Director, Client Delivery - Tax Services

Cotality
  • Dallas, Texas
    Today

    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:

    POSITION SUMMARY

    The Director, Client Delivery - Tax Services leads a team focused on the successful onboarding of Tax Services software and solutions for enterprise clients. This leader oversees a team of 7 Client Delivery Managers who guide clients from contract execution through operational readiness and measurable value realization.

    The ideal candidate brings deep program and project management experience, a strong track record in enterprise software implementation, and a practical understanding of tax payment operations, tax servicing workflows, escrow processes, and the broader mortgage and financial services ecosystem. The Director serves as a strategic partner to clients and internal stakeholders, ensuring complex implementations are governed effectively, risks are managed proactively, and delivery practices scale with the business.

    Key Responsibilities

    Client Delivery & Onboarding Leadership
    • Lead end-to-end client onboarding and implementation for Tax Services software and service offerings.
    • Ensure engagements are delivered on time, within scope, and in accordance with defined quality standards.
    • Establish implementation strategies, governance structures, and delivery frameworks that produce predictable client outcomes.
    • Serve as the escalation point for complex onboarding engagements, operational challenges, and client concerns within the Tax Services suite of products.
    • Partner with clients to understand business objectives and align implementation plans, readiness activities, and success measures to desired outcomes.
    • Drive solution adoption through effective change management, stakeholder engagement, training coordination, and operational readiness planning.
    Delivery Management
    • Lead a portfolio of complex implementations with multiple workstreams, dependencies, vendors, and stakeholders.
    • Establish and maintain program governance, integrated plans, status reporting, risk and issue management, decision logs, and executive communications.
    • Monitor project health through key performance indicators, milestone adherence, implementation metrics, and delivery dashboards.
    • Proactively identify and mitigate risks that may affect timelines, client satisfaction, regulatory compliance, or operational performance.
    • Facilitate executive steering committees and cross-functional governance forums that drive timely decisions and clear accountability.
    Tax Services & Tax Payment Expertise
    • Provide subject matter leadership related to tax payment operations, tax servicing, and associated industry processes.
    • Apply an understanding of client requirements involving tax payments, taxing authorities, escrow administration, service providers, and servicing platforms.
    • Collaborate with Product, Operations, Technology, Sales, and Customer Success to ensure solutions align with market requirements and client needs.
    • Advise implementation teams on tax-specific workflows, regulatory considerations, operational dependencies, and industry best practices.
    • Use client feedback and market insights to inform continuous enhancement of Tax Services software, services, and implementation approaches.
    Operational Excellence
    • Drive continuous improvement initiatives that reduce implementation cycle time, strengthen delivery quality, and improve client satisfaction.
    • Establish service-level measures and performance standards across onboarding and implementation activities.
    • Develo

    Numbers & Facts

    LocationDallas, Texas

    Skills

    • Best Practicesunmatched
    • Change Managementunmatched
    • Channel Strategiesunmatched
    • Continuous Improvementunmatched
    • Cross-Functionalunmatched
    • Customer Satisfactionunmatched
    • Customer/Client Researchunmatched
    • Delivery Managementunmatched
    • Ecosystemsunmatched
    • Enterprise Applicationsunmatched
    • Escrow Servicesunmatched
    • Financial Servicesunmatched
    • Leadershipunmatched
    • Metricsunmatched
    • Mortgageunmatched
    • Onboardingunmatched
    • Operational Measurementunmatched
    • Operations Planningunmatched
    • Performance Metricsunmatched
    • Process Improvementunmatched
    • Project Trackingunmatched
    • Project/Program Managementunmatched
    • Quality Metricsunmatched
    • Real Estateunmatched
    • Regulationsunmatched
    • Regulatory Complianceunmatched
    • Reporting Dashboardsunmatched
    • Risk Analysisunmatched
    • Risk Managementunmatched
    • Standards Developmentunmatched
    • Strategic Planningunmatched
    • Tax Accountingunmatched
    • Tax Operationsunmatched
    • Tax Softwareunmatched
    • Team Lead/Managerunmatched
    • Technical Operationsunmatched
    • Technology Salesunmatched
    • Time Managementunmatched

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