Sr. Client Success Management- 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

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:

What You’ll Be Doing:

• Manage the process of customer on-boarding (post sales) into management of account
• Maintain revenues from assigned clients and further penetrate the client account by offering additional solutions and products
• Ensure that all compliance issues are identified and communicated to client
• Handle cancellations, credits and refund requests
• Product / Platform / Report migration strategies
• Drive overall customer usage through recommendation of training sessions and additional solutions.

What’s in it For You:

• Large (~$2B+ revenue) formerly public information services and data business
• Durable cash flow and profitability regardless of changes in macroeconomic conditions
• Company certified as a global “A Great Place to Work.”
• Hybrid working model- 1 day in the office a week for “moments that matter” and the rest of the time can be remote.
• Competitive compensation and benefits!
• Career path for continued professional growth.
• Working with leaders that care about your professional growth!
• Access to our world class self-development portal, centered around you as the employee. We take pride in our work and believe in cultivating a work environment that supports and values our greatest asset: our talented employees.

Job Qualifications:

Education, Experience, Knowledge and Skills

• Minimum of 5 years of account management, customer service operations or related experience or equivalent combination of education and experience.
• Excellent written and verbal communication skills
• Knowledge of front end systems
• Must be very detail oriented
• Strong problem-solving skills
• Knowledge or experience in the insurance industry a preferred

Annual Pay Range:

64,014 - 80,018 USD

Application Window:

This opportunity is expected to remain posted through the date identified below, subject to business needs.

2026-03-24

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 Opportunityemployer committed to attracting and retaining thebest-qualified people available, without regard torace, color, religion, national origin, gender, sexualorientation, gender identity, age, disability or statusas a veteran of the Armed Forces, or any other basisprotected by federal, state or local law.

Cotalitymaintains a Drug-Free Workplace.

Cotality is fully committed to a work environment that embraces everyone’s uniquecontributions, experiences and values. We offer anempowered work environment that encouragescreativity, initiative and professional growth andprovides a competitive salary and benefits package. We are better together when we support and recognize our differences.

Privacy Policy

Global Applicant Privacy Policy

By providing your telephone number, you agree to receive automated (SMS) text messages at that number from Cotality regarding all matters related to your application and, if you are hired, your employment and company business. Message & data rates may apply. You can opt out at any time by responding STOP or UNSUBSCRIBING and will automatically be opted out company-wide.