Client Success Manager

Company Background 

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 grown by more than 300% 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 to join our rapidly expanding team. In this role, you'll be responsible for managing residential and commercial accounts,, ensuring client satisfaction, driving renewals, and identifying expansion opportunities. You'll play a crucial role in showcasing the value of Ownwell's services and contributing to our continued growth.

Key Responsibilities

• Serve as the primary point of contact for a portfolio of residential and commercial real estate investors and operators
• Develop and maintain strong relationships with key stakeholders within client organizations
• Proactively monitor client accounts, ensure successful onboarding, and oversee the delivery of Ownwell's services
• Collaborate with internal teams to resolve client issues and enhance service delivery
• Analyze client data and usage patterns to identify opportunities for upselling and cross-selling additional services
• Drive account renewals and expansion revenue by demonstrating clear ROI and value to clients
• Gather and communicate client feedback to inform product development and service improvements
• Stay informed about industry trends, tax regulations, and Ownwell's service offerings across our operating states

Qualifications

• 2-5 years of experience in client success, account management, or similar roles, preferably in real estate, financial services, or related industries
• Proven track record of managing and growing a high volume of accounts
• Strong understanding of real estate investment, property management, or property tax concepts
• Excellent communication, presentation, and relationship-building skills
• Ability to analyze data and translate insights into actionable strategies
• Experience with CRM systems and data analysis tools
• Bachelor's degree in Business, Real Estate, or related field (or equivalent experience)

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.