Full-Time

Operations Manager

Posted on 11/21/2024

Ownwell

Ownwell

51-200 employees

Financial wellness platform for money management

Fintech
Education

Mid, Senior

Austin, TX, USA

Category
Quality Control & Compliance
Supply Chain Management
Operations & Logistics
Required Skills
Zendesk
Requirements
  • Familiar with business operations
  • Demonstrated excellent leadership skills
  • Analytical mind
  • Outstanding cross-functional skills
  • Ability to thrive in ambiguity
  • Experience with process improvement
Responsibilities
  • Supervise a team of Operations Analysts
  • Lead the Post-filing portion of the 3x weekly team meetings to capture wins and opportunities
  • Delegate team workload and monitor progress
  • Ensure all Filed appeals have hearing dates received by the County and scheduled in Opsite
  • Manage Reschedule requests by facilitating communication between the County and the Property Tax Consultant
  • Monitor Docket view daily and reach out to Property Tax Consulting Manager for unassigned dockets to assign to a Property Tax Consultant
  • Ensure County Evidence is submitted by deadlines outlined on the Ops calendar
  • Ensure County Evidence due from the County is available in Opsite for Property Tax Consultant review. If not available 14-days out from the hearing, confirm that request for evidence is sent.
  • Confirm that results are processed quickly via email and mail & Board Orders are uploaded to Opsite so that the invoicing process can begin
  • Build out and maintain protest and conclusion code status tracking in Opsite
  • Oversee Exemptions workflows and drive innovation to reduce manual processes
  • Action Task Center Kickbacks from Abacus
  • Manage NOV document processing
  • Manage Tax Statement / Receipt document processing
  • Hold team accountable for processing mail in Google Drive (including Question mail), constantly seeking opportunities to insert automation and decrease manual workload
  • Drive metrics relating to Post-filing work processes
  • Review Zendesk and Groove tickets and assign to teammates accordingly
  • Come prepared to all meetings with updates, questions and concerns
  • Maintain collaborative communications with direct reports, peers, managers and cross-functional partners
  • Document post-filing processes for all states where Ownwell is operable and ensure documentation is circulated to appropriate internal stakeholders

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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