OnBoard

Account Manager

• 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.