PandaDoc Onboarding & Client Success Specialist (Part-time)

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: TYPE OF WORK

Part Time

: SALARY

$600 to $950 a month

: HOURS PER WEEK

20

: DATE UPDATED

Sep 30, 2026

JOB OVERVIEW

ABOUT US
Pure Proposals is a PandaDoc Premier Partner. We run onboarding for new PandaDoc customers and build proposal and quoting systems for businesses in the US, Australia and Europe. We're a small, fast team and we use AI across everything we do.

THE ROLE
You'll start by leading onboarding launch calls with new PandaDoc customers. On each call you're the expert in the room. Customers come with questions about how PandaDoc works and how to set it up for their business, and your job is to guide them with confidence.

As you settle in, the role grows. You'll become part of our team helping with client success, account management, sales support and workflows across the business.

WHAT YOU'LL DO
1. Run onboarding launch calls with new PandaDoc customers
2. Answer questions on how PandaDoc works and point customers to the right features for their business
3. Follow up after each call with notes, answers to anything you took away, and next steps
4. Keep records up to date in Salesforce, HubSpot, and ClickUp
5. Support existing clients with questions and check-ins (client success and account management)
6. Help with sales tasks such as replying to enquiries, booking calls and preparing follow-ups
7. Help run and improve our workflows and automations

TRAINING AND SUPPORT
We'll train you properly on PandaDoc before your first call, and keep supporting you after. A lot of this work is nuanced and you won't know every answer, especially early on. That's fine. What matters is being comfortable saying to an onboarding client "great question, leave that with me and I'll come back to you," and then doing it.

HOW WE WORK
We use Claude (AI) across the business. You'll use it to turn call transcripts into follow-up emails, notes and task lists, so the admin after each call takes minutes, not hours.

WHAT YOU NEED
1. Excellent spoken and written English
2. Proven customer service or client success experience with software customers 2+ years
3. Experience running onboarding or training calls for a software platform 2+ years
4. Confidence leading a call with a customer who expects you to know the product

HIGHLY FAVOURED
1. Prior PandaDoc experience
2. Experience with similar tools such as DocuSign, Proposify, HubSpot or Salesforce
3. Experience in account management or sales support
4. Experience using AI tools like Claude or ChatGPT in your work

HOURS AND PAY
20 hours per week, CEST timezone hours. Long term for the right person, with more hours as the role grows.

HOW TO APPLY (applications that skip any step won't be reviewed)
1. Start your application message with the words "PandaDoc Onboarding" so we know you read this.

2. In writing, detail your customer service experience: which companies, which software or products, how long, and what a typical day looked like - DO NOT JUST SEND GENERIC RESUME OR CV, PLEASE CUSTOMISE A TAILORED INTRODUCTION LETTER

3. Include a link to a video of NO MORE THAN 2 MINUTES (Loom, YouTube unlisted or Google Drive) answering these three questions:
a. What software have you onboarded customers onto, and what did a typical onboarding call look like?
b. Tell us about a time a customer asked something you didn't know. What did you say, and what happened next?
c. Have you used PandaDoc or a similar tool? Which ones?

THE FINE PRINT

- This is an independent contractor role, not employment. Paid monthly in USD.
- The first 90 days are a trial period, with a review at the end.
- You'll need your own computer, a stable internet connection and a backup for power or internet outages. (VERY GOOD internet connection is critical, since you'll be on video calls with clients)
- Calls are mostly in CEST timezone, so you'll need to be available around those hours.

Thank you, we are looking forward to reviewing your profile!

SKILL REQUIREMENT

Technical Support Customer Service Account Management

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PandaDoc Onboarding & Client Success Specialist (Part-time)

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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