Client Account Services Professional

Cotality; Dallas (TX); On-site; USD 56,000 - 80,000; Full time

Benefits offered by this job

Generous PTO and 11 holidays

Parental leave and baby stipend

Medical plan options and mental health

401(k) with company match

Job summary

Cotality is seeking a Professional, Client Account Services specialist to bridge client needs with product and engineering teams. You will configure applications, manage client communications, and ensure end‑to‑end problem resolution to support complex technical workflows.

Ideal candidates have 1–3 years in product implementation or client support, strong communication, and a background in SQL or programming.

Qualifications

• Bachelor's degree or equivalent work experience in a similar role.
• 1-3 years of working experience in product implementation, technical or client support role.
• Excellent written and verbal communication skills; including the ability to parse out the required details from client requests.
• Technical project management/coordination skills.
• Ability to immediately adapt to changing requirements and conditions.
• Ability to understand client's business needs/requirements and effectively communicate issues to a range of audience members.
• Familiarity with real estate concepts is considered an asset.
• Experience with SQL and/or programming language.

Responsibilities

• Technical Liaison: act as the primary bridge translating client needs into actionable tasks for internal teams.
• Application Configuration: configure and fine‑tune Cotality applications to meet client workflows.
• Strategic Communication: manage expectations and deliver updates on complex technical issues.
• Problem Solving: diagnose why a solution isn't working and identify needed internal resources.
• Requirements Engineering: translate client needs into precise technical specs for developers and DBAs.
• End‑to‑End Troubleshooting: own the problem‑to‑resolution pipeline.
• Application Lifecycle Management: perform ongoing configurations and updates as software evolves.
• Technical Project Leadership: lead application change projects using PM frameworks to track status.
• Strategic Risk Management: identify risks and create mitigation plans.
• Cross‑Functional Orchestration: connect Account Management, DBA, Product Development, and System Engineering.

Skills

Critical thinking

Written & verbal communication

Technical project management

Problem solving

Adaptability

Client needs analysis

SQL

Programming language

Education

Bachelor's degree or equivalent

Tools

SQL

Programming language

Job description

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. Cotality is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy. We know our people are our greatest asset. By putting clients first and continuously innovating, we are working together to set the pace for unlocking new possibilities that better serve the property industry.

Job Description

The Professional, Client Account Services position offers a combination of technical support and communication to clients that utilize Cotality products and technology solutions. At its core, the role bridges the gap between client requests and the various internal teams of Cotality required to complete these requests. The position also requires a certain level of configuration of various Cotality applications. Critical thinking and highly polished client communication skills are paramount to provide ongoing support of our clients' complex technical needs.

• Technical Liaison: You act as the primary bridge, translating complex client needs into actionable tasks for internal product and engineering teams.
• Application Configuration: You will get "under the hood" to configure and fine‑tune Cotality applications to meet specific client workflows.
• Strategic Communication: You are responsible for managing expectations and delivering professional, clear updates on complex technical issues.
• Problem Solving: Using critical thinking to diagnose why a solution isn't working and determining which internal resources are needed to fix it.
• Requirements Engineering: You act as a translator, gathering raw business needs from clients and converting them into precise technical specifications for developers and database admins.
• End‑to‑End Troubleshooting: You own the "problem‑to‑resolution" pipeline, diagnosing deep‑seeded issues and ensuring the final fix meets performance and data integrity standards.
• Application Lifecycle Management: Beyond initial setup, you perform ongoing configurations and updates to ensure the software evolves alongside the client's business.
• Technical Project Leadership: You lead application change projects, using project management frameworks to track statuses, hit deadlines, and keep all stakeholders informed.
• Strategic Risk Management: You proactively identify potential technical or timeline risks, creating "Plan B" mitigation strategies before issues impact the client.
• Cross‑Functional Orchestration: You serve as the central hub connecting Account Management, DBA, Product Development, and System Engineering to ensure everyone is pulling in the same direction.

Job Qualifications

• Bachelor's Degree or equivalent work experience in a similar role.
• 1-3 years of working experience in product implementation, technical or client support role.
• Required Critical thinking and strong problem‑solving skills.
• Excellent written and verbal communication skills; including the ability to parse out the required details from client requests.
• Technical project management/coordination skills.
• Ability to immediately adapt to changing requirements and conditions.
• Ability to understand client's business needs/requirements and effectively communicate issues to a range of audience members.
• Familiarity with real estate concepts is considered an asset.
• Experience with SQL and/or programming language.

Annual Pay Range: 55,900 - 80,000 USD

Application Window: This opportunity is expected to remain posted through the date identified below, subject to business needs.

Highlights (Benefits)

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

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. Cotality is fully committed to a work environment that embraces everyone's unique contributions, experiences and values. We offer an empowered work environment that encourages creativity, initiative and professional growth and provides a competitive salary and benefits package. We are better together when we support and recognize our differences.

If you need reasonable accommodation to complete the online application, please contact Talent Acquisition at [e-mail] or 1-866-224-2086.

Note: Cotality will not interview candidates via text or email. Our interviews will be conducted by recruiters and leaders via phone, zoom/teams or in an in‑person format