Full-Time

Senior Account Executive

Posted on 10/2/2024

Ownwell

Ownwell

51-200 employees

Financial wellness platform for money management

Fintech
Financial Services

Mid, Senior

Austin, TX, USA + 1 more

More locations: Dallas, TX, USA

Dallas/Austin-based highly preferred but will consider other locations for game-changers.

Category
Inside Sales
Sales & Account Management
Requirements
  • 3+ years of experience in sales development, business development, or similar roles within real estate, proptech, SaaS, or financial technology/services.
  • Entrepreneurial mindset and drive to succeed in a fast-paced, high-growth startup environment.
  • Excellent communication, presentation, and negotiation skills, with the ability to effectively engage with C-suite and senior-level decision makers
  • You own your pipeline coverage target through a combination of phone, email & social channels
  • Grittiness- excited to build from 0-1 and exceed expectations, hunter mentality
  • Expert at understanding business pains and desired outcomes for mid-market & enterprise prospects
  • Strong understanding of the real estate investment landscape, including the challenges and pain points faced by SMB and mid-market investors preferred
  • Familiarity and proficiency with CRM tools and sales engagement platforms.
  • Self-motivated with a results-driven approach.
  • A passion for real estate and a desire to help property owners.
  • Be open to 10-20% travel (Conferences, trade shows, and visits to Austin HQ)
  • Real Estate License (nice to have)
  • Dallas/Austin-based highly preferred but will consider other locations for game-changers
Responsibilities
  • Develop and execute targeted outbound prospecting strategies to identify and engage new real estate investor prospects, including small to medium-sized businesses and investment firms
  • Qualify and nurture inbound leads generated by Ownwell's marketing team, including responding to inquiries, conducting discovery calls, and presenting solutions
  • Manage the full sales cycle from initial contact to contract signature, including delivering compelling product demonstrations, handling objections, and negotiating favorable terms
  • Clearly and persuasively communicate Ownwell's value proposition, highlighting how our property tax management platform and services can save real estate investors time and money
  • Collaborate cross-functionally with the marketing, customer success, and operations teams to ensure a seamless customer experience from lead to retention
  • Accurately forecast sales activity and pipeline, and consistently meet or exceed monthly/quarterly sales quotas and targets
  • Stay up-to-date on market trends, competitor offerings, and new product/service developments to identify sales opportunities and continuously improve sales strategies
  • Meet or exceed revenue goals in alignment with the company’s operating model

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 grasp 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 their financial future. The primary goal of Ownwell is to empower people to save, invest, and plan for their financial well-being.

Company Stage

Seed

Total Funding

$5.6M

Headquarters

Austin, Texas

Founded

2020

Growth & Insights
Headcount

6 month growth

8%

1 year growth

37%

2 year growth

129%
Simplify Jobs

Simplify's Take

What believers are saying

  • Increased interest in financial literacy boosts demand for Ownwell's educational offerings.
  • AI-driven advisory services enhance Ownwell's personalized financial advice capabilities.
  • Remote work trends expand Ownwell's potential customer base in homeownership.

What critics are saying

  • Rising interest rates may reduce property transactions, affecting Ownwell's customer base.
  • Increased competition from PropTech startups could dilute Ownwell's market share.
  • Changes in property tax legislation could alter demand for Ownwell's services.

What makes Ownwell unique

  • Ownwell offers unique financial education courses and workshops for better money management.
  • The platform provides personalized advice to help users make informed financial decisions.
  • Ownwell's Bill Reduction Service helps homeowners save on monthly bills.

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