Account Manager

Posted 2 Days Ago
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New York, NY, USA
In-Office
150K-275K Annually
Senior level
Artificial Intelligence • Fintech • Real Estate • Software
The Role
Own post-sale relationships for CRE lending and asset-management clients, drive business transformation, design onboarding and success metrics, lead executive QBRs, manage account health/retention/expansion, identify upsell, and serve as the internal voice of the customer to inform product and engineering.
Summary Generated by Built In
About Hypha

Hypha is an AI-native platform transforming asset management across the full lifecycle—acquisition, management, and exit. Focused on healthcare facilities and multifamily real estate, we're revolutionizing the industry through three key pillars:

  • Observability: Providing real-time visibility into asset performance, deal progress, and market conditions for all stakeholders

  • Intelligence: Enabling AI-driven multidimensional optimization with risk scores, tax strategies, and benchmarking

  • Orchestration: Creating seamless workflows and a single source of truth to eliminate inefficiencies

 
Hypha Principles
  • Human-first > Tech-first: Start with people— not models looking for problems to solve.

  • Depth > Breadth: Go all the way down to the root and build back up.

  • Momentum > Perfection: Progress toward a clear direction, compounding over time.

 
Role Overview

We're looking for a consultative Account Manager to own the post-sale relationship for a portfolio of CRE lending and asset management clients. This is not a passive account management role. Your job is to drive measurable business transformation — understanding how our customers operate, where their workflows break down, and how Hypha can structurally change the way they work.

You will design structured onboarding programs, define success metrics with clients before onboarding begins, lead executive-level business reviews, and identify expansion opportunities — all while serving as the internal voice of the customer.

This role reports to the Head of GTM and sits at the intersection of customer success, business transformation, and commercial growth. You'll help define how Hypha delivers value at scale — building the playbooks and frameworks that will outlast you.

 
Core Competencies
  • Design and lead structured onboarding programs that guide clients through workflow transformation — not just software adoption

  • Work with clients to define success before onboarding begins: KPIs, timelines, and stakeholder alignment

  • Identify which parts of a client's business to prioritize transforming first and build a sequenced roadmap to get there

  • Own a portfolio of accounts end-to-end: health, retention, expansion, and renewal

  • Build multi-threaded relationships across client organizations — not just with a primary contact

  • Lead quarterly business reviews with senior stakeholders, presenting measurable ROI and a forward roadmap

  • Identify, qualify, and close upsell and expansion opportunities in partnership with the GTM team

  • Serve as the primary voice of the customer internally — surfacing product gaps, workflow friction, and patterns across accounts

  • Collaborate with product and engineering to translate client needs into actionable feedback

  • Flag at-risk accounts early and drive resolution with urgency

 
Ideal Candidate
  • 5+ years in account management, customer success, or management consulting — with a track record of guiding enterprise clients through complex business transformations, not just software implementations

  • Experience building structured onboarding programs from scratch — you've created the framework, not just followed one

  • Demonstrated ability to operate at the executive level: leading QBRs, navigating multi-stakeholder organizations, and presenting ROI with credibility

  • Strong commercial instincts — you understand the difference between a happy customer and a growing one, and you work toward both

  • Exceptional written and verbal communication; you can make complex workflows feel simple

  • High autonomy and high accountability — you thrive in environments where the playbook doesn't fully exist yet

  • Bachelor's degree minimum

 
What Sets You Apart
  • Background in commercial real estate, proptech, or fintech — particularly CRE lending, asset management, or capital markets

  • Experience at an early-stage B2B SaaS company (Series A–C) where you've had to build process and execute simultaneously

  • Comfort with data and workflow tools — you don't need to be an engineer, but you can engage intelligently in technical conversations

  • Familiarity with Salesforce, HubSpot, or similar CRMs


Why Join Hypha
  • Be at the cutting edge of applied AI

  • Have a large scope and massive impact on the company

  • Work directly with the leadership team

  • Strong career growth opportunities as we scale

  • Competitive compensation package: $150-$175k base salary, $225-275K OTE

If you're ready to help build the future of asset management and are excited by the challenge of bringing AI-driven solutions to complex financial workflows, we want to hear from you.

 

Skills Required

  • 5+ years in account management, customer success, or management consulting with enterprise transformation experience
  • Experience building structured onboarding programs from scratch
  • Demonstrated ability to operate at the executive level (lead QBRs, multi-stakeholder engagement, present ROI)
  • Proven ability to drive retention, identify expansion, and close upsell opportunities
  • Exceptional written and verbal communication skills
  • Strong commercial instincts and ability to translate customer success into growth
  • High autonomy and accountability; ability to build playbooks and frameworks
  • Bachelor's degree minimum
  • Background in commercial real estate, proptech, fintech, or CRE lending/asset management
  • Experience at early-stage B2B SaaS (Series A-C)
  • Comfort with data and workflow tools and ability to engage in technical conversations
  • Familiarity with Salesforce, HubSpot, or similar CRMs
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The Company
39 Employees
Year Founded: 2025

What We Do

Hypha is an AI-native asset intelligence software platform that helps investors and lenders manage commercial real estate portfolios. Hypha automatically extracts structured data from loan agreements, rent rolls, and financials, runs covenant tests, monitors risk, and generates reports with human-reviewed citations. The AI-first OS accelerates underwriting, reduces analyst work, and enables proactive portfolio risk management across the asset lifecycle.

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