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
About the company:
Boards set the standard for what organizations can achieve. At OnBoard, our board management software helps boards function at a higher level so every organization can make a bigger difference in the world.
Launched in 2011, today, OnBoard serves 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 systems, government, and enterprise business, OnBoard is the leading board management provider.
OnBoard has grown from a class project at Purdue University in West Lafayette, Indiana in 2003 into the world’s leading board management software platform today. Backed by JMI Equity and the acquisitions of eScribe and Govenda, OnBoard is positioned to become the industry leader in Board Management and Meeting Solutions for private and public sector entities.
Benefits and Perks:
- Company provided equipment (laptop, software, etc.)
- Employment with a growing, casual, fun, philanthropic minded company
- Employer paid extended health benefits, including health spending account (CAN based employees)
- US Based Employees
- Comprehensive, high-quality medical/prescription drug plan options, as well as dental and vision plan offerings.
- An employer contribution to your Health Savings Account (HSA) if you participate in a High Deductible Healthcare Plan.
- Medical Flexible Spending Accounts available.
- Dependent Care Flexible Spending Accounts available.
- Basic life insurance in the amount of $50,000 or 1 X’s your salary (whichever is higher).
- Short and long-term disability and Accidental Death and Dismemberment benefits at no cost to you.
- 401K Retirement Savings Plan with automatic enrollment at the first of the month following 60 days of employment at 5% to help you secure your financial freedom. We offer a generous company match that starts on the first of the month following 60 days of employment. The company match is dollar for dollar on the first 3% of your pay that you contribute and $0.50 on the dollar on the next 2%, for a total match of 4%.
- Paid Time Off (PTO)/Holiday
- Unlimited PTO program each year.
- 11 paid holidays, and half day Fridays in the summer.
Diversity Statement - Culture of Togetherness:
At OnBoard, our mission is to encourage and celebrate a culture of togetherness. We acknowledge that uniqueness is powerful, and we welcome, foster, and appreciate all. Diversity, Equity, and Inclusiveness fuel the Pathfinder atmosphere and all our efforts. Our power is in our people and we Pledge 1% to give back to our communities and across the globe.
OnBoard is an equal opportunity employer and committed to a diverse and inclusive working environment. Passageways does not discriminate based on race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status. For individuals with disabilities who would like to request an accommodation please email [email protected].
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