Sr. Manager, Client Account Services

At Cotality, we are driven by a single mission—to make the property industry faster, smarter, and more people-centric. Cotality is the trusted source for property intelligence, with unmatched precision, depth, breadth, and insights across the entire ecosystem. Our talented team of 5,000 employees globally uses our network, scale, connectivity and technology to drive the largest asset class in the world. Join us as we work toward our vision of fueling a thriving global property ecosystem and a more resilient society.

Cotality is committed to cultivating a diverse and inclusive work culture that inspires innovation and bold thinking; it's a place where you can collaborate, feel valued, develop skills and directly impact the real estate economy. We know our people are our greatest asset. At Cotality, you can be yourself, lift people up and make an impact. By putting clients first and continuously innovating, we're working together to set the pace for unlocking new possibilities that better serve the property industry.

Job Description

Are you an accomplished leader passionate about strategic client partnerships and driving exceptional service delivery in the tax and flood services sector? Do you have a proven track record of managing high complexity client portfolios, leading high-performing teams, and influencing cross-functional strategy?

Cotality is seeking a Senior Manager, Client Account Management (Tax/Flood) to own and elevate our most strategic client relationships. This pivotal role is responsible for driving client satisfaction, retention, and revenue growth by ensuring the successful, scalable, and strategic deployment of our tax and flood services. You will serve as the executive champion for our clients, translating their complex needs into actionable internal strategies.

Location & Work Model

This role will be based in any of the areas posted; candidates should live within a commutable distance. Our current model is hybrid, requiring a minimum of 1 day onsite per week in the office, with the remaining time remote.

Key Responsibilities And Accountabilities

As the Senior Manager, you will be expected to execute on a strategic level, focusing on Vision, Process Ownership, and Leadership.

I. Strategic Client Relationship Management & Growth

• Executive Client Advocacy: Serve as the executive single point of contact for Cotality's largest, most complex, and strategically vital clients. Lead all high-level business reviews and vendor management audits.
• Strategic Alignment: Proactively understand clients' long-term business objectives, operational roadmaps, and pain points to strategically position Cotality solutions that drive measurable value and deepen the partnership.
• Expansion & Retention: Develop and execute comprehensive client success plans focused on maximizing retention, identifying organic growth opportunities, and achieving annual revenue targets within the assigned portfolio.
• Complex Issue Resolution: Own and lead the resolution of highly escalated client issues, mobilizing internal resources (Product, Legal, Operations) and providing timely, executive-level communication until a final resolution is implemented.
  
  

II. Operational Excellence & Process Leadership

• Process Ownership: Drive the design, standardization, and continuous improvement of the Client Onboarding, Account Management, and Service Delivery models using LEAN and AI resources to ensure scalability and best-in-class client experience across the entire organization.
• "Voice of the Customer" Strategy: Formalize and champion the Voice of the Customer (VOC) program, translating client feedback into prioritized business requirements for Product and Operations teams, and ensuring client-centricity is integrated into Cotality's core culture.
• Cross-Functional Leadership: Serve as a Subject Matter Expert (SME) and executive partner to Sales, Product, Technology, and Legal teams, influencing the development of new offerings and participating in complex contract negotiations.
• Staff Augmentation Oversight: Provide strategic oversight for all staff augmentation initiatives, acting as the primary liaison between executive leadership at the client and Cotality's Staff Augmentation team to ensure optimal performance and alignment.
  
  

III. Team Leadership & Development

• Mentorship & Coaching: Provide strategic guidance and mentorship to Account Management and Service Delivery personnel, fostering a culture of high performance, accountability, and continuous professional development.
  
  

Job Qualifications

• College degree preferred or equal combination of education and experience.
• Minimum of 3 years leadership experience to include planning, developing, implementing, and managing a varied functions and working with onshore, nearshore, offshore, and managed services models. Strong Mortgage Tax operations knowledge preferred
• Measurable experience in managing and growing profitable satisfied client relationships and/or relevant account management experience.
• Strong mentoring and relationship building skills with ability to effectively manage group and interpersonal conflict situations.
• Agile transformation agent who thrives on change management.
• Strong demonstrated success working in the BPO/Outsourcing space collaborating with Third Party Suppliers.
• Technical Skills: Strong user of Microsoft Productivity Tools including proficiency in MS Excel, working knowledge with mainstream CRMs such as SafesForce, Operational systems, Ticketing/Customer Service Systems/Platforms and AI.
• Excellent negotiation, interpersonal, verbal, and written communication skills.
• Experience in planning, developing, and implementing communication and education programs/materials.
• Experience in planning, developing, and implementing new client accounts, programs, products, or services in real estate, financial or technology sectors.
  
  

Annual Pay Range

78,200 - 105,600 USD

Application Window

This opportunity is expected to remain posted through the date identified below, subject to business needs.

2025-11-24

Thrive with Cotality

At Cotality, we offer more than just a job, we provide a benefits experience designed to support your whole self. From a flexible working model to competitive time off and standout health coverage with meaningful perks and growth opportunities, our package is built to help you thrive at work and in life.

Highlights Include

• Time off: Generous PTO and 11 paid holidays, plus well-being and volunteer time off.
• Family Support: Up to 16 weeks of fully paid parental leave and a baby stipend.
• Health: Multiple medical plan options with mental health and wellness support offerings.
• Retirement: 401(k) with company match and vesting after one year.
• Financial Perks: $400 annual well-being stipend and tuition assistance up to $5,250.
• Extras: Recognition Rewards, Referral bonuses, exclusive discounts and more!
• Click here to see a comprehensive list of our benefit offerings.
  
  

Cotality is an Equal Opportunity employer committed to attracting and retaining the best-qualified people available, without regard to race, color, religion, national origin, gender, sexual orientation, gender identity, age, disability or status as a veteran of the Armed Forces, or any other basis protected by federal, state or local law. Cotality maintains a Drug-Free Workplace.

Cotality is fully committed to a work environment that embraces everyone’s unique contributions, experiences and values. We offer an empowered work environment that encourages creativity, initiative and professional growth and provides a competitive salary and benefits package. We are better together when we support and recognize our differences.

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