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Professional, Client Delivery

Cotality

Dallas, Texas

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JOB DETAILS
SKILLS
Application Programming Interface (API), Communication Skills, Continuous Improvement, Customer Relations, Customer Relationship Management (CRM), Customer Satisfaction, Customer/Client Research, Delivery Management, Develop and Maintain Customers, Documentation, Ecosystems, Identify Issues, Interpersonal Skills, JSON, Mail Services, Management Consulting, Microsoft SharePoint, Mortgage, Multitasking, Onboarding, Problem Solving Skills, Process Improvement, Product Development, Production Management, Project Management Professional (PMP), Project Management Software, Project Planning, Project Tracking, Project/Program Management, Real Estate, Release Management/Engineering, Reporting Skills, Resolve Customer Issues, SQL (Structured Query Language), Software as a Service (SaaS), Time Management, XML (EXtensible Markup Language)
LOCATION
Dallas, Texas
POSTED
24 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:

We are seeking highly motivated and experienced Pro, Client Delivery Managers to join our team. The ideal candidates will be responsible for ensuring the successful delivery of our SaaS products to our clients, ensuring customer satisfaction. Key responsibilities consist of client onboarding, project management, client consultation and issue resolution. You will ensure the timely delivery of our products to our customers, ensuring projects are delivered quickly, on time and risks or issues are resolved. You will provide regular updates to customers and builds relationships, so you are seen as a trusted advisor to our clients.

Primary Duties and Responsibilities:

  • Client Onboarding: Lead the onboarding process for new clients, ensuring a smooth transition and setup of our SaaS products.

  • Project Management: Oversee the implementation of SaaS solutions, implement project plans, maintain projects in ClickUp (project management tool), and ensure the project meets timelines and deliverables.

  • Coordinate and/or facilitate formal customer discovery, technical and onboarding calls and resolve issues to ensure project timelines are met.

  • Main contact to the customer's project team throughout to answer questions, facilitate customer requests, troubleshoot issues.

  • Create and/or maintain client level documentation (i.e. project plan, handoff documents and SharePoint).

  • Work with clients to understand APIs, workflows, and configurations.

  • Manage production release with customer (may require after hours coordination).

  • Ensure customer target go live dates are met, raise concerns and define go to green plan.

  • Provide regular reports to senior management.

  • Client Consultation and Communication: Serve as the primary point of contact for clients, providing regular updates, addressing concerns, and ensuring their needs are met.

  • Issue Resolution: Proactively identify and resolve any issues or challenges that may arise during the delivery process.

  • Feedback and Improvement: Gather client feedback and work with the product development team to drive continuous improvement of our SaaS offerings.

  • Cross Department Coordination: Coordinate enhancements and custom client requests, resolve issues to ensure project timelines are met.

Job Qualifications:

  • Bachelor's Degree strongly preferred or equivalent work experience. PMP certification desired.

  • Position requires a minimum of 3-5 years of client delivery and/or project management experience in a SaaS company.

  • Mortgage industry experience a strong plus.

  • Strong understanding of SaaS products and implementation processes.
  • Experience with JSON, XML, APIs, Postman and/or SQL desired.

  • Excellent project management skills; proven ability to manage multiple projects and clients simultaneously.

  • Proficiency in project management tools and software, experienced with ClickUp a plus.

  • Excellent communication and interpersonal skills; experienced managing client relationships.

  • Problem-solving mindset with a focus on customer satisfaction.

  • Considers the business implications of the application of technology to the current business environment.

About the Company

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Cotality

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