Client Success, Senior Business Analyst

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: Job Description Cotality is a leading global technology company. The Client Success Business Analyst partners with the Strategic Account’s leadership and their clients to translate business problems into clearly defined ROI-justified requirements across multiple systems. This role sits upstream of the data work: it owns the why. It builds the business case, quantifies the return on any data or reporting ask, and defines exactly what a solution must deliver and for whom, before a single report is built. Once the case is made and requirements are locked, AI and automation increasingly produce the output; this role exists to make sure we’re building the right thing and for the right reason. Success requires deep, lived knowledge of the property restoration ecosystem and the independent adjuster market, so that requirements are grounded in how these businesses make and lose money, not in theory. Job Duties Own the business case: for every proposed data, reporting, or process initiative, define the problem, the stakeholders, the expected ROI, and the success criteria before work begins. Interview and partner with client leadership and internal business units to document and prioritize requirements; separate the must-haves from the nice-to-haves. Translate business needs into clear specifications (user stories, acceptance criteria, process maps) that analysts and AI-driven tooling can execute against. Define and pressure-test KPIs and scorecards so they measure what drives client outcomes, then validate that the resulting output answers the original question. Map current workflows and design future improvements across the Ecosystem. Contribute to strategic business planning by connecting client pain points to prioritized, ROI initiatives. Serve as the bridge between client leadership, internal business units, and the technical/AI teams building the deliverables. Stay current on restoration, insurance, and adjusting industry trends and bring that context into every requirement. Job Qualifications: Candidate Profile and Qualifications Bachelor’s degree in a related field highly preferred, or High School Diploma/equivalent with commensurate experience. 5+ years of related business experience, with a track record of building business cases and defining requirements. knowledge of the property restoration ecosystem is required — you understand contractor pain points, how to run a restoration business, P&L and job costing, production meetings, cycle time, and minimizing punch-list items. You’ve either operated in this world or advised those who do. Proven ability to develop business cases and present them persuasively to business unit and client leadership. Strong analytical and problem solving skills. Demonstrated excellence in requirements gathering, process development and improvement, communication, prioritization, and planning. Comfortable with ambiguity; flexible and agile in responding to evolving business priorities. Customer driven, with strong oral and written communication skills. Desirable Skills and Experience Claims Workflow knowledge - DASH, CRM, Validate, Mitigate, Cotality Workspace, Cotality Estimate. (highly preferred) : how IA firms keep 1099 adjusters busy, balance capacity, and secure quality, consistent work product. Experience defining requirements for and demonstrating reports/dashboards to end users. Strong familiarity with data visualization tools. Comfort partnering with AI and automation tooling to accelerate delivery once requirements are defined. Experience with business case development and ROI modeling for data and technology initiatives. #SS-1 #LI-Remote Annual Pay Range: 77,700 - 100,000 USD Application Window: This opportunity is expected to remain posted through the date identified below, subject to business needs. 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. 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