Sr Professional, Client Delivery

Make an impact with the power of your ideas

Cotality is no ordinary company. We’re the only holistic data, insights and workflow solutions provider for the property ecosystem—serving industries ranging from real estate to public policy to retail—and counting. Together, we're making the complex more seamless, more unified and more resilient to whatever the future may hold.

Cotality is committed to investing in the most talented employees providing them with career advancement opportunities, and supportive, visible, and trusted leadership. We foster a collaborative culture with work-life balance. At Cotality, you will be a part of an inclusive enterprise team that does impactful and meaningful work, shaping the future of the property industry and beyond.

Job Description

Primary Duties and Responsibilities

• Client Onboarding: Lead the onboarding process for new clients, ensuring a smooth transition and setup of our SaaS products.
• Project Management: Oversee the implementation of SaaS solutions, implement project plans, maintain projects in ClickUp (project management tool), and ensure the project meets timelines and deliverables.
• Coordinate and/or facilitate formal customer discovery, technical and onboarding calls and resolve issues to ensure project timelines are met.
• Main contact to the customer’s project team throughout to answer questions, facilitate customer requests, troubleshoot issues.
• Create and/or maintain client level documentation (i.e. project plan, handoff documents and SharePoint).
• Work with clients to understand APIs, workflows, and configurations.
• Manage production release with customer (may require after hours coordination).
• Ensure customer target go live dates are met, raise concerns and define go to green plan.
• Provide regular reports to senior management.
• Client Consultation and Communication: Serve as the primary point of contact for clients, providing regular updates, addressing concerns, and ensuring their needs are met.
• Issue Resolution: Proactively identify and resolve any issues or challenges that may arise during the delivery process.
• Feedback and Improvement: Gather client feedback and work with the product development team to drive continuous improvement of our SaaS offerings.
• Cross Department Coordination: Coordinate enhancements and custom client requests, resolve issues to ensure project timelines are met.
  
  

Job Qualifications

• Bachelor’s Degree strongly preferred or equivalent work experience. PMP certification desired.
• Position requires a minimum of 8 years of client delivery and/or project management experience in a SaaS company.
• Mortgage industry experience a strong plus.
• Strong understanding of SaaS products and implementation processes.
• Excellent project management skills; proven ability to manage multiple projects and clients simultaneously.
• Proficiency in project management tools and software, experienced with ClickUp a plus.
• Excellent communication and interpersonal skills; experienced managing client relationships.
• Problem-solving mindset with a focus on customer satisfaction.
• Considers the business implications of the application of technology to the current business environment.
• Proficient with Microsoft Word, Excel, PPT, and Visio.
  
  

Cotality benefits information can be found here: http://www.yourcorebenefits.com/. Qualifications, locations and experience of the individual ultimately selected for the position may impact the final actual offered compensation, which may vary from any posted range.

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.

Please apply on our website for consideration.

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