Customer Success Analyst (Technology/Financial Vertical) at First Advantage
Atlanta, Georgia, USA -
Full Time


Start Date

Immediate

Expiry Date

16 Nov, 25

Salary

26.5

Posted On

16 Aug, 25

Experience

3 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Good communication skills

Industry

Outsourcing/Offshoring

Description

Atlanta, GA, United States
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.

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!

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Responsibilities

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 Technology/Financial verticals. 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/Directors and Operations. Tasks will involve, migration related activities, current client work (QC, emails, etc), and special initiatives.
  • 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.
  • Deliver departmental and customer training as required. Create tools and job aids to ensure that customer needs are met
  • 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.
  • 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.
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