Professional, Client Account Services

About the role

The Professional, Client Account Services position at Cotality combines technical support and communication to clients utilizing Cotality products and technology solutions. It bridges the gap between client requests and internal product and engineering teams, requiring configuration of various Cotality applications.

Responsibilities

• Technical Liaison: Act as the primary bridge, translating complex client needs into actionable tasks for internal product and engineering teams.
• Application Configuration: Get "under the hood" to configure and fine-tune Cotality applications to meet specific client workflows.
• Strategic Communication: Manage expectations and deliver professional, clear updates on complex technical issues.
• Problem Solving: Use critical thinking to diagnose and resolve issues, identifying necessary internal resources.
• Engineering: Translate raw business needs from clients into precise technical specifications for developers and database admins.
• End-to-End Troubleshooting: Own the "problem-to-resolution" pipeline, ensuring fixes meet performance and data integrity standards.
• Application Lifecycle Management: Perform ongoing configurations and updates to ensure software evolves with the client's business.
• Technical Project Leadership: Lead application change projects using project management frameworks to track statuses, hit deadlines, and inform stakeholders.
• Strategic Risk Management: Proactively identify potential technical or timeline risks, creating mitigation strategies.
• Cross-Functional Orchestration: Serve as the central hub connecting Account Management, DBA, Product Development, and System Engineering to ensure alignment.

Requirements

• Education Qualifications: Bachelor’s Degree or equivalent work experience in similar role.
• Experience: 1-3 years in product implementation, technical or client support roles.
• Required Experience: With SQL and/or programming language.
• Preferred: Familiarity with real estate concepts.

Qualifications

• Critical Thinking and Strong Problem-Solving Skills.
• Excellent Written and Verbal Communication Skills.
• Ability to Adapt to Changing Requirements.
• Understanding of Client Business Needs.

Pay

Annual Pay Range: $55,900 - $75,000 USD

Schedule

Not specified

Benefits

Includes generous PTO and 11 paid holidays, well-being and volunteer time off, multiple medical plan options with mental health and wellness support, fully paid parental leave, retirement with company match and vesting after one year, financial perks, recognition rewards, referral bonuses, exclusive discounts, and more!

Equal Opportunity Employer

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.