Managed Services Account Manager – Commercial Real Estate

PLUM Commercial Real Estate Lending

. Serve as the primary point of contact for assigned managed services accounts, focusing on revenue growth and client satisfaction.

Posted 9/15/2026full-timeRemote • United StatesJuniorMid-Level💰 $85,000 - $100,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in account management and customer success within managed services, with a strong focus on CRM platforms and IT infrastructure. Proven ability to drive revenue growth, enhance client satisfaction, and deliver actionable insights through effective communication and collaboration.

Highest-signal resume keywords

Account ManagementCustomer SuccessCRM Platforms (Salesforce, HubSpot)IT InfrastructureCommercial Real Estate

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data ScienceAnalytical SkillsProblem SolvingDecision MakingService Delivery

Soft Skills

CommunicationOrganizationRelationship BuildingFlexibilitySolution Orientation

Tools & Technologies

Remote Support SystemsSlackVideo Calls

Certifications & Qualifications

4 Year College Degree

Industry Keywords

Managed Services Provider (MSP)IT ConsultancyAI StartupsCommercial Real Estate

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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.