Technical Sales Account Manager

Construction Technology | AI Software | Client Onboarding & Account Management

Location: Toronto, ON - hybrid, with regular client-site visits

Employment Type: Full-time

Company Description

RavenTrack is an AI-powered financial intelligence platform built for the construction industry. It transforms receipts and invoices into structured, line-item cost data and connects spending to the right projects and cost categories. By reducing manual entry and simplifying financial workflows, RavenTrack helps contractors, builders, project managers, accountants, and owners improve job-costing accuracy and visibility into project spending. Our mission is to help construction organizations know where every dollar goes.

Role Description

We are looking for a Technical Sales Account Manager who understands construction operations, is comfortable with AI and software, and excels at building lasting client relationships.

You will own the customer relationship from initial discovery and product demonstrations through sales, onboarding, training, adoption, and account growth. This is a hands-on role: you will visit client offices and jobsites, work directly with project managers, accountants, administrators, and owners, and help teams incorporate RavenTrack into their daily workflows.

Success means more than closing a sale. You will ensure customers are properly set up, confident using the platform, and seeing measurable value. You will also maintain accurate CRM records, coordinate customer needs with our technical team, and identify opportunities to expand adoption within each account.

This role requires a valid driver’s licence, access to a reliable personal vehicle for business travel, and willingness to travel regularly to customer offices and jobsites throughout the Greater Toronto Area, with occasional travel beyond the region.

Key Responsibilities

Sales & Business Development

• Identify and qualify prospective customers across the construction industry.
• Conduct discovery meetings to understand purchasing, receipt collection, project costing, approval, and accounting workflows.
• Deliver tailored product demonstrations that connect RavenTrack’s capabilities to each stakeholder’s needs.
• Manage opportunities from initial contact through proposals, negotiation, and close.
• Develop account plans and identify opportunities for renewals, additional users, and broader deployment.

Client Onboarding & Training

• Lead onboarding from kickoff through setup, training, and active use.
• Travel to client offices and jobsites to understand operations, deliver demonstrations, train users, and support implementation.
• Work with project managers, accountants, administrators, and owners to establish practical workflows, responsibilities, and rollout plans.
• Guide customers through account setup, user access, project and cost-category configuration, and supported accounting connections.
• Deliver role-specific training, explain AI-assisted outputs and review steps, and help users become confident with the software.
• Provide follow-up sessions and clear guidance to resolve adoption barriers.

Account Management & Customer Success

• Serve as the primary relationship owner for assigned accounts and maintain regular contact with key stakeholders.
• Monitor usage, onboarding progress, customer satisfaction, and account health.
• Proactively address concerns and coordinate technical issues with the appropriate internal teams.
• Track agreed customer outcomes, such as reduced administrative effort, improved expense visibility, and consistent platform use.
• Build relationships across field and office teams to support long-term retention and growth.

CRM & Internal Collaboration

• Maintain accurate CRM records covering contacts, opportunities, meeting notes, onboarding milestones, issues, and next steps.
• Manage follow-ups, forecast sales, and report on pipeline activity, adoption, and account performance.
• Translate customer feedback into clear requirements and actionable input for product and engineering teams.
• Support the development of training materials, onboarding processes, demonstrations, and customer case studies.

Qualifications

• Experience in B2B technical sales, account management, customer success, or software implementation, with responsibility for customer relationships and commercial outcomes.
• Practical understanding of construction operations and experience working with contractors, builders, project managers, accountants, or construction business owners.
• Experience selling, implementing, or supporting software, preferably SaaS, construction technology, accounting software, or AI-enabled platforms.
• Excellent account management skills, including stakeholder coordination, proactive follow-up, issue resolution, retention, and account growth.
• Ability to lead product demonstrations, onboarding sessions, and training for users with varying levels of technical experience.
• Strong technical aptitude and the ability to explain software, AI-assisted workflows, data flows, and integrations in clear, practical language.
• Familiarity with receipts, invoices, project budgets, cost codes, job costing, and accounting workflows.
• Proficiency with CRM platforms such as Zoho CRM, HubSpot, or Salesforce, including pipeline management, activity tracking, and reporting.
• Strong communication, presentation, listening, and consultative selling skills.
• Excellent organization and the ability to manage multiple accounts, implementations, and priorities independently.
• A valid driver’s licence and access to a reliable personal vehicle are required.
• Willingness and ability to travel regularly throughout the Greater Toronto Area and occasionally beyond the region for customer meetings, onboarding, training, and account support.
• Bachelor’s degree in Business, Construction Management, Engineering, Accounting, Information Technology, or a related field, or equivalent practical experience.

Preferred Experience

• Hands-on experience in construction project coordination, project management, estimating, administration, or financial operations.
• Familiarity with QuickBooks Online, Buildertrend, Procore, or similar construction and accounting platforms.
• Experience supporting software pilots and converting successful trials into ongoing customer relationships.
• Experience working in a startup or growing technology company.

What Success Looks Like

• Customers move smoothly from initial demonstration to onboarding and consistent use.
• Project managers, accountants, and owners understand how RavenTrack supports their responsibilities.
• Accounts receive timely support, clear communication, and reliable follow-through.
• CRM records and forecasts remain accurate and actionable.
• Customer relationships generate retention, expansion, and referrals.