Customer Success Partner

Responsibilities

• Develop clear and thorough sales account plans detailing all relevant information about customers, their industries, and their specific RISK history.
• Track revenue trends and sales opportunities and analyze competitive threats.
• Meet or exceed monthly 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 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.
• 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.
• Partner with internal account team to review program performance.

Requirements

• Bachelor's Degree, or equivalent work experience.
• 3+ years proven experience and track record in professional account management or sales account management, managing complex solutions and products for strategic National and or Global accounts with C-level relationship experience.
• Proficiency with MS Office applications including Word, PowerPoint, and Excel.
• Strong oral and written communication, and interpersonal skills.
• Outstanding multi-tasking and time-management abilities.
• Excellent organizational, analytical, problem analysis and problem-solving skills.
• Demonstrated networking capabilities, exhibiting a professional demeanor and business maturity.