Sales and Operations Consultant

At Cotality, we are driven by a single mission—to make the property industry faster, smarter, and more people-centric. Cotality is the trusted source for property intelligence, with unmatched precision, depth, breadth, and insights across the entire ecosystem. Our talented team of 5,000 employees globally uses our network, scale, connectivity, and technology to drive the largest asset class in the world. Join us as we work toward our vision of fueling a thriving global property ecosystem and a more resilient society.

About the role

The Consultant provides clients with a superior experience throughout their lifecycle with Cotality. Working closely with clients through deployment on Restoration CRM and DASH, and beyond, this role builds meaningful relationships to ensure clients realize maximum value from Cotality’s software.

Responsibilities

• Implementation & Adoption: Manage and coordinate client implementations by driving software adoption, best practices, and client accountability through email, phone, and in-person interactions.
• Consultative Analysis: Analyze client business practices to guide necessary process transitions aligned with industry best practices.
• Deployment & Setup: Set up new client databases, CLC teams, contacts, and assigned learning paths.
• Client Engagement: Lead hand-off calls with Sales to align on deliverables, and host weekly client deployment meetings to establish methodology and practical application.
• Ongoing Relationship Management: Maintain calendar availability for client meetings, develop long-term client relationships, and support the Help Desk team when needed.
• Project Support: Contribute to special projects as required.

Requirements

• 4+ years of professional experience in customer service, client enablement, sales, operations, or a related field.
• Proven ability to analyze complex business problems, identify resources, and independently drive solutions.
• Exceptional written/verbal communication skills with experience presenting to diverse group sizes.
• Self-directed with strong prioritization skills and minimal need for supervision.
• Strong computer skills with the ability to quickly master new software platforms.

Qualifications

• Bachelor’s degree in a related field (preferred).
• Demonstrated knowledge of Cotality products and Restoration industry practices to serve as a Subject Matter Expert (SME) (preferred).

Pay

Annual pay range: $67,000 - $80,000 USD

Benefits

• Time off: Generous PTO and 11 paid holidays, plus well-being and volunteer time off.
• Family Support: Up to 16 weeks of fully paid parental leave and a baby stipend.
• Health: Multiple medical plan options with mental health and wellness support offerings.
• Retirement: 401(k) with company match and vesting after one year.
• Financial Perks: $400 annual well-being stipend and tuition assistance up to $5,250.
• Extras: Recognition Rewards, Referral bonuses, exclusive discounts, and more.