaaS sales or account management, proven success in quota-carrying roles, and familiarity with CRM tools like Salesforce or Gong. | Make a significant impact on our growth! As an SMB Account Manager, you'll be instrumental in driving revenue growth and fostering long-term partnerships within our valuable small to medium-sized business customer base (11-200 employees). This team focuses on high-velocity sales, closing deals quickly with small to medium-sized businesses. Our SMB 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. In this role, you will: Growth & Revenue Generation: Drive significant revenue growth within your assigned SMB 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 PandaDoc, confidently demonstrating the product's value and articulating its benefits to our SMB 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." About you: 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. It would be awesome if you had: 2-3+ years of proven success in a quota-carrying Account Manager or Account Executive role, ideally within the SaaS industry Strong computer skills, previous Gong, Slack, Salesforce, SalesLoft and/or PandaDoc experience Proven ability to accurately forecast revenue and contribute to reliable business projections A consistent track record of exceeding sales targets and achieving measurable results Familiarity with the SMB market and the unique challenges and opportunities within this segment. Company Overview: PandaDoc empowers more than 65,000 growing organizations to thrive by taking the work out of document workflow. PandaDoc provides an all-in-one document workflow automation platform that helps fast scaling teams accelerate the ability to create, manage, and sign digital documents including proposals, quotes, contracts, and more. For more information, please visit https://www.pandadoc.com Company Culture: We're known for our work-life balance, kind co-workers, & creative virtual team-bonding events. And although our Pandas are located across the globe, we stay connected with the help of technology and ensure that everyone on our team feels, well, like a team. Pandas work best when they're happy. We retain our talent by upholding our values of integrity & transparency, and selling a product that changes the lives of our customers. Check out our LinkedIn to learn more. Benefits: Employees may be able to purchase company stock (or receive annual bonuses) Employees (and their families) may enroll in the company's medical, dental, vision, short & long term disability, life insurance, FSA and 401k plans. Employees will also receive 13.34+ hours of paid time off per month, 6 self care days, birthday PTO day, and 10 company paid holidays off per year The annual OTE is $117,500 on a 60/40 split. The annual sales commission is uncapped in accordance with the relevant plan documents. PandaDoc is an Equal Opportunity Employer. We are committed to equal treatment of all employees without regard to race, national origin, religion, gender, age, sexual orientation, veteran status, physical or mental disability or other basis protected by law. Application deadline: 4/15

Customer Success
Technical Support
Data Analysis
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Posted about 1 month ago
PA

Senior Product Analyst

PandaDocAnywhereFull-time
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Compensation$70K - 120K a year

Support product teams with data analysis, experimentation, and KPI monitoring to influence product strategy. | Requires 4+ years in product analytics or BI, proficiency in SQL, BI tools, statistical analysis, and experience with A/B testing. | Senior Product Analyst The Opportunity As a Senior Product Analyst at PandaDoc, you will be a critical analytical partner, working closely with Product Managers, Engineers, and Designers to drive data-informed decisions within a specific product domain. This role focuses on applying analytical rigor, executing deep dive analyses, and interpreting experiment results to provide clear, actionable insights. You will support the measurement of product success and leverage your expertise to influence strategic product direction in an often ambiguous environment. You will report to the Director of Product Data and act as a reliable thought partner to your cross-functional product team, ensuring alignment between data insights and iterative product decisions. What You'll Do Product Insights & Analytical Execution Analytical Deep Dives: Execute complex analytical deep dives on key product areas (e.g., adoption, activation, engagement, retention, or monetization) to uncover root causes, identify opportunities, and translate findings into clear, actionable recommendations for product teams. Experimentation Execution: Partner with product teams to design experiments (e.g., A/B tests), define success metrics, and ensure proper implementation. Communicate the true impact and causality of product changes to stakeholders. Metric Monitoring and Reporting: Proactively monitor product KPIs and health metrics. Develop dashboards, reports, and clear visualizations using BI tools (e.g., Tableau, Looker, Hex) that enable product teams to monitor their health metrics independently. Data Advocacy and Influence: Translate analytical findings into compelling business narratives for cross-functional partners. You will advocate for the value of experimentation within your product area. Measurement Support: Support the definition, monitoring, and governance of the Key Performance Indicator (KPI) framework within your scope, mapping low-level product health metrics to high-level business outcomes. Technical Rigor & Collaboration Analytical Rigor: Apply rigorous analytical methodologies to ensure the reliability and validity of product measurements, including selecting appropriate statistical tests for analysis. Collaboration and Guidance: Provide guidance to peers and stakeholders on best practices for data exploration, visualization, and reporting. Data Partnership: Work closely with Data Engineering and Product Engineering to ensure data quality, reliable instrumentation, and the availability of data needed for analysis. About You Qualifications Experience: 4+ years of professional experience in an applied product analyst or business intelligence role, with a proven track record of leveraging data to influence product strategy and drive business impact. Education: B.A. or B.S. in Mathematics, Statistics, Economics, Computer Science, or a related quantitative discipline. Required Technical Expertise Experimentation & Measurement: Demonstrated experience in the design, measurement, and interpretation of A/B tests, including defining appropriate metrics and communicating statistical significance and practical relevance. Data Storytelling: Expertise in using BI tools (e.g., Tableau, Looker, Hex) to create impactful dashboards and data visualizations that communicate complex insights clearly. Programming: Advanced proficiency in SQL for complex querying, data manipulation, and extraction. Proficiency in Python or R is a strong plus. Analytical Methods: Strong knowledge of statistical concepts (e.g., hypothesis testing, confidence intervals) necessary to perform thorough exploratory data analysis, produce timely insights, and provide actionable recommendations. Data Tools: Expert-level proficiency in SQL and experience working with established data warehouses (e.g., Snowflake, Postgres). Key Attributes Strategic Communication & Influence: Possesses exceptional communication, presentation, and data storytelling skills with a consistent record of influencing cross-functional partners and leadership at the team level, particularly in navigating and driving consensus in unstructured or ambiguous environments. Thrive in Ambiguity: Ability to navigate significant ambiguity, translate complex business questions into clear analytical frameworks, and manage multiple competing priorities in a fast-paced environment. Relevant Experience: Experience in a SaaS domain and a strong focus on Product Analytics are strongly preferred. Company Culture: We're known for our work-life balance, kind co-workers, & creative virtual team-bonding events. And although our Pandas are located across the globe, we stay connected with the help of technology and ensure that everyone on our team feels, well, like a team. Pandas work best when they're happy. We retain our talent by upholding our values of integrity & transparency, and selling a product that changes the lives of our customers. Check out our LinkedIn to learn more. Benefits: Our benefits include tremendous career growth opportunities, a competitive salary, health and commuter benefits, company paid life & disability, 20+ PTO days, 401K and FSA plans, and of course, a fun team of Pandas to work with! PandaDoc is an Equal Opportunity Employer. We are committed to equal treatment of all employees without regard to race, national origin, religion, gender, age, sexual orientation, veteran status, physical or mental disability or other basis protected by law.

SQL
Data Visualization
Experimentation & Measurement
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Posted about 1 month ago
PA

Staff Product Data Scientist

PandaDocAnywhereFull-time
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Compensation$120K - 200K a year

Lead and develop advanced experimentation and causal inference strategies to inform product and business decisions, and mentor data science teams. | Requires 6+ years in data science or related fields with expertise in causal inference, experimentation methodologies, advanced statistical analysis, and proficiency in Python/R and SQL. | Product Staff Data Scientist The Opportunity As a Staff Data Scientist at PandaDoc, you will serve as a senior analytical leader, embedding yourself deeply in our product and business data to uncover non-obvious insights and drive actionable recommendations. A primary focus of this strategic role is to champion and drive the organizational shift toward a data-driven culture. You will own the advancement of our experimentation capabilities, train other analysts and data scientists on causal methodologies, and leverage your expertise to provide leadership with a clear, reliable understanding of true impact and causality. You will report to the Director of Product Data and act as a strategic thought partner to Product, Finance, Design, Engineering, Product Marketing, and executive leadership, ensuring alignment between data insights and critical business decisions. What You'll Do Experimentation & Causal Strategy Lead the Experimentation Roadmap: Define, champion, and execute a strategic roadmap for measuring impact across PandaDoc, focusing on high-leverage business questions related to customer workflows, churn risk, and long-term value (LTV). Advanced Experiment Design: Design, implement, and rigorously analyze complex A/B tests, multivariate experiments, and adaptive experimentation methods, including the application of Bayesian experimentation, to assess the effectiveness of proposed product changes and business levers. Causal Inference Beyond A/B: Apply advanced causal inference techniques (e.g., difference-in-differences, synthetic control, propensity score matching, and instrumental variables) to scenarios where randomized controlled trials (RCTs) are infeasible. Deep Dive Analysis: Conduct complex, proactive, and exploratory analysis to discover latent user behavior, emerging trends, and root causes of changes in key metrics, translating these findings into actionable product and business insights. Develop Measurement Frameworks: Define, instrument, and govern a unified Key Performance Indicator (KPI) framework that maps low-level product health metrics to high-level business outcomes, ensuring consistent and scalable measurement across the organization. Technical Leadership & Influence Scaling Data Science: Partner with Data Engineering to design and build scalable, self-serve experimentation tooling and reusable analytical assets and frameworks (e.g., causal machine learning models) that empower other analysts and data consumers. Strategic Influence: Act as a strategic thinker by translating complex statistical findings into clear, compelling, and actionable business narratives for cross-functional partners and senior leadership (VP/C-suite), driving strategic decisions and investment priorities. Mentorship and Training: Serve as a technical subject matter expert, training and mentoring junior and mid-level data scientists on best practices in statistical rigor, experimental design, and causal modeling. About You Qualifications Experience: 6+ years of professional experience in an applied data science, economics, or product analytics role, with a proven track record of leveraging experimentation and causal inference methods to drive significant business impact. Education: B.A. or B.S. in Mathematics, Statistics, Economics, Computer Science, or a related quantitative discipline. A Master’s degree in a quantitative field (e.g., Statistics, Data Science, Econometrics, Operations Research) is preferred, but not required. Required Technical Expertise Causal Inference: Demonstrated expertise in applying a wide range of Causal Inference methods, e.g. Quasi-Experimentation, Matching Methods (PSM), Difference-in-Differences, and/or Instrumental Variables. Experimentation Methodologies: Expertise in advanced statistical methodologies for A/B testing, including sample size calculations, sequential testing, dealing with interference/network effects, variance reduction techniques (e.g., CUPED), etc. Deep Analytical Methods: Mastery of advanced statistical modeling, time-series analysis, and quantitative methods necessary to perform thorough exploratory data analysis, produce timely insights, and provide actionable recommendations. Programming: Advanced proficiency in Python or R for statistical modeling, with experience using relevant data science packages (e.g., SciKit-Learn, numpy, pandas). Data Tools: Expert-level proficiency in SQL and experience working with established data warehouses (e.g., Snowflake, Postgres). Data Pipelining: Experience with data transformation and workflow management tools such as dbt, Airflow, or Databricks is a strong plus. Key Attributes Strategic Communication & Influence: Possesses exceptional communication, presentation, and data storytelling skills with a consistent record of influencing cross-functional partners and leadership at all levels, particularly in navigating and driving consensus in unstructured or ambiguous environments. Change Management: Proven ability to drive organizational change management in environments where experimentation and data-driven decision-making are not yet widely adopted. Thrive in ambiguity: Ability to navigate significant ambiguity, translate complex business questions into clear analytical frameworks, and manage multiple competing priorities in a fast-paced environment. Relevant Experience: Experience in a SaaS domain and a strong focus on Product Data Science are strongly preferred. Company Culture: We're known for our work-life balance, kind co-workers, & creative virtual team-bonding events. And although our Pandas are located across the globe, we stay connected with the help of technology and ensure that everyone on our team feels, well, like a team. Pandas work best when they're happy. We retain our talent by upholding our values of integrity & transparency, and selling a product that changes the lives of our customers. Check out our LinkedIn to learn more. Benefits: Our benefits include tremendous career growth opportunities, a competitive salary, health and commuter benefits, company paid life & disability, 20+ PTO days, 401K and FSA plans, and of course, a fun team of Pandas to work with! PandaDoc is an Equal Opportunity Employer. We are committed to equal treatment of all employees without regard to race, national origin, religion, gender, age, sexual orientation, veteran status, physical or mental disability or other basis protected by law.

Causal Inference Methods
Experimentation Design
Statistical Modeling
Direct Apply
Posted about 1 month ago
PA

Staff GTM Data Scientist

PandaDocAnywhereFull-time
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Compensation$120K - 200K a year

Lead and develop advanced experimentation and causal inference strategies to inform product and business decisions, and mentor teams in statistical rigor. | Extensive experience in applied data science or economics, proficiency in Python or R, SQL, and experience with causal inference and experimentation methodologies. | Product Staff Data Scientist The Opportunity As a Staff Data Scientist at PandaDoc, you will serve as a senior analytical leader, embedding yourself deeply in our product and business data to uncover non-obvious insights and drive actionable recommendations. A primary focus of this strategic role is to champion and drive the organizational shift toward a data-driven culture. You will own the advancement of our experimentation capabilities, train other analysts and data scientists on causal methodologies, and leverage your expertise to provide leadership with a clear, reliable understanding of true impact and causality. You will report to the Director of Product Data and act as a strategic thought partner to Product, Finance, Design, Engineering, Product Marketing, and executive leadership, ensuring alignment between data insights and critical business decisions. What You'll Do Experimentation & Causal Strategy Lead the Experimentation Roadmap: Define, champion, and execute a strategic roadmap for measuring impact across PandaDoc, focusing on high-leverage business questions related to customer workflows, churn risk, and long-term value (LTV). Advanced Experiment Design: Design, implement, and rigorously analyze complex A/B tests, multivariate experiments, and adaptive experimentation methods, including the application of Bayesian experimentation, to assess the effectiveness of proposed product changes and business levers. Causal Inference Beyond A/B: Apply advanced causal inference techniques (e.g., difference-in-differences, synthetic control, propensity score matching, and instrumental variables) to scenarios where randomized controlled trials (RCTs) are infeasible. Deep Dive Analysis: Conduct complex, proactive, and exploratory analysis to discover latent user behavior, emerging trends, and root causes of changes in key metrics, translating these findings into actionable product and business insights. Develop Measurement Frameworks: Define, instrument, and govern a unified Key Performance Indicator (KPI) framework that maps low-level product health metrics to high-level business outcomes, ensuring consistent and scalable measurement across the organization. Technical Leadership & Influence Scaling Data Science: Partner with Data Engineering to design and build scalable, self-serve experimentation tooling and reusable analytical assets and frameworks (e.g., causal machine learning models) that empower other analysts and data consumers. Strategic Influence: Act as a strategic thinker by translating complex statistical findings into clear, compelling, and actionable business narratives for cross-functional partners and senior leadership (VP/C-suite), driving strategic decisions and investment priorities. Mentorship and Training: Serve as a technical subject matter expert, training and mentoring junior and mid-level data scientists on best practices in statistical rigor, experimental design, and causal modeling. About You Qualifications Experience: 6+ years of professional experience in an applied data science, economics, or product analytics role, with a proven track record of leveraging experimentation and causal inference methods to drive significant business impact. Education: B.A. or B.S. in Mathematics, Statistics, Economics, Computer Science, or a related quantitative discipline. A Master’s degree in a quantitative field (e.g., Statistics, Data Science, Econometrics, Operations Research) is preferred, but not required. Required Technical Expertise Causal Inference: Demonstrated expertise in applying a wide range of Causal Inference methods, e.g. Quasi-Experimentation, Matching Methods (PSM), Difference-in-Differences, and/or Instrumental Variables. Experimentation Methodologies: Expertise in advanced statistical methodologies for A/B testing, including sample size calculations, sequential testing, dealing with interference/network effects, variance reduction techniques (e.g., CUPED), etc. Deep Analytical Methods: Mastery of advanced statistical modeling, time-series analysis, and quantitative methods necessary to perform thorough exploratory data analysis, produce timely insights, and provide actionable recommendations. Programming: Advanced proficiency in Python or R for statistical modeling, with experience using relevant data science packages (e.g., SciKit-Learn, numpy, pandas). Data Tools: Expert-level proficiency in SQL and experience working with established data warehouses (e.g., Snowflake, Postgres). Data Pipelining: Experience with data transformation and workflow management tools such as dbt, Airflow, or Databricks is a strong plus. Key Attributes Strategic Communication & Influence: Possesses exceptional communication, presentation, and data storytelling skills with a consistent record of influencing cross-functional partners and leadership at all levels, particularly in navigating and driving consensus in unstructured or ambiguous environments. Change Management: Proven ability to drive organizational change management in environments where experimentation and data-driven decision-making are not yet widely adopted. Thrive in ambiguity: Ability to navigate significant ambiguity, translate complex business questions into clear analytical frameworks, and manage multiple competing priorities in a fast-paced environment. Relevant Experience: Experience in a SaaS domain and a strong focus on Product Data Science are strongly preferred. Company Culture: We're known for our work-life balance, kind co-workers, & creative virtual team-bonding events. And although our Pandas are located across the globe, we stay connected with the help of technology and ensure that everyone on our team feels, well, like a team. Pandas work best when they're happy. We retain our talent by upholding our values of integrity & transparency, and selling a product that changes the lives of our customers. Check out our LinkedIn to learn more. Benefits: Our benefits include tremendous career growth opportunities, a competitive salary, health and commuter benefits, company paid life & disability, 20+ PTO days, 401K and FSA plans, and of course, a fun team of Pandas to work with! PandaDoc is an Equal Opportunity Employer. We are committed to equal treatment of all employees without regard to race, national origin, religion, gender, age, sexual orientation, veteran status, physical or mental disability or other basis protected by law.

Causal inference techniques (e.g., difference-in-differences, propensity score matching)
Advanced statistical modeling and analysis
Experimentation methodologies (A/B testing, Bayesian experimentation)
Direct Apply
Posted about 1 month ago
PA

Senior Manager, GTM Technology

PandaDocAnywhereFull-time
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Compensation$200K - 220K a year

The Senior Manager, GTM Technology is responsible for defining, executing, and optimizing PandaDoc’s GTM technology strategy. This role leads a team of RevTech experts to align technology and business strategy across the customer lifecycle. | Candidates should have 5+ years in Revenue Technology or RevOps within SaaS businesses and proven experience in scaling GTM tech stacks. Strong expertise in data architecture and AI-driven automation is also required. | The Senior Manager, GTM Technology is responsible for defining, executing, and optimizing PandaDoc’s GTM technology strategy to power PLG and sales-assisted motions. This leader ensures that AI-driven automation, scalable system architecture, and actionable data intelligence fuel predictable growth and operational efficiency across the full customer lifecycle. Leading a team of RevTech experts, this role bridges technology and business strategy across the entire pre-lead-to-cash lifecycle, aligning investments with GTM priorities, breaking down silos, and enabling revenue teams to drive sustainable, scalable growth. Key Responsibilities Strategy & Roadmap: Own the GTM systems roadmap (CRM, Marketing Automation, Customer Success, CPQ, CLM, Billing) aligned with growth goals. Translate business needs into scalable, technology-enabled workflows. Tech Stack Leadership: Manage Salesforce, HubSpot/Marketo, Gainsight, Salesloft/Outreach, LeanData/ChiliPiper, Gong, and other platforms. Ensure seamless integrations and data flow for a unified revenue view. System Optimization: Design and implement scalable, secure systems. Drive automation-first initiatives in lead routing, pipeline governance, forecasting, and customer engagement. Data & Intelligence: Establish governance standards. Partner with Revenue Strategy on AI forecasting, churn prediction, and pipeline analytics. Deliver trusted insights for GTM execution. Team & Collaboration: Lead a high-performing RevTech team. Act as the primary liaison between GTM teams and technical stakeholders. Foster a culture of accountability and innovation. Vendor & Budget: Own vendor management, contracts, and ROI analysis. Oversee tech budgets and track emerging AI and revenue intelligence trends. Required Experience 5+ years in Revenue Technology, RevOps, or Business Systems leadership within SaaS/subscription businesses. Proven experience scaling GTM tech stacks. Strong expertise in data architecture, integrations, and multi-system interoperability. Experience supporting PLG and sales-assisted motions across omnichannel strategies. Hands-on expertise with AI-driven automation and workflow orchestration (e.g., Workato, Zapier, MuleSoft, Tray.io). Skills & Competencies Technical Deep expertise in Salesforce and integration frameworks. Knowledge of AI-driven forecasting, lead scoring, and automation. Leadership Strong ability to translate business needs into scalable solutions. Excellent communication skills with both technical and non-technical stakeholders. Experience leading, mentoring, and scaling technical teams. Strategic problem-solver with a bias for execution. Company Overview: PandaDoc empowers more than 50,000 growing organizations to thrive by taking the work out of document workflow. PandaDoc provides an all-in-one document workflow automation platform that helps fast scaling teams accelerate the ability to create, manage, and sign digital documents including proposals, quotes, contracts, and more. For more information, please visit https://www.pandadoc.com. Company Culture: We're known for our work-life balance, kind co-workers, & creative virtual team-bonding events. And although our Pandas are located across the globe, we stay connected with the help of technology and ensure that everyone on our team feels, well, like a team. Pandas work best when they're happy. We retain our talent by upholding our values of integrity & transparency, and selling a product that changes the lives of our customers. Check out our LinkedIn to learn more. Benefits: Employees (and their families) may enroll in the company's medical, dental, vision, short & long term disability, life insurance, FSA and 401k plans. Employees will also receive 13.34+ hours of paid time off per month, 6 self care days, birthday PTO day, and 10 company paid holidays off per year. Employees may be able to purchase company stock (or receive annual bonuses) The annual OTE for this role is $200,000 - $220,000 (base/variable) Company Overview: PandaDoc empowers more than 65,000 growing organizations to thrive by taking the work out of document workflow. PandaDoc provides an all-in-one document workflow automation platform that helps fast scaling teams accelerate the ability to create, manage, and sign digital documents including proposals, quotes, contracts, and more. For more information, please visit https://www.pandadoc.com. Company Culture: We're known for our work-life balance, kind co-workers, & creative virtual team-bonding events. And although our Pandas are located across the globe, we stay connected with the help of technology and ensure that everyone on our team feels, well, like a team. Pandas work best when they're happy. We retain our talent by upholding our values of integrity & transparency, and selling a product that changes the lives of our customers. Check out our LinkedIn to learn more. Application deadline: 11/30

GTM Technology
AI-Driven Automation
Data Intelligence
Salesforce
HubSpot
Marketo
Gainsight
Salesloft
Outreach
LeanData
ChiliPiper
Gong
Data Architecture
Integrations
Workflow Orchestration
Revenue Technology
Direct Apply
Posted 5 months ago
PA

Solutions Engineer

PandaDocAnywhereFull-time
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Compensation$Not specified

The Solutions Engineer will deliver technical reviews and demos to prospects, collaborating with customers and internal teams. They will translate customers' business and technical needs into effective solutions and build relationships across various departments. | Candidates should have a Bachelor's Degree in Computer Science or a related field and at least 2 years of experience in SaaS solutions. Strong presentation skills and experience with system integration methods are essential. | The Solutions Engineer at PandaDoc is a member of the revenue team, who bridges the gap between sales and technology as a trusted technical advisor. You will be an expert on the PandaDoc platform, APIs, CPQ, and integrations. This is a Revenue and Customer-focused position that plays an integral role in the long-term success of PandaDoc users. You will be responsible for translating customers’ business and technical needs into PandaDoc demos and answering technical and business questions to instill a sense of trust with our platform and offerings. In this role, you will: Participate in Sales, delivering technical reviews and demos to prospects via calls and video meetings and actively collaborate with PandaDoc customers and internal teams. Understand and map out complex customer issues related to their business processes and deliver trusted, long-term, high ROI solutions Build relationships with Product Management, Engineering, Product Marketing and other parts of the Sales organization to increase technical/ business expertise and provide customer-centric feedback. Establish confidence in recommendations via product expertise, custom product demonstrations, technical phone calls, workflow outlines, product roadmap discussions & business process diagrams About you: Computer Science or related Bachelor's Degree 2+ years experience in SaaS solutions, concepts, and business models Strong presentation skills and customer-facing acumen Experience building and leading bespoke technical demos. Advanced familiarity with system integration methods such as web services, SDKs, & REST APIs Experience with Salesforce, Dynamics, Hubspot, and other CRM solutions Experience working with business functional areas including Sales, Customer Success, Customer Support, or Development High Degree of Business Empathy: We are an extension of the businesses of our clients. In order for us to achieve customer ROI, their goals must be your goals. Take pride in having a hand at our customers’ success and be resourceful at resolving technical problems. High Degree of Self-Awareness: You embody the ability to realize your actions, your strengths, and your weaknesses. You desire to never stop learning and recognize that every team member (regardless of tenure) has ideas that matter. Self Starter: We believe quick action takes precedence over perfection. You embody the ability to become a PandaDoc product expert and have the technical know-how to integrate it with other on-premise and cloud SAAS products or customer IT solutions Team Player: You value team success as much as you value your own. Rapid growth and a frequently changing business landscape require open lines of communication, learning from and teaching others, and contributing to the greater good of the program. Communication: You will work closely with customers and be part of calls and meetings to identify solutions for their business. You have the ability to disseminate highly technical information to all customers and fellow Pandas. Company Overview: PandaDoc empowers more than 60,000 growing organizations to thrive by taking the work out of document workflow. PandaDoc provides an all-in-one document workflow automation platform that helps fast scaling teams accelerate the ability to create, manage, and sign digital documents including proposals, quotes, contracts, and more. For more information, please visit https://www.pandadoc.com. Company Culture: We're known for our work-life balance, kind co-workers, & virtual team bonding events. Although our Pandas are located remotely across the globe, we stay connected with the help of technology and ensure that everyone on our team feels, well, like a team. Pandas work best when they're happy. We retain our talent by upholding our values of integrity & transparency, and selling a product that changes the lives of our customers. Check out our LinkedIn to learn more. Benefits: Employees may be able to purchase company stock (or receive annual bonuses) Employees (and their families) may enroll in the company's medical, dental, vision, short & long term disability, life insurance, FSA and 401k plans. Employees will also receive 13.34+ hours of paid time off per month, 6 self care days, birthday PTO day, and 10 company paid holidays off per year The annual OTE is up $135,000 (base + bonus combined) PandaDoc is an Equal Opportunity Employer. We are committed to equal treatment of all employees without regard to race, national origin, religion, gender, age, sexual orientation, veteran status, physical or mental disability or other basis protected by law. Application deadline 10/25

SaaS Solutions
Technical Demos
System Integration
APIs
Salesforce
Dynamics
Hubspot
Customer Success
Customer Support
Business Empathy
Self Awareness
Communication
Team Player
Presentation Skills
Technical Knowledge
Direct Apply
Posted 6 months ago
PA

SEO Manager

PandaDocAnywhereFull-time
View Job
Compensation$140K - 150K a year

The SEO Manager will develop and execute the SEO strategy to drive organic growth and improve market share. This role involves guiding cross-functional teams and managing SEO projects while analyzing performance to optimize engagement and conversions. | Candidates should have 5+ years of experience leading SEO strategy, with a strong understanding of search engine algorithms and SEO best practices. Proficiency in key SEO tools and exceptional analytical skills are essential. | We are seeking a strategic and results-driven SEO Manager to lead our organic search initiatives. As an individual contributor in this role, you will own the SEO strategy end-to-end from keyword research and technical optimization to performance measurement and analytics. You will be expected to guide cross-functional teams to execute effectively, working closely with Marketing, Sales, and Product teams to identify SEO opportunities and drive measurable results for the business. You will develop data-driven strategies and manage SEO projects, reporting to the Head of SEO. You will work with SEO copywriters to build keyword strategy and content roadmaps that increase organic visibility and deliver value to our target audience. The ideal candidate combines deep SEO expertise with strong leadership skills, data fluency, and a passion for staying ahead of search trends. In this role, you will: Develop and execute the SEO strategy to drive organic growth, improve organic market share for important business categories, and increase SEO-driven pipeline. Work closely with our Demand Generation, Web and Brand marketing teams to create a content strategy that drives organic traffic and delivers on key business goals. Oversee holistic on-page optimization strategy including meta tags, headings, content structure, schema markup, FAQs, authorship tags, and internal linking improvements. Conduct keyword research and optimize content for maximum search engine visibility. Gather feedback from Sales and Brand collaborators to influence new keywords and topics. Track and analyze the performance of your work, making data-driven decisions to optimize for engagement and conversions. Dive into the data and ensure that organic visibility is turning into traffic, signups, and pipeline. Leverage Google Analytics, Looker Studio, Tableau and Salesforce data to track KPIs, measure ROI, and produce actionable insights for stakeholders. Use Google Search Console to optimize indexing, diagnose issues, and ensure search visibility. Stay ahead of the curve, adapting to evolving SEO trends and best practices. Monitor and adapt strategies based on search engine algorithm updates and ever-shifting industry trends. Conduct competitor analysis to benchmark performance and identify new growth opportunities. Work with a GEO-focused partner agency to implement a series of tests with the intent of improving brand visibility in LLMs like ChatGPT, Perplexity, and Claude. Work closely with the localization team to understand nuances in product and local terminology in order to provide recommendations for selecting target keywords in international markets, prioritizing pages for localization, and optimizing content. About you: 5+ years experience leading SEO strategy, ideally as an SEO Manager for a B2B business or similar position. Strong understanding of search engine algorithms, ranking factors, and SEO best practices. Demonstrated experience using key SEO tools (Google Analytics, Google Search Console, SEMrush, Ahrefs, Moz, etc.) Track record of managing successful SEO campaigns with measurable results on pipeline / revenue Excitement around rapid experimentation and learning Desire to be on the cutting edge of LLM optimization and ongoing curiosity of the LLM landscape Proficiency in keyword research, on-page and off-page optimization, and technical SEO. Basic knowledge of HTML and CSS. Exceptional analytical skills with the ability to turn data into strategy. Strong communication, leadership, and project management skills. Familiarity with UX/UI principles and their impact on SEO. Experience with international SEO strategies and conducting in-language keyword research Preferred Qualifications (not required): Experience managing an SEO team and/or agency partners. Expertise in schema markup and structured data. Knowledge of content marketing integration with SEO strategies. Experience working within Contentful CMS The annual OTE is from $140K to $150k (base + bonus combined). Company Overview: PandaDoc empowers more than 60,000 growing organizations to thrive by taking the work out of document workflow. PandaDoc provides an all-in-one document workflow automation platform that helps fast scaling teams accelerate the ability to create, manage, and sign digital documents including proposals, quotes, contracts, and more. For more information, please visit https://www.pandadoc.com. Company Culture: We're known for our work-life balance, kind co-workers, & creative virtual team-bonding events. And although our Pandas are located across the globe, we stay connected with the help of technology and ensure that everyone on our team feels, well, like a team. Pandas work best when they're happy. We retain our talent by upholding our values of integrity & transparency, and selling a product that changes the lives of our customers. Check out our LinkedIn to learn more. Benefits: Employees may be able to purchase company stock (or receive annual bonuses) Employees (and their families) may enroll in the company's medical, dental, vision, short & long term disability, life insurance, FSA and 401k plans. Employees will also receive 13.34+ hours of paid time off per month, 6 self care days, birthday PTO day, and 10 company paid holidays off per year, and more! PandaDoc is an Equal Opportunity Employer. We are committed to equal treatment of all employees without regard to race, national origin, religion, gender, age, sexual orientation, veteran status, physical or mental disability or other basis protected by law. EXTERNAL RECRUITERS Approval Requirement The use of external recruiters/staffing agencies requires prior approval from our HR Team. The HR Team at PandaDoc requests that external recruiters/staffing agencies not to contact PandaDoc employees directly in an attempt to present candidates. Complying with this request will be a factor in determining future professional relationships with PandaDoc. Applications Deadline 11/30

SEO Strategy
Keyword Research
Technical SEO
Data Analysis
Content Strategy
On-Page Optimization
Google Analytics
Google Search Console
Project Management
Leadership
International SEO
HTML
CSS
UX/UI Principles
Competitor Analysis
LLM Optimization
Direct Apply
Posted 6 months ago

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