Professional, Client Operations Management, Tax Research
Cotality
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:
Highly motivated and results-driven Sr. Professional sought to manage the critical intersection of client service, operational execution, and internal governance for major accounts. This role is responsible for serving as the primary point of contact for client escalations, leading all strategic client communications (e.g., Due Book Calls and KPI Reviews), and directing daily workflow for the internal teams. The ideal candidate possesses exceptional organizational, analytical, and leadership skills necessary to ensure timely resolution of issues, drive best practice implementation, and manage cross-functional action plans to achieve client satisfaction and operational excellence.
Key Professional Responsibilities
Client Management & Communication
Lead all critical client communication by preparing, distributing, and leading performance review calls.
Manage the full lifecycle of client meetings, including scheduling, facilitating discussions, and promptly distributing comprehensive meeting minutes.
Drive continuous performance improvement by managing relationships with clients, onshore client resources, and internal stakeholders.
Review Key Performance Indicators and performance metrics to guide client meetings and open strategic discussions.
Escalation & Action Item Governance
Serve as the primary point of contact for and effectively resolve manager-level escalations from two key clients.
Ensure that all client escalation needs and responses are met and resolved in a timely manner.
Coordinate and collaborate with all internal departments to proactively track action item progression, ensure due dates are met, and guarantee timely completion.
Operational Oversight & Process Improvement
Oversee and strategically organize daily work assignments and workflow for the team.
Monitor overall work volumes and provide regular, data-driven updates to leadership regarding operational status and risk.
Analyze operational reporting and performance data to identify opportunities for process optimization and efficiency gains.
Build strategic internal partnerships with other departments to ensure effective implementation of client best practices.
Team Leadership & Financial Focus
Provide constructive feedback and coaching to employees involved in the front-end process to drive quality and performance.
Facilitate open forums and team meetings to foster collaboration and share vital updates.
Manage oversight of client processes, providing dedicated guidance and feedback to address and resolve challenges.
Job Qualifications:
To be successful in this role, candidates should possess the following experience and competencies:
Proven experience in an operations, account management, or client-facing lead role (3-5 years).
Bachelor's degree preferred.
Superior communication and collaboration skills for managing relationships with clients, internal teams (onshore/offshore), leadership, and successfully driving progress across multiple departments.
Demonstrated ability to handle and resolve high-level client and manager escalations effectively and professionally, with a focus on ensuring timely service fulfillment.
Exceptional organizational and project management skills with the ability to manage complex workflows, track inter-departmental action items, and ensure timely completion.
Expert proficiency in meeting management, including the ability to independently schedule, prepare materials, lead high-stakes client calls, and accurately produce and distribute detailed meeting minutes and follow-up items.
Strong analytical skills with proficiency in reviewing reports, analyzing KPIs, and identifying actionable opportunities in data.
Experience in coaching or providing performance feedback to employees working on front-end processes.
Familiarity with financial oversight, reporting, or client funding processes is highly desirable.
Annual Pay Range:
54,300 - 69,992 USDApplication Window:
This opportunity is expected to remain posted through the date identified below, subject to business needs.
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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