Client Account Manager, Dallas

Client Account Manager

New Today

Make an impact with the power of your ideas

Cotality is no ordinary company. We're the only holistic data, insights and workflow solutions provider for the property ecosystem-serving industries ranging from real estate to public policy to retail-and counting. Together, we're making the complex more seamless, more unified and more resilient to whatever the future may hold.

Cotality is committed to investing in the most talented employees providing them with career advancement opportunities, and supportive, visible, and trusted leadership. We foster a collaborative culture with work-life balance. At Cotality, you will be a part of an inclusive enterprise team that does impactful and meaningful work, shaping the future of the property industry and beyond.

Job Description:

Are you passionate about building strong relationships and providing exceptional service? Do you thrive in a dynamic environment where you can make a real impact? If so, we have an exciting opportunity for you to join our team as a Client Account Manager (Residential Tax) at Cotality.

As a Client Account Manager (Residential Tax), you will be the cornerstone of our client relationships, supporting and managing the overall relationship for our tax and flood clients. You will act as a liaison between the client and Cotality departments, fostering positive relationships, trust, and respect. Your role will be pivotal in ensuring our clients receive the best possible service and support.

This role will be based in any of the areas posted; candidates should live within a commutable distance. Our current model is hybrid, 1 day onsite, in office with the remaining remote.

What you will do

Client Liaison: Serve as the single point of contact for assigned clients, handling escalated issues and day-to-day client administration. Respond swiftly and effectively to client concerns until a resolution is communicated.
Client Onboarding: Perform all necessary steps to set up new clients on Cotality systems, ensuring a smooth transition. Conduct client training during onboarding and throughout the relationship.
Customized Service: Understand clients' internal operations to provide tailored services that align with their processes. Recommend new and existing services to enhance client alignment with Cotality functions.
Regular Engagement: Establish a regular meeting schedule with each client (quarterly, monthly, etc.). Participate in all client meetings and vendor management audits, and maintain detailed notes in our tracking tool.
Cross-Department Collaboration: Partner with the Onboarding team, accounting, sales, and product teams on various initiatives. Actively participate in client demos and serve as a subject matter expert for tax business and technical projects.
Staff Augmentation Support: Support all staff augmentation functions and act as a liaison, regularly meeting with staff augmentation leadership and clients.
Voice of the Customer: Integrate the Voice of the Customer (VOC) into Cotality's culture by participating in internal projects and brainstorming sessions.
Continuous Improvement: Collaborate with peers, other departments, and clients to improve processes and share best practices. Seek opportunities to gain more knowledge about our clients and Cotality's products.
Expertise Development: Demonstrate expertise in Cotality's tax service organization. Partner with national reps to gain additional knowledge about products and services offered to clients.
Client Understanding: Understand your clients' needs and expectations, and assist them with strategic ideas and opportunities that Cotality can provide.

Job Qualifications:

What you will bring

Education: High school diploma required; a 2-year or 4-year degree is preferred.
Minimum of 2 years of account management, customer service operations or related experience or equivalent combination of education and experience.
Skills: Strong independent problem-solving skills, a sense of urgency, and the ability to escalate concerns appropriately. Identify opportunities to improve client satisfaction.
Project Management experience preferred along with strength in time management and organizational skills.
Travel: Willingness to travel up to 15% to client offices.
Professional Development: Participate in career development by taking classes through our internal Learning & Development portal.
Salesforce or other CRM highly desired.

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Thrive with Cotality

At Cotality, we offer more than just a job, we provide a benefits experience designed to support your whole self. From a flexible working model to competitive time off and standout health coverage with meaningful perks and growth opportunities, our package is built to help you thrive at work and in life.

Cotality is an Equal Opportunity employer committed to attracting and retaining the best-qualified people available, without regard to race, color, religion, national origin, gender, sexual orientation, gender identity, age, disability or status as a veteran of the Armed Forces, or any other basis protected by federal, state or local law. Cotality maintains a Drug-Free Workplace.

Please apply on our website for consideration.

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Location:: Dallas

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