Professional, Client Account Services

Cotality • Dallas, TX

2d • Remote

About The Position

The Professional, Client Account Services position offers a combination of technical support and communication to clients that utilize Cotality products and technology solutions. At its core, the role bridges the gap between client requests and the various internal teams of Cotality required to complete these requests. The position also requires a certain level of configuration of various Cotality applications. Critical thinking and highly polished client communication skills are paramount to provide ongoing support of our clients' complex technical needs.

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 experience with SQL and/or programming language.
• 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.

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 alignment.

Benefits

• 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!

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level