Sr. Professional, Client Training

Cotality

Irvine, California

JOB DETAILS
SKILLS
Analysis Skills, Coaching, Communication Skills, Content Development, Continuous Improvement, Customer Acquisition, Customer Relations, Customer Training, Ecosystems, Instructional Design, Internet Application, Marketing/Sales Collateral, Microsoft Product Family, Onboarding, Online Training, Organizational Skills, Presentation/Verbal Skills, Problem Solving Skills, Program Evaluation, Real Estate, Sales Training, Team Player, Train-the-Trainer, Training/Teaching, Training/Teaching Curriculum, Training/Teaching Materials, Writing Skills
LOCATION
Irvine, California
POSTED
2 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:
Position Overview

We are seeking a highly organized and engaging Customer Training Specialist to design, coordinate, and deliver impactful product and workflow training for our external clients and internal teams. In this role, you will become a subject matter expert on the Cotality product suite, ensuring seamless onboarding, driving user adoption, and creating high-quality instructional content.

Operating with a high degree of autonomy, you will use data and feedback to continuously evolve our training methodologies across virtual, in-person, and digital learning platforms.
Key ResponsibilitiesTraining Delivery & Facilitation
  • End-to-End Client Training: Coordinate and deliver comprehensive product, system, and onboarding training tailored to external clients.
  • Blended Learning Delivery: Facilitate engaging training sessions across multiple mediums, including virtual classrooms (Microsoft Teams, GoToWebinar), one-on-one phone coaching, and interactive on-site sessions.
  • Internal Knowledge Sharing: Conduct internal training sessions to brief internal teams on client-specific workflows, unique requirements, and specialized configurations.
  • Train-the-Trainer: Develop and lead train-the-trainer workshops to scale training capabilities where necessary.
Content & Curriculum Development
  • Collateral Creation: Author, design, and update diverse training materials, including quick-start guides, comprehensive user manuals, and instructional videos.
  • Process Mapping: Partner with business leaders to define, streamline, and execute internal processes for the creation and deployment of training materials.
  • Innovation & Research: Continuously research emerging training aids, tools, and methodologies, presenting strategic recommendations to management.
Program Evaluation & User Adoption
  • Continuous Improvement: Track, analyze, and report on course evaluations and program effectiveness; iterate on training materials and teaching methods based on data insights.
  • Digital Enablement: Support the broader User Adoption Strategy by documenting new feature configurations across platforms to accelerate user proficiency and software adoption.
Job Qualifications:
Experience & Education
  • Experience: 2+ years of dedicated experience in a software/product training or instructional design role.
  • Industry Knowledge: Experience within the Real Estate industry is highly desirable.
  • Digital Enablement: Prior experience in curriculum development for digital enablement or software adoption platforms is considered a strong asset.
Core Competencies & Skills
  • Dynamic Presentation Skills: Exceptional ability to command a room, whether presenting to large groups virtually or coaching individuals one-on-one.
  • Virtual Facilitation: Proficient in using web-based applications and highly experienced in delivering engaging web-based/virtual training sessions.
  • Adaptability: Sharp analytical and intuitive skills to anticipate participant bottlenecks, address difficult questions on the fly, and pivot training material to meet audience needs.
  • Communication & Relationships: Strong verbal and written communication skills with a proven track record of cultivating positive, collaborative relationships with clients and internal colleagues.
  • Autonomy & Problem Solving: Proven ability to work effectively under limited supervision. Expected to independently analyze complex challenges outside immediate scope and proactiv

About the Company

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Cotality