This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Managed Services Account Manager based in the United States.
This role sits at the intersection of client success, service delivery, and strategic consulting within a fast-growing fintech environment focused on AI-driven solutions for the financial services and commercial real estate ecosystem. You will own a portfolio of managed services clients, ensuring high-quality delivery while driving measurable business outcomes and long-term account growth. Acting as the primary client liaison, you will coordinate cross-functional teams including data science, product, and marketing to ensure seamless execution of client initiatives. The environment is dynamic and startup-driven, requiring strong ownership, adaptability, and the ability to operate in both strategic and executional capacities. You will also play a key role in identifying expansion opportunities and translating client needs into scalable solutions. This is a highly visible role where relationship management and operational excellence directly influence client success and company growth.
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Managed Services Account Manager based in the United States.
This role sits at the intersection of client success, service delivery, and strategic consulting within a fast-growing fintech environment focused on AI-driven solutions for the financial services and commercial real estate ecosystem. You will own a portfolio of managed services clients, ensuring high-quality delivery while driving measurable business outcomes and long-term account growth. Acting as the primary client liaison, you will coordinate cross-functional teams including data science, product, and marketing to ensure seamless execution of client initiatives. The environment is dynamic and startup-driven, requiring strong ownership, adaptability, and the ability to operate in both strategic and executional capacities. You will also play a key role in identifying expansion opportunities and translating client needs into scalable solutions. This is a highly visible role where relationship management and operational excellence directly influence client success and company growth.
Accountabilities:
- Serve as the primary point of contact for managed services accounts, owning client relationships and ensuring satisfaction and retention.
- Oversee end-to-end service delivery, coordinating with internal teams to ensure timely execution of client initiatives and campaigns.
- Guide clients in aligning their business objectives with technology solutions, including CRM systems and AI-driven tools.
- Identify upsell and expansion opportunities, supporting proposal development and presenting additional service offerings.
- Deliver regular business reviews, performance reports, and strategic recommendations that demonstrate value and impact.
- Collaborate with cross-functional teams on onboarding processes, workflow improvements, and operational enhancements.
- Contribute to marketing initiatives, including case studies, customer success stories, and sales enablement materials.
- 2+ years of experience in account management, customer success, or IT/service delivery roles, preferably within a managed services or consultancy environment.
- Mandatory experience working within the Commercial Real Estate (CRE) sector.
- Strong understanding of CRM platforms (e.g., Salesforce, HubSpot) and general IT infrastructure or SaaS tools.
- Excellent communication, relationship management, and organizational skills.
- Bachelor’s degree in business, technology, or a related field.
- Comfortable working in a fast-paced startup environment with high autonomy and evolving priorities.
- Strong analytical thinking, problem-solving ability, and decision-making skills.
- Experience working alongside AI or data-driven technology teams is a plus.
- Competitive compensation package with performance-based bonus potential.
- Equity participation in a high-growth fintech startup.
- Comprehensive health, dental, and vision insurance for employees and families.
- 401(k) retirement plan.
- Unlimited discretionary PTO and 11 paid company holidays.
- Fully remote, flexible work environment with high autonomy.
- Opportunity to directly influence product, culture, and client success outcomes.
- Fast-paced, collaborative startup culture with strong visibility and impact.