First Advantage · 13 hours ago
Customer Success Analyst (Financial and Business services Vertical)
United States
Full-time
Remote
Mid Level
$21/hr - $24.50/hr
3+ years expFirst Advantage is a leading provider of mission-critical background screening solutions. The Customer Success Analyst acts as a liaison to large screening accounts, responsible for analyzing customer data and providing actionable insights to drive customer retention and satisfaction.
Human ResourcesRecruitingSkill Assessment
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
Qualification
Required
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
Benefits
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!
Company
First Advantage
First Advantage is a provider of technology solutions for screening, verifications, safety and compliance related to human capital.
5001-10000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2021-06-22IPO
2019-11-25Acquired
Leadership Team
David Gamsey
Retired Chief Financial Officer
Recent News
2025-11-25
2025-11-08
Company data provided by crunchbase