Cotality · 1 month ago
Team Lead, Client Operations Management, Tax Research
Oxford, MS
Full-time
Hybrid
Senior Level
$44K/yr - $54K/yr
6+ years expCotality is a company focused on making the property industry faster and more people-centric. The Client Operations Management Lead will manage a team in a fast-paced environment, ensuring exceptional client service while driving process improvements and mentoring team members.
Property InsuranceReal EstateSoftware
Responsibilities
Assists leadership team with the management of daily operational activities for assigned team(s). Provides direction and guidance to team members. May assist n scheduling and coordinating team activities
Consistently deliver exceptional client service in a high-volume production environment
Provide mentorship and training to team members
Conduct intricate research of property tax cases by utilizing advanced tools and resources including internal departments, third party sources, public agencies, and clients according to defined business procedures
Adhere to all required company and client driven standards and/or Service Level Agreements (SLAs)
Performs simple to complex reporting events such as maintaining tax research files, searching and investigating tax research case information, and processing departmental documents requiring knowledge of functional operations
Track progress and provide status report to management on achievement of daily and weekly team goals
Lead or particpate in projects or initiatives
Lead and direct client meetings
Provide primary operational support and communication for the assigned team(s)
Serve as a change champion in order to meet goals and maximize team performance
Build, maintain and leverage strong professional relationships
Assist in troubleshooting and resolving complex escalated issues
Qualification
Required
High school diploma, GED or equivalent required
6+ years of relevant experience
Client service-oriented experience required
Strong aptitude for leading people, with the ability to influence and motivate others
Ability to provide exceptional client service in a high-volume production environment
Ability to manage, prioritize and delegate tasks for assigned team(s)
Ability to manage time, set priorities and meet deadlines for self and assigned team(s)
Intermediate computer skills and technical mastery of relevant systems and applications
Ability to understand basic property related documentation from a variety of sources
Critical thinking to synthesize information from multiple sources to solve problems
Detail oriented to process and analyze data accurately
Ability to collaborate with others and provide status updates
Exceptional verbal and written communication skills
Willingness to continuously learn and develop
Preferred
bachelor's degree preferred
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