Client Engagement Manager
2 weeks ago
Company Background:
Ownwell is dedicated to assisting property owners in minimizing their real estate ownership costs. Our innovative software identifies property owners who are overpaying on real estate expenses, and we manage the comprehensive process of reducing these costs through tax appeals, exemptions, and corrections.
Every year, over $40 billion is overpaid in property taxes, with inaccurate tax assessments disproportionately impacting marginalized communities, including people of color, immigrants, and low-income households.
We strive to enhance the transparency and fairness of property ownership costs. We believe that everyone, regardless of their status or level of real estate knowledge, should have access to the information, tools, and resources necessary to manage their real estate confidently.
Backed by prominent investors, Ownwell is well-funded and has experienced remarkable growth, with our customer base expanding by over 1000% year-over-year and receiving outstanding feedback that demonstrates a strong product-market fit. We are in search of motivated and passionate individuals who thrive in a collaborative and positive environment where collective success is paramount.
Our Culture:
At Ownwell, our people are our greatest asset. Teamwork is at the core of our operations. We value listening and learning from one another as we embark on this journey together in a fast-paced and truly collaborative setting. Our success is built on teamwork and shared achievements.
We have assembled a diverse team of professionals, including General Appraisers, Certified Public Accountants, Property Tax Consultants, Data Scientists, PhDs, and top-tier customer support representatives, all focused on delivering exceptional results for our clients.
Core Values:
- Customer Focus
- Ownership and Accountability
- Integrity and Ethics
- Collaborative Success
- Innovation and Progress
We are looking for a seasoned Client Success Manager to join our dynamic team. In this position, you will oversee our most significant and strategic real estate investor accounts, ensuring client satisfaction, driving renewals, and identifying opportunities for growth. Your role will be pivotal in demonstrating the value of Ownwell's services and contributing to our ongoing success.
Key Responsibilities:- Act as the primary liaison for a portfolio of high-value real estate investor clients, including large property owners, REITs, and investment firms.
- Establish and nurture strong relationships with key stakeholders within client organizations.
- Proactively manage client accounts, ensuring successful onboarding and the effective delivery of Ownwell's services.
- Collaborate with internal teams to address client concerns and improve service delivery.
- Analyze client data and usage trends to uncover opportunities for upselling and cross-selling additional services.
- Drive account renewals and expansion revenue by clearly demonstrating ROI and value to clients.
- Collect and relay client feedback to inform product development and service enhancements.
- Stay updated on industry trends, tax regulations, and Ownwell's service offerings across our operational regions.
- 5+ years of experience in client success, account management, or related roles, preferably within SaaS or real estate sectors.
- Demonstrated success in managing and expanding large, complex accounts.
- Strong grasp of real estate investment, property management, or property tax principles.
- Exceptional communication, presentation, and relationship-building abilities.
- Capability to analyze data and convert insights into actionable strategies.
- Familiarity with CRM systems and data analysis tools.
- Bachelor's degree in Business, Real Estate, or a related field (or equivalent experience).
Benefits Offered:
- Entrepreneurial culture that empowers you to take charge of your career.
- Access to a professional network to foster community connections.
- Flexible PTO policy, allowing you to manage your time off effectively, along with 11 company holidays.
- Comprehensive health benefits to support your and your family's well-being.
- Annual learning stipend to invest in your personal development.
- Support for new parents with up to 16 weeks of fully paid parental leave.
- Complimentary real estate and tax consulting licensing and renewal, as applicable.
Ownwell envisions democratizing access to real estate expertise. We are committed to creating a team that reflects diverse backgrounds, ethnicities, cultures, and experiences. As an equal opportunity employer, we do not discriminate based on 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.
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