Cotality

Client Success Director – RE Broker Solutions

Cotality

full-time

Posted on:

Location Type: Hybrid

Location: Irvine • California • Texas • United States

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Salary

💰 $96,000 - $120,000 per year

Job Level

Lead

About the role

  • Drive Value, Insight, and Executive Engagement
  • 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
  • Use insights to guide continuous improvement and strengthen long-term partnerships
  • Proactively identify and mitigate risk within the client portfolio to protect retention
  • Collaborate with Sales to surface expansion opportunities once value has been established
  • Create favorable conditions for growth through strong adoption, outcomes, and client advocacy
  • Advocate for client needs internally, influencing product, process, and engagement improvements
  • Share insights and feedback to help the organization scale best practices and improve the client experience
  • Partner cross-functionally with Product, Support, Sales, and Delivery teams to resolve issues and improve outcomes
  • Maintain accurate documentation of client activity, risks, and success plans in CRM systems
  • Follow and help evolve Client Success engagement models and standard processes

Requirements

  • 6+ years of experience in Client Success, Account Management, Consulting, or a related client-facing role in a B2B environment
  • Proven ability to manage complex, strategic client relationships
  • Strong executive presence with experience leading senior-level client conversations
  • Demonstrated success driving retention, adoption, and measurable client outcomes
  • Analytical mindset with the ability to translate data into insights and recommendations
  • Strong collaboration skills across Sales, Product, Support, and other internal teams
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!
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills
client advocacystrategic conversationcollaborationanalytical mindsetexecutive presencerisk mitigationcontinuous improvementinfluencingrelationship managementcommunication