About this Account Manager role at OnBoard
Title: Account Manager
Function: Sales
Reports to: Director, Account Management
Location: Remote - United States (Eastern Hours)
Position Summary:
The Account Manager is responsible for driving revenue growth within our existing customer base using relationship management and a value-selling sales approach. The Account Manager will develop strong relationships with key decision-makers, identify new sales opportunities, and expand our footprint within current accounts. Additional responsibility includes negotiating and supervising outreach and sales activities and supporting the customer team with renewal negotiations and value selling. Providing feedback and suggestions to improve customer satisfaction, maximize retention, and to increase the ROI of the clients in the industry.
Key Responsibilities:
- Own and execute growth strategies within existing customer accounts to achieve revenue targets. This includes present, pitch and negotiating new users, add-ons, or package upgrades.
- Develop and maintain strong relationships with key decision-makers, influencers, and users.
- Conduct regular business reviews, analyze customer needs, and present tailored solutions to help customers achieve their goals.
- Identify and pursue new sales opportunities, upsells, and cross-sells within the existing customer base.
- Develop and manage account plans, including customer profiling, SWOT analysis, and sales strategies.
- Collaborate with internal stakeholders (e.g., Customer Experience, Sales, Marketing, Product) to ensure alignment and effective support.
- Play a pivotal role with package conversations by building out proposal documents/decks, running proposal review/pitch calls and closing related growth opportunities. This will include fielding and addressing price/package objections and escalating as required.
- Run outbound efforts as needed to assist with growth lead generation. This will include outbound calls and emails.
- Negotiate and close deals, ensuring optimal pricing and terms.
- Provide exceptional customer service, addressing concerns and resolving issues promptly.
- Continuously monitor customer satisfaction, identifying areas for improvement.
- Build and track the ongoing pipeline of opportunities within Salesforce and assist as needed to forecast growth revenue.
- Stay up to date on industry trends, market developments, and competitor activity.
Skills and Experience Needed:
- Bachelor’s degree in business administration, Marketing, or related field
- 3-5 years of experience in Account Management or Sales, preferably in a B2B environment, SaaS industry preferred.
- 3-5 years of experience setting and conducting in-person, phone, and video calls/presentations.
- Proven knowledge and execution of successful sales, renewals management
- and/or business development strategies.
- Proven track record of consistently meeting or exceeding sales targets.
- Excellent communication, interpersonal, and negotiation skills.
- Strategic thinking and problem-solving abilities.
- Strong proficiency in MS Office Suite and experience with CRM software (e.g., Salesforce, Gong, ZoomInfo and ChurnZero).
Competencies:
Accountability
Adaptability
Applied Learning
Business Acumen
Collaboration
Customer Focus
Dealing w/Ambiguity
Decision Making
Driving for Results
Initiating Action
Planning and Organizing
Technical/Professional Knowledge
AI Curiosity & Innovation
About the Company:
Boards set the standard for what organizations can achieve. At OnBoard, our board management software helps boards function at a higher level so every organization can make a bigger difference in the world.
Launched in 2011, today, OnBoard serves as the board intelligence platform for more than 5,000 organizations and their 12,000 boards and committees in 60 countries worldwide. With customers in higher education, nonprofit, healthcare systems, government, and enterprise business, OnBoard is the leading board management provider.
OnBoard has grown from a class project at Purdue University in West Lafayette, Indiana in 2003 into the world’s leading board management software platform today. Backed by JMI Equity and the acquisitions of eScribe and Govenda, OnBoard is positioned to become the industry leader in Board Management and Meeting Solutions for private and public sector entities.
Benefits and Perks:
- Fully remote work with company provided equipment (laptop, software, etc.)
- Employment with a growing, casual, fun, philanthropic minded company
- US Based Employees
- Comprehensive, high-quality medical/prescription drug plan options, as well as dental and vision plan offerings.
- An employer contribution to your Health Savings Account (HSA) if you participate in a High Deductible Healthcare Plan.
- Medical Flexible Spending Accounts available.
- Dependent Care Flexible Spending Accounts available.
- Basic life insurance in the amount of $50,000 or 1 X’s your salary (whichever is higher).
- Short and long-term disability and Accidental Death and Dismemberment benefits at no cost to you.
- 401K Retirement Savings Plan with automatic enrollment at the first of the month following 60 days of employment at 5% to help you secure your financial freedom. We offer a generous company match that starts on the first of the month following 60 days of employment. The company match is dollar for dollar on the first 3% of your pay that you contribute and $0.50 on the dollar on the next 2%, for a total match of 4%.
- Paid Time Off (PTO)/Holiday
- CAN Based Employees
- Employer paid Life and Accidental Death Insurance
- Contribution to Health Care Spending Account
- Dependent Life Insurance
- Optional Life Insurance
- LTD Insurance
- Drug and Paramedical Coverage
- Dental Insurance
- Vision Insurance
- EAP
- AUS Based employees
- Superannuation rate of 12%
- Monthly stipend of $400 AUD to purchase private medical insurance
- UK Based Employees (via EPG)
- Pension - Aegon
- Passageways/OnBoard contributes 8% of the employee's basic salary
- Employees can contribute up to 100% of salary subject to max limits
- Enrolled from Day 1 of employment
- Private Medical Insurance
- Life Assurance
- Income Protection
- Critical Illness
- Employee Assistance Programme
- Serious Illness Benefit
- Help@Hand
- Cashplan
- Pension - Aegon
Diversity Statement - Culture of Togetherness:
At OnBoard, our mission is to encourage and celebrate a culture of togetherness. We acknowledge that uniqueness is powerful, and we welcome, foster, and appreciate all. Diversity, Equity, and Inclusiveness fuel the Pathfinder atmosphere and all our efforts. Our power is in our people and we Pledge 1% to give back to our communities and across the globe.
OnBoard is an equal opportunity employer and committed to a diverse and inclusive working environment. We do not discriminate based on race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.
Interview Transparency & Technology Disclosure
We use video/audio recordings and artificial intelligence (AI) tools during our interview process to transcribe responses, evaluate skills, and streamline evaluations. Your data is processed securely and handled in line with our Privacy Policy and local data protection laws
