Docusign→
Account Specialist at Docusign in Remote
Entry LevelRemoteFull-timeRemote$62k–$85k/yr
Skills
salesforce.commicrosoft excelgoogle workspacecustomer lifecycle managementrenewal managementaccount managementcontract executionforecastingrevenue accountabilitysaas business modelwrittencustomer-first mindsetteam
Job Description
Summary: Docusign is a leader in e-signature and contract lifecycle management, serving over 1.5 million customers globally. The Account Specialist role focuses on supporting the growth and retention of customer accounts through proactive engagement and structured success workflows.
Responsibilities:
- Support a defined set of customer accounts, assisting with engagement planning, renewal tracking, and basic customer communications
- Prepare customer data reports, success plan inputs, and meeting notes to enable proactive outreach and risk mitigation
- Collaborate closely with leadership, AEs, and cross-functional partners to identify risks, opportunities, and ensure account health
- Assist in triaging adoption and engagement tasks, leveraging playbooks and templates to ensure timely follow-up and resolution of customer needs
- Assist in coordinating internal teams to resolve customer support or product-related issues
- Participate in short-term planning efforts (e.g., QBR prep, contract reviews, customer research)
- Learn to articulate Docusign’s core value propositions and platform use cases
- Collaborate with internal teams including Sales, Customer Success, Product, and Revenue Operations
- Maintain CRM accuracy and follow internal processes for data hygiene and forecasting
- Contribute to process improvement by sharing observed customer feedback and workflow challenges
Required Qualifications:
- 1+ years of experience in customer-facing roles (support, sales, renewals, or success)
- Bachelor's degree or equivalent work experience
- Experience managing tasks or projects in a fast-paced, collaborative environment
- Experience with Salesforce.com, Microsoft Excel, and Google Workspace
Preferred Qualifications:
- Familiarity with customer lifecycle, renewal, or account management processes
- Strong written and verbal communication skills
- Exposure to SaaS or subscription-based business models
- Strong organizational skills and attention to detail
- Willingness to learn new tools and systems quickly
- Demonstrated ability to work both independently and within a team
- Negotiation ownership and contract execution
- Revenue accountability (bookings, billings, quota)
- Cross-functional collaboration around quote management, pricing, legal
- Forecasting and renewal risk mitigation at a portfolio level
Required Skills: Salesforce.com, Microsoft Excel, Google Workspace, Customer lifecycle management, Renewal management, Account management, Contract execution, Forecasting, Revenue accountability, SaaS business model, written, Customer-first mindset, team
Benefits: Paid Time Off: earned time off, as well as paid company holidays based on region, Paid Parental Leave: take up to six months off with your child after birth, adoption or foster care placement, Full Health Benefits Plans: options for 100% employer paid and minimum employee contribution health plans from day one of employment, Retirement Plans: select retirement and pension programs with potential for employer contributions, Learning and Development: options for coaching, online courses and education reimbursements, Compassionate Care Leave: paid time off following the loss of a loved one and other life-changing events
Benefits
Paid Time Off: earned time off, as well as paid company holidays based on region
Paid Parental Leave: take up to six months off with your child after birth, adoption or foster care placement
Full Health Benefits Plans: options for 100% employer paid and minimum employee contribution health plans from day one of employment
Retirement Plans: select retirement and pension programs with potential for employer contributions
Learning and Development: options for coaching, online courses and education reimbursements
Compassionate Care Leave: paid time off following the loss of a loved one and other life-changing events