Enterprise Account Manager Talent Community

As an Enterprise Account Manager at Boardable, your responsibilities include building strong relationships with decision-makers, creating customized growth plans, conducting strategic business reviews, and actively managing a sales pipeline using tools like HubSpot. You will also work closely with Customer Success Managers to ensure timely renewals and succeed in upsell efforts, ultimately driving retention and revenue growth within enterprise accounts.

To be considered for the Enterprise Account Manager position at Boardable, you should have 3–5 years of related experience in account management, specifically managing enterprise-level accounts in a SaaS environment. Additional qualifications include strong financial acumen, expertise in CRM tools like HubSpot, and excellent interpersonal skills to interact confidently with C-level executives.

Success for Enterprise Account Managers at Boardable is measured through key performance indicators such as net revenue retention, expansion revenue, and overall account growth. Achieving upsell and cross-sell targets while mitigating churn risks through proactive customer engagement and strategic account planning is crucial for success in this role.

Essential skills for an Enterprise Account Manager at Boardable include exceptional communication and presentation abilities, strong analytical skills, customer-focused mindset, and the capability to build strategic relationships. Additionally, being resourceful and proactive, especially in a startup environment, will contribute greatly to your success in this position.

At Boardable, the customer relationship management process for an Enterprise Account Manager involves building and nurturing relationships with top-tier clients, developing and executing growth plans, conducting regular strategic business reviews, and acting as a trusted advisor. This entails understanding customer needs, delivering tailored solutions, and gathering feedback to inform product improvements.

In my previous role, I successfully managed enterprise-level accounts by proactively engaging with clients to understand their unique needs and developing tailored strategies that both addressed their objectives and aligned with our service offerings. Consistently conducting business reviews allowed me to showcase ROI, identify upsell opportunities, and reinforce our partnership.

Certainly! I once worked with a key client who expressed interest in additional services. I conducted a detailed analysis of their usage data and identified specific areas for improvement. By presenting a customized proposal that demonstrated tangible benefits, I was able to successfully upsell them on a new service that resulted in a significant revenue increase while enhancing their overall experience.

To prevent churn in enterprise accounts, I prioritize building strong relationships by maintaining regular touchpoints and conducting strategic business reviews. By closely monitoring usage trends and customer feedback, I can proactively address potential issues. Implementing tailored engagement strategies and ensuring timely renewals also play a crucial role in minimizing churn risks.

I approach forecasting sales opportunities by keeping a detailed and organized pipeline within CRM systems like HubSpot. Regular analysis of account data helps me identify high-impact opportunities, prioritize engagements, and adjust strategies as necessary. This data-driven approach ensures that I remain proactive and responsive to changing customer needs.

Collaboration with marketing and product teams is essential for success as it allows me to craft personalized campaigns and solutions that resonate with our key accounts. By sharing insights and feedback from our customers, I can help inform product development and ensure that our offerings are aligned with market needs, ultimately enhancing client satisfaction.

I stay informed about market trends relevant to enterprise clients through industry publications, attending webinars and conferences, and networking with industry professionals. Additionally, I regularly engage with clients to understand their evolving needs and challenges, which helps me provide informed insights and recommendations that align with market dynamics.

My experience with handling C-level executives in client meetings involves preparing thoroughly to address their high-level strategic needs. I focus on understanding their business objectives and articulating our value proposition clearly and concisely. Building credibility through well-prepared presentations and being responsive to their inquiries has always helped in fostering strong relationships.

I prioritize my accounts based on revenue potential, customer relationship strength, and engagement needs. Implementing a structured time management strategy, including setting aside focused time for account reviews, proactive outreach, and strategic planning, ensures that I allocate my efforts efficiently across my portfolio.

I gather customer feedback through regular engagement, surveys, and informal check-ins. Analyzing this feedback helps identify trends and areas for improvement in our offerings. I then communicate these insights internally to inform product enhancements and ensure our strategies align closely with customer needs.

To embody Boardable's core values means prioritizing customer passion and ensuring every interaction reflects a commitment to delivering delightful experiences. It involves making decisions like an owner, allowing me to be proactive in addressing client needs and fostering a supportive community internally and externally, ultimately driving success for our customers.