Account Manager, Client Engagement & Adoption
Core
Manage a portfolio of ~150 existing Commercial Real Estate (CRE) client accounts, driving adoption, retention, and expansion while acting as the primary point of contact for engagement.
Role type
Mid-market Account Manager (Client Engagement & Adoption)
Builds
Client retention, product adoption, and revenue growth for existing CRE clients
Domain
Commercial Real Estate (CRE) / SaaS
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Account management, client relationship management, retention strategy, upsell/cross-sell execution, CRM proficiency, data analysis, stakeholder communication
Preferred skills
Commercial Real Estate (CRE) experience, SaaS background, sales experience, Salesforce proficiency
Technologies
Salesforce, CRM tools
Responsibilities
Manage portfolio of ~150 existing CRE client accounts; drive adoption and client value realization through onboarding and product education; build strong relationships with asset managers and operators; support retention and expansion outcomes with Sales Executives; act as escalation point for client issues; leverage data to monitor account health; collaborate in a 2:1 model with Sales partners
Seniority
Mid-level, individual contributor
