Client Success Director – RE Broker Solutions

Cotality

Client Success Director managing strategic relationships with top real estate brokerage firms. Elevating client engagement and ensuring measurable value from data-enabled solutions in B2B environment.

Posted 4/15/2026full-timeIrvine • California, Texas • 🇺🇸 United StatesLead💰 $96,000 - $120,000 per yearWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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!

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

client advocacystrategic conversationcollaborationanalytical mindsetexecutive presencerisk mitigationcontinuous improvementinfluencingrelationship managementcommunication