Account Manager

CRE OneSource, Inc.; Phoenix (AZ); On-site; USD 65,000 - 95,000; Full time

Job summary

CRE OneSource, Inc. in Phoenix, AZ, is seeking a full-time Account Manager to own and grow a book of customer accounts.

You will be the go-to contact for your customers, responsible for helping them get measurable value from the platform, staying ahead of account risk, leading renewals, and identifying opportunities to expand the relationship. This role offers a path to help build the Account Management function, including renewal processes, account health standards, and upsell playbooks as we

Qualifications

• Highly organized with a strong follow-up discipline.
• Owns accounts and drives renewals and upsells.
• Proactive ownership mindset and accountability.

Responsibilities

• Own a book of customer accounts and be the primary contact for those customers.
• Build relationships with key users, champions, administrators, and decision-makers across each account.
• Lead quarterly ROI meetings that connect platform usage to customer goals.
• Own the renewal process from early planning through signed renewal with clear next steps.
• Identify at-risk accounts early and create plans to improve adoption and retention.
• Identify and execute expansion opportunities, including additional users and products.
• Help build and continuously improve our Account Management structure and renewal processes.
• Use product usage and conversations to prioritize actions and next steps.
• Partner with Customer Success, Sales, Product, and leadership to communicate feedback.
• Keep renewal status, risks, and opportunities current in HubSpot.

Skills

Account management

Relationship building

Renewals

Upsell strategies

Forecasting

Communication

Organization

Job description

CRE OneSource builds software for commercial real estate brokers and brokerages. Our platform helps teams manage prospects, track deals, understand their business, and move transactions from pipeline through voucher, invoicing, and accounting - all in one connected system. We were founded by commercial real estate professionals who believed the industry deserved better software. Today, we are a growing Phoenix-based team focused on making brokerage easier, faster, and more valuable. We value honest and transparent communication, hard work, focused execution, ownership, and individual and team excellence.

The Industry You'd Be Working In

Commercial real estate is one of the largest asset classes in the world, but much of the industry still runs on fragmented, manual workflows. Pipelines live in spreadsheets. Important relationship history can sit in one person's inbox. Deal information is often re-entered across multiple systems. That gap is the reason CRE OneSource exists. We are building software that helps brokers and brokerages run their businesses in a simpler, more connected way.

About the Role

CRE OneSource is looking for a full-time Account Manager to own and grow a book of customer accounts. You will be the go-to contact for your customers, responsible for helping them get measurable value from the platform, staying ahead of account risk, leading renewals, and identifying opportunities to expand the relationship. This is also an opportunity to help build the Account Management function itself. You will help create the structure, cadence, and playbooks we use as we scale - including quarterly ROI meetings, renewal processes, account health standards, and upsell playbooks.

Responsibilities

• Own a book of customer accounts and serve as the primary, go-to contact for those customers.
• Build strong relationships with key users, champions, administrators, and decision-makers across each account.
• Lead quarterly ROI meetings that connect platform usage and outcomes back to each customer's goals.
• Own the renewal process from early planning through signed renewal, with clear next steps and accurate forecasting.
• Identify at-risk accounts early, understand the underlying issue, and create a clear plan to improve adoption and retention.
• Identify and execute expansion opportunities, including additional users, products, and broader brokerage-wide adoption.
• Help build and continuously improve our Account Management structure, including renewal processes, account health standards, quarterly review templates, and upsell playbooks.
• Use product usage, engagement data, customer conversations, and account history to prioritize where to spend time and what action to take.
• Partner closely with Customer Success, Sales, Product, and leadership to communicate customer feedback and improve the customer experience.
• Keep account notes, renewal status, risks, opportunities, and next steps current and accurate in HubSpot.

Success Metrics

• 90%+ completion of quarterly ROI meetings for eligible managed accounts.
• 100% of renewals have a documented renewal plan, with sales’ & customer success’s sign off, at least 90 days before the renewal date.
• Meet or exceed quarterly expansion and upsell targets.
• Meet agreed product adoption and account health targets across the managed book of business.

Skills & Experience

• Extremely organized
• Obsessed with following up and closing the loop
• Naturally takes ownership — if it’s your account, it’s your responsibility
• Comfortable picking up the phone and having direct conversations
• Can build structure where structure doesn’t exist yet
• Good at spotting when a customer is drifting before it becomes a renewal problem
• Business-minded — understands that great account management means both helping customers and growing accounts
• Self-starter who doesn’t wait to be told what to do next
• Excellent written and verbal communication skills
• Comfortable learning new software and technology
• Kolbe A Index: 7 or 8 Follow Thru preferred