Customer Success Manager - US (pooled)

As a Customer Success Manager at PandaDoc, you'll play a key role in driving success and growth for a diverse range of clients by delivering high-impact service in a scalable, pooled support model. At the heart of your work will be the opportunity to engage with customers, thoughtfully guiding them through onboarding and workflow consultations, and empowering them to fully unlock the value of their investment in PandaDoc. 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 personalised 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 Lead strategic business conversations with customers to connect PandaDoc's capabilities to their core workflows and goals, clearl...