Customer Success Director (Financial Service Vertical)
- Atlanta, GA
- $90,000-110,000 per year
- Permanent
- Full-time
- Main point of contact for client communications, ensuring effective coordination of customer success, analyst, and strategic teaching resources.
- Oversee the customer analyst program and analytics-driven projects while developing and delivering impactful business reviews.
- Develop clear and thorough strategic account management plans detailing all relevant information about customers, their industries, and their specific RISK history. Track revenue trends and upsell opportunities and analyze competitive threats. Meet or exceed quarterly and annual revenue objectives within a defined list of named accounts.
- Identify additional products or solutions FA can provide.
- Identify required cross functional resources needed to maximize revenue opportunities and penetrate market with FA products and solutions.
- Clearly demonstrate your understanding of First Advantage pricing, administrative procedures, and organization to effectively articulate First Advantage benefits in a manner meaningful to a customer, as well as answer client’s questions or implement solutions in a timely fashion. Maintain a current understanding of First Advantage competitor offerings (i.e., price, product, service, or solution) so that you can effectively sell the advantages of First Advantage over that offered by its competitors.
- Prepare and deliver quarterly and annual client business reviews.
- Document and manage all action/project plans for assigned client base.
- Analyze trends and make recommendations on potential changes to customer programs. Intervene as required to ensure customer satisfaction. Provide solutions to business problems analyzing root causes to issues and bring resolution to the issues.
- Update and maintain knowledge of all aspects of customers’ background screening and/or occupational health programs including scopes of work, account and package configurations, pricing, handling procedures, and adjudication matrices.
- Constantly seek, share, and implement best practices.
- Establish and maintain excellent customer relationships at all levels to provide superior service and solutions. Manage customers with clear communication and needs analysis. Provide internal leadership in a heavily matrixed environment managing several cross functional resources.
- Partner with internal account team to review program performance.
- Manage customer contractual documentation to include MSAs, Schedule As, Statements of Work, SLAs, and SOPs. Manage contract renewals and proposal responses to RFPs. Develop and deliver unsolicited renewal proposals with clearly articulated value propositions to the customers.
- Manage monitoring and reporting programs for customers.
- Host cadence client calls to nurture and grow account relationship.
- Perform other duties as assigned.
- Bachelor's Degree or equivalent (MBA optional but preferred)
- 5+ years’ proven experience and track record in sales account management, managing complex solutions and products for strategic National and or Global accounts with C-level relationship experience.
- Work experience in professional account management and sales environment is desirable
- Proficiency with MS Office applications including Word, PowerPoint, and Excel
- Salesforce use and familiarity in helping track client information helpful
- Strong oral and written communication, and interpersonal skills.
- Outstanding multi-tasking and time-management abilities.
- Excellent organizational, analytical, problem analysis and problem-solving skills
- This position requires travel, which includes overnight travel with as much as 20% travel requirements.
- Demonstrated networking capabilities, exhibiting a professional demeanor and business maturity
- Ability to navigate large organizations and build strong internal partnerships
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!
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 $90-110K base annually. 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.