Job Description
About Us
PandaDoc helps teams close deals faster by transforming how they create, manage, and sign documents. In a world of fragmented tools and manual workflows, PandaDoc brings proposals, contracts, quotes, payments, and eSignatures into one powerful platform—deeply integrated with the systems revenue teams rely on every day.
Trusted by tens of thousands of growing companies and large organizations alike, PandaDoc is chosen for its flexibility, automation, and ability to streamline revenue operations while saving teams time and reducing friction across the sales lifecycle.
In-person collaboration is an important part of PandaDoc’s culture. We require team members to work from our offices on Mondays and Thursdays, our designated Anchor Days. Certain teams or positions may require additional in-office workdays.
About The Team
The RevTech team at PandaDoc owns Salesforce (and the entire GTM Tech Stack) as the central nervous system for our revenue engine. We design, build, and operate the systems that power how PandaDoc sells, markets, and supports customers—using Salesforce as the source of truth and orchestration layer across our entire GTM stack.
This team blends deep Salesforce expertise with strong systems thinking across RevOps. We work closely with Operations, Sales, Marketing, Customer Success, Finance, and Engineering to remove friction, automate manual work, and ensure our revenue teams can operate at scale.
About The Role
This is a Salesforce-first/GTM Systems role. You will own and evolve Salesforce as the backbone of PandaDoc’s go-to-market operations, designing scalable data models, automation, and integrations that support our entire revenue lifecycle.
You will build AI-powered workflows and deeply connected systems across Salesforce, PandaDoc, and the broader GTM ecosystem. This role blends hands-on Salesforce administration and development with systems design and experimentation. You will identify friction across the funnel, architect durable solutions, and ship tools that make every seller faster and every customer interaction smarter.
What You’ll Achieve
- Own Salesforce as the primary GTM platform, including data architecture, automation, permissions, workflows.
- Design and maintain complex Salesforce automations using Flows, validation rules, and programmatic solutions where appropriate.
- Build AI-powered workflows for lead and account routing, scoring, enrichment, personalization, and prioritization—anchored in Salesforce.
- Integrate Salesforce with PandaDoc and the broader GTM stack, including Clay, ZoomInfo, LeanData, Chili Piper, Actively AI, SalesLoft, Outreach, and related tools.
- Turn ambiguous business problems into clear Salesforce system designs, experiments, and implementation plans.
Skills You’ll Need to Bring
Salesforce-first GTM systems experience (5+ years)
You have deep, hands-on experience administering and building in Salesforce within a GTM context. You’ve owned Salesforce orgs or major functional areas and understand how design decisions impact seller experience, data quality, and downstream automation. Experience supporting Sales, Marketing, Customer Success, or Revenue Operations teams is required.
Strong Salesforce administration and development skills
You are comfortable designing data models, building Flows, managing permissions, and creating reports and dashboards. You enjoy building in Salesforce and may have experience with Apex, Lightning components, or other advanced customization.
GTM systems and toolchain fluency
You’ve worked across a modern GTM stack and understand how Salesforce orchestrates tools like LeanData, Chili Piper, Actively AI, SalesLoft, Outreach, enrichment providers, and marketing platforms. You know how to evaluate, implement, and scale GTM tools without creating unnecessary complexity.
AI-aware systems thinking
You understand how AI and automation can improve routing, scoring, forecasting, personalization, and overall GTM efficiency. You think holistically about how data flows through Salesforce and downstream systems, and how automation can remove friction while maintaining trust and explainability.
Technical fluency with data and integrations
Bonus: You’re comfortable writing APEX and SQL, working with REST APIs, and building or maintaining integrations that move data reliably into and out of Salesforce. You understand data governance, schemas, and system boundaries.
Clear, empathetic communication and collaboration
You communicate clearly whether documenting Salesforce architecture, explaining tradeoffs to stakeholders, or partnering with non-technical teams. You enjoy working closely with Sales, Marketing, Customer Success, Finance, and Engineering and elevate the quality of decision-making across the org.
Bonus Points
- Salesforce certifications (Administrator, Advanced Administrator, Platform App Builder, or Developer).
Experience building or maintaining complex routing and attribution logic at scale.
- Experience supporting high-growth B2B SaaS GTM teams.
A strong opinion about what good Salesforce feels like for sellers—and the ability to build toward it.
The annual OTE is up to 135k OTE
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: 2/27/2026
