Customer Success Analyst (Financial and Business services Vertical) at First Advantage

Atlanta, Georgia, United States -

Full Time

Start Date

Immediate

Expiry Date

03 May, 26

Salary

24.5

Posted On

02 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Customer Service, Analytical Skills, Communication Skills, Interpersonal Skills, Organizational Skills, Attention to Detail, Microsoft Office, CRM Systems, Data Analysis, Multi-tasking, Problem Solving, Time Management, Team Collaboration, Adaptability, Client Relations, Report Preparation

Industry

Information Services

Description

At First Advantage (Nasdaq: FA), people are at the heart of everything we do. From our customers and partners to our greatest advantage — our team members. Operating with empathy and compassion, First Advantage fosters a global inclusive workforce devoted to the diverse voices that make up our talent and products. Our team members empower each other to be their authentic selves and treat all with respect, integrity, and fairness. Say hello to a rewarding career and come join a leading provider of mission-critical background screening solutions to some of the most recognized Fortune 100 and Global 500 brands. What You'll Do: The Customer Success Analyst acts as a liaison to First Advantage's large screening accounts and various internal departments such as Sales, Operations, and Billing for FA's Retail vertical. The Customer Success Analyst needs to have attention to detail, a sense of urgency, customer empathy, and the ability to communicate effectively with both internally and externally. Responsible for analyzing customer data, identifying trends, and providing actionable insights to drive customer retention, satisfaction, and overall success. As they will be working with various sized clients, different Customer Success Managers, Sales Reps and/or members of the Operations team to maintain, build out and report to ensure customer satisfaction. This role is 100% work from home. Authorized and working from the United States. Responsibilities: Working on daily tasks in collaboration with the Customer Success Managers and Operations. Tasks will involve, migration related activities, current client work (QC, emails, etc), and special initiatives. Including and not limited to issues related to verifications, criminal, drug & health screenings, order creation, finance and specific rush orders. Perform report research and analysis for internal and external customers. Ensure that reports and information requests are delivered on time and that SLA's are met. Monitor, enter, update, and close Service Center tickets. Provide and maintain in-depth working knowledge of all client verifications/processing guidelines. Prepare, analyze, and determine trends for monthly account reviews. Ensure that client fact sheets are kept current and relevant. Create a program overview outline document for all assigned accounts. Obtain first-hand customer information and makes recommendations for improvements to products, services, and reporting. Perform other duties as assigned by management. What You May Need to be Successful: High School Diploma or GED, or Equivalent work experience. 3+ years of customer service experience, including direct interactions with external customers. Microsoft Office products (Outlook, PowerPoint, Word, and Excel) Siebel, Salesforce or equivalent CRM system Strong analytical skills with the ability to interpret complex data sets and draw meaningful conclusions. Excellent communication and interpersonal skills, with the ability to build rapport and trust with customers. Organizational skills and strong attention to detail Ability to multi-task and manage daily assignments and handle high volume phone and email support. Sense of urgency to meet client deadlines. Highly responsive and adaptable to evolving priorities. Ability to work and thrive in a dynamic team environment as well as act independently. Why First Advantage is Your Next Big Career Move: First Advantage is going through a technology transformation! We are looking for experts who are excited to work with advanced technologies and provide best-in-class user experiences, drive the development and deployment of scalable solutions, and smoothly guide our agile teams and clients through meaningful changes as we continue to expand our impact. Additional benefits offered to our eligible people include: Ability to work remotely with occasional business travel. Medical, Vision, Dental, and supplementary benefit plans 401k with an employer match, and an Employee Stock Purchase Plan (ESPP) Competitive and flexible Paid Time Off (PTO) and 9 paid company holidays Access to tech and growth opportunities, and leaders who want you to succeed! What Are You Waiting For? Apply Today! You have learned a little about us today – we want to learn about you! If you think this position and our company are a great fit for your areas of interest and expertise, tell us about you by applying now! The salary range for this position is approximately $21-24.50 USD per hour. This range reflects our good faith estimate to pay fairly as to what our ideal candidates are likely to expect, and we tailor our offers within the range based on the selected candidate’s experience, industry knowledge, technical and communication skills, and other factors that may prove relevant during the interview process. United States Equal Opportunity Employment: First Advantage is proud to be a global leader in removing barriers and supporting our community members to ensure the changing demographics of the workforce are reflected in our hiring and employment practices. We value all of our candidates, employees, and clients, and place great emphasis on hiring and supporting qualified individuals in each role. We are an equal opportunity employer. We do not discriminate on the basis of race, color, ethnicity, ancestry, religion, sex, national origin, sexual orientation, age, citizenship status, marital status, disability, gender identity, gender expression, veteran status, genetic information, or any other area protected by applicable law.

Responsibilities

The Customer Success Analyst acts as a liaison to large screening accounts and various internal departments, analyzing customer data and providing actionable insights to drive customer retention and satisfaction. Responsibilities include collaborating with Customer Success Managers, performing report research, and ensuring timely delivery of information requests.