Account Executive - Commercial

Title: Account Executive 

Date: 7.2026  

Function: Sales  

Reports to:  Director, Sales 

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 in a range of industries to grow our cloud-based meeting management software solution. 

 Key Responsibilities: 

• Identify and qualify for 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/Teams 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 / demos online or in person. 

• Experience using Salesforce.com, is a plus, but not required. 
• Preferred: 
• Familiarity with Board and Compliance applications  

• Familiarity with formal sales methodologies (MEDDPICC)  

 

Competencies:   

Accountability  

Adaptability  

AI Curiosity & Innovation 

Applied Learning  

Business Acumen  

Collaboration  

Customer Focus  

Dealing w/Ambiguity  

Decision Making  

Driving for Results  

Initiating Action  

Planning and Organizing  

Technical/Professional Knowledge

Title: Account Executive 

Date: 7.2026  

Function: Sales  

Reports to:  Director, Sales 

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 in a range of industries to grow our cloud-based meeting management software solution. 

 Key Responsibilities: 

• Identify and qualify for 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/Teams 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 / demos online or in person. 

• Experience using Salesforce.com, is a plus, but not required. 
• Preferred: 
• Familiarity with Board and Compliance applications  

• Familiarity with formal sales methodologies (MEDDPICC)  

 

Competencies:   

Accountability  

Adaptability  

AI Curiosity & Innovation 

Applied Learning  

Business Acumen  

Collaboration  

Customer Focus  

Dealing w/Ambiguity  

Decision Making  

Driving for Results  

Initiating Action  

Planning and Organizing  

Technical/Professional Knowledge