Managed Services Account Manager

🕒 May 21

🏄 California – Remote

🏄 California – Remote

💵 $85k - $100k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💰 Account Manager

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PLUM Commercial Real Estate Lending

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2015

💸 Finance

🏠 Real Estate

🤝 B2B

Finance • Real Estate • B2B

PLUM Commercial Real Estate Lending is a finance company specializing in commercial real estate loans for high-quality borrowers, offering a range of lending options from $1 million to over $100 million. The firm focuses on providing tailored lending solutions across various property types, including retail and self-storage. With an experienced team led by industry veterans, PLUM is committed to optimizing financing strategies for its clients in the commercial real estate sector.

📋 Description

• Serve as the primary point of contact for assigned managed services accounts, with a focus on driving revenue growth and ensuring we exceed their expectations. • Ensure client implementations and engagements remain on schedule by providing the data science team with clear direction and priorities. Oversee the execution of client campaigns and strategic initiatives to ensure timely delivery of services, solutions, and prompt resolution of any issues. • Help clients align their technology strategy with business goals—especially around CRM and emerging AI tools to ensure seamless execution of campaigns. • Identify opportunities to expand services and improve client outcomes; assist with scoping proposals and presenting new offerings. • Deliver regular service reviews, usage reports, and tailored, actionable recommendations that highlight PLUM’s impact and demonstrate ongoing value to each client. • Collaborate on internal initiatives including onboarding workflows, documentation, and support processes. • Contribute to customer success stories, industry-focused content, and sales enablement materials.

🎯 Requirements

• 2+ years of account management, customer success, or IT service delivery experience—preferably within a managed services provider (MSP) or IT consultancy. • Experience in Commercial Real Estate a must. • Exceptional communication, organization, and relationship-building skills. • 4 year college degree • Strong understanding of IT infrastructure, CRM platforms (Salesforce, HubSpot) and remote support systems. • Comfortable in a startup setting—flexible, self-directed, and solution-oriented. • Experience working with AI startups (e.g. data science, ML ops) a plus but not required. • A proven track record of analytical, problem solving, and decision-making skills.

🏖️ Benefits

• A fast-paced, collaborative startup culture with high visibility. • Autonomy, flexibility, and a flat corporate structure that gives you the opportunity for your direct input to be realized and put into action. • Opportunity to make a meaningful impact in building a company and culture. • Equity in a financial technology startup. • Generous health, dental, and vision coverage for employees and family members + 401K. • Eleven paid holidays and unlimited discretionary vacation days. • Competitive compensation and bonus potential.