Account Manager, Client Services

Jobtailor; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

Jobtailor in New York, NY is seeking an experienced enterprise client growth professional to proactively manage and expand a multifamily real estate partner base. You will drive cross-sell opportunities, lead data‑driven business reviews, and coordinate with account teams to translate client needs into scalable rollout plans.

The role emphasizes relationship building with owners, operators, and investment firms, with quarterly forecasting, CRM discipline, and regular travel to meet partners.

Qualifications

• 2+ years of experience in the multifamily real estate industry with strong market knowledge
• Existing network of industry relationships across ownership, management, and investment firms
• Passion for improving leasing operations and delivering peace of mind to owners and renters
• Strong listening skills with the ability to translate client needs into product opportunities
• Proven relationship manager with a track record of building trust with property operators and C‑level decision makers
• Skilled negotiator, balancing client needs with organizational goals to secure profitable agreements
• Highly organized, detail‑oriented, and disciplined in CRM usage
• Comfortable in a start‑up environment with frequent program changes, and able to clearly communicate evolving value to clients

Responsibilities

• Proactively manage and grow your existing book of business, moving partners from Pilot to High‑Growth to Stabilized partnerships.
• Uncover new and additional product opportunities by taking a consultative approach to investigating a company's needs and goals.
• Identify and set up cross‑sell and upsell opportunities into new product lines to expand account value.
• Present and interpret performance data for clients, leading quarterly business reviews and providing insights as needed.
• Drive profitable applicant referrals by clearly communicating underwriting guidelines and coverage levels.
• Forecast against quarterly goals and OKRs by closely monitoring account metrics and performance trends.
• Track conversion rates and program adoption to identify trends by program, market, and portfolio.
• Partner with AEs to translate corporate‑level program sales into executable rollout plans.
• Maintain accurate, timely records of all activity in HubSpot.
• Travel regularly (approx. one week per month) to meet with current partners.

Skills

account management

cross-selling

upselling

performance data analysis

forecasting

conversion rate tracking

program adoption tracking

CRM usage

consultative selling

negotiation

Job description

Responsibilities

• Proactively manage and grow your existing book of business, moving partners from Pilot to High‑Growth to Stabilized partnerships.
• Uncover new and additional product opportunities by taking a consultative approach to investigating a company's needs and goals.
• Identify and set up cross‑sell and upsell opportunities into new product lines to expand account value.
• Present and interpret performance data for clients, leading quarterly business reviews and providing insights as needed.
• Drive profitable applicant referrals by clearly communicating underwriting guidelines and coverage levels.
• Forecast against quarterly goals and OKRs by closely monitoring account metrics and performance trends.
• Track conversion rates and program adoption to identify trends by program, market, and portfolio.
• Partner with AEs to translate corporate‑level program sales into executable rollout plans.
• Maintain accurate, timely records of all activity in HubSpot.
• Travel regularly (approx. one week per month) to meet with current partners.

Requirements

• 2+ years of experience in the multifamily real estate industry with strong market knowledge
• Existing network of industry relationships across ownership, management, and investment firms
• Passion for improving leasing operations and delivering peace of mind to owners and renters
• Strong listening skills with the ability to translate client needs into product opportunities
• Proven relationship manager with a track record of building trust with property operators and C‑level decision makers
• Skilled negotiator, balancing client needs with organizational goals to secure profitable agreements
• Highly organized, detail‑oriented, and disciplined in CRM usage
• Comfortable in a start‑up environment with frequent program changes, and able to clearly communicate evolving value to clients

ATS Optimization Keywords

Below are skills and terms extracted directly from this job posting to improve Applicant Tracking System (ATS) visibility. This unique feature helps candidates tailor their applications more effectively — a feature exclusive to JobTailor job listings.

Hard Skills

• account management
• cross‑selling
• upselling
• performance data analysis
• forecasting
• conversion rate tracking
• program adoption tracking
• CRM usage
• consultative selling
• negotiation

Soft Skills

• strong listening skills
• relationship management
• organizational skills
• detail‑oriented
• discipline
• communication
• trust building
• adaptability
• problem‑solving
• client needs translation