Client Account Services Professional

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

Benefits offered by this job

Time off & holidays

Parental leave

Health coverage options

401(k) with company match

Tuition assistance

Referral bonuses

Job summary

Cotality, in San Diego, is hiring for a Technical Liaison to bridge client requirements with product and engineering teams. You will configure applications, manage stakeholder updates, and guide the problem-to-resolution lifecycle while coordinating cross-functional resources.

Ideal candidates bring 1–3 years in implementation or client support, strong communication, and comfort with SQL or programming. This full-time role offers a comprehensive benefits package and growth opportunities.

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

Responsibilities

• Technical Liaison: translate client needs into actionable tasks for internal teams.
• Application Configuration: configure and fine-tune Cotality applications for client workflows.
• Strategic Communication: manage expectations and provide clear updates on issues.
• Problem Solving: diagnose issues and identify internal resources to fix.
• Requirements Engineering: translate client needs into precise technical specs for developers and DBAs.
• End-to-End Troubleshooting: own problem-to-resolution and ensure data integrity.
• Application Lifecycle Management: ongoing configurations and updates to evolve software.
• Technical Project Leadership: lead application change projects with PM frameworks.
• Strategic Risk Management: identify risks and create mitigation plans.
• Cross-Functional Orchestration: connect Account Management, DBA, Product Development, and System Engineering

Skills

Critical thinking

Problem solving

Client communication

Technical PM

Requirements gathering

SQL / programming

Education

Bachelor’s Degree or equivalent

Tools

SQL

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.