Client Account Services Specialist (Commercial Tax)

Cotality - Dallas, TX

Hiring: Client Account Services Specialist (Commercial Tax) Company: Cotality Location: Dallas, TX Job Posted Time: 2026-09-10 11:32:21 About the job Experience: •1+ years of experience in a client-facing technical role (e.g., Application Support, Customer Success, or Technical Account Management). Required Skills: •Are you a tech-savvy professional who thrives at the intersection of client relationship management and technical problem-solving? •Is experiencing rapid growth, fueled by major new client acquisitions and upcoming opportunities. As a Client Account Services Professional •, you will step directly into a high-impact environment, managing critical relationships. •In this role, you won't just support software; you will serve as a strategic partner, ensuring our largest clients maximize the value of our specialized tax technology solutions. If you are looking to build a career in a high-growth sector with visible financial impact, this is your launchpad. •Client Relationship & Technical Stewardship: Provide comprehensive, high-touch technical and application support to key clients. Understand their unique tax operations, product usage patterns, and service requirements. •Application Configuration: Directly configure systems and software applications to align with custom client business rules, workflows, and operational needs. •The Critical Bridge: Act as the strategic liaison between client stakeholders and internal engineering, product, and implementation teams to accelerate resolution times and guide product enhancements. •Implementation Analysis: Evaluate existing client installations to uncover gaps, recommend workflow optimizations, and identify expanding service opportunities. Qualifications: •Technical Aptitude: Demonstrated ability to troubleshoot enterprise software, understand database structures, or assist in application configuration. •Communication Power: Outstanding written and verbal communication skills, with a proven ability to explain complex technical concepts to non-technical stakeholders. •Execution & Ownership: A self-starter mindset. You are comfortable working independently under general supervision, but you also thrive in highly collaborative team settings. Compensation: •Time off: Generous PTO and 11 paid holidays, plus well-being and volunteer time off Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!