Professional, Client Account Services

Professional, Client Account Services

Join Cotality as we work toward our vision of fueling a thriving global property ecosystem. Our team of 5,000 employees globally uses our network, scale, connectivity and technology to drive the largest asset class in the world. We are committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking.

The client account manager supports and manages the overall relationship for our tax and flood clients. They act as a liaison between the client and Cotality departments, building positive relationships, trust and respect between the customers and Cotality.

• Serve as the single point of contact for assigned clients and for escalated issues, responding swiftly and effectively until a resolution is communicated.
• Perform all necessary steps to set up new clients on Cotality systems, ensuring a smooth transition and conduct client training during onboarding and throughout the relationship.
• Understand client’s internal operations to provide a customized service that aligns with their processes, recommending new or existing services and exercising discretion and independent judgment in interpreting service scope.
• Establish a regular meeting schedule with each client, participate in all client meetings and vendor management audits, and enter notes into the tracking tool for each touch‑base.
• Partner with the Onboarding team for new business, accounting for collections and billing adjustments, and with sales and product teams on initiatives, including demos and technical projects.
• Support staff augmentation functions, liaising regularly with staff augmentation leadership and clients.
• Integrate the Voice of the Customer (VOC) into Cotality culture by participating in internal projects and brainstorming sessions.
• Collaborate with peers, other departments and the client to improve processes and share best practices.
• Seek out opportunities to gain knowledge about clients, products, and services, partnering with national reps for deeper understanding.
• Demonstrate expertise for the tax service organization, assisting strategic reps and suggesting opportunities for client success.

• 2-3 years of mortgage industry background or comparable experience.
• Experience exercising independent problem‑solving skills and using appropriate resources to resolve issues.
• Demonstrated strong sense of urgency and ability to escalade concerns appropriately.
• Experience identifying opportunities to improve client satisfaction.
• Ability to travel up to 15% to client offices.
• Willingness to participate in career development and adapt to change.
• Consistently exhibit Cotality's core values.
• Associate or Bachelor's degree preferred.

Annual Pay Range: 54,300 – 55,120 USD

Application Window:
This opportunity is expected to remain posted through the date identified below, subject to business needs.

At Cotality, we provide a benefits experience designed to support your whole self, including a flexible working model, competitive time off, standout health coverage, and growth opportunities.

• 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.
• 401(k) with company match and vesting after one year.
• $400 annual well‑being stipend and tuition assistance up to $5,250.
• Recognition, 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.