Full-Time

Lifecycle Marketing Lead

PandaDoc

PandaDoc

501-1,000 employees

Document automation SaaS with e-signature

Compensation Overview

$170k - $190k/yr

+ Bonus

Remote in USA

Remote

Category
Growth & Marketing (1)
Required Skills
Sales
Data Analysis

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Requirements
  • 6+ years of experience in B2B lifecycle or integrated campaigns marketing with at least 3 years leading and developing high-performing teams
  • A track record of building lifecycle programs that drive measurable business outcomes of MQLs, pipeline, activation, retention, and revenue
  • Strong analytical instincts: you can interrogate campaign data, identify what's driving or suppressing performance, and turn that into an experimentation strategy
  • Ingrained with AI-powered marketing tools in your workflow - whether that's using AI to generate and test campaign messaging faster, or having created systems for faster insight loops from experiments. AI has made you measurably more productive, and you have a POV on scaling that to the team.
  • Hands-on experience with marketing automation platforms and CRM tools; you understand the technical landscape well enough to push for what your team needs
  • A systems thinker's approach to the customer journey — you see how prospect programs connect to activation, activation connects to expansion, and you design accordingly
  • The ability to operate at both the strategic and executional level — you can write a compelling campaign brief and a compelling business case in the same week
  • Strong cross-functional relationship skills; you build trust with Sales, CS, and Product teams by showing up prepared, communicating clearly, and following through
  • Comfort with ambiguity and a bias toward action — you define clarity rather than waiting for it
  • Genuine curiosity about customers: what makes them adopt, what makes them stay, and what makes them grow
Responsibilities
  • Own the lifecycle campaigns strategy end-to-end Define and continuously refine the campaign strategy across prospect conversion, adoption, expansion, and retention. Success looks like delivering an engaging, delightful journey for both self-serve and sales-assisted customers that drives measurable outcomes at every stage.
  • Lead and develop a high-performing team Directly manage a team of Campaign Managers, each owning a distinct stage of the customer lifecycle. You'll set a high bar for campaign quality and strategic thinking, invest in your team's growth, and build a culture where experimentation and accountability go hand in hand.
  • Oversee integrated campaign execution You'll also manage the Campaign Manager who owns integrated campaigns, working with the directive to make sure major campaigns are designed to land across the full lifecycle, with each stage owner enabled to promote effectively to their segment of the audience. You'll bring the connective tissue between campaign moments and ongoing lifecycle programs.
  • Use AI and System Building to scale experimentation velocity and team impact You'll be managing a team of brilliant marketers, and it's your job to supercharge their impact beyond the headcount you have. That means developing their fluency with AI tools, identifying workflows that should be automated, partnering with Marketing Ops to create agentic campaign systems, shipping experiments and documenting learnings at new speeds. Most importantly, you'll be able to redirect the time you free up for your team to high value experiments.
  • Shape how PandaDoc engages customers across owned channels Drive the strategy and execution of campaigns across email, in-app, and other owned channels. You'll come in with a perspective on messaging relevance, timing, and personalization that makes our audience eager to hear from us.
  • Partner across the marketing org and beyond Work closely with the Senior Director of Growth Marketing to align lifecycle priorities with broader demand gen strategy. Build tight relationships with Product Marketing (on messaging and launch support), Sales (on prospect handoffs and lead quality), Customer Success and Account Management (on expansion and retention programs), and Product teams (on activation and adoption motions).
  • Champion the team's technical and operational needs Ensure your team has the marketing automation infrastructure, data, and tooling to execute at the speed and sophistication the business requires. Partner with Marketing Operations and GTM Data to improve targeting, personalization, and measurement capabilities over time.
  • Build for both motions PandaDoc serves customers through both a self-serve and a sales-assisted motion. You'll ensure our lifecycle programs are designed with both in mind, and that the handoffs between them are seamless.

PandaDoc is a SaaS platform for document automation that helps users create, manage, track, and e-sign proposals, quotes, and contracts. It features a drag-and-drop editor, customizable templates, real-time collaboration, and analytics that show when a document is opened or viewed. ItIntegrates with tools like Salesforce, HubSpot, Stripe, and Dropbox to fit into existing workflows for CRM, payments, and storage. Its goal is to streamline the entire document lifecycle for SMBs and mid-market teams, enabling faster creation, routing, signing, and analysis to close more deals.

Company Size

501-1,000

Company Stage

Late Stage VC

Total Funding

$66.6M

Headquarters

San Francisco, California

Founded

2011

Get referred to PandaDoc

See people who can refer or advise you

Simplify Jobs

Simplify's Take

What believers are saying

  • European expansion strengthens Lisbon hiring and partnerships with Índico Capital backing.
  • AI-assisted document generation and review extend current automation workflows.
  • Sales teams pay for analytics, templates, and embedded approval automation.

What critics are saying

  • DocuSign and Adobe dominate e-signature distribution and enterprise procurement.
  • Microsoft can commoditize document workflows through native M365 features.
  • Dependence on outside capital exposes PandaDoc to valuation resets and financing freezes.

What makes PandaDoc unique

  • All-in-one document automation spans creation, approval, tracking, and e-signature.
  • Strong sales workflow focus integrates proposals, quotes, contracts, and payments.
  • Deep CRM integrations embed document generation inside revenue workflows.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Health Savings Account/Flexible Spending Account

Unlimited Paid Time Off

Paid Vacation

401(k) Retirement Plan

401(k) Company Match

Company Equity

Growth & Insights and Company News

Headcount

6 month growth

0%

1 year growth

1%

2 year growth

0%
Mailchimp
Dec 16th, 2025
Índico invests €5M in PandaDoc

Índico Capital Partners invests €5M in PandaDoc, the leading document automation platform

Tech.eu
Dec 16th, 2025
Índico Capital Partners invests €5M in PandaDoc

Índico Capital Partners invests €5M in PandaDoc. PandaDoc has raised funding from Índico Capital Partners to advance AI features and grow its Lisbon hub, supporting its document automation platform for quotes, contracts, and invoicing. Document automation company PandaDoc has raised €5 million from Índico Capital Partners. Founded in 2013 by Mikita Mikado (CEO) and Serge Barysiuk (CTO), PandaDoc began in response to inefficiencies in document processes, particularly for smaller businesses. It later shifted its focus to document automation software, expanded its operations, and grew internationally. In September 2021, PandaDoc reached unicorn status with a valuation of more than $1 billion. Today, PandaDoc provides tools for creating, sending, signing, and managing business documents digitally. Its platform supports workflows such as proposals, contracts, quotes, invoicing, and payments, and is used by teams including sales, operations, HR, legal, and revenue to streamline document-related processes. PandaDoc integrates with a range of CRM, payment, and productivity tools and is designed to replace manual, paper-based document handling with digital workflows. PandaDoc has an office in Lisbon that serves as a European hub for the company, making Portugal an important base for its operations. We're thrilled to partner with Índico Capital Partners as we enter our next chapter of growth. Their deep expertise in AI and track record of scaling technology companies makes them the ideal partner to help us accelerate our AI innovation, said Mikita Mikado, Co-founder and CEO of PandaDoc. The company said the investment will support its next phase of AI-focused product development and team growth in Lisbon, drawing on Índico Capital Partners' experience in artificial intelligence and scaling companies.

Versos e Trocadilhos – Lda
Dec 16th, 2025
PandaDoc raises 5 million from Indico to expand business and invest in AI.

PandaDoc raises 5 million from Indico to expand business and invest in AI. PandaDoc receives 5 million euros from Indico Capital Partners to accelerate its AI innovation and expand teams in Lisbon. PandaDoc, a document automation company and provider of contract management solutions, announced today a new investment of 5 million euros made by Indico Capital Partners. Founded in 2013 by Mikita Mikado (CEO) and Serge Barysiuk (CTO), the company was born from its founders' frustration with inefficient document processes that prevent small businesses from competing with larger companies. After shifting its focus to document automation software, PandaDoc grew rapidly, establishing its headquarters in San Francisco, and began its global expansion. In September 2021, the company achieved unicorn status, with a valuation exceeding one billion dollars. Currently, PandaDoc helps fast-growing companies drive sustainable revenue, build brand credibility, and eliminate hours of manual work. Sales, operations, and revenue management teams use PandaDoc to manage critical document workflows, from proposals and contracts to billing and payments. PandaDoc currently has an office in Lisbon, serving as a crucial strategic and operational hub in Europe for the company. The investment from Indico will drive the next phase of AI innovation at PandaDoc. "With Lisbon already established as a strategic European hub, the partnership will accelerate the development of advanced AI-based features while enabling the expansion of local teams. This collaboration reinforces Portugal's position as a growing global center of excellence in AI and ensures that PandaDoc benefits from world-class operational guidance and local support from Indico," explains the company in a statement. "We are very happy to establish a partnership with Indico Capital Partners to begin a new chapter of growth," says Mikita Mikado, co-founder and CEO of PandaDoc, in the same note. "Indico's extensive experience in AI and its track record of success in supporting the growth of technology companies make Indico the ideal partner to help us accelerate our AI innovation. We are excited to consolidate our presence in Portugal's vibrant technology ecosystem and, at the same time, add even more value to our customers worldwide," he adds. According to Stephan de Moraes, President of Indico Capital Partners, "we are very pleased to support PandaDoc, a global leader in the document management category. Its significant presence in Portugal and its expansion momentum are perfectly aligned with our strategy of supporting the local ecosystem and generating excellent returns for our investors - both for early-stage investments and for rounds in more advanced-stage companies, as is the case with PandaDoc. We are excited to work with Mikita and the team to continue expanding their presence in Europe." Recently, Indico Capital Partners launched its sixth fund, the Indico VC Fund III of 125 million euros, a crucial moment for the company and for the entire venture capital ecosystem of Southern Europe. The first closing of the fund will occur in December 2025, to incorporate investors from SIFIDE II, after confirmation of the European Investment Fund having announced a €30M investment in VCIII.

Jornal Económico
Dec 16th, 2025
Índico invests €5M in PandaDoc to expand AI team in Lisbon

Índico Capital Partners has invested €5 million in PandaDoc, a document automation and contract management platform. The funding will support expansion of PandaDoc's artificial intelligence team in Lisbon, which serves as a strategic and operational hub for the company in Europe. Founded in 2013, PandaDoc provides document workflow management solutions for sales, operations and revenue teams. The company achieved unicorn status in September 2021 with a valuation exceeding $1 billion. The investment comes as Índico Capital Partners launches its sixth fund, Indico VC Fund III, totalling €125 million. Stephan de Moraes, chairman of Índico Capital Partners, said PandaDoc's significant presence in Portugal aligns with the firm's strategy of supporting the local ecosystem whilst generating returns for investors.

MarTech360
Jun 12th, 2025
PandaDoc Launches Bi-Directional CPQ Solution for Pipedrive

PandaDoc launches bi-directional CPQ solution for Pipedrive.