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Cotality · 2 days ago

Professional, Client Account Services

United States

Full-time

Remote

Entry, Mid Level

$54K/yr - $55K/yr

2+ years exp

Cotality is a company dedicated to making the property industry faster, smarter, and more people-centric. The Client Account Services role involves managing client relationships, acting as a liaison between clients and Cotality departments, and ensuring a smooth onboarding process for new clients.

Property InsuranceReal EstateSoftware

Responsibilities

Serve as the single point of contact for assigned clients. Act as a point of contact for escalated issues and day to day client administration. Respond swiftly and effectively to client issues or concerns until a resolution is communicated to the client

Perform all necessary steps to set up new clients on Cotality systems to ensure a smooth transition. Conduct client training both at the time of new client onboarding and ongoing through the relationship

Understand client’s internal operations to provide a customized service that streamlines with their processes. Recommend new and existing services to help align the client with Cotality functions. Exercise discretion and independent judgment in interpreting service scope, making exceptions as needed with approval of management

Establish a regular meeting schedule with each client (once a quarter, monthly, etc.) Participate in all client meetings and vendor management audits. Enter notes into tracking tool for each client touch base

Partner with the Onboarding team as needed for new business to be added to our system

Partner with accounting on collections as needed, billing adjustments, renewal of TSAs and BEAR pricing

Partner with sales and product teams on initiatives. Actively participate in demos to clients. Act as SME for tax business and technical projects as it relates to clients. Participate in testing for new or enhanced systems

Support all staff augmentation functions and act as a liaison. Regularly meet with staff augmentation leadership as well as staff aug clients

Integrate the Voice of the Customer (VOC) into the Cotality culture by participating with internal teams on projects. Actively seek out opportunities to participate in brainstorming sessions

Collaborate with peers, other departments and the client to improve processes and share best practices

Seek out opportunities to gain more knowledge regarding our clients, products offered by Cotality and how these can best assist our clients. Partner with national reps for opportunities to enhance your understanding. Act as a resource for the strategic reps for clarification, as necessary

Demonstrate expertise for the tax service organization of Cotality. Partner with national reps to gain additional knowledge regarding products and services offered to our clients

Understand your clients’ needs and expectations. Partner for clarification with the national reps. Be willing to assist our clients in strategic ideas and suggest opportunities that Cotality can help them with