Client Success- Marketing & Retail Markets

CotalityDallas, TX
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: What You’ll Be Doing: The Client Success role is responsible for developing customer relationships that promote retention and loyalty. They work closely with customers to ensure they are satisfied with the services they receive and to improve upon areas of dissatisfaction. Client Success role acts as an advocate for the customer and can provide the company with the voice of the customer. The role may provide technical support to customers with the goal of keeping customers satisfied. Ensure all customers are fully engaged and obtain the value they expect from the products Execute meetings and events to educate and guide customers on products and services and its benefits to support customer buying selection Acts as a client advocate and may give input into process improvements, product design or additional tools customers need May help customers plan and understand the best ways to utilize their products based on the customer’s business needs. Notify process problems and challenges to the appropriate departments Follows procedures that optimize the customer’s experience. Updates and documents activities for new accounts into systems in an accurate and timely manner. Ensure at-risk customers are retained May gather feedback from customers and analyze customer data to identify the best practices May uncover sales leads that are handed off to sales and partners with sales to retain clients What’s in it For You: 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. We take pride in our work and believe in cultivating a work environment that supports and values our greatest asset: our talented employees Job Qualifications: Minimum of 2 yrs of account management or customer service experience 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 Experience with Customer Relationship Management (CRM) software such as Oracle or Salesforce a plus Please note this position has an OTE compensation package with base and commission. Annual Pay Range: 58,880 - 73,600 USD Application Window: This opportunity is expected to remain posted through the date identified below, subject to business needs. Thrive with Cotality At Cotality, we offer more than just a job, we provide a benefits experience designed to support your whole self. From a flexible working model to competitive time off and standout health coverage with meaningful perks and growth opportunities, our package is built to help you thrive at work and in life. Highlights, depending on role classification, include: 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! Cotality is an Equal Opportunity employer committed to attracting and retaining the best-qualified people available, without regard to race, color, religion, national origin, gender, sexual orientation, gender identity, age, disability or status as a veteran of the Armed Forces, or any other basis protected by federal, state or local law. Cotality maintains a Drug-Free Workplace. Cotality is fully committed to a work environment that embraces everyone’s unique contributions, experiences and values. We offer an empowered work environment that encourages creativity, initiative and professional growth and provides a competitive salary and benefits package. We are better together when we support and recognize our differences. Global Applicant Privacy Policy By providing your telephone number, you agree to receive automated (SMS) text messages at that number from Cotality regarding all matters related to your application and, if you are hired, your employment and company business. Message & data rates may apply. You can opt out at any time by responding STOP or UNSUBSCRIBING and will automatically be opted out company-wide. Connect with us on social media! Click on the quicklinks below to find out more about our company and associates

Requirements

  • Minimum of 2 yrs of account management or customer service experience
  • 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
  • Experience with Customer Relationship Management (CRM) software such as Oracle or Salesforce a plus

Responsibilities

  • The Client Success role is responsible for developing customer relationships that promote retention and loyalty.
  • They work closely with customers to ensure they are satisfied with the services they receive and to improve upon areas of dissatisfaction.
  • Client Success role acts as an advocate for the customer and can provide the company with the voice of the customer.
  • The role may provide technical support to customers with the goal of keeping customers satisfied.
  • Ensure all customers are fully engaged and obtain the value they expect from the products
  • Execute meetings and events to educate and guide customers on products and services and its benefits to support customer buying selection
  • Acts as a client advocate and may give input into process improvements, product design or additional tools customers need
  • May help customers plan and understand the best ways to utilize their products based on the customer’s business needs.
  • Notify process problems and challenges to the appropriate departments
  • Follows procedures that optimize the customer’s experience.
  • Updates and documents activities for new accounts into systems in an accurate and timely manner.
  • Ensure at-risk customers are retained
  • May gather feedback from customers and analyze customer data to identify the best practices
  • May uncover sales leads that are handed off to sales and partners with sales to retain clients

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.
  • Generous PTO and 11 paid holidays, plus well-being and volunteer time off.
  • Up to 16 weeks of fully paid parental leave and a baby stipend.
  • Multiple medical plan options with mental health and wellness support offerings.
  • 401(k) with company match and vesting after one year.
  • $400 annual well-being stipend and tuition assistance up to $5,250.
  • Recognition Rewards, Referral bonuses, exclusive discounts and more!
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