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

Are you passionate about building strong relationships and providing exceptional service? Do you thrive in a dynamic environment where you can make a real impact? If so, we have an exciting opportunity for you to join our team as a Client Account Manager (Residential Tax) at Cotality.

As a Client Account Manager (Residential Tax), you will be the cornerstone of our client relationships, supporting and managing the overall relationship for our tax and flood clients. You will act as a liaison between the client and Cotality departments, fostering positive relationships, trust, and respect. Your role will be pivotal in ensuring our clients receive the best possible service and support.

This role will be based in any of the areas posted; candidates should live within a commutable distance. Our current model is hybrid, 1 day onsite, in office with the remaining remote.

What You Will Do

• Client Liaison: Serve as the single point of contact for assigned clients, handling escalated issues and day-to-day client administration. Respond swiftly and effectively to client concerns until a resolution is communicated.
• Client Onboarding: Perform all necessary steps to set up new clients on Cotality systems, ensuring a smooth transition. Conduct client training during onboarding and throughout the relationship.
• Customized Service: Understand clients' internal operations to provide tailored services that align with their processes. Recommend new and existing services to enhance client alignment with Cotality functions.
• Regular Engagement: Establish a regular meeting schedule with each client (quarterly, monthly, etc.). Participate in all client meetings and vendor management audits, and maintain detailed notes in our tracking tool.
• Cross-Department Collaboration: Partner with the Onboarding team, accounting, sales, and product teams on various initiatives. Actively participate in client demos and serve as a subject matter expert for tax business and technical projects.
• Staff Augmentation Support: Support all staff augmentation functions and act as a liaison, regularly meeting with staff augmentation leadership and clients.
• Voice of the Customer: Integrate the Voice of the Customer (VOC) into Cotality's culture by participating in internal projects and brainstorming sessions.
• Continuous Improvement: Collaborate with peers, other departments, and clients to improve processes and share best practices. Seek opportunities to gain more knowledge about our clients and Cotality's products.
• Expertise Development: Demonstrate expertise in Cotality's tax service organization. Partner with national reps to gain additional knowledge about products and services offered to clients.
• Client Understanding: Understand your clients' needs and expectations, and assist them with strategic ideas and opportunities that Cotality can provide.
  
  

Job Qualifications

What you will bring

• Education: High school diploma required; a 2-year or 4-year degree is preferred.
• Experience: A minimum of 2 years of experience in the Mortgage Industry or comparable experience.
• Skills: Strong independent problem-solving skills, a sense of urgency, and the ability to escalate concerns appropriately. Identify opportunities to improve client satisfaction.
• Travel: Willingness to travel up to 15% to client offices.
• Professional Development: Participate in career development by taking classes through our internal Learning & Development portal.
  
  

Annual Pay Range

53,200 - 62,400 USD

Application Window

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

2025-05-02

Cotality benefits information can be found here: http://www.yourcorebenefits.com/. Qualifications, locations and experience of the individual ultimately selected for the position may impact the final actual offered compensation, which may vary from any posted range.

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.

Cotality is fully committed to a work environment that embraces everyone’s unique contributions, experiences and values. 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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