Sr Client Success Mgr- Capital Markets

330779353 CoreLogic Solutions, LLC; United States; Hybrid; USD 64,000 - 80,000; Full time

Benefits offered by this job

Generous PTO

11 paid holidays

Parental leave

401(k) match

Tuition assistance

Well-being stipend

Job summary

Cotality is seeking a Sr. Client Success Manager to develop and deepen relationships with Capital Markets clients, ensuring satisfaction and loyalty across services. You will advocate for customers, provide technical guidance, and coordinate with product teams to resolve issues and drive value.

The role emphasizes proactive issue resolution, renewal negotiations, and cross-functional collaboration. A background in client success and software sales in finance is preferred.

Qualifications

• 6+ years of client success, account management and/or sales experience.
• Capital Markets industry experience in software or service sales preferred.
• Ability to work independently in a matrix environment with executive presence.
• Strong verbal and written communication skills, excellent phone demeanor.
• Ability to focus on goals and develop a work plan that produces results.
• Detail oriented with multi-tasking ability and client-focused mindset.

Responsibilities

• Develop customer relationships to promote retention and loyalty.
• Work with assigned customers to ensure satisfaction and improve on areas of dissatisfaction.
• Act as advocate for the customer and provide the voice of the customer.
• Provide technical support to customers to keep them satisfied.
• Identify potential issues with the account and seek quick resolution with clear communication.
• Manage revenue retention through in-depth knowledge of clients’ business model, tech, products, services, and billing.

Skills

Relationship management

Communication

Strategic thinking

Problem solving

Independent work

Executive presence

Tools

Salesforce

Excel

MS Office

Job description

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.

What You'll Be Doing

• The Sr. Client Success Mgr role is responsible for developing customer relationships that promote retention and loyalty.
• They work closely with assigned customers to ensure they are satisfied with the services they receive and to improve upon areas of dissatisfaction.
• Sr Client Success role act as an advocate for the customer and can provide the company with the voice of the customer.
• The role may provide technical support to customers with the goal of keeping customers satisfied.
• Proactively identifies potential issues with the account and knows how to seek quick resolution, inclusive of problem solving, and communication to all parties.
• Responsible for revenue retention from assigned accounts through in-depth knowledge of clients' business model, technology platform, products and services utilized, contractual agreements, fee structure, key business contacts and volume/revenue statistics that include implementation, confirmed billing, communication of training activities, and overall client experience.
• Responsible for negotiating renewal contracts, client conversion/migration strategies.
• Ensures compliance issues are met and disclosed to the client.
• Involves in managing client integrations, conversions to new solutions, (platforms, or products) and client project management.
• Understands how to involve product expertise and/or navigation of business lines to provide high level service to the client.
• Manage customer relationships within our Capital Markets segment, 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.
• Be a point of call for customer service teams when they have issues that require escalation.

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, commissions 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

• 6+ years of related experience in client success, account management and/or sales preferred
• Capital Markets 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
• Proficient in Salesforce
• Organizational and project management skills
• Able to thrive in a fast-paced environment

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.

2026-11-13

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!

Equal Opportunity Statement

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.

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.

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