Managed Services Account Manager – Commercial Real Estate

🕒 September 15

🇺🇸 United States – Remote

💵 $85k - $100k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💰 Account Manager

👻 Ghost score 11%

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PLUM Commercial Real Estate Lending

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2015

💼 Consulting

🏥 Healthcare

🏨 Hospitality

Consulting • Healthcare • Hospitality

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, focusing on revenue growth and client satisfaction. • Coordinate client implementations and engagements by directing the data science team and prioritizing work. • Oversee client campaigns and strategic initiatives to ensure timely service delivery and issue resolution. • Advise clients on aligning technology strategy with business goals, especially CRM and emerging AI tools. • Identify opportunities to expand services, improve client outcomes, scope proposals, and present new offerings. • Deliver service reviews, usage reports, and actionable recommendations demonstrating PLUM’s value. • Collaborate on onboarding workflows, documentation, and support processes. • Contribute to customer success stories, industry-focused content, and sales enablement materials. • Collaborate with data scientists, marketers, and financial services experts through Slack, video calls, and regular meetings.

🎯 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.

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