Client Account Services Professional

Cotality

. Act as the primary bridge between clients and internal product and engineering teams .

Posted 9/24/2026full-timeUnited StatesJunior💰 $55,900 - $80,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client relationship management and technical project coordination, ensuring effective communication between clients and internal teams. Proficient in diagnosing technical issues, managing application configurations, and translating business needs into actionable technical specifications.

Highest-signal resume keywords

Client Relationship ManagementTechnical Project ManagementSQL ProficiencyProblem-Solving SkillsCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

SQLTechnical SpecificationsApplication ConfigurationProject Management FrameworksProblem Diagnosis

Soft Skills

Critical ThinkingAdaptabilityVerbal CommunicationWritten CommunicationExpectation Management

Certifications & Qualifications

Bachelor’s Degree

Industry Keywords

Real Estate ConceptsProduct ImplementationClient Support

Tech Stack

Tools & technologies

SQL

About the role

Key responsibilities & impact

Act as the primary bridge between clients and internal product and engineering teams
Configure and fine-tune Cotality applications for specific client workflows
Manage expectations and deliver clear updates on complex technical issues
Diagnose solution problems and determine required internal resources
Gather business needs and convert them into technical specifications for developers and database administrators
Own the problem-to-resolution pipeline while ensuring performance and data integrity
Perform ongoing application configurations and updates
Lead application change projects using project management frameworks
Identify technical or timeline risks and create mitigation strategies
Coordinate Account Management, DBA, Product Development, and System Engineering teams

Requirements

What you’ll need

Bachelor’s Degree or equivalent work experience in similar role
1-3 years working experience in product implementation, technical or client support role
Critical thinking and strong problem-solving skills
Excellent written and verbal communication skills, including ability to parse required details from client requests
Technical project management/coordination skills
Ability to immediately adapt to changing requirements and conditions
Ability to understand client business needs/requirements and communicate issues to a range of audience members
Familiarity with real estate concepts is considered an asset
Experience with SQL and/or programming language preferred

Benefits

Comp & perks

Generous PTO and 11 paid holidays
Well-being and volunteer time off
Up to 16 weeks of fully paid parental leave
Baby stipend
Multiple medical plan options
Mental health and wellness support offerings
401(k) with company match and vesting after one year
$400 annual well-being stipend
Tuition assistance up to $5,250
Recognition Rewards
Referral bonuses
Exclusive discounts
Flexible working model
Professional growth opportunities