Director, Client Delivery – Tax Services

Cotality

. Lead a team of 7 Client Delivery Managers focused on onboarding Tax Services software and solutions for enterprise clients .

Posted 9/22/2026full-timeUnited StatesLead💰 $111,900 - $180,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in leading complex client onboarding and implementation programs for Tax Services software, with a strong focus on program governance, risk management, and stakeholder engagement. Proven ability to drive solution adoption and continuous improvement while fostering a high-performing delivery team.

Highest-signal resume keywords

Client Onboarding LeadershipProgram GovernanceRisk ManagementChange ManagementTax Services Expertise

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Project ManagementImplementation StrategiesData AnalyticsLean Management PrinciplesSaaS ImplementationPerformance StandardsKPI MonitoringOperational Readiness PlanningResource PlanningContinuous Improvement

Soft Skills

Executive CommunicationStakeholder EngagementCoaching and MentoringCollaborationProblem Solving

Certifications & Qualifications

PMPPgMPLean Certification

Industry Keywords

Tax Payment OperationsTax ServicingProperty Tax AdministrationEscrow OperationsMortgage Servicing

Tech Stack

Tools & technologies

PMP

About the role

Key responsibilities & impact

Lead a team of 7 Client Delivery Managers focused on onboarding Tax Services software and solutions for enterprise clients
Lead end-to-end client onboarding and implementation for Tax Services software and service offerings
Ensure engagements are delivered on time, within scope, and according to quality standards
Establish implementation strategies, governance structures, and delivery frameworks
Serve as escalation point for complex onboarding engagements, operational challenges, and client concerns
Partner with clients to align implementation plans, readiness activities, and success measures with business objectives
Drive solution adoption through change management, stakeholder engagement, training coordination, and operational readiness planning
Lead a portfolio of complex implementations with multiple workstreams, dependencies, vendors, and stakeholders
Maintain program governance, integrated plans, status reporting, risk and issue management, decision logs, and executive communications
Monitor project health using KPIs, milestone adherence, implementation metrics, and delivery dashboards
Identify and mitigate risks affecting timelines, client satisfaction, regulatory compliance, or operational performance
Facilitate executive steering committees and cross-functional governance forums
Provide subject matter leadership on tax payment operations, tax servicing, and related industry processes
Collaborate with Product, Operations, Technology, Sales, and Customer Success
Advise implementation teams on tax workflows, regulatory considerations, operational dependencies, and industry best practices
Use client feedback and market insights to improve Tax Services software, services, and implementation approaches
Drive continuous improvement to reduce implementation cycle time and improve delivery quality and client satisfaction
Establish service-level measures and performance standards
Develop resource planning, demand forecasting, and capacity management practices
Standardize delivery practices for consistency, efficiency, transparency, and scalability
Use data and analytics to improve forecasting, portfolio visibility, and delivery outcomes
Lead, coach, and develop a high-performing delivery team
Foster accountability, collaboration, client focus, innovation, and continuous improvement
Establish performance expectations and support employee growth through coaching, mentoring, and development planning
Build organizational capability through knowledge sharing, repeatable practices, and talent development

Requirements

What you’ll need

Bachelor's degree in Business, Information Systems, Project Management, or a related field highly desired
Minimum 10 years of experience leading client implementations, onboarding programs, professional services, or complex delivery programs
Minimum 5 years of people leadership experience managing project managers, implementation teams, or client delivery professionals
Demonstrated success leading large-scale software implementations and complex programs with multiple stakeholders and dependencies
Strong command of program governance, integrated planning, risk management, issue resolution, and executive communication
Experience managing multiple concurrent projects with significant client and business impact
Experience with complex SaaS/software implementation initiatives is a bonus
Experience in property tax payments, tax servicing, mortgage servicing, escrow operations, or related fields highly desired
Knowledge of property tax administration, taxing authority interactions, tax payment workflows, and servicing operations desired
Expertise in Lean management principles, continuous improvement, and change leadership
Experience operating in a regulated environment with complex controls and dependencies
PMP, PgMP, Lean, or comparable project/program management certification desired
Working knowledge of tax payment operations, tax servicing, escrow operations, or closely related mortgage or financial services processes
Strong executive presence and trusted client-facing leadership
Exceptional program and project management discipline
Deep understanding of implementation governance and operational execution
Ability to influence across a matrixed organization and align diverse stakeholders
Strong analytical judgment, structured problem solving, and bias for measurable outcomes
Credible knowledge of Tax Services operations and client business processes
Passion for exceptional client experiences, delivery quality, and continuous improvement

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