Client Account Services Lead — Tech-Savvy Solutions

Cotality; Dallas, Northern (TX, KY); Hybrid; USD 78,000 - 100,000; Full time

Benefits offered by this job

Generous PTO

11 paid holidays

Parental leave

401(k) with company match

Job summary

Cotality is seeking a Sr Manager, Client Account Services in Dallas/Austin/Rochester to bridge clients with internal tech teams. You’ll guide a team, mentor peers, and handle escalations while applying automation to admin processes and coordinating with SalesForce-related tasks.

You will communicate complex requirements clearly, manage client workload, and ensure satisfaction through strategic project guidance and performance feedback, driving continuous improvement.

Qualifications

• Bachelor’s degree or equivalent experience with a focus in IT or related field, or 5+ years in product implementation or technical client support.
• Strong critical thinking and problem-solving skills.
• Excellent written and verbal communication across all levels of an organization.

Responsibilities

• Act as a resource for less tenured reps on admin functions and drive automation ideas.
• Coach, train, and mentor team members to support employee development.
• Ensure customer satisfaction by managing client requests, projects, issues, and resolutions.
• Lead teams to align initiatives, products, and processes with client needs.
• Escalation point for client issues with timely updates and root-cause analysis.

Skills

Client management

Leadership

SQL

Technical coordination

Communication

Education

Bachelor’s degree or equivalent experience

Tools

Salesforce

JIPS

Job description

Cotality is seeking a Sr Manager, Client Account Services in Dallas/Austin/Rochester to bridge clients with internal tech teams. You’ll guide a team, mentor peers, and handle escalations while applying automation to admin processes and coordinating with SalesForce-related tasks.

You will communicate complex requirements clearly, manage client workload, and ensure satisfaction through strategic project guidance and performance feedback, driving continuous improvement.