Account Manager
Listed on 2026-01-29
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Sales
Business Development, Customer Success Mgr./ CSM, Client Relationship Manager -
Business
Business Development, Customer Success Mgr./ CSM, Client Relationship Manager
Overview
About Lev Lev is transforming the $700B commercial real estate financing space. We have built a digital platform that matches borrowers and brokers with the best-fit lenders for their deals, and uses AI to fully automate time-consuming financing workflows. We are at the forefront of tackling this problem at scale, with backing from top-tier VCs and a broad set of financial partners.
Our company and products leverage practical AI to serve customers, and our team combines customer- and solution-oriented builders and sellers to create a generational company that brings the industry into the digital age.
About The Role We are looking for an Account Manager to help develop and implement our AM / CS playbook across an expanding customer base of sponsor and broker users.
What You'll Do- Retention & Relationship Management – Build and maintain relationships across customer stakeholders to drive engagement, advocacy, renewals, and upsells.
- Customer Enablement & Education – Deliver post-onboarding “wow” moments through ongoing training, product education, feature adoption, and usage tracking to ensure long-term success.
- Deal Oversight – Monitor customer deals end-to-end to ensure smooth execution, proactively address issues, and coordinate internal teams as needed.
- Customer Health & Feedback – Leverage a health score model and continuous feedback loops to measure satisfaction and inform both product and GTM teams.
- 3-5 years experience in a customer-facing role
- Experience deploying customer engagement and retention strategies in a data-heavy product environment
- Proven track record in upselling/cross-selling/renewals/existing account expansion on a SaaS model
- Ability to manage 100+ accounts at a time
- Experience in commercial real estate technology is a plus
- This is an office-based role in NYC (4 days in office)
- Unlimited PTO
- Excellent health insurance for you and your dependents
- Generous stock incentive plan
- Daily Door Dash credit for lunch and plenty of in-office snacks
- Subsidized access to Wellhub for health and wellness
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