OnBord is seeking a dynamic President with an exceptional track record of transformational leadership and the ability to leverage the company’s assets, market position, and existing relationships to drive continued growth. He / She will bring visionary leadership in developing and executing a cohesive go-to-market plan to strengthen the company’s position as the defining market leader for wealth management software. The President will serve as a critical partner to CEO, Nick Bernardo, and the Board to drive OnBord’s continued transformation into a leading SaaS company with a strong recurring revenue profile. He / She will have proven success of exceptional go-to-market, people, and operational leadership in rapidly changing environments. The President will lead from the front in living and defining the OnBord culture and will have the proven ability to recruit, develop, and retain high-caliber teams with a culture of accountability.
OnBord President Role Competencies
- Proven Growth SaaS General Manager
- Proven P&L owner in a growth software business, experience as a President or GM strongly preferred
- Success in scaling enterprise, subscription-based, recurring revenue SaaS business models
- Leadership in rapid-growth companies scaling from $500K-$10M+
- Track record of systematically and rapidly diagnosing the opportunities and challenges facing a business, then enrolling & mobilizing the organization to deliver successful outcomes
- Seeks innovation and calculated risk-taking to drive revenue growth and overall organizational performance
- Enterprise SaaS Revenue Leadership
- Experienced revenue leader who brings rigor and process to GTM organizations
- Proven ability to build scalable enterprise go-to-market strategies
- Experience with sales into financial buyers, with sales into wealth management firms at the executive level strongly preferred
- Ability to lead sales into SMB and enterprise customers with multiple buyers and 3-12+ month sales cycles
- Leadership of GTM teams driving targeting, segmentation, value proposition, positioning & pricing across customer segments
- Transformational Leadership Capabilities
- Experience building and leading top-tier teams
- Proven strength in hiring, onboarding, and developing top talent
- Ability to lead broadly across functions
- Brings a systematic, structured approach to sourcing and assessing candidates, hiring from personal network, and promoting from within
- History of assessing existing talent, identifying gaps, and intervening appropriately
- Ability to paint clear vision and inspire teams to achieve and exceed goals
- Engaging and action-oriented leader who inspires and holds others accountable
- Strong mentor who takes a personal ownership of team development
- Builds Culture of Metrics-Driven Operational Excellence
- Exceptionally data and metrics driven o Experience structuring, tracking, and improving key SaaS KPIs and metrics
- Proven experience building process for reporting on business performance
- Assesses, implements, and optimizes processes and systems to enable growth and improve productivity
- Follows a structured approach that weighs options based on data and thoughtful analysis and seeks input of others to inform decisions
- Continuous/constant process and strategy improvement
- Establishes clear goals and diligently aligns resources to those goals
- Strong Partner to CEO and Board
- Strong executive presence with proven ability to partner with CEO and Board
- Sets realistic targets and clear priorities and drives team to achieve goals
- Works productively with Board, shareholders, and partners to drive value creation
- Experience working closely with CEO to build collaborative growth strategies and hold selves and team accountable for execution
- Open to Board feedback, realistic about shortcomings, and course corrects quickly
- Not afraid to make tough decision and follow-through
- Transparent, Authentic & Effective Communicator
- Effective and direct communication style
- Strong balance of confidence and humility, low ego o Transparent and sincere, with the ability to establish instant credibility and rapport with stakeholders, customers, and leadership team
- Articulates clear vision and value proposition to customers, partners, and team
- Creates a culture of high-integrity feedback, welcoming constructive guidance
- Clearly communicates difficult decisions and action plans, seeking support when necessary
- High EQ with proven intellectual agility
- Highly ethical with a career marked by unquestionable integrity
- Action-oriented leader with a high sense of urgency and a hands-on, roll-up-your sleeves approach
- Persistent and does not give up after setbacks
- Thrives in rapidly changing and ambiguous environments, with proven ability to adapt
- President Responsibilities:
- Drive strategic plan for growth in partnership with CEO and Board
- Develop a detailed roadmap and define milestones and KPIs to ensure results are being measured and met
- Serve as a strong face of the business with Board, stakeholders, and customers
- Build a cohesive go-to-market strategy for growth and market expansion
- Optimize through leadership to enable a strong and predictable commercial engine
- Clearly and effectively evangelize the value proposition to maintain and create market awareness and brand recognition
- Work closely with clients to understand need and integrating customer perspective in broader company positioning
- Build and maintain strong customer relationships and ensure a positive experience at each touch point, driving customer satisfaction
- Instill a culture of excellence, performance, and accountability
- Implement relevant metrics, processes, and goals to optimize performance
- Define operational improvement initiatives and implement across company Hold management team accountable for continual operational initiatives and improvements
- Drive functional leadership in optimization of processes, procedures, and operations across all key business assets
- Create an efficient, systematic, and scalable infrastructure for expansion
- Develop a cadence and process for setting and cascading priorities across the organization, and the ability to quickly track progress against initiatives
- Successfully recruit, onboard, and retain high performing team members
- Cultivate a high-performance environment, marked by exceptional talent and cross functional collaboration
