PLUM Commercial Real Estate Lending

Account Manager

• 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.
• 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.
• Help clients align their technology strategy with business goals—especially around CRM and emerging AI tools to ensure seamless execution of campaigns.
• Identify opportunities to expand services and improve client outcomes; assist with scoping proposals and presenting new offerings.
• Deliver regular service reviews, usage reports, and tailored, actionable recommendations that highlight PLUM’s impact and demonstrate ongoing value to each client.
• Collaborate on internal initiatives including onboarding workflows, documentation, and support processes.
• Contribute to customer success stories, industry-focused content, and sales enablement materials.

Managed Services Account Manager