Client Success Manager, Real Estate Investments
Entera
Client Success Manager, Real Estate Investments
New York, New York or Remote (Eastern timezone)
Entera is the leading SaaS and Services platform for Enterprise and Mid-Market single-family investors, empowering them to buy, sell and operate their real estate investments seamlessly. Powered by Artificial Intelligence (AI), Entera's online marketplace offers the best combination of data, technology, services, and expertise to real estate investors. Since its inception in 2018, Entera has transacted on more than $6B of single-family home transactions across 34 US markets. Backed by leading investors Goldman Sachs, Bullpen Capital and Craft Ventures, Entera empowers single-family buyers and sellers to make data-driven strategic decisions about their real estate, scale their operations, and achieve their investment goals. The company is headquartered in New York City, New York, and Houston, Texas.
The Role:
We are looking for a highly strategic and driven Client Success Manager - Real Estate Investments to join the Entera team in the single-family residential (SFR) real estate space. This team provides hands-on support to our investor clients, dramatically improving their capability and scale in property discovery, underwriting, comping, and decision-making using Entera's state-of-the-art technology across acquisitions, dispositions, and asset management strategy. You will be responsible for profiling and refining investment goals, driving both acquisitions and dispositions on behalf of our investor clients, and ensuring they extract maximum value from the Entera platform. This is a client coverage role: you will own a portfolio of client relationships day to day and be accountable for retention, growth, and client outcomes.
What You'll Do:
- Own a defined book of client accounts end-to-end, serving as each client's primary point of contact and the internal owner of their retention, growth, and satisfaction.
- Lead daily interactions with clients regarding asset performance, current market conditions, and platform utilization.
- Build and maintain strong relationships across multiple levels of client organizations, leading internal and external meetings, including Quarterly Business Reviews (QBRs).
- Develop strategic plans that help clients reach their capital deployment, acquisition, and disposition targets.
- Lead efforts in managing external relationships for newly onboarded clients.
- Deliver weekly performance insights and monthly market reports to advise clients on strategies for efficient operations.
- Proactively identify upcoming client capacity constraints and utilize data to uncover new opportunities.
- Serve as a primary product expert, teaching clients how to operate more self-sufficiently on the Entera platform and suggesting the best tools for their specific needs.
- Oversee and perform quality control on Broker Price Opinion (BPO) processes, generating weekly activity reports on Dispositions listings.
Who You Are:
- 6+ years in client success, account management, or client-facing real estate roles, with direct client coverage experience required: you have owned a named book of external B2B accounts, led Quarterly Business Reviews, and been accountable for retention and growth outcomes.
- Expertise in real estate valuation, enough to advise clients credibly in live conversations, with a strong preference for hands-on experience in single-family residential (SFR) acquisitions, dispositions, or portfolio operations. Practitioner experience executing transactions and operating portfolios is strongly preferred over purely advisory, appraisal, or valuation-analytics backgrounds.
- Proven experience navigating complex processes within larger organizations to drive performance improvements and meet client goals across multiple stakeholders.
- Demonstrated ability to lead small teams to execute against strategic goals and tight deadlines.
- A natural ability to anticipate hurdles and proactively resolve problems both internally and externally.
- Exceptional verbal, written, and presentation skills, with a heavy focus on nurturing long-term, external-facing relationships.
Only accepting applicants from the following states: AZ, FL, GA, IL, NC, NJ, NY, TX
Entera is proud to be an equal opportunity employer (EEO) that celebrates difference and diversity. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. We are committed to building an inclusive work environment where all employees feel a sense of belonging and respect. If there is anything we can do to ensure you have a comfortable and positive interview experience, please let us know.
Entera$140k - $205k
...Team, and make a real impact on a global... ...the world’s most successful and innovative investors... ...equity, real estate, technology and financial... ...attorneys and clients to deliver cutting... ...Senior Manager, Client Development... ...across the real estate investment lifecycle. Reporting...SuggestedFull time$233k - $270k
...boundaries of what’s possible. We invest heavily in advanced AI... ...The Role:We are looking for a Client Value Partner—a seasoned industry... ...more than standard client success; it requires a Program Director... ..., Global Markets, and Asset Management.You will blend deep Capital...SuggestedFull timeWork at officeLocal areaImmediate startRemote workWorldwideFlexible hours$151.4k - $311k
Position Summary Client Relationship Executive (CRE) - Financial Services Are you driven by a passion for spearheading industry... ...In this role, candidates will focus on one or two specific Investment Management clients. The CRE will drive demand-generation through the...SuggestedShift work- A leading investment management firm is seeking an Account Executive to manage key accounts and develop client partnerships. The successful candidate will have a strong background in account management within the investment industry, excellent relationship-building skills...Suggested
- ...Elastic Engineering Services Managed Services Talent Acquisition... ...consultative thought leader. Identify client needs, deliver strategic... .... Ensure customer success and satisfaction. Track project... ...Financial Services, Banking, and Investment Banking #J-18808-Ljbffr Intuitive...SuggestedFull timeImmediate start
$211k - $250k
...pushing the boundaries of what’s possible. We invest heavily in advanced AI capabilities—... ..., companies, and the planet.The TeamThe Client Director is a senior member of our sales... ...SaaS sales or strategic account management, with at least 5 years managing accounts...Full timeWork at officeLocal areaImmediate startRemote workWorldwideFlexible hours- BNY Investments is a leading investment manager, with $2.2 Trillion in assets under management as of June 30, 20... ...first approach, the firm brings to clients the best of both worlds:... ...enhancing market visibility.To be successful in this role, we’re seeking the following...WorldwideFlexible hours
- As a seasoned Investment Banking professional in our Financial Institutions... ...and financial institution clients and working across different... ...models Identifying and managing all risks in a given deal Liaising... ...are directly linked to our success. We are an equal opportunity...Work experience placement
$150k - $180k
Senior Relationship Manager - Commercial Real EstateCompany DescriptionFor... ...best bank for our clients by putting their needs first, and the success we’ve enjoyed... ...Bank’s commercial real estate banking activities.Source... ...;Wealth Management investment products.Analyze new...Bank staffWork at office- ...shape how strategic asset management and insurance clients engage with JPMorganChase... ...structure, commercial real estate, capital markets, rates and... ...today we are a leader in investment banking, consumer and small... ...directly linked to our success. We are an equal opportunity...Work at office
- ...Marketing team is part of the Corporate and Investment Bank (CIB) division of JPMorgan Chase. This role supports effective client risk management across Global Sales & Marketing and... ...global workforce are directly linked to our success. We are an equal opportunity employer...Work at office
$170k - $200k
...President to join the Structured Investments team. This role will support the Structured... ...eco-system on the platform for clients. The team develops and manages the technology platform experience... ...communication skillsAble to successfully operate in a fast-paced environmentStrategic...Full timeWork at officeRemote work$69k - $160k
Vice President, Client Coverage - Global Client Management, Investment ManagersAt BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system,...Temporary workWorldwideFlexible hours$71.3k - $80.5k
Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA partner with Wealth Management Advisors to deepen client... ...of growth. Takes tremendous pride in knowledge of the investment solutions advised and understanding the importance of...Work experience placement- Senior Vice President, Client Executive - BNY Investments New York, NY, United States Boston, MA, United States... ...and enables employees’ growth and success. As a leading global financial... ...Investments is a leading investment manager, with $2.2 Trillion in assets under...WorldwideFlexible hours
- BNY Mellon in New York seeks a Senior Vice President, Client Executive to lead strategic client partnerships within the BNY Investments team. You will manage large institutional relationships and drive revenue growth across asset classes from Boston, New York, San Francisco...
- As a seasoned Investment Banking professional in our Financial Institutions... ...and financial institution clients and working across different... ...models Identifying and managing all risks in a given deal Liaising... ...are directly linked to our success. We are an equal opportunity...Work experience placement
- ...culture that empowers your success. Work with KPMGs... ...team helping high-profile clients understand, analyze, and... ...is more important than investing in our culture because... ...is currently seeking a Manager/Senior Manager to join... ...funds/private equity and real estateBachelor's degree...Local area
- ...solutions, onboarding new clients, driving ad campaigns,... ...advertising industry in real time. About the role: The Account Manager (what we call Client Solutions... ...satisfaction. Success in this position requires... ...approach to increase client investments, in collaboration with...
$190k - $225k
...developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management, wealth management, and fintech, offering... ...relationship, consistent with the Firm's premise that success covering the insurance industry requires a...Full timeLocal areaFlexible hours- ...insight into pipeline and client engagement.As a Market... ..., sales, data management, product, technology,... ...experience in Commercial Real Estate, with strong understanding... ...in real estate investment banking, commercial brokerage... ...linked to our success. We are an equal opportunity...
$100.35k - $205k
...have experience serving real estate owners and operators?... ..., and Real Estate Investment Trust qualification rules... ...estate industry to serve clients? If you answered yes... ...Tax practice as a Tax Manager. What You’ll Do... ...ensure you are set up for success in your role and career...Work at officeLocal areaWorldwide2 days per week3 days per week$80k - $150k
What You'll DoAs a Real Estate Tax Manager, you’ll lead the delivery of tax compliance... ...partnering closely with clients and internal teams.You’ll... ..., LLCs, and real estate investment structures (Forms 1065, 112... ...oriented culture that fuels the success of our firm, our clients...Full timeContract workWork at officeLocal area$133.1k - $295.67k
...culture that empowers your success. Work with KPMGs... ...helping high-profile clients understand, analyze, and... ...is more important than investing in our culture because... ...global private equity real estate investments, including... ...and other risk management activities; lead teams...Local area$90k - $157.5k
...technology wrapped in an exceptional client service experience. As the Client Manager focused on Strategic clients, you... ...for each client and measure success against account plan goalsProactively... ...awareness of the investment management market and industry trends...Full timeTemporary workWork at officeFlexible hours$95.4k - $180.4k
...change, empowering our clients and people to realize... ...nowhere like RSM.Our Real Estate practice serves a range... ...including Real Estate Investment Trusts, Real Estate Private... ...We are seeking a Tax Manager for our Real Estate... ...As such, pay for the successful candidate(s) could fall...Full timeWork experience placementInternshipLocal area$149k - $228k
...opportunities for our own employees by investing in their growth. We aspire to create... ...Solutions is searching for a Client Solutions Manager (CSM) to manage relationships with our... ...marketing and insights to ensure customer success, troubleshoot campaigns and ensure error...For contractorsWork at officeFlexible hours$100k - $140k
...the RoleiCapital is looking to hire an Associate or Assistant Vice President to join the Structured Investments team. The ideal candidate will support client management and business development efforts across the Independent Broker Dealer (IBD) coverage team. This is a...Full timeWork at officeRemote work- Fidelity Investments in Villanova, PA is seeking a Relationship Manager to support the branch team by strengthening client relationships and keeping Financial Consultants organized to align daily activities with client needs. The role emphasizes delivering exceptional customer...
$60k - $140k
...platform, WPP Open – we help clients navigate change, capture... ...where, how, and why their media investment is working. For more... ...detail-oriented Media Investment Manager to oversee day-to-day media... ...levels ~ Be capable of working successfully within a team as well as...Work experience placementWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Success Manager, Real Estate Investments. Be the first to apply!
- client services supervisor New York, NY
- client solutions executive New York, NY
- client service manager New York, NY
- client operations manager New York, NY
- senior engagement manager New York, NY
- engagement manager New York, NY
- client executive New York, NY
- client experience manager New York, NY
- client development director New York, NY
- client account executive New York, NY

