Director, Client Delivery - Tax Services

943366404 CoreLogic Tax Services, LLC; United States; On-site; USD 112,000 - 180,000; Full time

Benefits offered by this job

Generous PTO

11 paid holidays

Parental leave

Health plans

401(k) with company match

Well-being stipend

Tuition assistance

Job summary

Cotality is seeking a Director, Client Delivery - Tax Services to lead onboarding and implementation for our Tax Services software and solutions. The role oversees seven Client Delivery Managers and partners with clients to drive successful value realization.

The ideal candidate has deep program management experience, strong governance, and knowledge of tax payments, escrow operations, and mortgage servicing. This is a senior leadership position driving delivery excellence.

Qualifications

• 10+ years leading client implementations or complex delivery programs.
• 5+ years of people leadership managing project managers or delivery professionals.
• Experience with large-scale software implementations and multiple stakeholders.
• Knowledge of tax payments, escrow operations, or mortgage servicing is desirable.
• PMP, PgMP, Lean or comparable certification desired.

Responsibilities

• Lead end-to-end onboarding and implementation for Tax Services software and services.
• Ensure engagements are delivered on time, within scope, and meeting quality standards.
• Establish implementation strategies, governance structures, and delivery frameworks for predictable outcomes.
• Serve as escalation point for complex onboarding engagements, operational challenges, and client concerns.
• Collaborate with Product, Operations, Technology, Sales, and Customer Success to align solutions with market needs.

Skills

Executive presence

Program governance

Project management

Stakeholder management

Analytical skills

Change leadership

Education

Bachelor's degree in Business/Info Systems/PM

Job description

Director, Client Delivery - Tax Services

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.

Position Summary The Director, Client Delivery - Tax Services leads a team focused on the successful onboarding of Tax Services software and solutions for enterprise clients. This leader oversees a team of 7 Client Delivery Managers who guide clients from contract execution through operational readiness and measurable value realization. The ideal candidate brings deep program and project management experience, a strong track record in enterprise software implementation, and a practical understanding of tax payment operations, tax servicing workflows, escrow processes, and the broader mortgage and financial services ecosystem. The Director serves as a strategic partner to clients and internal stakeholders, ensuring complex implementations are governed effectively, risks are managed proactively, and delivery practices scale with the business.

Key Responsibilities

• Lead end-to-end client onboarding and implementation for Tax Services software and service offerings.
• Ensure engagements are delivered on time, within scope, and in accordance with defined quality standards.
• Establish implementation strategies, governance structures, and delivery frameworks that produce predictable client outcomes.
• Serve as the escalation point for complex onboarding engagements, operational challenges, and client concerns within the Tax Services suite of products.
• Partner with clients to understand business objectives and align implementation plans, readiness activities, and success measures to desired outcomes.
• Drive solution adoption through effective change management, stakeholder engagement, training coordination, and operational readiness planning.
• Lead a portfolio of complex implementations with multiple workstreams, dependencies, vendors, and stakeholders.
• Establish and maintain program governance, integrated plans, status reporting, risk and issue management, decision logs, and executive communications.
• Monitor project health through key performance indicators, milestone adherence, implementation metrics, and delivery dashboards.
• Proactively identify and mitigate risks that may affect timelines, client satisfaction, regulatory compliance, or operational performance.
• Facilitate executive steering committees and cross-functional governance forums that drive timely decisions and clear accountability.
• Provide subject matter leadership related to tax payment operations, tax servicing, and associated industry processes.
• Apply an understanding of client requirements involving tax payments, taxing authorities, escrow administration, service providers, and servicing platforms.
• Collaborate with Product, Operations, Technology, Sales, and Customer Success to ensure solutions align with market requirements and client needs.
• Advise implementation teams on tax-specific workflows, regulatory considerations, operational dependencies, and industry best practices.
• Use client feedback and market insights to inform continuous enhancement of Tax Services software, services, and implementation approaches.
• Drive continuous improvement initiatives that reduce implementation cycle time, strengthen delivery quality, and improve client satisfaction.
• Establish service-level measures and performance standards across onboarding and implementation activities.
• Develop resource planning, demand forecasting, and capacity management practices that support business growth.
• Standardize delivery practices to improve consistency, efficiency, transparency, and scalability.
• Use data and analytics to strengthen forecasting, portfolio visibility, and delivery outcomes.
• Lead, coach, and develop a high-performing team of delivery professionals.
• Foster a culture of accountability, collaboration, client focus, innovation, and continuous improvement.
• Establish clear performance expectations and support employee growth through coaching, mentoring, and development planning.
• Build organizational capability through knowledge sharing, repeatable practices, and talent development.

Job Qualifications

• Bachelor's degree in Business, Information Systems, Project Management, or a related field highly desired.
• Minimum 10 years of experience leading client implementations, onboarding programs, professional services, or complex delivery programs.
• Minimum 5 years of people leadership experience managing project managers, implementation teams, or client delivery professionals.
• Demonstrated success leading large-scale software implementations and complex programs with multiple stakeholders and dependencies.
• Strong command of program governance, integrated planning, risk management, issue resolution, and executive communication.
• Experience managing multiple concurrent projects with significant client and business impact.
• A bonus if you have Experience with complex SaaS / software implementations initiatives.
• Experience in property tax payments, tax servicing, mortgage servicing, escrow operations, or related field highly desired.
• Knowledge of property tax administration, taxing authority interactions, tax payment workflows, and servicing operations desired.
• Expertise in Lean management principles, continuous improvement, and change leadership, with a track record of delivering measurable business outcomes through process standardization, automation, and operational excellence.
• Experience operating in a regulated environment with complex controls and dependencies.
• PMP, PgMP, Lean or comparable project or program management certification desired.
• Working knowledge of tax payment operations, tax servicing, escrow operations, or closely related mortgage or financial services processes.

Critical Success Factors

• Strong executive presence and trusted client-facing leadership.
• Exceptional program and project management discipline.
• Deep understanding of implementation governance and operational execution.
• Ability to influence across a matrixed organization and align diverse stakeholders.
• Strong analytical judgment, structured problem solving, and bias for measurable outcomes.
• Credible knowledge of Tax Services operations and client business processes.
• Passion for exceptional client experiences, delivery quality, and continuous improvement.

Annual Pay Range: 111,900 - 180,000 USD

Benefits Highlights

• 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 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.