Client Account Services Professional

Cotality; Irvine (CA); On-site; USD 56,000 - 80,000; Full time

Benefits offered by this job

Generous PTO

11 paid holidays

Parental leave

Baby stipend

Medical plans

Mental health support

401(k) with match

Well-being stipend

Tuition assistance

Recognition rewards

Referral bonuses

Exclusive discounts

Job summary

Cotality is seeking a technically fluent liaison to translate client needs into precise specs for engineers, configure applications, and manage cross-functional projects across product, DBA, and systems teams.

The role emphasizes strategic communication, risk management, and end-to-end troubleshooting to deliver reliable property intelligence software.

Qualifications

• Bachelor’s Degree or equivalent work experience in similar role.
• 1-3 years working experience in product implementation, technical or client support role.
• Critical thinking and strong problem-solving skills.
• Excellent written and verbal communication skills; parse client requests.
• Technical project management/coordination skills.
• Ability to adapt to changing requirements and conditions.
• Ability to understand client needs and communicate to diverse audiences.
• Familiarity with real estate concepts is a plus.
• Experience with SQL or a programming language preferred.

Responsibilities

• Act as the primary bridge translating client needs into actionable tasks for product and engineering teams.
• Configure and fine-tune Cotality applications to meet client workflows.
• Manage expectations and provide professional updates on complex issues.
• Diagnose why a solution isn’t working and determine needed resources.
• Translate raw business needs into precise technical specifications.
• Own the problem-to-resolution pipeline ensuring performance and data integrity.
• Perform ongoing configurations and updates to evolve software for clients.
• Lead application change projects using project management frameworks.
• Identify potential technical or timeline risks and devise mitigation plans.
• Coordinate across Account Management, DBA, Product Development, and System Engineering.

Skills

Technical Liaison

Application Configuration

Strategic Communication

Problem Solving

Requirements Engineering

End-to-End Troubleshooting

Application Lifecycle Management

Technical Project Leadership

Strategic Risk Management

Cross-Functional Orchestration

Education

Bachelor’s Degree or equivalent

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. At Cotality, you can be yourself, lift people up and make an impact. By putting clients first and continuously innovating, we're working together to set the pace for unlocking new possibilities that better serve the property industry.

Job Description

• Technical Liaison: You act as the primary bridge, translating complex client needs into actionable tasks for internal product and engineering teams.
• Application Configuration: You won't just talk about the software; 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. This involves diagnosing deep-seated 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. This means 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 similar role.
• 1-3 years 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 Preferred

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.

Thrive with Cotality

At Cotality, we offer more than just a job, we provide a benefits experience designed to support your whole self. From a flexible working model to competitive time off and standout health coverage with meaningful perks and growth opportunities, our package is built to help you thrive at work and in life.

Highlights, Depending On Role Classification, 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!

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.