Client Success Mgr- Data Solutions at Cotality in Dallas, TX

Summary: 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 Required Qualifications: - 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 Preferred Qualifications: - Experience with Customer Relationship Management (CRM) software such as Oracle or Salesforce a plus Preferred Required Skills: Account management, Customer service, Customer Relationship Management (CRM) software, Technical aptitude, Product expertise, Microsoft Excel, Microsoft PowerPoint, Customer support, Customer advocacy 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!