Role OverviewWe'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.
