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Managed Services Account Manager

2 hours, 4 minutes ago
United States
Full-time
Junior
Account Manager
Customer and Technical Support
CRM HubSpot Salesforce
Apply Now
Plum Lending

Plum Lending

Plum Lending specializes in providing innovative AI solutions for lenders and brokers in the commercial real estate sector, enhancing the ownership experience by offering extensive loan options, advanced technology tools, and a unique network to suppor...

Real Estate
11-50
Founded 2014
$12M raised
View All Jobs 4

Description

  • Serve as the primary point of contact for assigned managed services accounts and drive revenue growth.
  • Coordinate client implementations and ongoing engagements to keep projects on schedule.
  • Provide the data science team with clear direction and priorities for client work.
  • Oversee client campaigns and strategic initiatives to ensure timely delivery and issue resolution.
  • Advise clients on technology strategy, including CRM and emerging AI tools, to support business goals.
  • Identify upsell and expansion opportunities and help scope proposals for new services.
  • Deliver service reviews, usage reports, and actionable recommendations that demonstrate client value.
  • Collaborate on internal projects such as onboarding workflows, documentation, and support processes.
  • Contribute to customer success stories, industry content, and sales enablement materials.

Requirements

  • 2+ years of account management, customer success, or IT service delivery experience.
  • Commercial real estate experience is required.
  • Experience in a managed services provider (MSP) or IT consultancy is preferred.
  • A 4-year college degree is required.
  • Strong understanding of IT infrastructure, CRM platforms such as Salesforce and HubSpot, and remote support systems.
  • Exceptional communication, organization, and relationship-building skills.
  • Comfort with a startup environment and a flexible, self-directed, solution-oriented approach.
  • Experience working with AI startups, including data science or ML ops, is a plus.
  • Demonstrated analytical, problem-solving, and decision-making skills.

Benefits

  • Fully remote work anywhere in the U.S. with a reliable internet connection.
  • Fast-paced, collaborative startup culture with high visibility.
  • Autonomy, flexibility, and a flat corporate structure.
  • Opportunity to make a meaningful impact on the company and culture.
  • Equity in a financial technology startup.
  • Generous health, dental, and vision coverage for employees and family members, plus a 401(k).
  • Eleven paid holidays and unlimited discretionary vacation days.
  • Competitive compensation with bonus potential and a salary range of $85,000-$100,000.

Interested in this position?

Apply directly on the company website

Apply Now

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