Managed Services Account Manager

Key Responsibilities

• 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
• Contribute to operational improvements, growth initiatives, and marketing efforts
• 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

Requirements

• 2+ years of account management, customer success, or IT service delivery experience—preferably within a managed services provider (MSP) or IT consultancy
• 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
• Experience working with AI startups (e.g. data science, ML ops) a plus but not required. A proven track record of analytical, problem solving, and decision-making skills

Benefits

• A fast-paced, 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