What are the responsibilities and job description for the Account Executive position at Boardable?
Account Executive
As an Account Executive, you will own outbound pipeline generation and manage the full sales cycle — from prospecting through close — serving as a trusted advisor to nonprofit leaders navigating board challenges. You will proactively build new relationships, create qualified opportunities, and drive new subscription revenue for our mission-driven organization. You will also embody our PLG motion by leveraging product signals to prioritize outreach and inform deal strategy.
This role is ideal for someone who thrives in a high-growth, collaborative SaaS environment, takes full accountability for building and closing their pipeline, and is energized by helping nonprofits work better.
Duties/Responsibilities
Pipeline Generation & Sales Execution
- Drive the full sales cycle from outbound pipeline creation, discovery, demos, and negotiation through close.
- Proactively conduct outbound outreach to generate high-quality SQLs and opportunities.
- Leverage PLG insights and product usage data to prioritize outreach and tailor conversations.
- Deliver engaging, value-centered product demos that reflect Boardable’s differentiated offerings and align to buyer needs.
- Manage multiple stakeholders, including executive-level leaders, across sometimes complex buying committees.
- Draft, edit, and finalize proposals, reference lists, order forms, and any materials used during the buying process.
Forecasting, Data, & Process Discipline
- Meet or exceed quarterly New Subscription Revenue targets
- Maintain accurate and timely CRM documentation to support forecasting and pipeline hygiene.
- Monitor KPIs such as conversion rates, time to close, and deal velocity to inform improvements.
- Bring a test-and-learn mindset to continuously refine messaging, sequences, and sales motions.
Collaboration & Cross-Functional Partnership
- Partner closely with Account Management and Customer Success to ensure seamless customer transitions, onboarding success, and early adoption.
- Coordinate internal resources (marketing, product, leadership) to ensure prospects have a high-quality experience throughout the sales process.
- Represent Boardable at virtual and in-person events, conferences, and trade shows as needed.
Coaching, Continuous Improvement & Professional Development
- Regularly review calls and deal strategies using Gong to refine skills, support coaching conversations, and contribute to team-wide learning.
- Stay informed on competitive landscape, market trends, and nonprofit industry needs.
- Uphold Boardable’s core values in all prospect interactions and internal collaboration.
Metrics That Drive Success
- New Subscription Revenue — attainment of quarterly quota
- Outbound activity and pipeline health metrics
- SQL-to-Close Rate
- Forecast Accuracy
- Time to Close / deal velocity
- Outbound activity and pipeline health metrics
Experience/Education/Skills
- 3-5 years of successful B2B SaaS sales experience consistently achieving or exceeding quota, with a strong emphasis on outbound prospecting.
- Strong communication, discovery, and presentation skills with an ability to articulate value in a nonprofit context.
- Experience selling in a small-company/startup environment where resourcefulness and ownership are essential.
- Strong business and financial acumen with familiarity in subscription SaaS models.
- Highly organized with strong pipeline management discipline and a self-starter mentality.
- Proven ability to build trust with prospects and sell through a value-based lens.
- Bachelor’s degree in business or related field.
- Experience in a PLG or hybrid PLG/Sales-led environment.
- Prior exposure to nonprofit work, boards, or civic leadership.
- Familiarity with using Gong, HubSpot, or similar sales productivity and enablement tools.
About Us
Boardable empowers nonprofits with the technology and thought leadership they need to drive positive change in the world. We believe that by providing a complete nonprofit operating system, we can support the incredible work of nonprofits and help them to achieve their missions and goals. Our unwavering commitment to excellence, innovation, and exceptional customer experiences sets us apart and enables us to make a meaningful impact in the world.
Boardable Core Values: Living the Mission, Exhibit a Customer Passion, Make Decisions Like an Owner, Craft Delightful Experiences, and Cultivate a Community of Trust
EEO Posting Statement
It is the policy of Boardable to provide equal employment opportunities without regard to race, color, religion, sex, national origin, age, disability, marital status, veteran status, sexual orientation, genetic information, or any other protected characteristic under applicable law. This policy relates to all phases of employment, including, but not limited to, recruiting, employment, placement, promotion, transfer, demotion, reduction of workforce and termination, rates of pay or other forms of compensation, selection for training, the use of all facilities, and participation in all company-sponsored employee activities. Provisions in applicable laws providing for bona fide occupational qualifications, business necessity, or age limitations will be adhered to by the company where appropriate.