Account Executive - Healthcare/Higher-Education

Title: Account Executive 

Date: 6.2026  

Function: Sales  

Reports to:  Manager, Sales 

Position Summary: 

The Account Executive is responsible for prospecting, 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 the healthcare and higher education industries to grow our cloud-based meeting management software solution. 

 Key Responsibilities: 

• Execute outbound prospecting using LinkedIn Sales Navigator, ZoomInfo, Apollo, and other sales tools to identify and engage target accounts.
• Design and execute multi-channel outreach campaigns across email, phone, and social channels to generate new meetings and sales conversations.
• Qualify prospects against ideal customer profiles and business needs, converting qualified leads into sales opportunities.
• Manage the full sales cycle from qualified opportunity through negotiation and close within SMB and Mid-Market segments.
• Maintain accurate pipeline management, forecasting, and CRM hygiene while consistently achieving revenue targets.
• 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.
• 5+ 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. 

Strongly Preferred: 

• • Experience working with healthcare organizations and/or higher education
  • 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: 6.2026  

Function: Sales  

Reports to:  Manager, Sales 

Position Summary: 

The Account Executive is responsible for prospecting, 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 the healthcare and higher education industries to grow our cloud-based meeting management software solution. 

 Key Responsibilities: 

• Execute outbound prospecting using LinkedIn Sales Navigator, ZoomInfo, Apollo, and other sales tools to identify and engage target accounts.
• Design and execute multi-channel outreach campaigns across email, phone, and social channels to generate new meetings and sales conversations.
• Qualify prospects against ideal customer profiles and business needs, converting qualified leads into sales opportunities.
• Manage the full sales cycle from qualified opportunity through negotiation and close within SMB and Mid-Market segments.
• Maintain accurate pipeline management, forecasting, and CRM hygiene while consistently achieving revenue targets.
• 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.
• 5+ 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. 

Strongly Preferred: 

• • Experience working with healthcare organizations and/or higher education
  • 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