Client Success Director- RE Broker Solutions

Cotality • Irvine, CA

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. Job Description: We empower real estate brokers, MLS, property technology, financial services, and insurance industries with superior data, analytics, and data-enabled solutions. Our culture is built on initiative, full accountability, trust, and transparency. As we rapidly evolve to meet our clients' complex challenges, we need a strategic sales leader to drive our next phase of growth. We are seeking a Client Success Director to own and elevate strategic client relationships with a portfolio of top real estate brokerage firms in the United States. The Client Success Director is responsible for owning and elevating strategic client relationship, ensuring clients fully realize value from our solutions and creating the conditions for long-term retention and growth.

Requirements

• 6+ years of experience in Client Success, Account Management, Consulting, or a related client-facing role in a B2B environment
• Proven ability to manage complex, strategic client relationships
• Strong executive presence with experience leading senior-level client conversations
• Demonstrated success driving retention, adoption, and measurable client outcomes
• Analytical mindset with the ability to translate data into insights and recommendations
• Strong collaboration skills across Sales, Product, Support, and other internal teams

Responsibilities

• Drive Value, Insight, and Executive Engagement Ensure clients are fully engaged and realizing measurable value from our products and services
• Lead strategic, outcome-focused conversations centered on adoption, value realization, and business impact
• Plan and execute high-impact Quarterly Business Reviews
• Translate data, insights, and trends into clear, relevant recommendations for client decision-makers
• Use insights to guide continuous improvement and strengthen long-term partnerships
• Protect & Grow the Business Proactively identify and mitigate risk within the client portfolio to protect retention
• Collaborate with Sales to surface expansion opportunities once value has been established
• Create favorable conditions for growth through strong adoption, outcomes, and client advocacy
• Be the Voice of the Client Advocate for client needs internally, influencing product, process, and engagement improvements
• Share insights and feedback to help the organization scale best practices and improve the client experience
• Partner cross-functionally with Product, Support, Sales, and Delivery teams to resolve issues and improve outcomes
• Operate with Excellence Maintain accurate documentation of client activity, risks, and success plans in CRM systems
• Follow and help evolve Client Success engagement models and standard processes
• Serve as a role model for what “great” looks like in Client Success

Benefits

• Large (~$2B+ revenue) formerly public information services and data business
• Durable cash flow and profitability regardless of changes in macroeconomic conditions
• Company certified as a global "A Great Place to Work."
• Hybrid working model- 1 day in the office a week for “moments that matter” and the rest of the time can be remote.
• Competitive compensation and benefits!
• Career path for continued professional growth.
• Working with leaders that care about your professional growth!
• Access to our world class self-development portal, centered around you as the employee.
• Time off: Generous PTO and 11 paid holidays, plus well-being and volunteer time off.
• Family Support: Up to 16 weeks of fully paid parental leave and a baby stipend.
• Health: Multiple medical plan options with mental health and wellness support offerings.
• Retirement: 401(k) with company match and vesting after one year.
• Financial Perks: $400 annual well-being stipend and tuition assistance up to $5,250.
• Extras: Recognition Rewards, Referral bonuses, exclusive discounts and more!

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Education Level: No Education Listed
• Number of Employees: 1-10 employees