Client Success Manager, Inside Sales

Cotality • Dallas, TX

15d

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: What you'll Be Doing : Serves as the primary post-sale point of contact for clients/customers. Uses in-depth knowledge of client industry and/or business processes, deep knowledge of the product being sold and technical expertise to drive and increase adoption and utilization of company products/services. Demonstrates product features beyond central functionality to help the customer achieve specific business results and maximum value from the product(s)/services. May recommend specific solutions to achieve customer’s desired result. Holds direct responsibility for identifying opportunities and closing additional revenue from assigned clients, including upselling and cross-selling of related products/services; accountable for client renewal and retention results. Ensures best practices are adopted for product use. May handle escalations and coordinate across functional areas of the company, including Marketing, Sales, Professional Services, Engineering, Finance, Training, and/or Support. May or may not be on a sales incentive plan that is based on individual and/or team sales results (e.g., revenue, bookings, unit sales). This is an individual contributor role.

Requirements

• 3+ years Account management or customer service experience
• Required Experience with Customer Relationship Management (CRM) software such as Oracle or Salesforce a plus
• The desire to provide customers with exceptional customer support
• Technical aptitude and ability to become an expert in the product being sold
• Desire to learn in-depth knowledge of the customer and to advocate on their behalf
• Knowledge of customer service practices
• Proficient in Microsoft Office Suite, specifically Excel and PowerPoint

Nice To Haves

• Required Experience with Customer Relationship Management (CRM) software such as Oracle or Salesforce a plus

Responsibilities

• Serves as the primary post-sale point of contact for clients/customers.
• Uses in-depth knowledge of client industry and/or business processes, deep knowledge of the product being sold and technical expertise to drive and increase adoption and utilization of company products/services.
• Demonstrates product features beyond central functionality to help the customer achieve specific business results and maximum value from the product(s)/services.
• May recommend specific solutions to achieve customer’s desired result.
• Holds direct responsibility for identifying opportunities and closing additional revenue from assigned clients, including upselling and cross-selling of related products/services; accountable for client renewal and retention results.
• Ensures best practices are adopted for product use.
• May handle escalations and coordinate across functional areas of the company, including Marketing, Sales, Professional Services, Engineering, Finance, Training, and/or Support.
• May or may not be on a sales incentive plan that is based on individual and/or team sales results (e.g., revenue, bookings, unit sales).

Benefits

• 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: Mid Level
• Education Level: No Education Listed