Client Success Manager at Ownwell

Austin, Texas, United States

Apply Now

Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Real Estate, PropTech, Property ManagementIndustries

Requirements

(None specified)

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

Skills

Key technologies and capabilities for this role

Customer SuccessAccount ManagementClient Relationship ManagementProperty TaxReal EstateCustomer SupportSaaS

Questions & Answers

Common questions about this position

Is this position remote?

Yes, this is a fully remote position.

What is the salary for the Client Success Manager role?

This information is not specified in the job description.

What are the key responsibilities of a Client Success Manager at Ownwell?

Key responsibilities include serving as the primary point of contact for client portfolios, developing relationships with stakeholders, monitoring accounts, collaborating with internal teams, analyzing data for upsell opportunities, and driving renewals.

What is Ownwell's company culture like?

Ownwell fosters a collaborative, positive, fast-paced environment where the team wins together, centered on people as their superpower, with core values including Customer Obsession, Take Ownership, Do The Right Thing, Go Far Together, and Accelerate Innovation.

What kind of candidate is Ownwell looking for in a Client Success Manager?

Ownwell seeks driven and passionate team members who thrive in a collaborative, positive culture and can manage client relationships, drive renewals, and identify expansion opportunities.

Ownwell

Financial wellness platform for money management

About Ownwell

Ownwell is a financial wellness platform that assists individuals in managing their money effectively. It offers personalized advice and guidance, along with various tools and resources that enable users to make informed financial decisions. The platform also provides financial education courses and workshops, which help users understand the fundamentals of money management. What sets Ownwell apart from its competitors is its focus on financial education, ensuring that users not only receive advice but also learn essential skills for managing their finances. The primary goal of Ownwell is to empower people to save, invest, and plan for their financial future.

Austin, TexasHeadquarters

2020Year Founded

$5.6MTotal Funding

SEEDCompany Stage

Fintech, Financial ServicesIndustries

51-200Employees

Benefits

Flexible Paid Time Off

Competitive health benefits

Learning support through a $1,000 stipend per year

Parental Leave

Risks

Rising interest rates may decrease real estate transactions, reducing demand for Ownwell's services.

Increased competition from PropTech startups could dilute Ownwell's market share.

Changes in property tax laws could impact Ownwell's ability to deliver savings.

Differentiation

Ownwell offers unique financial education courses and workshops for better money management.

The platform provides personalized advice to optimize property tax savings for homeowners.

Ownwell's Bill Reduction Service helps homeowners save on monthly bills, enhancing financial wellness.

Upsides

Increased interest in financial literacy boosts demand for Ownwell's educational offerings.

AI-driven advisory services enhance Ownwell's personalized financial advice efficiency.

Remote work trends increase homeownership, expanding Ownwell's property tax reduction customer base.

Land your dream remote job 3x faster with AI

Try Jobo Free