Professional, Client Delivery

Cotality • Town of Henrietta, NY

1d

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 is the role? The Professional, Client Delivery is responsible for the onboarding, training and ongoing customer care of all Cotality clients. Works in coordination with Cotality Sales, CSM and Solution Consulting Teams to ensure customer projects are implemented according to design specifications. What will you be doing? This Client Delivery role is responsible for managing the onboarding of new clients and/or existing clients that sign up for Tax/Commercial services. This role will require you to oversee the project planning efforts (Pre-Kick Off to Closure) as well as ensuring the business partners complete the necessary task for the core project in a timely fashion. Client Delivery individuals must also ensure critical project milestones are being met while calling out any Risk and Mitigation needs. If necessary, Chance Control and Leadership Escalation efforts must be conducted to prevent boarding or project delays. Are you the right fit? Able to manage multiple customer implementation projects and work a variable schedule based on customer needs Excellent communication skills Must be able to multi-task and enjoy a strong attention to detail Be able to prioritize, meet deadlines while completing tasks in a timely manner Meet attendance schedule with dependability and consistency Personable, self-motivated, meticulous, flexible, and a team player Ability to work well with cross-functional and geographically distributed teams proficient with MS Office and other internal systems A history of establishing and maintaining effective working relationships with fellow employees and clients

Requirements

• Able to manage multiple customer implementation projects and work a variable schedule based on customer needs
• Excellent communication skills
• Must be able to multi-task and enjoy a strong attention to detail
• Be able to prioritize, meet deadlines while completing tasks in a timely manner
• Meet attendance schedule with dependability and consistency
• Personable, self-motivated, meticulous, flexible, and a team player
• Ability to work well with cross-functional and geographically distributed teams proficient with MS Office and other internal systems
• A history of establishing and maintaining effective working relationships with fellow employees and clients
• Bachelor’s Degree strongly preferred or equivalent work experience.
• Position requires a minimum of 3+ years of client delivery, project management or other relevant experience in a SaaS company.
• Understanding of SaaS products and implementation processes.
• Solid project management skills; proven ability to manage multiple projects and clients simultaneously.
• Excellent communication and interpersonal skills; experienced managing client relationships.
• Problem-solving mindset with a focus on customer satisfaction.
• Considers the business implications of the application of technology to the current business environment.
• Proficient with Microsoft Word, Excel, PPT, and Visio.

Nice To Haves

• Familiarity with ClosingCorp products and services a plus
• Effective use and understanding of CRM systems, with SalesForce.com experience a plus
• Residential mortgage lending experience and familiarity with RESPA, TILA, TRID and the home loan origination process Preferred
• Experience training others in a formal setting on new products or services desirable
• Mortgage industry experience a strong plus.
• Project Management experience Preferred or / and PMP certification desired.
• Experience with Microsoft products such as Office, SharePoint a plus Preferred
• Proficiency in project management tools and software, experienced with ClickUp a plus.

Responsibilities

• managing the onboarding of new clients and/or existing clients that sign up for Tax/Commercial services
• oversee the project planning efforts (Pre-Kick Off to Closure)
• ensuring the business partners complete the necessary task for the core project in a timely fashion
• ensure critical project milestones are being met while calling out any Risk and Mitigation needs
• Chance Control and Leadership Escalation efforts must be conducted to prevent boarding or project delays

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