Senior Manager, Client Account Services

🔥 12 hours ago

🗽 New York, Texas – Remote

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💵 $77.7k - $120k / year

⏰ Full Time

🟠 Senior

🤝 Client Partner

👻 Ghost score 0%

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Logo of Cotality

Cotality

1001 - 5000 employees

🏠 Real Estate

🛡️ Insurance

💳 Fintech

💰 $1.6M Venture Round - Cotality on 2016-07

Real Estate • Insurance • Fintech

Cotality is a property intelligence company that provides comprehensive, AI-ready property and location data, analytics, and enterprise software to support decision-making across real estate, lending, insurance, government, and related industries. Its platform includes broad property-level datasets, cloud and marketplace integrations (Databricks, Google Cloud, Snowflake), the Model Context Protocol (MCP) connector, and product suites for valuation, loan origination and servicing, claims and catastrophe modeling, tax, restoration, and listing management. Cotality emphasizes machine learning and forward-looking risk analytics to power underwriting, portfolio monitoring, site selection, and operational workflows for banks, insurers, real estate professionals, and public sector users.

📋 Description

• Act as a resource for less tenured representatives on administrative functions • Identify administrative functions that can be automated with leadership • Coach, train, and mentor less tenured client account services team members • Manage client services members and their accounts to ensure customer satisfaction • Monitor client requests, projects, and issues and drive them to resolution • Provide feedback and workload, request, and meeting management strategies • Lead teams to ensure awareness of key initiatives, products, and processes • Set clear objectives and communicate expectations to team members • Lead or participate in internal projects and project implementations • Support Salesforce template tasks and documentation • Coordinate build-specific activities and vet template tasks related to build releases • Serve as a subject matter expert for client and Cotality projects • Perform quality assurance audits of queued tasks and provide feedback on best practices • Act as an escalation point for direct reports and resolve client escalations • Provide timely and consistent updates to clients and internal stakeholders through resolution • Identify required people and resources and establish execution plans • Ensure root cause analysis for failures and communicate tailored post-resolution information to clients • Drive process improvement through business process definition and system alignment

🎯 Requirements

• Bachelor’s degree or equivalent experience with a focus in the IT Industry or related field, or 5+ years’ working experience in product implementation or a technical client support role • Prior leadership experience coaching and developing team members effectively • Strong critical thinking and problem-solving skills • Excellent written and verbal communication skills • Ability to communicate effectively with all levels of the organization • Ability to parse required details from client requests • Technical project management/coordination skills • Ability to make high-quality business decisions based on analysis, experience, and judgment • Ability to immediately adapt to changing requirements and conditions • Ability to understand clients’ business needs/requirements and communicate issues to a range of audience members • Experience with SQL and/or a programming language is strongly desired • Experience with input forms, rules, tables, reading error codes, and JIPS • Familiarity with real estate concepts is strongly desired

🏖️ Benefits

• Generous PTO and 11 paid holidays • Well-being and volunteer time off • Up to 16 weeks of fully paid parental leave • Baby stipend • Multiple medical plan options • Mental health and wellness support offerings • 401(k) with company match and vesting after one year • $400 annual well-being stipend • Tuition assistance up to $5,250 • Recognition Rewards • Referral bonuses • Exclusive discounts • Flexible working model • Professional growth opportunities

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