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Professional, Client Account Services

Cotality

Austin, Texas

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JOB DETAILS
SKILLS
Accounting, Auditing, Best Practices, Billing, Career Development, Credit and Collections, Customer Relations, Customer Satisfaction, Customer Support/Service, Customer Training, Ecosystems, Leadership, Mortgage, Onboarding, Partner Sales, Pricing, Problem Solving Skills, Process Improvement, Product Demonstration, Product Programs, Real Estate, Sales Management, Time Management, Training/Teaching, Vendor/Supplier Management, Willing to Travel
LOCATION
Austin, Texas
POSTED
8 days ago
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:

The client account manager supports and manages the overall relationship for our tax and flood clients. They act as a liaison between the client and Cotality departments. They build positive relationships, trust and respect between the customers and Cotality.

Job Responsibilities:

  • Serve as the single point of contact for assigned clients. Act as a point of contact for escalated issues and day to day client administration. Respond swiftly and effectively to client issues or concerns until a resolution is communicated to the client.
  • Perform all necessary steps to set up new clients on Cotality systems to ensure a smooth transition. Conduct client training both at the time of new client onboarding and ongoing through the relationship.
  • Understand client's internal operations to provide a customized service that streamlines with their processes. Recommend new and existing services to help align the client with Cotality functions. Exercise discretion and independent judgment in interpreting service scope, making exceptions as needed with approval of management.
  • Establish a regular meeting schedule with each client (once a quarter, monthly, etc.) Participate in all client meetings and vendor management audits. Enter notes into tracking tool for each client touch base.
  • Partner with the Onboarding team as needed for new business to be added to our system.
  • Partner with accounting on collections as needed, billing adjustments, renewal of TSAs and BEAR pricing.
  • Partner with sales and product teams on initiatives. Actively participate in demos to clients. Act as SME for tax business and technical projects as it relates to clients. Participate in testing for new or enhanced systems
  • Support all staff augmentation functions and act as a liaison. Regularly meet with staff augmentation leadership as well as staff aug clients.
  • Integrate the Voice of the Customer (VOC) into the Cotality culture by participating with internal teams on projects. Actively seek out opportunities to participate in brainstorming sessions.
  • Collaborate with peers, other departments and the client to improve processes and share best practices.
  • Seek out opportunities to gain more knowledge regarding our clients, products offered by Cotality and how these can best assist our clients. Partner with national reps for opportunities to enhance your understanding. Act as a resource for the strategic reps for clarification, as necessary.
  • Demonstrate expertise for the tax service organization of Cotality. Partner with national reps to gain additional knowledge regarding products and services offered to our clients.
  • Understand your clients' needs and expectations. Partner for clarification with the national reps. Be willing to assist our clients in strategic ideas and suggest opportunities that Cotality can help them with.

Job Qualifications:

  • 2-3 years of Mortgage Industry background or comparable experience
  • Experience exercising independent problem-solving skills and use of appropriate resources to resolve issues.
  • Demonstrated strong sense of urgency, knowing when to escalate concerns from a client to the next level of management.
  • Experience identifying opportunities to improve client satisfaction.
  • Ability to travel up to 15% to client offices
  • Willingness to participate in career development by taking local classes, Core Learning classes and show the ability to adapt to change.
  • Ability to consistently exhibit Cotality's CORE values
  • Associate or

About the Company

C

Cotality

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