Account Manager
OnBoard, Indianapolis, IN, United States
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 role involves developing strong relationships with key decision‑makers, identifying new sales opportunities, expanding our footprint within current accounts, negotiating and supervising outreach and sales activities, supporting renewal negotiations, and providing feedback to improve customer satisfaction and ROI.
Title and Details Title:
Account Manager
Date:
2.5.26
Function:
Sales
Reports to:
Director, Sales
Location:
Remote – Indiana
Key Responsibilities
Own and execute growth strategies within existing customer accounts to achieve revenue targets, including pitching 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 (Customer Experience, Sales, Marketing, Product) to ensure alignment and effective support.
Build proposal documents/decks, run proposal review/pitch calls, and close growth opportunities, addressing price/package objections and escalating as required.
Run outbound efforts as needed to assist with growth lead generation, including 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 and identify areas for improvement.
Build and track the ongoing pipeline of opportunities within Salesforce and assist with forecasting 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 a related field.
3–5 years of experience in Account Management or Sales, preferably in a B2B environment; SaaS experience is an advantage.
3–5 years of experience conducting in‑person, phone, and video presentations.
Proven knowledge and execution of successful sales, renewals management, and/or business development strategies.
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, ChurnZero).
Competencies
Accountability
Adaptability
Applied Learning
Business Acumen
Collaboration
Customer Focus
Dealing with Ambiguity
Decision Making
Driving for Results
Initiating Action
Planning and Organizing
Technical/Professional Knowledge
AI Adoption
About The Company OnBoard’s board‑management software helps boards function at a higher level so that every organization can make a bigger difference in the world. Launched in 2011, we serve 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, government, and enterprise sectors, OnBoard is the leading board‑management provider. We have grown from a class project at Purdue University into the world’s leading board‑management platform, backed by JMI Equity and acquisitions of eScribe and Govenda.
Benefits and Perks
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, plus dental and vision plans.
Employer contribution to Health Savings Account if you have a High Deductible Health Plan.
Medical Flexible Spending Accounts available.
Dependent Care Flexible Spending Accounts available.
Basic life insurance of $50,000 or one times your salary, whichever is higher.
Short‑ and long‑term disability and accidental death and dismemberment benefits at no cost.
401(k) Retirement Savings Plan with auto‑enrollment after 60 days and a generous company match (up to 4%).
Paid Time Off (PTO) and holidays.
CAN‑Based Employees:
Employer‑paid life and accidental death insurance
Contribution to Health Care Spending Account
Dependent life insurance
Optional life insurance
Long‑term disability insurance
Drug and paramedical coverage
Dental and vision insurance
Employee assistance program (EAP)
AUS‑Based Employees:
Monthly stipend for insurance purchase
UK‑Based Employees:
Employer contribution to pension
Employee assistance program (EAP)
Diversity Statement – Culture of Togetherness OnBoard encourages and celebrates a culture of togetherness, embracing uniqueness and fostering an inclusive environment. We pledge 1% to give back to communities worldwide and are committed to diversity, equity, and inclusion across our workforce.
Equal Employment Opportunity Statement OnBoard is an equal‑opportunity employer committed to a diverse and inclusive working environment. We do not discriminate based on race, national origin, gender, gender identity, sexual orientation, veteran status, disability, age, or any other legally protected status. Request accommodations for disabilities at peopleops@onboard.com.
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Title and Details Title:
Account Manager
Date:
2.5.26
Function:
Sales
Reports to:
Director, Sales
Location:
Remote – Indiana
Key Responsibilities
Own and execute growth strategies within existing customer accounts to achieve revenue targets, including pitching 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 (Customer Experience, Sales, Marketing, Product) to ensure alignment and effective support.
Build proposal documents/decks, run proposal review/pitch calls, and close growth opportunities, addressing price/package objections and escalating as required.
Run outbound efforts as needed to assist with growth lead generation, including 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 and identify areas for improvement.
Build and track the ongoing pipeline of opportunities within Salesforce and assist with forecasting 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 a related field.
3–5 years of experience in Account Management or Sales, preferably in a B2B environment; SaaS experience is an advantage.
3–5 years of experience conducting in‑person, phone, and video presentations.
Proven knowledge and execution of successful sales, renewals management, and/or business development strategies.
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, ChurnZero).
Competencies
Accountability
Adaptability
Applied Learning
Business Acumen
Collaboration
Customer Focus
Dealing with Ambiguity
Decision Making
Driving for Results
Initiating Action
Planning and Organizing
Technical/Professional Knowledge
AI Adoption
About The Company OnBoard’s board‑management software helps boards function at a higher level so that every organization can make a bigger difference in the world. Launched in 2011, we serve 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, government, and enterprise sectors, OnBoard is the leading board‑management provider. We have grown from a class project at Purdue University into the world’s leading board‑management platform, backed by JMI Equity and acquisitions of eScribe and Govenda.
Benefits and Perks
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, plus dental and vision plans.
Employer contribution to Health Savings Account if you have a High Deductible Health Plan.
Medical Flexible Spending Accounts available.
Dependent Care Flexible Spending Accounts available.
Basic life insurance of $50,000 or one times your salary, whichever is higher.
Short‑ and long‑term disability and accidental death and dismemberment benefits at no cost.
401(k) Retirement Savings Plan with auto‑enrollment after 60 days and a generous company match (up to 4%).
Paid Time Off (PTO) and holidays.
CAN‑Based Employees:
Employer‑paid life and accidental death insurance
Contribution to Health Care Spending Account
Dependent life insurance
Optional life insurance
Long‑term disability insurance
Drug and paramedical coverage
Dental and vision insurance
Employee assistance program (EAP)
AUS‑Based Employees:
Monthly stipend for insurance purchase
UK‑Based Employees:
Employer contribution to pension
Employee assistance program (EAP)
Diversity Statement – Culture of Togetherness OnBoard encourages and celebrates a culture of togetherness, embracing uniqueness and fostering an inclusive environment. We pledge 1% to give back to communities worldwide and are committed to diversity, equity, and inclusion across our workforce.
Equal Employment Opportunity Statement OnBoard is an equal‑opportunity employer committed to a diverse and inclusive working environment. We do not discriminate based on race, national origin, gender, gender identity, sexual orientation, veteran status, disability, age, or any other legally protected status. Request accommodations for disabilities at peopleops@onboard.com.
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