Ownwell · 23 hours ago
Client Success Manager- Real Estate Investor Accounts
Austin, TX
Full-time
Onsite
Mid Level
3+ years expOwnwell is a leading provider of property tax solutions tailored for real estate investors and property managers. The Client Success Manager will manage a portfolio of sophisticated real estate investor accounts, bridging real estate expertise with technology innovation to enhance client relationships and drive operational efficiency.
Commercial Real EstateHome ServicesPersonal FinanceReal EstateResidential
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
Qualification
Required
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)
Preferred
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
Benefits
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
Company
Ownwell
Ownwell is an online solution that helps people reduce the cost of owning real estate.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$5.75MKey Investors
First Round Capital
2022-05-02Seed· $5.75M
Leadership Team
Colton Pace
Co-Founder & CEO
Joseph Noor
Co-Founder
Recent News
2025-11-25
2025-07-09
Company data provided by crunchbase