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.
The must haves
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
The nitty gritty
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 DoorDash credit for lunch and plenty of in-office snacks
Subsidized access to Wellhub for health and wellness
#J-18808-Ljbffr
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.
The must haves
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
The nitty gritty
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 DoorDash credit for lunch and plenty of in-office snacks
Subsidized access to Wellhub for health and wellness
#J-18808-Ljbffr