Solutions Engineer

Cotality

  • Irvine, California
  • 2 days ago
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    Skills

    • Acceptance Testingunmatched
    • Analysis Skillsunmatched
    • Best Practicesunmatched
    • Billingunmatched
    • Communication Skillsunmatched
    • Cross-Functionalunmatched
    • Cross-Sellingunmatched
    • Customer Relationsunmatched
    • Customer Relationship Management (CRM)unmatched
    • Data Analysisunmatched
    • Data Qualityunmatched
    • Data Setsunmatched
    • Ecosystemsunmatched
    • Inside Salesunmatched
    • Interpersonal Skillsunmatched
    • Leadershipunmatched
    • Microsoft Excelunmatched
    • Microsoft Officeunmatched
    • Microsoft PowerPointunmatched
    • Microsoft Wordunmatched
    • Onboardingunmatched
    • Operational Auditunmatched
    • Partner Salesunmatched
    • Performance Metricsunmatched
    • Performance Reviewsunmatched
    • Presentation/Verbal Skillsunmatched
    • Problem Solving Skillsunmatched
    • Process Improvementunmatched
    • Product Demonstrationunmatched
    • Real Estateunmatched
    • Risk Analysisunmatched
    • Sales Managementunmatched
    • Sales Prospectingunmatched
    • Sales/Support Engineering (SE)unmatched
    • Scripting (Scripting Languages)unmatched
    • Software Administrationunmatched
    • Validation Testingunmatched
    • Willing to Travelunmatched
    • Writing Skillsunmatched

    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:

    As a Solutions Engineer, you will serve as the primary operational contact and Subject Matter Expert (SME) for assigned client portfolios. You will oversee day-to-day administration, client onboarding, performance reviews, process optimization, and UAT testing while collaborating across internal teams to ensure operational excellence.
    Key Responsibilities
    • Primary Operational Contact & SME: Act as the main operational contact for assigned client portfolios, handling daily administration, complex inquiries, and routine escalation resolution.
    • Onboarding & Implementation Support: Execute setup, data verification, and validation within internal tracking systems to ensure seamless transitions for new client accounts.
    • Client Engagement & Relationship Management: Schedule and facilitate regular performance meetings (e.g., monthly operational reviews) with client leadership to review metrics, system performance, and open tickets.
    • Process Optimization & Best Practices: Gain a deep understanding of clients' operations to recommend workflow enhancements, gather Voice of the Customer (VOC) feedback, identify cross-sell opportunities, and document pre- and post-implementation processes.
    • Cross-Functional Collaboration: Partner with Internal Sales, Product, and Research teams to resolve processing bottlenecks, ensure clean datasets for system conversions, and clarify billing inquiries.
    • User Acceptance Testing (UAT) & Product Demos: Serve as the operational SME on technical projects by participating in product demonstrations and executing UAT scripts for new or updated software features.

    Job Qualifications:
    Qualifications & Skill Requirements

    Communication & Client Management
    • Executive Communication: Exceptional written and verbal communication skills, with proven ability to interact regularly with Senior Leadership and C-suite executives.
    • Client Leadership: Demonstrated ability to independently organize, prepare for, and lead high-level client meetings, coordinating internal resources as needed.
    • Interpersonal & Role Model Skills: Proven ability to lead by example, foster open communication, and empower team members and clients to share feedback and seek guidance.
    Problem Solving & Strategic Leadership
    • Data-Driven Analysis: Ability to evaluate operational data to identify risks, evaluate alternatives, and derive actionable business insights.
    • Independent Decision-Making: Strong track record of exercising sound business judgment, thinking creatively beyond standard parameters, and driving workflow improvements.
    • Change Leadership: Demonstrates alignment with leadership decisions and effectively translates company initiatives into positive, actionable strategies for teams.
    Technical & General Requirements
    • Education: Bachelor of Arts (BA) or Bachelor of Science (BS) preferred.
    • Experience: Prior relevant industry experience required.
    • Software Proficiency: Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Project).
    • Travel: Willingness and ability to travel to and from client sites in US / Canada.

    Annual Pay Range:
    55,900 - 90,000 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 a

    Numbers & Facts

    LocationIrvine, California

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