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customer success salesforce saas ai lead generation📋 Description
- Provide onboarding support and CRM/API integrations for PandaDoc customers.
- Deliver scalable service to improve account health, retention, and growth.
- Lead onboarding sessions: launch plans, training, and integration setup.
- Drive product adoption via tailored consultations, updates, and hands-on training.
- Promote self-serve resources (help center, trainings, webinars) for education.
- Partner with Account Management to shape renewals, upsells, and expansion.
🎯 Requirements
- 2-3 years SaaS customer success experience in fast-paced settings.
- Organized with multi-priority management in a pooled resource model.
- Growth mindset, adaptable to new challenges.
- Agile, resourceful, and customer-focused with strong communication.
- AI-forward: leverage AI to synthesize data and automate tasks.
- Strong discovery and lead-generation skills for value-based opportunities.
🎁 Benefits
- Medical, dental, vision, disability, life insurance.
- 401k with stock options and annual bonuses.
- Paid time off: 13.34+ hours/month, self-care days, birthday PTO, holidays.
- Equal Opportunity Employer.
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