Identify and qualify high-value sales opportunities through cold-call prospecting, networking, trade shows, and lead follow up. Convert all leads into opportunities.
Manage prospects full cycle from lead to close within our SMB & Mid-Market segments.
Present our technology to prospective clients in person or remotely by whatever means is necessary. This may include in-person demonstrations, phone calls or Zoom presentations.
Actively own and maintain a sales pipeline while using a consultive selling methodology to leverage the strengths of OnBoard to accelerate decision making by Economic Buyers.
Remain in frequent contact with customers to understand their needs and ensure a long-term stable customer base.
Use OnBoard systems to organize, track and maintain both prospect and customer records. Diligently log all activity and maintain clean data hygiene and accurate forecasting across all opportunities.
Work with Customer Success to ensure that new customers have a smooth onboarding process and become long-term partners of OnBoard.
Engage with the Product and Marketing teams to validate product strategy and serve as a thought partner based on your discovery in customer conversations.

Bachelor’s degree preferred, but not required.
4-6 years of success and quota attainment in software sales or software lead generation. Strong business acumen and experience driving deals forward.
Demonstrated resiliency and personal drive to succeed.
Excellent oral and written communication skills, ability to present effectively.
Previous experience of selling to C-suite Directors and Executives is a plus.
Proficient with MS Office product suites. Skilled in conducting presentations online or in person.
Experience using Salesforce.com, is a plus, but not required.
Experience working with higher education institutions, healthcare organizations, or financial institutions a plus.
Familiarity with Board and Compliance applications is a bonus.
Familiarity with formal sales methodologies is a plus.

Company provided equipment (laptop, software, etc.)
Employment with a growing, casual, fun, philanthropic minded company
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
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
Monthly stipend for insurance purchase
Employer contribution to pension
EAP

Account Manager

Key skills