Sr Manager, Client Account Services

Cotality; Dallas (TX); On-site; USD 77,700 - 100,000; Full time

Benefits offered by this job

Generous PTO

401(k) with company match

Tuition assistance up to $5,250

Well-being stipend of $400

Paid parental leave

Job summary

Cotality is seeking a Manager, Client Account Services to serve as the vital link between client requests and technical teams. This hands-on leadership role emphasizes both coaching and technical problem-solving.

The successful candidate will manage client accounts, ensure satisfaction, and lead the team towards process improvements. Key qualifications include a Bachelor’s degree and strong experience in IT, with familiarity in SQL and real-estate concepts highly desired.

Join Cotality to make an impact in the property industry with competitive salary and comprehensive benefits.

Qualifications

• 5+ years of experience in product implementation or technical client support.
• Ability to engage all levels of the organization.
• Experience with input forms, rules, tables, and error code reading.

Responsibilities

• Act as a mentor for less experienced team members.
• Ensure customer satisfaction and manage client accounts.
• Drive process improvement by identifying opportunities.

Skills

Critical thinking

Problem-solving

Communication skills

Technical project management

SQL knowledge

Programming languages

Familiarity with real-estate concepts

Education

Bachelor’s degree or equivalent experience in IT or related field

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

Cotality is seeking a Manager, Client Account Services who thrives at the intersection of technical problem‑solving and relationship management. In this vital role, you will act as the primary bridge between our clients’ complex requests and Cotality’s internal technical, product and engineering teams. This is a hands‑on leadership role that blends coaching with deep technical involvement.

Primary Responsibilities

• Act as a resource for less tenured reps on all admin functions and work with leadership on automation opportunities.
• Demonstrate leadership and customer focus by coaching, training and mentoring less experienced members of the client account services team.
• Ensure customer satisfaction by managing client services members and their accounts, maintaining awareness of client requests, projects and issues, and driving resolution.
• Lead the team to maintain awareness of key initiatives, products and processes, and set clear objectives for each member.
• Lead or participate in internal projects and implementations, including supporting SalesForce template tasks and documentation.
• Coordinate build releases, vet template tasks and serve as a SME for projects involving the client and Cotality.
• Perform quality assurance audits of tasks in the queue and provide feedback and guidance on best practices.
• Act as an escalation point for direct reports to resolve client escalations, providing timely updates and ensuring root‑cause analysis is documented.
• Drive process improvement by identifying opportunities, defining business processes and aligning systems.

Job Qualifications

• Bachelor’s degree or equivalent experience in the IT industry or related field, or 5+ years’ experience in product implementation or technical client support.
• Strong critical thinking and problem‑solving skills.
• Excellent written and verbal communication skills, including the ability to engage all levels of the organization.
• Technical project management and coordination skills to make high‑quality business decisions.
• Ability to adapt quickly to changing requirements and conditions.
• Ability to understand client business needs and communicate issues to diverse audiences.
• Experience with SQL and/or programming languages is strongly desired.
• Experience with input forms, rules, tables, error code reading and JIPS.
• Familiarity with real‑estate concepts is strongly desired.

Annual Pay Range

$77,700 – $100,000 USD

Application Window

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

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

• Generous PTO, 11 paid holidays and well‑being and volunteer time off.
• Up to 16 weeks of fully paid parental leave and a baby stipend.
• Multiple medical plan options with mental health and wellness support.
• 401(k) with company match and vesting after one year.
• $400 annual well‑being stipend and tuition assistance up to $5,250.
• Recognition rewards, referral bonuses, exclusive discounts and more.

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.