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About the Role
Ownwell is seeking a Client Success Manager to manage a portfolio of real estate investor accounts, from SFR and multifamily operators to institutional platforms. This role requires deep real estate knowledge and a data-driven, fast-paced approach within a growing tech company.
Responsibilities
- Build trust with asset managers, CFOs, and owner-operators by understanding their portfolio strategy and decision drivers.
- Own appeal strategy at the county level, determining when to push, settle, and explaining the rationale to clients.
- Coordinate between internal operations, external consultants, and clients to ensure all appeals stay on track.
- Identify and flag potential issues proactively to prevent larger problems.
- Seek opportunities to expand client relationships and services.
- Provide feedback from client accounts to Product, Engineering, and the property tax strategy team to improve tools and approaches.
Requirements
- Meaningful experience in real estate, proptech, property tax, or institutional account management.
- Fluency with real estate fundamentals including valuation methods, cap rates, NOI, occupancy trends, rent rolls, and portfolio performance evaluation.
- Ability to earn trust with high-net-worth individuals and engage with C-suite executives.
- Comfort using data for opportunity identification and value communication through reporting, analysis, or presentations.
- Interest in how technology and product decisions impact client experience.
- Experience at a property tax, valuation, or appeal firm is helpful.
- Experience within an investment platform, asset manager, or family office is helpful.
- Hands-on use of CRM/proptech tools is helpful.
Skills
- Real estate fluency
- Data-driven approach
- Client relationship management
- Negotiation
- Communication
- Problem-solving
- Strategic thinking
- Data analysis
- Presentation skills
Location
- Remote
Work Type
- Full-time
Experience Level
- Mid-level
Benefits
- Entrepreneurial culture
- Access to First Round Network
- Flexible PTO
- 11 company holidays
- Company-wide holiday break
- Competitive health benefits
- Learning stipend ($1,000 per year)
- Paid parental and bonding leave (up to 16 weeks)
- Complimentary real estate and tax consulting licensing and renewal (as applicable)
About the Company
- Ownwell is building the future of property tax by combining technology, licensed professionals, and market expertise to reduce property tax costs for real estate owners.
- Our platform offers assessment monitoring, property tax appeals, and strategic advisory services for various real estate owners.
- Our culture emphasizes teamwork, collaboration, and a fast-paced environment.
- We value Customer Obsession, Taking Ownership, Doing The Right Thing, Going Far Together, and Accelerating Innovation.
- Our vision is to democratize access to real estate expertise for everyone.
Equal Opportunity
- Ownwell is an equal opportunity employer.
- We welcome people from all backgrounds, ethnicities, cultures, and experiences.
- We do not discriminate on the basis of race, color, ancestry, religion, national origin, sexual orientation, age, citizenship, marital or family status, disability, gender identity or expression, veteran status, or any other status.