Client Success Manager
Core
Own a portfolio of real estate investor accounts (SFR, multifamily, institutional) to drive property tax appeal strategies and deliver results.
Role type
Senior IC Client Success Manager (Real Estate/PropTech)
Builds
Property tax appeal outcomes and strategic advisory services for real estate investors
Domain
Real Estate / Property Tax / PropTech
Deliverable
client delivery
Required skills
Real estate fundamentals (valuation, cap rates, NOI), property tax appeal strategy, C-suite relationship management, data-driven analysis, cross-functional coordination
Preferred skills
Experience in property tax/valuation/appeal firms, investment platform background, CRM/proptech tools (via careerplan.io/jobs/4394616006-client-success-manager-at-ownwell)
Responsibilities
Build trust with asset managers and CFOs, own county-level appeal strategy, coordinate internal and external teams for appeals, deliver candid results, expand client relationships, provide feedback to Product and Engineering