PandaDoc Logo

PandaDoc

Director of Customer Experience (CX) Operations

Posted 2 Days Ago
Easy Apply
Remote
Hiring Remotely in USA
250K-250K Annually
Expert/Leader
Easy Apply
Remote
Hiring Remotely in USA
250K-250K Annually
Expert/Leader
The Director of CX Operations leads customer experience strategy, optimizes processes, manages teams, drives growth initiatives, and collaborates with CX leadership at PandaDoc.
The summary above was generated by AI

PandaDoc is looking for a Director of Customer Experience (CX) Operations to build the repeatable, predictable, scalable engine behind PandaDoc’s Customer Journey.  In this role, you will contribute to PandaDoc's accelerated growth by supporting the Customer Success, Professional Services, and Support teams in their day-to-day operations as well as leading strategic cross-functional projects. 

As a member of the RevOps leadership team, you’ll lead a team that is constantly hunting for opportunities across the business and tenaciously driving for excellence, efficiency and impact. You’ll proactively identify, analyze, prioritize and execute on opportunities for optimization, innovation and growth. 

In this role, you will:

  • Lead a team of operators to draw insights from rigorous analyses, develop informed recommendations, and then drive implementation on the most critical opportunities and challenges 
  • Apply thought leadership, analytical skills and business judgment to help senior leadership define strategic priorities, deliver operational excellence and foster innovation and growth
  • Partner with the CX leadership team to align on targets across financial and operational metrics and developing annual operating roadmaps
  • Drive large-scale strategic projects that directly impact key growth initiatives
  • Own key business operating rhythms that drive performance and accountability, including OKRs, MBRs, etc.
  • Oversee the technology stack across CX, executing day-to-day management, driving change management, and evaluating new tools
  • Manage process improvement efforts to constantly identify and execute on opportunities for efficiency, productivity and profitability
  • Serve as a credible and reliable executive advisor, enabling data-driven decision-making with end-to-end context and strategic alignment

About you:

  • 7+ years of relevant work experience in high-velocity SaaS partnering with VP+ leaders
  • Deep expertise in post-sales operations (planning, initiatives, processes, operating rhythm, KPIs)
  • Strong balance of strategic vision and executional grit—able to roll up sleeves, deliver immediate impact, and build long-term momentum
  • Fast learner who thrives in ambiguity, adapts quickly, and maintains resilience under pressure
  • Demonstrated people leadership: building, coaching, and inspiring high-performing teams
  • Strong influencing and communication skills, with a track record of driving consensus across complex stakeholder groups
  • Required: Salesforce, Intercom, PlanHat, Excel (or equivalent tools)
  • Preferred: SQL, Tableau, AI/ML tools and frameworks

Company Overview: 

PandaDoc empowers more than 53,000 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:

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!

The annual OTE for this role is up to $250k.
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.

Application deadline 05/30/26

Top Skills

Ai/Ml Tools
Excel
Intercom
Planhat
Salesforce
SQL
Tableau

Similar Jobs

10 Hours Ago
Remote or Hybrid
209K-286K Annually
Senior level
209K-286K Annually
Senior level
Fintech • Machine Learning • Payments • Software • Financial Services
The Premium Support Engineer will serve as a technical authority for enterprise customers, ensuring optimal performance of air-gapped systems, advocating for feature requests, and managing incident responses.
Top Skills: AWSAws CloudformationDatabricksDockerEksGoHelmJavaKubernetesPrometheusPysparkPythonSnowflakeTerraform
10 Hours Ago
Remote or Hybrid
United States
112K-186K Annually
Senior level
112K-186K Annually
Senior level
Artificial Intelligence • Automotive • Greentech • Information Technology • Machine Learning • Software • Cybersecurity
The role involves strategic guidance for client programs, program implementation, relationship building, and team management to ensure project success.
Top Skills: Business AnalysisProject ManagementSoftware Adoption
10 Hours Ago
Remote or Hybrid
United States
149K-248K Annually
Senior level
149K-248K Annually
Senior level
Artificial Intelligence • Automotive • Greentech • Information Technology • Machine Learning • Software • Cybersecurity
The Director of Change Enablement leads initiatives to drive adoption of systems and process changes through strategic learning and stakeholder engagement.

What you need to know about the Charlotte Tech Scene

Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.

Key Facts About Charlotte Tech

  • Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
  • Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
  • Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
  • Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
  • Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account