Remote Managed Services Account Manager — CRE Focus

Plum, Inc; United States, Northern America, Americas; Ibrido; USD 85.000 - 100.000; Tempo pieno

Vantaggi offerti da questo lavoro

Equity in startup

Health, dental & vision

401K

Paid holidays

Unlimited vacation

Descrizione del lavoro

PLUM AI, Inc is a fintech company empowering financial institutions to grow their business through AI-driven software for lenders and partners across the financial ecosystem. This is a fully remote role, open to candidates anywhere in the U.S.

with occasional in-person gatherings a few times a year. As a Managed Services Account Manager, you will lead service delivery and relationship management for a portfolio of commercial real estate clients, drive revenue growth, and coordinate client

Competenze

• 2+ years of account management, customer success, or IT service delivery experience.
• Experience in Commercial Real Estate is a must.
• Excellent communication, organization, and relationship-building skills.
• 4 year college degree required.
• Strong understanding of IT infrastructure, CRM platforms (Salesforce, HubSpot) and remote support systems.
• Startup experience preferred, flexible and solution-oriented.
• Experience with AI startups is a plus but not required.
• Proven analytical, problem solving, and decision-making skills.

Mansioni

• Serve as the primary point of contact for managed services accounts, driving revenue growth and ensuring expectations are exceeded.
• Coordinate client implementations and campaigns by guiding the data science team with clear priorities.
• Advise clients on aligning technology strategy with business goals, especially around CRM and AI tools.
• Identify opportunities for upselling and growth; assist with scoping proposals.
• Deliver regular service reviews, usage reports, and actionable recommendations demonstrating value.
• Collaborate on onboarding workflows, documentation, and internal support processes.
• Contribute to customer success stories and sales enablement materials.

Conoscenze

Account management

Customer success

Relationship building

Communication

IT service delivery

CRM platforms

AI tools understanding

Formazione

Bachelor's degree

Strumenti

Salesforce

HubSpot

Descrizione del lavoro

PLUM AI, Inc is a fintech company empowering financial institutions to grow their business through AI-driven software for lenders and partners across the financial ecosystem. This is a fully remote role, open to candidates anywhere in the U.S.

with occasional in-person gatherings a few times a year. As a Managed Services Account Manager, you will lead service delivery and relationship management for a portfolio of commercial real estate clients, drive revenue growth, and coordinate client