Account Manager @ OnBoard | Jobright.ai
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OnBoard · 3 hours ago

Account Manager

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CollaborationDocument Management
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H1B Sponsor Likelynote

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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.

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Account ManagementSalesB2B SalesSaaS industrySalesforceZoomInfoChurnZeroMS Office SuiteStrategic Thinking

Required

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
3-5 years of experience setting and conducting in-person, phone, and video calls/presentations.
Proven knowledge and execution of successful sales and 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, ZoomInfo and ChurnZero).

Company

OnBoard

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OnBoard is a secure board management platform that helps organizations prepare, conduct, and analyze board meetings.

H1B Sponsorship

OnBoard has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (1)
2022 (1)
2020 (3)

Funding

Current Stage
Growth Stage
Total Funding
$105M
Key Investors
JMI EquityFive Elms CapitalSaratoga Partners
2021-07-07Private Equity· $100M
2018-09-17Private Equity· $5M
2018-07-05Private Equity

Leadership Team

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Marc Huffman
Chief Executive Officer
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Paroon Chadha
Co-founder and CEO
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Company data provided by crunchbase
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