PLUM Commercial Real Estate Lending

Operations

• Build, configure, launch, and manage customer campaigns in Instantly and SmartReach.
• Manage multiple customer campaigns, sending accounts, inboxes, and sequences simultaneously.
• Upload, map, validate, and QA prospect lists before campaigns go live.
• Configure sending schedules, daily limits, inbox rotation, reply routing, sequences, and campaign settings.
• Manage campaigns targeting existing customer relationships for reactivation and newly sourced prospects.
• Perform pre-launch QA of audiences, messaging, sending accounts, exclusions, and settings.
• Maintain campaign calendars and keep launches moving against committed timelines.
• Manage lookalike sending accounts and domains protecting customers' primary email domains.
• Coordinate and monitor inbox warm-up, sending ramp-up, and daily sending volumes.
• Monitor sender reputation, bounce rates, spam signals, unsubscribes, and deliverability indicators.
• Troubleshoot sending-account connections, reply routing, campaign configuration, and platform issues.
• Work with Microsoft 365 and Google Workspace sending environments.
• Identify deliverability problems early and take or recommend corrective action.
• Prepare campaign audiences with Data Science and Account Management teams.
• Validate contact files, identify data-quality issues, and manage contacts, exclusions, blacklists, and suppression lists.
• Assign contacts to the appropriate loan originator, salesperson, territory, sending account, and campaign.
• Coordinate contact enrichment and data corrections; maintain data hygiene.
• Translate approved customer messaging into executable campaign sequences.
• QA AI-generated and personalized outreach, personalization fields, variables, and prospect-specific content.
• Monitor active campaigns daily and track sending, delivery, replies, responses, bounces, unsubscribes, and other indicators.
• Identify abnormal campaign behavior, escalate issues, and pause or adjust campaigns when intervention is required.
• Optimize sending volumes, sequencing, timing, and configuration based on performance.
• Ensure customer replies are routed to the appropriate real inbox or team member.
• Distinguish meaningful business responses from automated replies, out-of-office messages, unsubscribes, and other non-actionable responses.
• Provide Account Managers with campaign status and performance information.
• Maintain reporting on contacts loaded, contacts reached, sending volume, replies, meaningful responses, and agreed-upon KPIs.
• Surface campaign risks, delays, dependencies, and blockers.
• Document campaign setup, changes, issues, and resolutions.
• Support campaign performance reviews and identify improvement opportunities.
• Partner with Account Management to align execution with customer expectations and commitments.

Campaign Operations Manager – Temporary

Account Manager

• 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.

Campaign Operations Manager – Temporary

Managed Services Account Manager – Commercial Real Estate