Enterprise Account Manager Talent Community

*For Future Opportunities 

Enterprise Account Manager

We are seeking a dynamic and results-oriented Enterprise Account Manager to join our team. In this role, you will focus on managing and growing relationships with Boardable’s top ARR customers. The Enterprise Account Manager will strategically partner with our high-value accounts to foster growth, execute account plans, and conduct regular strategic business reviews. Success in this role is measured through expansion revenue, retention, and account growth within our enterprise-tier customer base.

Responsibilities:Customer Relationship Management and Expansion:

• Build strong, strategic relationships with key decision-makers in Boardable’s highest-value accounts.
• Develop and execute customized growth plans to maximize customer expansion and ensure alignment with customer goals.
• Lead regular Strategic Business Reviews (SBRs) to showcase ROI, identify upsell opportunities, and strengthen partnerships.
• Meet or exceed upsell and cross-sell revenue targets by identifying and executing opportunities within the assigned portfolio through targeted outreach and tailored recommendations.

Sales Pipeline Management and Forecasting:

• Maintain accurate and detailed forecasts for upsell and expansion opportunities using HubSpot.
• Proactively manage a pipeline of opportunities, prioritizing high-impact accounts and whitespace opportunities.
• Collaborate with Marketing and Product teams to craft personalized campaigns and solutions for top-tier accounts.

Renewals and Revenue Generation:

• Partner with Customer Success Managers to ensure timely and successful renewals in enterprise accounts.
• Proactively identify churn risks and create strategies to mitigate them, leveraging strong customer relationships.
• Drive additional revenue growth through strategic expansion, acting as a trusted advisor to key accounts.
• 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.

Customer Advocacy and Value Delivery:

• Act as a thought leader, providing customers with best practices and insights to optimize their use of Boardable.
• Gather customer feedback and share actionable insights with internal teams to inform product improvements and ensure customer needs are met.
• Represent Boardable’s core values by delivering exceptional customer experiences at every stage of the relationship.

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:

• Strengthen relationships in top-tier accounts to drive retention and minimize churn risks.
• Utilize data and customer insights to proactively address challenges and demonstrate value.

Expansion Revenue:

• 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.

Account Planning and Engagement:

• Identify upsell 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:

• 3–5 years of related experience in Account Management, preferably managing enterprise-level or high-value accounts in a SaaS environment.
• Proven track record of driving upsell revenue and expanding enterprise accounts through strategic planning and relationship management.
• Strong financial and business acumen, with the ability to deliver impactful business reviews and ROI discussions.
• Expertise in CRM tools such as HubSpot for account management and forecasting.
• Excellent communication, presentation, and interpersonal skills, with confidence interacting with C-level executives.
• Customer-focused mindset with a passion for delivering measurable results that align with customer goals.
• 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
• 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 with strong 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 

Location: Indianapolis candidates will be given strong preference