Sr Client Success Mgr- Mortgage Solutions

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

## Sr Client Success Mgr- Mortgage SolutionsApplylocations: Dallas, TXtime type: Full timeposted on: Posted 3 Days Agotime left to apply: End Date: August 28, 2026 (21 days left to apply)job requisition id: REQ18915At 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 is the role?** 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. **What You'll Be Doing:*** 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.**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:*** 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**Annual Pay Range:**80,005 - 100,006 USD**Application Window:**This opportunity is expected to remain posted through the date identified below, subject to business needs.2026-08-28