Client Success Mgr- Data Solutions

Cotality is a company focused on making the property industry faster, smarter, and more people-centric. The Client Success Manager will serve as the primary post-sale contact for clients, ensuring they achieve maximum value from the company's data solutions and driving client adoption and retention.

Responsibilities

• Serves as the primary post-sale point of contact for clients/customers
• Uses in-depth knowledge of client industry and/or business processes, deep knowledge of the product being sold and technical expertise to drive and increase adoption and utilization of company products/services
• Demonstrates product features beyond central functionality to help the customer achieve specific business results and maximum value from the product(s)/services
• May recommend specific solutions to achieve customer’s desired result
• Holds direct responsibility for identifying opportunities and closing additional revenue from assigned clients, including upselling and cross-selling of related products/services; accountable for client renewal and retention results. Ensures best practices are adopted for product use
• May handle escalations and coordinate across functional areas of the company, including Marketing, Sales, Professional Services, Engineering, Finance, Training, and/or Support
• May or may not be on a sales incentive plan that is based on individual and/or team sales results (e.g., revenue, bookings, unit sales)
• This is an individual contributor role

Skills

• 1+ years Account management or customer service experience Required
• The desire to provide customers with exceptional customer support
• Technical aptitude and ability to become an expert in the product being sold
• Desire to learn in-depth knowledge of the customer and to advocate on their behalf
• Knowledge of customer service practices
• Proficient in Microsoft Office Suite, specifically Excel and PowerPoint
• Experience with Customer Relationship Management (CRM) software such as Oracle or Salesforce a plus Preferred

Benefits

• Generous PTO and 11 paid holidays, plus well-being and volunteer time off.
• Up to 16 weeks of fully paid parental leave and a baby stipend.
• Multiple medical plan options with mental health and wellness support offerings.
• 401(k) with company match and vesting after one year.
• $400 annual well-being stipend and tuition assistance up to $5,250.
• Recognition Rewards, Referral bonuses, exclusive discounts and more!

Company Overview