Account Executive
Account Executive
Function: Sales
Reports to: Director, Sales
Updated: 8.2025
Position Summary:
The Account Executive is responsible for owning, managing, and driving the full sales cycle from the first contact through closing new sales. This position will target C-Suite and Board level executives across regulated commercial verticals such as insurance, biotechnology, and the pharmaceutical industry to grow our cloud-based meeting management software solution.
Key Responsibilities:
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.
Skills and Experience Needed:
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.
Competencies:
Accountability
Adaptability
Applied Learning
Business Acumen
Dealing w/Ambiguity
Collaboration
Customer Focus
Creativity
Decision Making
Driving for Results
Entrepreneurial Mindset
Initiating Action
Participating in an Inclusive Environment
Self-starter
Technical/Professional Skills and Knowledge
Outcome Focused
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Account Executive
Account Executive
Function: Sales
Reports to: Director, Sales
Updated: 8.2025
Position Summary:
The Account Executive is responsible for owning, managing, and driving the full sales cycle from the first contact through closing new sales. This position will target C-Suite and Board level executives across regulated commercial verticals such as insurance, biotechnology, and the pharmaceutical industry to grow our cloud-based meeting management software solution.
Key Responsibilities:
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.
Skills and Experience Needed:
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.
Competencies:
Accountability
Adaptability
Applied Learning
Business Acumen
Dealing w/Ambiguity
Collaboration
Customer Focus
Creativity
Decision Making
Driving for Results
Entrepreneurial Mindset
Initiating Action
Participating in an Inclusive Environment
Self-starter
Technical/Professional Skills and Knowledge
Outcome Focused