Onsite Client Account Services- Real Estate Solutions

Cotality•Las Vegas, NV

6d•Onsite

About The Position

Are you passionate about solving complex technical challenges and empowering clients through engaging, hands-on education? We are seeking a dynamic Onsite Client Account Services & Trainer to serve as a trusted advisor, technical specialist, and educator. In this role, you will help our enterprise and institutional clients unlock the full value of our industry-leading technology solutions and data platforms. This multifaceted position blends consultative client support, technical troubleshooting, application configuration, and interactive training delivery. You will lead 1:1 coaching sessions, interactive webinars, and on-site workshops, acting as the crucial bridge between our clients and internal technical teams.

Requirements

Bachelor’s degree in business, Information Technology, Computer Science, Instructional Design, Education, or a related field preferred (or equivalent practical industry experience).
1+ years of demonstrated success in technical support, client solutions, client enablement, technical training, or client-facing service delivery.
Strong troubleshooting and analytical capabilities with experience configuring enterprise software, troubleshooting web/cloud applications, and understanding data workflows.
Outstanding verbal presentation and teaching skills, with a proven ability to explain complex technical concepts clearly to non-technical and executive stakeholders.
Superior written and interpersonal communication skills, marked by active listening, patience, empathy, and consultative problem-solving.
High degree of self-motivation and accountability, with the ability to manage competing priorities independently under general supervision while actively contributing to a collaborative team environment.
Willingness and ability to travel to client sites locally when needed.

Responsibilities

Design, coordinate, and lead high-impact training sessions—including personalized 1:1 coaching, live interactive webinars, and classroom-style workshops—tailored to diverse client learning styles and user skill levels.
Travel to client corporate offices to conduct hands-on product onboarding, facilitate multi-day implementation workshops, and foster strong executive and operational relationships.
Partner with product teams to create easy-to-follow instructional materials, quick-reference guides, walkthrough videos, and best-practice documentation.
Analyze unique business workflows and technical requirements to configure applications, features, and system integrations to meet client objectives.
Provide Tier 2/technical support, diagnosing software issues, analyzing product usage patterns, and coordinating swift incident resolution to minimize disruption to client operations.
Serve as the primary technical liaison between clients and internal product management, engineering, and quality assurance teams to resolve complex technical hurdles and deliver seamless service.
Monitor and evaluate system implementations and adoption metrics to proactively uncover workflow bottlenecks, optimization opportunities, and additional training needs.
Take ownership of technical initiatives of moderate complexity with guidance and mentorship from senior team members, continually improving team knowledge bases and service delivery processes.