Client Success Manager

Role Overview

We're hiring a Client Success Manager who will own a portfolio of real estate investor accounts, ranging from established SFR and multifamily operators to larger institutional platforms. You'll bring deep real estate fluency to the role, but you'll also operate the way a fast-growing tech company does - data-driven, fast-moving, and closely connected to how the product itself evolves.

What You'll Do

• Build real trust with asset managers, CFOs, and owner-operators by understanding their portfolio strategy and what's actually driving their decisions, not just their case file
• Own appeal strategy for your accounts at the county level. Know when to push, when to settle, and how to explain the why to an owner who wants more than a form letter
• Coordinate between our internal operations team, outside property tax consultants, and your clients to keep every appeal on track across your entire book, without losing the thread on any single one
• Deliver results with real candor, good or bad. Flag the properties that need a second look before they turn into a bigger problem
• Look for ways to expand the relationship: a new entity, a new market, a bigger ask. Go after them instead of waiting for renewal season
• Bring what you're seeing across your accounts back to Product, Engineering, and our property tax strategy team, helping sharpen both the tools and the tax approach the next CSM and client will use

What We're Looking For

• Meaningful experience in real estate, proptech, property tax, or institutional account management. We care more about how well you understand this world and how fast you can operate independently in it than a specific number of years
• Fluency with real estate fundamentals: valuation methods, cap rates, NOI, occupancy trends, rent rolls, and how sophisticated investors evaluate portfolio performance
• A natural ability to earn trust with high-net-worth individuals, and to hold your own with C-suite executives and other senior decision-makers
• Comfort using data to identify opportunities and communicate value, whether that's through reporting, analysis, or client-facing presentations
• Curiosity about how technology and product decisions shape the client experience. You don't need a technical background, but you should want a voice in how we build
• None of the following are required, but they help: time at a property tax, valuation, or appeal firm; experience inside an investment platform, asset manager, or family office; or hands-on use of CRM/proptech tools

Additional information

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.