托管服务客户经理 - 商业房地产
Managed Services Account Manager Commercial Real Estate
PLUM AI, Inc 是一家金融科技公司，通过尖端的AI驱动软件套件，赋能金融机构通过金融生态系统中贷款人及其合作伙伴的业务增长。
这是一个全远程职位，面向美国任何有稳定网络连接的候选人。虽然我们每年会组织几次线下聚会，但此职位长期保持远程办公。你将与一个高绩效团队合作——包括数据科学家、营销人员和金融服务专家——他们通过 Slack、视频会议和定期的团队及公司全体会议保持联系。我们是一支懂得如何努力工作、享受乐趣并产生有意义影响的团队——无论是在一起还是个人层面。
职位概述：
我们正在寻找一位专业、以客户为中心的托管服务客户经理，负责我们商业房地产客户的客户服务交付和关系管理。在此职位中，你不仅会管理客户关系并确保服务满意度，还会对运营改进、增长计划和营销工作做出贡献。这是一个适合在快节奏、创业环境中茁壮成长，并享受支持传统行业和前沿科技挑战的理想职位。
主要职责：
- 客户管理：作为指定托管服务账户的主要联系人，专注于推动收入增长并确保超越客户期望。
- 服务协调：通过为数据科学团队提供清晰的方向和优先级，确保客户实施和参与按计划进行。监督客户活动和战略计划的执行，确保服务、解决方案的及时交付以及任何问题的快速解决。
- 战略建议：帮助客户将其技术战略与业务目标对齐，特别是在 CRM 和新兴 AI 工具方面，以确保活动的无缝执行。
- 增值销售与增长：识别扩展服务和改善客户成果的机会；协助制定方案并展示新服务。
- 报告与建议：定期提供服务回顾、使用报告和定制的、可操作的建议，突出 PLUM 的影响并展示对每位客户的持续价值。
- 跨职能项目：参与内部项目，包括入职流程、文档和客服流程。
查看英文原文
PLUM AI, Inc is a fintech company empowering financial institutions to grow their business through a cutting-edge suite of AI-driven software, purpose-built for lenders and their partners across the financial ecosystem.
This is a fully remote position, open to candidates anywhere in the U.S. with a reliable internet connection. While we gather in person a few times a year, this role is designed to remain remote long-term. You'll collaborate with a high-performing team — including data scientists, marketers, and financial services experts — who stay connected through Slack, video calls, and regular team and company-wide meetings. We’re a team that knows how to work hard, have fun, and make a meaningful impact—both together and individually.
Role Summary:
We're looking for a professional, client-focused Managed Services Account Manager to lead service delivery and relationship management for our portfolio of commercial real estate clients. In this role, you’ll not only manage client relationships and ensure service satisfaction, but also contribute to operational improvements, growth initiatives, and marketing efforts. This is an ideal position for someone who thrives in a fast-paced, entrepreneurial environment and enjoys the challenge of supporting both traditional industries and cutting-edge tech.
Key Responsibilities:
- Client Management: 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.
- Service Coordination: 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.
- Strategic Advising: Help clients align their technology strategy with business goals—especially around CRM and emerging AI tools to ensure seamless execution of campaigns.
- Upselling & Growth: Identify opportunities to expand services and improve client outcomes; assist with scoping proposals and presenting new offerings.
- Reporting & Recommendations: Deliver regular service reviews, usage reports, and tailored, actionable recommendations that highlight PLUM’s impact and demonstrate ongoing value to each client.
- Cross-Functional Projects: Collaborate on internal initiatives including onboarding workflows, documentation, and support processes.
- Marketing & Messaging: Contribute to customer success stories, industry-focused content, and sales enablement materials.
Requirements
Who You Are:
- 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.
We acknowledge that many candidates may not meet every single role requirement listed above. If your experience looks a little different from our requirements (CRE exp is required), but you believe that you can still bring value to the role, we’d love to see your application!
Benefits
What We Offer:
- 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.
Salary range is $85,000-$100,000k
The range displayed on each job posting reflects the minimum and maximum target for new hire salaries. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training.
Originally posted on Himalayas