Cotality · 1 day ago
Client Success, Mortgage Solutions
Dallas - 3001 Hackberry Rd
Full-time
Hybrid
Entry Level
$51K/yr - $64K/yr
2+ years expCotality is a leading provider of property intelligence, committed to making the property industry more efficient and customer-centric. The Client Success role focuses on developing strong customer relationships to promote retention and satisfaction, while also acting as an advocate for customers within the company.
Property InsuranceReal EstateSoftware
Responsibilities
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
Qualification
Required
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
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!
Company
Cotality
Cotality is a technology firm helping property professionals with data, valuations, surveys and retrofit solutions.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$1.63MKey Investors
Finance Birmingham
2018-02-12Acquired
2016-07-05Series Unknown· $1.63M
Recent News
2026-01-11
Business Wire
2025-12-18
Company data provided by crunchbase