Senior Client Success Architect — Mortgage Solutions

Next Gear Solutions; Texas; Hybrid; USD 64,000 - 80,000; Full time

Benefits offered by this job

Hybrid work model

Competitive compensation

Great benefits

Tuition assistance

Job summary

Cotality in the United States seeks an experienced Account Manager to oversee post-sales onboarding and ongoing client relationships. You will maintain revenues, identify upsell opportunities, ensure compliance, and handle refunds as needed.

The role emphasizes proactive customer engagement, problem solving, and collaboration with cross-functional teams. Hybrid work is offered with one day in the office weekly, plus competitive compensation and robust benefits.

Qualifications

• 5+ years in account management or customer service operations.
• Excellent written and verbal communication.
• Knowledge of front end systems is a plus.
• Experience in insurance industry favored.

Responsibilities

• Manage post-sales onboarding into account management.
• Maintain revenues and expand client relationships with additional solutions.
• Ensure compliance issues are identified and communicated to clients.
• Handle cancellations, credits, and refunds as needed.
• Plan migrations across product/platform/reporting.
• Drive client usage through training and additional solutions.

Skills

Account management

Customer service

Communication skills

Detail oriented

Problem solving

Job description

Cotality in the United States seeks an experienced Account Manager to oversee post-sales onboarding and ongoing client relationships. You will maintain revenues, identify upsell opportunities, ensure compliance, and handle refunds as needed.

The role emphasizes proactive customer engagement, problem solving, and collaboration with cross-functional teams. Hybrid work is offered with one day in the office weekly, plus competitive compensation and robust benefits.