Managed Services Account Manager Commercial Real Estate

Summary

PLUM AI, Inc. is a fintech company providing AI-driven software for financial institutions and their partners. The Managed Services Account Manager will lead service delivery and client relationships for commercial real estate accounts, coordinating implementations, advising on CRM and AI strategies, identifying growth opportunities, and delivering performance reporting and recommendations.

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

Skills

• 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
• A proven track record of analytical, problem solving, and decision-making skills
• Experience working with AI startups (e.g. data science, ML ops) a plus but not required

Qualifications

Must Haves

• 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
• A proven track record of analytical, problem solving, and decision-making skills

Nice to Haves

• Experience working with AI startups (e.g. data science, ML ops) a plus but not required

Benefits

• Fully remote position, open to candidates anywhere in the U.S. with a reliable internet connection; designed to remain remote long-term
• Autonomy and flexibility
• Equity in a financial technology startup
• Generous health, dental, and vision coverage for employees and family members
• 401K
• Eleven paid holidays
• Unlimited discretionary vacation days
• Bonus potential