Corporate (Mid-Market) Account Manager at Servicetrade in Durham, NC | Kablio

Role

Description

salesforce tracking

quote creation

contract negotiation

business review

risk identification

pipeline management

Prioritize activity through effective time management and scheduling of customer reviews and communications
Identify Risk Accounts and address potential issues that may prevent customers from maximizing their adoption of ServiceTrade
Maintain accurate customer account records and effectively document activity in Salesforce.com and other sales tools
Negotiate and close complex renewal contracts that build in growth and additional investment where possible
Assist customers by escalating issues and needs to Customer Success, Customer Support and Professional Services teams
Create quotes, manage sales cycle and close sales orders for expansion and upsell opportunities within ServiceTrade customer base
Maintain high level of understanding of the Commercial Service Contractor industry and ServiceTrade products and services through certification and ongoing training
Create opportunities for clients to increase their investment in ServiceTrade through business reviews and product demonstrations
Conduct regular business review conversations remotely and on-site with customers to drive usage, adoption, and value realization within the ServiceTrade application
Engage key customer executives and users as the primary business point of contact with ServiceTrade customers
Exceed quota by effectively managing pipeline of expansion and upsell opportunities in Salesforce.com in addition to maintaining accurate forecasts of ARR increases

Requirements

saas

salesforce

google apps

bachelors

4+ years

organized

Medical with Blue Cross Blue Shield NC (2 options)
Expertise in SaaS solutions
Proficiency with Google Apps, Salesforce.com, Gong.io, Zoom or Google Meet preferred
Demonstrated history of success in obtaining and hitting sales/revenue quotas
Selling experience and understanding of sales process required
B.A. or B.S. degree with 4+ years of Account Management or B2B sales experience
Master key skills and competencies that are required to perform this role at the highest level
Highly organized and ability to prioritize activity and work in a fast paced, team environment
Professional oral, written, presentation, and interpersonal communication skills
Relationship development skills at all levels within a client organization
Dental and Vision with Unum
Possess corporate level presentation/reporting abilities

Benefits

Company-paid Life insurance, STD and LTD
Voluntary benefits including Supplemental Life Insurance, HSA, FSA and Dependant Care, Critical Illness, Accident and Pet Insurance
Tech and Wellness Stipend
10 company holidays
Flexible PTO policy
Community Impact Program (Volunteer)
Parental Leave
401(k) with up to 3% employer match and NO vesting period

Training + Development

Information not given or found

Interview process

Information not given or found

Visa Sponsorship

Information not given or found

Security clearance

Information not given or found

Company

Overview

Founded 2012

Company's founding year

Established in Durham, NC, developing their platform from the ground up.

$30.4M Revenue

Annual revenue figure

Achieved by 2024, marking significant growth in their operations.

50% Growth

Annual growth rate

Experienced rapid expansion, achieving over 50% growth each year.

$34M+ Funding

Total funding secured

Received substantial investment to support expansion and innovation.

launched a mobile‑and web‑based platform tailored for commercial contractors.
It transformed field operations by digitizing inspections, service calls, and reporting—turning technician chaos into streamlined workflows.
Typical projects include preventative maintenance and NFPA fire‑safety inspections for commercial HVAC and mechanical systems.
Specialized software modules—like Sales Manager, Parts Manager, and Inspections—support end‑to‑end project delivery.
Unusually, it bridges sales proposals and field execution in one system, automatically converting quotes into scheduled jobs.
Backed by rapid growth and deep vertical focus, ServiceTrade stands out by aligning sales, field, and office operations seamlessly.

Culture + Values

They are bold: Challenge themselves and push customers and the commercial service market to change, improve, and grow.
They are curious: Curiosity drives innovation and growth, inspiring improvements across their work and company.
They value equality: Embrace diversity across race, ethnicity, sexual orientation, gender identity, political philosophy, and religion, rejecting all injustices, bias, and marginalization.

Environment + Sustainability

Prevent refrigerant leaks through maintenance and reclamation to prevent release of potent greenhouse gases.
Optimize HVAC efficiency by cleaning coils, sealing ducts, calibrating controls, and adopting smart thermostats to reduce energy use and emissions.
Promote environmentally friendly fire suppression to prevent pollution and resource waste.
Use smart routing and digital operations (electronic work orders, cloud documentation) to reduce fuel use and paper consumption.

Inclusion & Diversity

19% Female Participation

Trade-Workforce Pipeline Program

Over 19% of students in ServiceTrade's pipeline program are female, fostering diversity in traditionally male-dominated fields.

~900 Students

Sponsorship Growth

ServiceTrade's sponsorship expanded from approximately 500 to ~900 students between 2024 and 2025, reaching 54 locations nationwide.

Embracing described strategy: 'We are Equals'—explicitly rejecting injustices, bias, and marginalization across race, ethnicity, sexual orientation, gender identity, political philosophy, and religion.

Articles

Careers

Request a Demo

Role

Description

salesforce tracking

quote creation

contract negotiation

business review

risk identification

pipeline management

Prioritize activity through effective time management and scheduling of customer reviews and communications
Identify Risk Accounts and address potential issues that may prevent customers from maximizing their adoption of ServiceTrade
Maintain accurate customer account records and effectively document activity in Salesforce.com and other sales tools
Negotiate and close complex renewal contracts that build in growth and additional investment where possible
Assist customers by escalating issues and needs to Customer Success, Customer Support and Professional Services teams
Create quotes, manage sales cycle and close sales orders for expansion and upsell opportunities within ServiceTrade customer base
Maintain high level of understanding of the Commercial Service Contractor industry and ServiceTrade products and services through certification and ongoing training
Create opportunities for clients to increase their investment in ServiceTrade through business reviews and product demonstrations
Conduct regular business review conversations remotely and on-site with customers to drive usage, adoption, and value realization within the ServiceTrade application
Engage key customer executives and users as the primary business point of contact with ServiceTrade customers
Exceed quota by effectively managing pipeline of expansion and upsell opportunities in Salesforce.com in addition to maintaining accurate forecasts of ARR increases

Requirements

saas

salesforce

google apps

bachelors

4+ years

organized

Medical with Blue Cross Blue Shield NC (2 options)
Expertise in SaaS solutions
Proficiency with Google Apps, Salesforce.com, Gong.io, Zoom or Google Meet preferred
Demonstrated history of success in obtaining and hitting sales/revenue quotas
Selling experience and understanding of sales process required
B.A. or B.S. degree with 4+ years of Account Management or B2B sales experience
Master key skills and competencies that are required to perform this role at the highest level
Highly organized and ability to prioritize activity and work in a fast paced, team environment
Professional oral, written, presentation, and interpersonal communication skills
Relationship development skills at all levels within a client organization
Dental and Vision with Unum
Possess corporate level presentation/reporting abilities

Benefits

Company-paid Life insurance, STD and LTD
Voluntary benefits including Supplemental Life Insurance, HSA, FSA and Dependant Care, Critical Illness, Accident and Pet Insurance
Tech and Wellness Stipend
10 company holidays
Flexible PTO policy
Community Impact Program (Volunteer)
Parental Leave
401(k) with up to 3% employer match and NO vesting period

Training + Development

Information not given or found

Interview process

Information not given or found

Visa Sponsorship

Information not given or found

Security clearance

Information not given or found

Company

Overview

Founded 2012

Company's founding year

Established in Durham, NC, developing their platform from the ground up.

$30.4M Revenue

Annual revenue figure

Achieved by 2024, marking significant growth in their operations.

50% Growth

Annual growth rate

Experienced rapid expansion, achieving over 50% growth each year.

$34M+ Funding

Total funding secured

Received substantial investment to support expansion and innovation.

launched a mobile‑and web‑based platform tailored for commercial contractors.
It transformed field operations by digitizing inspections, service calls, and reporting—turning technician chaos into streamlined workflows.
Typical projects include preventative maintenance and NFPA fire‑safety inspections for commercial HVAC and mechanical systems.
Specialized software modules—like Sales Manager, Parts Manager, and Inspections—support end‑to‑end project delivery.
Unusually, it bridges sales proposals and field execution in one system, automatically converting quotes into scheduled jobs.
Backed by rapid growth and deep vertical focus, ServiceTrade stands out by aligning sales, field, and office operations seamlessly.

Culture + Values

They are bold: Challenge themselves and push customers and the commercial service market to change, improve, and grow.
They are curious: Curiosity drives innovation and growth, inspiring improvements across their work and company.
They value equality: Embrace diversity across race, ethnicity, sexual orientation, gender identity, political philosophy, and religion, rejecting all injustices, bias, and marginalization.

Environment + Sustainability

Prevent refrigerant leaks through maintenance and reclamation to prevent release of potent greenhouse gases.
Optimize HVAC efficiency by cleaning coils, sealing ducts, calibrating controls, and adopting smart thermostats to reduce energy use and emissions.
Promote environmentally friendly fire suppression to prevent pollution and resource waste.
Use smart routing and digital operations (electronic work orders, cloud documentation) to reduce fuel use and paper consumption.

Inclusion & Diversity

19% Female Participation

Trade-Workforce Pipeline Program

Over 19% of students in ServiceTrade's pipeline program are female, fostering diversity in traditionally male-dominated fields.

~900 Students

Sponsorship Growth

ServiceTrade's sponsorship expanded from approximately 500 to ~900 students between 2024 and 2025, reaching 54 locations nationwide.

Embracing described strategy: 'We are Equals'—explicitly rejecting injustices, bias, and marginalization across race, ethnicity, sexual orientation, gender identity, political philosophy, and religion.

Articles

Careers

Request a Demo