Solutions Engineer

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

As a Solutions Engineer, you will serve as the primary operational contact and Subject Matter Expert (SME) for assigned client portfolios. You will oversee day-to-day administration, client onboarding, performance reviews, process optimization, and UAT testing while collaborating across internal teams to ensure operational excellence.

Responsibilities

• Primary Operational Contact & SME: Act as the main operational contact for assigned client portfolios, handling daily administration, complex inquiries, and routine escalation resolution.
• Onboarding & Implementation Support: Execute setup, data verification, and validation within internal tracking systems to ensure seamless transitions for new client accounts.
• Client Engagement & Relationship Management: Schedule and facilitate regular performance meetings (e.g., monthly operational reviews) with client leadership to review metrics, system performance, and open tickets.
• Process Optimization & Best Practices: Gain a deep understanding of clients’ operations to recommend workflow enhancements, gather Voice of the Customer (VOC) feedback, identify cross-sell opportunities, and document pre- and post-implementation processes.
• Cross-Functional Collaboration: Partner with Internal Sales, Product, and Research teams to resolve processing bottlenecks, ensure clean datasets for system conversions, and clarify billing inquiries.
• User Acceptance Testing (UAT) & Product Demos: Serve as the operational SME on technical projects by participating in product demonstrations and executing UAT scripts for new or updated software features.

Qualifications

• Communication & Client Management
  • Executive Communication: Exceptional written and verbal communication skills, with proven ability to interact regularly with Senior Leadership and C-suite executives.
  • Client Leadership: Demonstrated ability to independently organize, prepare for, and lead high-level client meetings, coordinating internal resources as needed.
  • Interpersonal & Role Model Skills: Proven ability to lead by example, foster open communication, and empower team members and clients to share feedback and seek guidance.
• Problem Solving & Strategic Leadership
  • Data-Driven Analysis: Ability to evaluate operational data to identify risks, evaluate alternatives, and derive actionable business insights.
  • Independent Decision-Making: Strong track record of exercising sound business judgment, thinking creatively beyond standard parameters, and driving workflow improvements.
  • Change Leadership: Demonstrates alignment with leadership decisions and effectively translates company initiatives into positive, actionable strategies for teams.
• Technical & General Requirements
  • Education: Bachelor of Arts (BA) or Bachelor of Science (BS) preferred.
  • Experience: Prior relevant industry experience required.
  • Software Proficiency: Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Project).
  • Travel: Willingness and ability to travel to and from client sites in US / Canada.

Pay

Annual Pay Range: 55,900 - 90,000 USD

Benefits

At Cotality, we offer more than just a job, we provide a benefits experience designed to support your whole self. Highlights include:

• 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!