Account Manager

Summary

Join OnBoard as an Account Manager and drive revenue growth within our existing customer base. You will cultivate strong relationships with key decision-makers, uncover new sales opportunities, and expand our presence within current accounts. Responsibilities include negotiating and overseeing sales activities, providing feedback to enhance customer satisfaction and ROI, and collaborating with internal stakeholders. This role requires a Bachelor's degree, 3-5 years of experience in account management or sales (preferably B2B SaaS), and proven success in meeting sales targets. Excellent communication, negotiation, and strategic thinking skills are essential. The successful candidate will utilize CRM software and contribute to forecasting revenue growth.

Requirements

• 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)

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