Managed Services Account Manager – Commercial Real Estate

atPLUM Commercial Real Estate LendingRemoteUS flagUnited StatesFull-timeAccount ManagerJuniorMid-level$85k – $100k/year

Posted Sep 15

This is a fully remote position, open to applicants in United States.

📋 Description

• Act as the main point of contact for designated managed services accounts, concentrating on revenue enhancement and client satisfaction.

• Manage client implementations and engagements by leading the data science team and prioritizing tasks.

• Supervise client campaigns and strategic initiatives to ensure prompt service delivery and problem resolution.

• Counsel clients on aligning their technology strategies with business objectives, particularly in CRM and emerging AI technologies.

• Discover opportunities to broaden services, enhance client outcomes, scope proposals, and present new offerings.

• Provide service reviews, usage reports, and actionable insights that highlight PLUM’s value.

• Collaborate on onboarding processes, documentation, and support workflows.

• Contribute to customer success narratives, industry-specific content, and sales enablement resources.

• Work alongside data scientists, marketers, and financial services specialists through Slack, video conferencing, and regular meetings.


⛳️ Requirements

• Minimum of 2 years' experience in account management, customer success, or IT service delivery—ideally within a managed services provider (MSP) or IT consultancy.

• Experience in Commercial Real Estate is essential.

• Outstanding communication, organizational, and relationship-building abilities.

• Bachelor's degree required.

• Solid understanding of IT infrastructure, CRM platforms (Salesforce, HubSpot), and remote support systems.

• Comfortable working in a startup environment—adaptable, self-motivated, and solution-focused.

• Experience with AI startups (e.g., data science, ML ops) is advantageous but not mandatory.

• Demonstrated analytical, problem-solving, and decision-making capabilities.


🏝️ Benefits

• A dynamic, collaborative startup culture with significant visibility.

• Autonomy, flexibility, and a flat organizational structure that allows your input to be acknowledged and implemented.

• An opportunity to make a substantial impact in shaping the company and its culture.

• Equity in a financial technology startup.

• Comprehensive health, dental, and vision insurance for employees and their families, along with a 401K plan.

• Eleven paid holidays and unlimited discretionary vacation days.

• Competitive salary and bonus potential.

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