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Lev · 3 days ago

Account Manager

New York, NY

Full-time

Onsite

Mid Level

3+ years exp

Lev is transforming the commercial real estate financing space with a digital platform that connects borrowers and brokers to lenders. They are seeking an Account Manager to develop and implement customer engagement strategies and manage relationships to ensure customer satisfaction and retention.

Commercial Real EstateFinTechMarketplaceReal EstateReal Estate Investment

Growth Opportunities

Responsibilities

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

Qualification

Customer engagement strategiesAccount managementSaaS upsellingData analysisCommercial real estate techRelationship managementCustomer education

Required

3-5 years experience in 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

Preferred

Experience in commercial real estate technology is a plus!

Benefits

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

Company

Lev

Lev is a commercial mortgage marketplace for capital market advisors.

Founded in 2019

New York, New York, USA

51-200 employees

https://www.levcapital.com

Funding

Current Stage

Growth Stage

Total Funding

$212.4M

Key Investors

Cross River BankGreenspring Associates

2022-05-05Debt Financing· $100M

2022-04-13Series B· $70M

2021-06-20Series A· $30M

Leadership Team

Alberto Sheinfeld

CTO

Recent News

Canaan Partners

Canaan Partners Portfolio

2025-12-23

TechCrunch

Commercial real estate lending startup Lev brings in $30M on a $130M valuation | TechCrunch

2025-10-23

News Powered by Cision

HUMBLE ISSUES SHARES AS PAYMENT FOR EARN OUTS

2025-06-21

Company data provided by crunchbase