Client Success Engineer - Tax Tech Solutions

Cotality; Dallas (TX); On-site; USD 48,000 - 80,000; Full time

Benefits offered by this job

Generous PTO

11 paid holidays

Parental leave up to 16 weeks

Baby stipend

Multiple medical plans

401(k) with match

Well-being stipend

Tuition assistance

Recognition rewards

Referral bonuses

Exclusive discounts

Job summary

Cotality seeks a Client Account Services Professional to manage high-impact client relationships and bridge business needs with technical solutions in our Commercial Tax Organization. You will support, configure, and optimize tax software for strategic clients, ensuring value realization and operational excellence.

Ideal candidates bring 1+ years in a client-facing technical role, strong communication, and a self-starter mindset to thrive in a collaborative team infrastructure with visibility

Qualifications

• Provide high-touch technical and application support to key clients.
• Configure systems to align with client business rules and workflows.
• Act as liaison between client stakeholders and internal teams to speed resolutions.
• Evaluate installations to identify gaps and opportunities for optimization.
• Coordinate effective resolutions for technical incidents and maintain satisfaction.

Responsibilities

• Client Relationship & Technical Stewardship: Provide comprehensive, high-touch technical and application support to key clients.
• Application Configuration: Directly configure systems and software applications to align with custom client business rules, workflows, and operational needs.
• The Critical Bridge: Act as the strategic liaison between client stakeholders and internal engineering, product, and implementation teams to accelerate resolution times and guide product enhancements.
• Implementation Analysis: Evaluate existing client installations to uncover gaps, recommend workflow optimizations, and identify expanding service opportunities.
• Incident Management: Coordinate prompt and effective resolutions for technical incidents, minimizing operational disruption and maintaining high client satisfaction.
• Special Projects: Collaborate on cross-functional business initiatives and technical projects of moderate complexity, supported by mentorship from senior team members.

Skills

Client relationships

Technical stewardship

Application configuration

Bridge between client and tech

Incident management

Cross-functional projects

Education

Bachelor's degree in IT/Business/CS

Job description

Cotality seeks a Client Account Services Professional to manage high-impact client relationships and bridge business needs with technical solutions in our Commercial Tax Organization. You will support, configure, and optimize tax software for strategic clients, ensuring value realization and operational excellence.

Ideal candidates bring 1+ years in a client-facing technical role, strong communication, and a self-starter mindset to thrive in a collaborative team infrastructure with visibility