CoreLogic

Manager

• Manage client delivery process and all aspects of product/platform implementation for clients from inception to implementation.
• Lead delivery, deploying new products or services, managing complex projects with multiple interdependencies.
• Work directly with clients to understand business needs and implement CoreLogic product/technology solutions.
• Provide ongoing support to clients while managing a wide range of issues.
• Act as clients' advocate and subject matter expert to provide feedback to internal teams.
• Provide training and mentoring to team members.
• Manage client requirements, ensuring successful completion according to compliance and client expectations.
• Coordinate activities necessary to resolve significant client issues, manage change control activities.
• Acts as escalation resource for product/platform specific issues.

Client Delivery Manager

Systems Engineer

• Act as the lead technical SME for our internal WFM system, overseeing system implementations, upgrades, and optimal configurations to support staffing needs.
• Monitor inbound voice, email, and chat queues independently to ensure agent adherence and optimal coverage during peak intervals.
• Stabilize real-time metrics and identify opportunities to automate or improve existing workflows and scheduling rules.
• Act as the first line of defense for WFM application issues, researching root causes and implementing technical solutions with limited instruction on day-to-day work.
• Conduct business process evaluations and interview stakeholders to gather technical requirements for system enhancements or new toolsets.
• Operate with high autonomy during contact center hours (7 am – 8 pm) to make independent decisions regarding queue routing and staffing pivots.
• Create and maintain scheduling databases, providing regular reports to management on workload patterns and staff productivity.

Associate Professional, Workforce Management – Systems Analyst, Real Time Coordinator

Customer Success Manager

• Act as a business partner for a diverse portfolio of clients, overseeing day-to-day operations and high-level strategy meetings to contract negotiations and renewals.
• Represent the client’s interests internally, providing actionable feedback to our operations and product teams to drive service enhancements and platform innovation.
• Drive retention and expansion by deeply understanding your clients' business models, fee structures, and technical needs.
• Spearhead growth strategies to ensure clients leverage the full power of our ecosystem.
• Identify potential account risks before they escalate, navigating internal business lines and product expertise to deliver swift, high-impact resolutions.
• Mentor and support the broader account management team, sharing market insights and contributing to a culture of continuous improvement and business growth.
• Ensure all accounts meet rigorous compliance standards while maintaining a high bar for communication and transparency.
• Represent the company at industry events and client on-site events. Meet with clients in-person, as needed, for strategic reviews, new product demos, and negotiations.

Client Success Manager, Real Estate Solutions

Operations

• Consistently deliver exceptional client service in a high-volume production environment
• Manage assigned processes and inventory to meet deadlines
• Generally handle more complex tasks, higher tiered clients and/or production volume
• Effectively display the ability to manage time well by completing all work types within the established deadlines, set appropriate work-related priorities, concentrate on the main objectives, and avoid unnecessary interruptions
• Research, collect and fill gaps for missing data to ensure accuracy
• Utilize various tools to analyze, query, and manipulate data according to defined business procedures
• Adhere to all required company and client driven standards and/or Service Level Agreements (SLAs)
• Actively engage in additional projects and responsibilities (i.e., Continuous Improvement, Mentorship and Cross Training)

Senior Associate, Research Operations

Sales

• Drive a multi-channel sales strategy, including MLS, direct-to-agent, and strategic alliance partners to achieve revenue growth and retention goals.
• Engage in solution-based selling by developing a deep understanding of clients’ business requirements.
• Key contributor in the annual playbook process to determine the short, medium, and long-term vision for the organization.
• Act as the informal delegate for the Head of Real Estate Solutions.
• Operationalize the The Cotality Way and GTM Framework within the sales team.
• Serve as a primary evangelist for Cotality at major industry events.
• Maintain a "pulse on the market" to anticipate competitive threats and adjust tactical execution accordingly.
• Lead the team’s evolution into an AI-native organization.
• Drive adoption of AI tools to shorten the sales cycle and improve forecasting accuracy.
• Foster a culture of high performance where results are measured by client retention and Net Promoter Score.
• Partner with Sales Finance and Revenue Operations to ensure 100% CRM accuracy.

VP, Sales – Real Estate Solutions

• Ensure clients are fully engaged and realizing measurable value from our products and services
• Lead strategic, outcome-focused conversations centered on adoption, value realization, and business impact
• Plan and execute high-impact Quarterly Business Reviews
• Translate data, insights, and trends into clear, relevant recommendations for client decision-makers
• Proactively identify and mitigate risk within the client portfolio to protect retention
• Collaborate with Sales to surface expansion opportunities once value has been established
• Share insights and feedback to help the organization scale best practices and improve the client experience
• Maintain accurate documentation of client activity, risks, and success plans in CRM systems

Client Delivery Manager

Associate Professional, Workforce Management – Systems Analyst, Real Time Coordinator

Client Success Manager, Real Estate Solutions

Senior Associate, Research Operations

VP, Sales – Real Estate Solutions

Client Success Director – RE Broker Solutions