Sales and Operations Consultant

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: Position Summary The Consultant provides clients with a superior experience throughout their lifecycle with Cotality. Working closely with clients through deployment on Restoration CRM and DASH, and beyond, this role builds meaningful relationships to ensure clients realize maximum value from Cotality’s software. Critical Job Duties Implementation & Adoption: Manage and coordinate client implementations by driving software adoption, best practices, and client accountability through email, phone, and in-person interactions. Consultative Analysis: Analyze client business practices to guide necessary process transitions aligned with industry best practices. Deployment & Setup: Set up new client databases, CLC teams, contacts, and assigned learning paths. Client Engagement: Lead hand-off calls with Sales to align on deliverables, and host weekly client deployment meetings to establish methodology and practical application. Ongoing Relationship Management: Maintain calendar availability for client meetings, develop long-term client relationships, and support the Help Desk team when needed. Project Support: Contribute to special projects as required. Job Qualifications: Qualifications & Requirements Required Experience: 4+ years of professional experience in customer service, client enablement, sales, operations, or a related field. Problem-Solving: Proven ability to analyze complex business problems, identify resources, and independently drive solutions. Communication: Exceptional written/verbal communication skills with experience presenting to diverse group sizes. Self-Management: Self-directed with strong prioritization skills and minimal need for supervision. Technical Aptitude: Strong computer skills with the ability to quickly master new software platforms. Nice to Have (Preferred) Education: Bachelor’s degree in a related field. Domain Expertise: Demonstrated knowledge of Cotality products and Restoration industry practices to serve as a Subject Matter Expert (SME). #LI-remote #LI-SS1 Annual Pay Range: 67,000 - 80,000 USD Application Window: This opportunity is expected to remain posted through the date identified below, subject to business needs. 2026-08-13 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. ​ Privacy Policy Global Applicant Privacy Policy By providing your telephone number, you agree to receive automated (SMS) text messages at that number from Cotality regarding all matters related to your application and, if you are hired, your employment and company business. Message & data rates may apply. You can opt out at any time by responding STOP or UNSUBSCRIBING and will automatically be opted out company-wide. Connect with us on social media! Click on the quicklinks below to find out more about our company and associates