Sr. Professional, Client Delivery

Make an impact with the power of your ideas

Cotality is no ordinary company. We’re the only holistic data, insights and workflow solutions provider for the property ecosystem—serving industries ranging from real estate to public policy to retail—and counting. Together, we're making the complex more seamless, more unified and more resilient to whatever the future may hold.

Cotality is committed to investing in the most talented employees providing them with career advancement opportunities, and supportive, visible, and trusted leadership. We foster a collaborative culture with work-life balance. At Cotality, you will be a part of an inclusive enterprise team that does impactful and meaningful work, shaping the future of the property industry and beyond.

Job Description:

The Sr. Professional, Client Delivery, will partner with the business owners to lead strategic initiatives and drive achievement of business outcomes aligned to increasing top line revenue growth and optimization of organizational effectiveness for the largest provider of Real Estate and Tax Payment services in the industry. This role is focused on business process re-engineering/ transformation, go to market campaigns, expansion of services/ product portfolios, expansion into adjacent/ new markets and verticals, product lifecycle management, etc. working in close collaboration with a variety of stakeholders across Production & Delivery BUs, Client Experience, and other supporting Corporate Functions (such as the Enterprise Data Group, Technology, Legal, HR, Marketing & Communications, etc.). The ideal candidate is a self-starter that is adept at project/program management, problem solving, logical structuring, understand/manage complexity and risk to success including effective communication with senior/executive leadership at Cotality.

Primary Duties and Responsibilities  

• Client Onboarding: Lead the onboarding process for new clients, ensuring a smooth transition and setup of our SaaS products. 

• Project Management: Oversee the implementation of SaaS solutions, implement project plans, maintain projects in ClickUp (project management tool), and ensure the project meets timelines and deliverables.  

• Coordinate and/or facilitate formal customer discovery, technical and onboarding calls and resolve issues to ensure project timelines are met. 

• Main contact to the customer’s project team throughout to answer questions, facilitate customer requests, troubleshoot issues. 

• Create and/or maintain client level documentation (i.e. project plan, handoff documents and SharePoint).  

• Work with clients to understand APIs, workflows, and configurations. 

• Manage production release with customer (may require after hours coordination). 

• Ensure customer target go live dates are met, raise concerns and define go to green plan. 

• Provide regular reports to senior management.  

• Client Consultation and Communication: Serve as the primary point of contact for clients, providing regular updates, addressing concerns, and ensuring their needs are met. 

• Issue Resolution: Proactively identify and resolve any issues or challenges that may arise during the delivery process. 

• Feedback and Improvement: Gather client feedback and work with the product development team to drive continuous improvement of our SaaS offerings. 

• Cross Department Coordination: Coordinate enhancements and custom client requests, resolve issues to ensure project timelines are met. 

Job Qualifications: