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Client Success Manager

On-site work

Publication date: 30/08/2026

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.

Responsibilities

Build real trust with asset managers, CFOs, and owner-operators by understanding their portfolio strategy and what's actually driving their decisions; Own appeal strategy for accounts at the county level; Coordinate between internal operations team, outside property tax consultants, and clients to keep every appeal on track across the entire book; Deliver results with real candor, good or bad; Look for ways to expand the relationship: new entity, new market, bigger ask; Bring what you're seeing across accounts back to Product, Engineering, and property tax strategy team

Requirements

Meaningful experience in real estate, proptech, property tax, or institutional account management; Fluency with real estate fundamentals: valuation methods, cap rates, NOI, occupancy trends, rent rolls, and how sophisticated investors evaluate portfolio performance; Natural ability to earn trust with high-net-worth individuals and 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

Nice to have

Time at a property tax, valuation, or appeal firm; Experience inside an investment platform, asset manager, or family office; Hands-on use of CRM/proptech tools

Benefits

Entrepreneurial culture; Access to First Round Network; Flexible PTO; 11 company holidays; Last week of the year to recharge and reset; Competitive health benefits; Learning support through a $1,000 stipend per year; Up to 16 weeks of fully paid parental and bonding leave; Complimentary real estate and tax consulting licensing and renewal
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