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:

As a Solutions Engineer, you will serve as the primary operational contact and Subject Matter Expert (SME) for assigned client portfolios. You will oversee day-to-day administration, client onboarding, performance reviews, process optimization, and UAT testing while collaborating across internal teams to ensure operational excellence.

Key Responsibilities

• Primary Operational Contact & SME: Act as the main operational contact for assigned client portfolios, handling daily administration, complex inquiries, and routine escalation resolution.
• Onboarding & Implementation Support: Execute setup, data verification, and validation within internal tracking systems to ensure seamless transitions for new client accounts.
• Client Engagement & Relationship Management: Schedule and facilitate regular performance meetings (e.g., monthly operational reviews) with client leadership to review metrics, system performance, and open tickets.
• Process Optimization & Best Practices: Gain a deep understanding of clients’ operations to recommend workflow enhancements, gather Voice of the Customer (VOC) feedback, identify cross-sell opportunities, and document pre- and post-implementation processes.
• Cross-Functional Collaboration: Partner with Internal Sales, Product, and Research teams to resolve processing bottlenecks, ensure clean datasets for system conversions, and clarify billing inquiries.
• User Acceptance Testing (UAT) & Product Demos: Serve as the operational SME on technical projects by participating in product demonstrations and executing UAT scripts for new or updated software features.

Job Qualifications:

Qualifications & Skill Requirements

Communication & Client Management

• Executive Communication: Exceptional written and verbal communication skills, with proven ability to interact regularly with Senior Leadership and C-suite executives.
• Client Leadership: Demonstrated ability to independently organize, prepare for, and lead high-level client meetings, coordinating internal resources as needed.
• Interpersonal & Role Model Skills: Proven ability to lead by example, foster open communication, and empower team members and clients to share feedback and seek guidance.

Problem Solving & Strategic Leadership

• Data-Driven Analysis: Ability to evaluate operational data to identify risks, evaluate alternatives, and derive actionable business insights.
• Independent Decision-Making: Strong track record of exercising sound business judgment, thinking creatively beyond standard parameters, and driving workflow improvements.
• Change Leadership: Demonstrates alignment with leadership decisions and effectively translates company initiatives into positive, actionable strategies for teams.

Technical & General Requirements

• Education: Bachelor of Arts (BA) or Bachelor of Science (BS) preferred.
• Experience: Prior relevant industry experience required.
• Software Proficiency: Strong proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Project).
• Travel: Willingness and ability to travel to and from client sites in US / Canada.

Annual Pay Range:

Application 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, depending on role classification, 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!

Please note, Qualifications, locations and experience of the individual ultimately selected for the position may impact the final actual offered compensation, which may vary from the 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. ​​​

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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Relevant industry experience, strong client leadership and communication skills, data-driven problem solving, Microsoft Office proficiency, and willingness to travel to client sites in the US and Canada.

Key Responsibilities

• managing portfolios
• facilitating meetings
• optimizing processes

Skills & Tools

Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Project

Job Details

• Category: Business Operations
• Seniority: Mid Level
• Commitment: Full Time
• Workplace: Remote — United States
• Salary: USD 55,900 – 90,000 / year
• Languages: English

Benefits

• 401k matching
• Generous paid time off
• Tuition reimbursement
• Retirement plan
• Generous parental leave

About Cotality

A property intelligence company providing technology and insights across the global property ecosystem. — Industry: Information Technology