Client Success Manager, Real Estate Investments
Entera
About Entera 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’re Expected to Be: 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. #J-18808-Ljbffr 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
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...Client Partner - Financial Services New York... ...Insurance and Asset & Wealth Management sectors. In this... ...and steer teams toward successful client outcomes.... ...teams on high-impact, real-world solutions Be... ...Benefit from serious investment in your learning and career...Suggested- ...culture that empowers your success. Work with KPMGs... ...helping high-profile clients understand, analyze, and... ...is more important than investing in our culture because... ...currently seeking a Manager/Senior Manager to join... ...funds/private equity and real estate Bachelor's degree...SuggestedFull timeLocal area
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$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...Full timeLocal area- 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
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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- 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
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$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- ...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
$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- The Brooklyn Investment team is building the next generation... ..., and hands-on client expertise. Our mission... ...As a Client Portfolio Manager (CPM), you will sit at... ...engineers, and customer success representatives to customize... ...growth of businesses, real estate, infrastructure and...Full timeWork at office
$100k - $140k
...Role iCapital 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$190k - $225k
At Franklin Templeton, we believe success is built through powerful... ...partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and... ...to help our clients achieve their investment goals. Our dynamic and diversified...Full timeLocal areaFlexible hours- ....EisnerAmper is seeking a manager to expand our Real Estate Tax practice. Our Real Estate... ...serves a wide range of clients with specific needs including... ...for complex real estate investment partnerships, REITs, and... ...and transparency. For us, success is defined by working together...Full timeWork at officeLocal area
$95.4k - $180.4k
...of change, empowering our clients and people to realize their... ...RSM.We are seeking a Tax Manager for our Real Estate group. We serve a broad array... ...firms, REITs (Real Estate Investment Trusts), and brokerage... ...etc. As such, pay for the successful candidate(s) could fall anywhere...Full timeWork experience placementInternshipLocal area$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- ...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...
$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$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- 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...
- ...step in your career with a firm that's investing heavily in its Real Estate practice? We're partnering with a... ...is looking to appoint a Senior Tax Manager to join its Commercial Real Estate team... ..., advise sophisticated real estate clients, and play a key role in the...
- A top-performing RIA firm is seeking a Client Services Coordinator to support financial advisors and enhance client relationships... ...have over 5 years of experience in financial planning or investment management and a strong grasp of client service. This role provides a competitive...Remote jobFull time
$100k - $170k
...Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize... ...participate in exciting investment opportunities while... ...and building sustainable success. Bringing together traditional... ...equity, fixed income and real asset strategies,...Full timeTemporary workPart time$100k - $170k
...OverviewGoldman Sachs Asset Management's Quantitative Equity Solutions... ...QES team delivers bespoke investment solutions to High Net Worth, Institutional and Retail clients. As a focal point for one of... ...division to drive the commercial success of the businessSupport...Full timeTemporary workPart time- Sr. Client Success Manager Intapp is expanding our Client Success team, and we're looking for a Sr... ...Manager with deep roots in the real estate industry to own and grow strategic relationships... ...serving real estate firms — whether investment managers, private equity real estate,...Full timeContract workLocal areaFlexible hours
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