Account Manager

We are seeking a dynamic and results-oriented Account Manager to join our team. In this role, you will be responsible for driving revenue through renewals, expansions, and upsells for an assigned portfolio of existing Boardable customers. The Account Manager will maintain strong, value-centered relationships with key decision-makers, measuring success through net revenue retention and expansion.

Responsibilities: 

• Customer Relationship Management and Expansion:
  • Take over new customers from the CSM team seamlessly, ensuring a smooth transition and building strong, ongoing relationships based on customer needs and goals.
  • Execute strategic growth plans for existing business to maximize customer expansion and adoption of Boardable.
  • Identify and seize upgrade opportunities within the existing customer base through targeted outreach and tailored recommendations.
  • Meet or exceed expansion and upsell revenue targets by creating and managing a sales pipeline of opportunities each quarter.
  • Maintain strong relationships with key decision-makers within designated accounts to ensure value through Boardable adoption.
• Sales Pipeline Management and Forecasting:
  • Leverage our CRM platform, HubSpot, to ensure precise forecasting and efficient pipeline management.
  • Provide thought leadership and meaningful best practices to customers during annual business reviews, while gathering customer feedback.
• Renewals and Revenue Generation:
  • Oversee the full process of subscription renewals for designated accounts, prioritizing clear and accurate communication with clients while ensuring proper data management within our CRM system.
  • Utilize referrals and existing business relationships to identify new business opportunities within existing clients.
  • Exemplify the Boardable Core Values Living the Mission, Exhibit a Customer Passion, Make Decisions Like and Owner, Craft Delightful Experiences, and Cultivate a Supportive Community.
• Market and Competitive Analysis:
  • Stay updated on market trends and competitor activities to provide informed advice to customers and identify market opportunities or threats.
  • Utilize market insights to tailor solutions for customers, ensuring alignment with their needs and offering a competitive edge.

Key Performance Indicators (KPIs): 

• Net Revenue Retention
  • Implement proactive customer engagement strategies to strengthen relationships and mitigate churn risks.
  • Conduct regular account reviews to identify opportunities for value enhancement and address any potential issues or concerns promptly.
  • Collaborate with cross-functional teams to ensure seamless customer experiences and deliver on promised value propositions.
• Expansion Revenue:
  • Identify upsell and cross-sell opportunities by understanding customer needs and aligning solutions with their business goals.
  • Utilize data-driven insights and customer feedback to uncover opportunities for product or service expansion and drive incremental revenue growth.

Qualifications:

• 2-4 years of related experience in Account Management preferred
• Proven track record of effectively utilizing CRM tools to manage customer data, track sales activities, and generate insights for decision-making.
• Demonstrated ability to delight customers through effective communication and understanding of their goals
• Excellent communication, presentation, facilitation, and interpersonal skills that result in strong relationships
• A results-driven mindset with a focus on achieving targets and driving revenue growth
• Experience in a startup or small company environment with a demonstrated ownership mentality, resourcefulness, and proactive approach to work
• Strong analytical skills with the ability to analyze sales data and identify trends
• Strong financial and business acumen required, must have an ability to understand and partner with customers to deliver insightful business reviews
• Technical aptitude and ability to learn software programs and train others
• Confidence and ability to communicate with customer representatives from all levels of the organization
• Passion for serving customers and helping them achieve their organizational objectives through the use of Boardable’s products and services
• Superior organizational and project management skills; close attention to detail

Preferred Qualifications  

• A bachelor’s degree in business or a related field
• Knowledge of marketing automation tools and CRM systems, Hubspot (certification a plus).
• Experience understanding subscription based SaaS revenue models as well as product-led and/or PLG environments
• Experience serving on a nonprofit board