Senior Mortgage Solutions Client Success Lead – Hybrid

Cotality; Dallas (TX); Hybrid; USD 80,000 - 100,000; Full time

Benefits offered by this job

Hybrid work model

Competitive compensation

Career development

Job summary

Cotality is seeking a Sr. Client Success Manager for Mortgage Solutions in Dallas, TX. You will own the relationship with mortgage solutions clients, resolve issues, and advocate for the customer while safeguarding revenue retention.

You will collaborate with account management, operations, and product teams, lead renewal strategies, and support scale with a hybrid in-office/remote schedule. The role emphasizes communication, problem solving, and a customer-first mindset.

Qualifications

• 6+ years of related experience in client success, account management and/or sales preferred.
• Mortgage industry experience is preferred, particularly in software or service sales.
• Ability to work independently, must have good judgment, proven success working in a matrix environment, strong influencing skills and executive presence.
• Strong verbal and written communication skills, exceptional phone demeanor.
• Ability to focus on goals and develop a work plan that produces desired results.
• Detail oriented and ability to multi-task.
• Results driven and persistent.
• Excellent customer service and relationship building skills.
• Proficient in Microsoft Office, including Excel skills.
• Organizational and project management skills.
• Able to thrive in a fast-paced environment.

Responsibilities

• Manage relationships with mortgage solutions clients, operating as the main point of contact for complaints and resolving issues to ensure customer success and satisfaction.
• Liaise with all clients on a day-to-day basis, providing feedback to operations to ensure service expectations are being met.
• Develop and nurture smaller client accounts successfully, both existing and new business.
• Attend weekly meetings with the account management team to review client accounts and ongoing projects.
• Support the other account managers with tasks and regularly provide client overviews, updates, feedback and possibilities for business growth.
• Be a point of call for customer service teams when they have issues that require escalation.

Skills

Client success

Account management

Sales

Communication skills

Excel

Organizational skills

Project management

Independent worker

Tools

Microsoft Office Suite

Job description

Cotality is seeking a Sr. Client Success Manager for Mortgage Solutions in Dallas, TX. You will own the relationship with mortgage solutions clients, resolve issues, and advocate for the customer while safeguarding revenue retention.

You will collaborate with account management, operations, and product teams, lead renewal strategies, and support scale with a hybrid in-office/remote schedule. The role emphasizes communication, problem solving, and a customer-first mindset.