Client Success Manager

Client Success Manager - Real Estate Investor Accounts

Ownwell has developed a leading end-to-end property tax solution that is purpose-built for SFR and CRE investors, operators, and property managers. We have brought Data Science and Machine Learning to a space that is ripe for disruption. We combine a best-in-class technology stack with local market expertise to reduce expenses, increase Net Operating Income, and drive operational efficiency for both our institutional clients and individual homeowners. Ownwell's solution ensures you have the necessary tools, resources, and information to confidently manage your property taxes.

Ownwell has been recognized both in Austin and Nationally, as a top workplace by the likes of Fortune, BuiltIn, Inc, and Best Places To Work. We are well-funded and venture-backed by some of the best investors in the world such as First Round Capital and Bessemer Venture Partners. Our customer base has 2X'd year-over-year with exceptional feedback demonstrating clear product market fit. We are looking for driven and passionate team members who thrive in a collaborative, positive culture where we all win together. If this sounds like the place for you, come help us change the way everyday homeowners manage their real estate across the country.

Our Culture

People are our superpower! Centered in everything we do is a true sense of team. We listen and we learn from each other. We are on this rocketship together and embrace a fast-paced, truly collaborative environment. We are here to win as a team and as a company.

We've brought together General Appraisers, Certified Public Accountants, Property Tax Consultants, Data scientists, PhDs, best-in-class customer support representatives, and more to deliver top results for our customers.

Our core values are our guiding principles in everything we do:

• Customer Obsession
• Take Ownership
• Do The Right Thing
• Go Far Together
• Accelerate Innovation

Role Overview

We're seeking a Client Success Manager who bridges real estate expertise with technology innovation. In this role, you'll manage a portfolio of sophisticated real estate investor accounts while helping build the future of property tax technology. If you love real estate and want to be part of a high-growth startup transforming the industry, then this role is right for you.

Key Responsibilities

• Serve as the primary relationship manager and advisor for high-value accounts, including family offices, REITs, multifamily operators, and SFR portfolio managers
• Leverage your knowledge of real estate, property tax, and our technology to build trust with asset managers, CFOs, and owner/operators by understanding their business drivers, portfolio metrics, and investment strategies
• Identify expansion opportunities by recognizing when clients need acquisition support, portfolio optimization, or advanced tax planning beyond basic appeals
• Help sophisticated investors understand how our technology platform delivers measurable ROI while gathering feedback to inform product development
• As an early team member, help establish processes, train new hires, and shape how we scale relationships with institutional clients

Qualifications

• 3-5 years in proptech, financial services, or real estate (property management, development, acquisitions, or similar)
• Comfortable learning and discussing real estate (i.e., valuation methodologies, cap rates, NOI, occupancy trends, rent rolls, and market fundamentals across real estate asset classes)
• Natural ability to earn trust and build relationships with high-net-worth individuals and institutional decision-makers
• Experience using data and analytics to identify opportunities and communicate value - whether through investment analysis, portfolio reporting, or client presentations
• Comfortable collaborating cross-functionally with Product, Operations, and Legal teams to deliver a seamless client experience
• Excitement about joining a fast-paced, high-growth technology company where you'll help shape processes and grow with the business
• Interest in learning property tax strategy and appeals process (we'll provide comprehensive training on the technical aspects)

Bonus Points

• Experience at investment firms, development companies, asset management platforms, or family offices
• Previous client-facing or account management experience in real estate or professional services
• Exposure to property tax, accounting, or legal processes in real estate transactions
• Familiarity with CRM systems, proptech solutions, or other technology tools in real estate
• Experience working at or with high-growth technology companies

This role is perfect for someone with strong real estate or finance fundamentals who wants to apply that expertise in a technology-driven environment while helping build the future of property tax management.

Ownwell offerings

• Entrepreneurial culture. Own your career; we are here to support you in the journey.
• Access to First Round Network to build your community outside of Ownwell.
• Flexible PTO. We believe in giving you the flexibility to own your time off. In addition to flexible time off, you will get 11 company holidays. We offer the last week of the year to recharge and reset.
• Competitive health benefits. We care for you and your family's health, as reflected in our benefits coverage.
• Learning support through a $1,000 stipend per year to enable investing in your individual learning needs.
• Supporting parental journey. We offer up to 16 weeks of fully paid parental and bonding leave to support your journey as a new parent.
• As applicable complimentary real estate and tax consulting licensing and renewal

Ownwell's vision is to democratize access to real estate expertise. When we say we want to provide access, we mean providing access to everyone. To do that well, we need a team that's broadly representative. We welcome people from all backgrounds, ethnicities, cultures, and experiences. Ownwell is an equal opportunity employer. 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.