Managed Services Account Manager

🕒 il y a 27 jours

🏄 California – Distant

🏄 California – Remote

💵 $85 000 - $100 000 / an

⏰ Temps Plein

🟢 Junior

🟡 Intermédiaire

💰 Responsable de comptes

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PLUM Commercial Real Estate Lending

Site WebLinkedInTous les Emplois

11 - 50 employés

Fondée en 2015

💸 Finance

🏠 Immobilier

🤝 B2B

Finance • Real Estate • B2B

PLUM Commercial Real Estate Lending est une entreprise financière spécialisée dans les prêts immobiliers commerciaux pour les emprunteurs de haute qualité, offrant une gamme d'options de prêt allant de 1 million à plus de 100 millions de dollars. La société se concentre sur la fourniture de solutions de prêt sur mesure pour différents types de propriétés, y compris les commerces de détail et les unités de self-stockage. Avec une équipe expérimentée dirigée par des vétérans de l'industrie, PLUM s'engage à optimiser les stratégies de financement pour ses clients dans le secteur de l'immobilier commercial.

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.

🎯 Exigences

• 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.

🏖️ Avantages

• 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.