Client Account Services Professional

Cotality•Dallas, TX

2d•Hybrid

About The Position

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.

Requirements

Bachelor’s Degree or equivalent work experience in similar role.
1-3 years Working experience in product implementation, technical or client support role.
Required Critical thinking and strong problem-solving skills.
Excellent written and verbal communication skills; including the ability to parse out the required details from client requests.
Technical project management/coordination skills.
Ability to immediately adapt to changing requirements and conditions.
Ability to understand client’s business needs/requirements and effectively communicate issues to a range of audience members.
Experience with SQL and/or programming language

Nice To Haves

Familiarity with real estate concepts is considered an asset.

Responsibilities

Act as the primary bridge, translating complex client needs into actionable tasks for internal product and engineering teams.
Configure and fine-tune Cotality applications to meet specific client workflows.
Manage expectations and deliver professional, clear updates on complex technical issues.
Use critical thinking to diagnose why a solution isn't working and determine which internal resources are needed to fix it.
Gather raw business needs from clients and convert them into precise technical specifications for developers and database admins.
Own the "problem-to-resolution" pipeline, diagnosing deep-seated issues and ensuring the final fix meets performance and data integrity standards.
Perform ongoing configurations and updates to ensure the software evolves alongside the client's business.
Lead application change projects using project management frameworks to track statuses, hit deadlines, and keep all stakeholders informed.
Proactively identify potential technical or timeline risks, creating "Plan B" mitigation strategies before issues impact the client.
Serve as the central hub connecting Account Management, DBA, Product Development, and System Engineering to ensure everyone is pulling in the same direction.