Client Success Manager

The role

The Client Success Manager will own a portfolio of real estate investor accounts. You will manage appeal strategies, coordinate with internal and external teams, and provide feedback to Product and Engineering teams.

What you will do

• Build trust with asset managers, CFOs, and owner-operators
• Own appeal strategy for accounts at the county level
• Coordinate between internal operations, outside consultants, and clients
• Flag properties that need a second look
• Look for ways to expand relationships with new entities, markets, or asks
• Bring account insights back to Product, Engineering, and property tax strategy teams

Required qualifications

• Experience in real estate, proptech, property tax, or institutional account management
• Fluency with real estate fundamentals including valuation methods, cap rates, NOI, occupancy trends, and rent rolls
• Ability to earn trust with high-net-worth individuals and C-suite executives
• Comfort using data to identify opportunities and communicate value

Nice to have

• Time at a property tax, valuation, or appeal firm
• Experience inside an investment platform, asset manager, or family office
• Hands-on use of CRM/proptech tools

Benefits

• Entrepreneurial culture
• Access to First Round Network
• Flexible PTO
• 11 company holidays
• Last week of the year off to recharge and reset
• Competitive health benefits
• $1,000 annual stipend for individual learning needs
• Up to 16 weeks of fully paid parental and bonding leave
• Complimentary real estate and tax consulting licensing and renewal as applicable

About the company

Ownwell is building the future of property tax by combining proprietary technology, licensed professionals, and market expertise. The company provides assessment monitoring, property tax appeals, and strategic advisory services.