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About the Role
Hypha is seeking a consultative Account Manager to own the post-sale relationship for a portfolio of CRE lending and asset management clients. This role focuses on driving measurable business transformation by understanding client operations, identifying workflow breakdowns, and demonstrating how Hypha can improve their processes. The position reports to the Head of GTM and involves defining how Hypha delivers value at scale.
Responsibilities
- Design and lead structured onboarding programs that guide clients through workflow transformation.
- Work with clients to define success metrics, KPIs, timelines, and stakeholder alignment before onboarding.
- Identify and prioritize areas for client business transformation and build a sequenced roadmap.
- Own a portfolio of accounts end-to-end, managing health, retention, expansion, and renewal.
- Build multi-threaded relationships across client organizations.
- 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.
- Collaborate with product and engineering to translate client needs into actionable feedback.
- Flag at-risk accounts early and drive resolution with urgency.
Requirements
- 5+ years in account management, customer success, or management consulting with a track record of guiding enterprise clients through complex business transformations.
- Experience building structured onboarding programs from scratch.
- Demonstrated ability to operate at the executive level: leading QBRs, navigating multi-stakeholder organizations, and presenting ROI.
- Strong commercial instincts.
- Exceptional written and verbal communication skills.
- High autonomy and high accountability.
- Bachelor's degree minimum.
- 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 process building and execution were key.
- Comfort with data and workflow tools.
- Familiarity with Salesforce, HubSpot, or similar CRMs.
Skills
- Account Management
- Customer Success
- Management Consulting
- Business Transformation
- Onboarding Program Design
- KPI Definition
- Roadmap Development
- Client Relationship Management
- Executive Business Reviews (QBRs)
- ROI Presentation
- Upselling
- Cross-selling
- Product Feedback
- Workflow Analysis
- Commercial Real Estate
- Proptech
- Fintech
- CRE Lending
- Asset Management
- Capital Markets
- B2B SaaS
- Data Analysis
- Workflow Tools
- Salesforce
- HubSpot
- CRM
Location
- Remote
Work Type
- Full-time
Experience Level
- 5+ years
Education Level
- Bachelor's degree minimum
Salary/Compensations
- $150,000 - $175,000 base salary
- $225,000 - $275,000 OTE
Benefits
- Competitive compensation package
About the Company
- 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, Hypha is revolutionizing the industry through Observability, Intelligence, and Orchestration.
- Hypha Principles: Human-first > Tech-first, Depth > Breadth, Momentum > Perfection.
- 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.