Full-Time

Account Executive

Confirmed live in the last 24 hours

Ownwell

Ownwell

51-200 employees

Financial wellness platform for money management

Fintech
Education

Entry, Junior

Austin, TX, USA + 1 more

More locations: Dallas, TX, USA

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

Category
Inside Sales
Sales & Account Management
Required Skills
Sales
Requirements
  • 1+ years of experience in a quota carrying Sales role or similar roles within real estate, proptech, or financial technology/services.
  • Track record of exceeding quotas in a high-velocity sales model; outlook and ambition to grow into a top-performing enterprise seller.
  • 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.
  • Proficient at understanding business pains and desired outcomes for SMB and Mid-Market Clients.
  • 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).
  • 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 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 finances 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 money. The primary goal of Ownwell is to empower people to save, invest, and plan for their financial future.

Company Stage

Seed

Total Funding

$5.6M

Headquarters

Austin, Texas

Founded

2020

Growth & Insights
Headcount

6 month growth

5%

1 year growth

29%

2 year growth

116%
Simplify Jobs

Simplify's Take

What believers are saying

  • The significant seed funding of $5.75M provides Ownwell with the financial runway to expand its services and enhance its platform.
  • Ownwell's dual focus on financial wellness and property tax savings offers a comprehensive value proposition to users, potentially increasing customer retention and satisfaction.
  • The backing from reputable investors like First Round Capital and former PayPal board member Scott Banister adds credibility and opens doors for strategic partnerships.

What critics are saying

  • The niche focus on property tax savings may limit Ownwell's market size compared to broader financial wellness platforms.
  • Dependence on continuous funding rounds could pose a risk if future investments do not materialize as expected.

What makes Ownwell unique

  • Ownwell uniquely combines financial wellness with property tax savings, addressing a niche yet significant pain point for property owners.
  • The platform's focus on financial education courses and workshops sets it apart from competitors who primarily offer advisory services.
  • Ownwell's recent $5.75M seed funding round, led by prominent investors, underscores its potential and credibility in the market.

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