Description
PLUM is a fintech company empowering financial institutions to grow their business through a cuttingedge suite of AIdriven software purposebuilt 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 longterm. Youll collaborate with a highperforming team including data scientists marketers and financial services experts who stay connected through Slack video calls and regular team and companywide meetings. Were a team that knows how to work hard have fun and make a meaningful impactboth together and individually.
Role Summary:
Were looking for a clientfocused Managed Services Account Manager to lead service delivery and relationship management for our portfolio of commercial real estate clients. In this role youll 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 fastpaced entrepreneurial environment and enjoys the challenge of supporting both traditional industries and cuttingedge 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 goalsespecially 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 PLUMs impact and demonstrate ongoing value to each client.
- CrossFunctional Projects: Collaborate on internal initiatives including onboarding workflows documentation and support processes.
- Marketing & Messaging: Contribute to customer success stories industryfocused content and sales enablement materials.
What We Offer:
- A fastpaced 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.
California: Salary range is $90k$130k
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 jobrelated skills experience and relevant education or training.
Candidates please reply with a resume and cover letter to
RequirementsWho You Are:
- 2 years of account management customer success or IT service delivery experiencepreferably within a managed services provider (MSP) or IT consultancy.
- Exceptional communication organization and relationshipbuilding skills.
- 4 year college degree
- Strong understanding of IT infrastructure CRM platforms (Salesforce HubSpot) and remote support systems.
- Comfortable in a startup settingflexible selfdirected and solutionoriented.
- Experience working with clients in commercial real estate (e.g. property management firms brokers REITs) and/or AI startups (e.g. data science ML ops) a plus but not required.
- A proven track record of analytical problem solving and decisionmaking 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 but you believe that you can still bring value to the role wed love to see your application!
BenefitsWhat We Offer:
- A fastpaced 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.
California: Salary range is $90k$130k
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 jobrelated skills experience and relevant education or training.
Required Experience:
Manager