Client Services Representative, Global

American Heart Association, Inc.; Dallas (TX); On-site; USD 55,000 - 60,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Retirement plan

Paid time off (PTO)

Tuition assistance

Wellness program

Job summary

The American Heart Association is seeking a Client Services Representative, Global, to support administration, coordination, and compliance of Global Training Center relationships. You will work with internal teams, regional stakeholders, and external contacts to manage agreement workflows, keep records accurate, and ensure platform access remains controlled and compliant.

Responsibilities include handling legal review stages, maintaining CRM records, and supporting international teams.

Qualifications

• High School Diploma or equivalent; Associate degree preferred.
• 3 years of relevant experience.
• Strong organizational skills to manage multiple workflows and deadlines.
• Excellent written and verbal communication with internal teams and external partners.
• High attention to detail for agreements, records, access, and retention documents.
• Ability to collaborate cross-functionally across legal, compliance, quality, regional, and operations teams.
• Knowledge of CRM systems and accurate data maintenance.
• Professional judgment and discretion with sensitive information.
• Proficiency with MS Word, Excel, Outlook, and SharePoint or similar tools.

Responsibilities

• Collaborate cross-functionally to support timely completion of Training Center Agreement workflows.
• Manage legal review stage of Training Center agreements for assigned accounts.
• Maintain accurate Training Center account and contact records in CRM.
• Manage Training Center Coordinator access to customer platforms and Security IDs.
• Maintain legal documents in the legal database per retention guidelines.
• Assist with review and retention of domestic U.S. insurance documents.
• Provide administrative support to international regional teams as needed.
• Perform additional legal, compliance, and quality tasks as assigned.
• Participate in special projects and process improvements.

Skills

Organizational skills

Written & verbal communication

Attention to detail

Cross-functional collaboration

CRM systems proficiency

Document management

Professional judgment

Problem solving

MS Office proficiency

Education

High School Diploma or equivalent

Associate degree preferred

Tools

CRM systems

Microsoft Dynamics

Salesforce

SharePoint

Job description

Overview

Since our founding in 1924, we've cut cardiovascular disease deaths in half, but there is still so much more to do. To overcome today’s biggest health challenges and accelerate this progress, we need passionate individuals like you. Join our movement, be part of the progress, and help ensure a healthier future for all. You matter, and so does the impact you can make with us.

The American Heart Association has an excellent opportunity for a Client Services Representative, Global.

The Client Services Representative, Global, supports the administration, coordination, and compliance of Global Training Center relationships. This role partners with internal teams, regional stakeholders, and external contacts to facilitate agreement workflows, maintain accurate account and contact records, support platform access, and ensure required documentation is properly tracked and retained. The position requires attention to detail, strong follow-through, and the ability to manage multiple operational priorities in support of Global program quality and compliance.

The Association offers many resources to help you maintain work-life harmonization through your changing needs and life situations. To help you be successful, you will have access to Heart U, our award-winning corporate university, as well as additional training and support, locally.

#TheAHALife is more than a company culture; it is our way of life. It embodies our commitment to work-life harmonization and is guided by our core values where our employees can thrive both personally and professionally. Discover why you will Be Seen. Be Heard. Be Valued at the American Heart Association by following us onLinkedIn,Instagram,Facebook,X, and atheart.jobs.

Responsibilities

• Collaborate cross-functionally with internal and external stakeholders to support the timely completion of Training Center Agreement workflows.
• Manage the legal review stage of Training Center Agreement workflows for assigned accounts, including drafting, distributing, tracking, and coordinating the return of agreements and related legal documents.
• Maintain accurate and complete Training Center account and contact records in the customer relationship management system.
• Manage Training Center Coordinator access to customer-facing platforms and assigned Security ID numbers through accurate CRM maintenance.
• Maintain legal documents and agreements in the legal database in accordance with current American Heart Association retention guidelines.
• Assist with the review, tracking, and retention of domestic U.S. insurance documents.
• Provide administrative and operational support to international regional teams as needed.
• Perform additional legal, compliance, and quality-related tasks as assigned.
• Participate in special projects and process-improvement initiatives as assigned.

Qualifications

• High School Diploma or equivalent; Associate degree preferred.
• 3 years of relevant experience
• Strong organizational skills with the ability to manage multiple workflows, deadlines, and documentation requirements.
• Excellent written and verbal communication skills for coordinating with internal teams, stakeholders, and external partners.
• High attention to detail to ensure accuracy in agreements, account records, contact information, access records, and retained documentation.
• Ability to collaborate cross-functionally across legal, compliance, quality, regional, and operational teams.
• Working knowledge of customer relationship management systems and the ability to maintain accurate account and contact data.
• Familiarity with document management, records retention practices, and legal or compliance-related documentation.
• Professional judgment and discretion when handling legal documents, customer information, and compliance-related materials.
• Adaptability and problem-solving skills to support special projects, process-improvement initiatives, and changing operational needs.
• Proficiency with Microsoft Office applications, including Word, Excel, Outlook, and SharePoint or similar collaboration tools.

Preferred Experience

• Minimum of (3) years of experience in:
  • Providing administrative, customer service, contract, legal, compliance, or operations support in a professional business environment.
  • Coordinating workflows that require follow-up with multiple stakeholders.
• Experience maintaining records in a CRM, database, SharePoint site, or similar system of record. Experience in Microsoft Dynamics and Salesforce preferred.
• Experience supporting document review, routing, tracking, retention, or contract-related processes.
• Experience working with international teams, regional stakeholders, or global business operations.
• Experience handling sensitive or compliance-related information with accuracy and confidentiality.

Compensation & Benefits

The expected pay range will be $55,000- $60,000. Pay is commensurate with experience; geographic differentials to the pay range may apply. The American Heart Association reserves the right to pay more or less than the posted range.

The American Heart Association invests in its people. Here are the main components of our total rewards package. Visit Rewards & Benefits to see more details.

• Compensation – Our goal is to ensure you have a competitive base salary. That’s why we regularly review the market value of jobs and make adjustments, as needed.
• Performance and Recognition – You are rewarded for achieving success through annual salary planning and incentive programs; based on the type of position
• Benefits – We offer a wide array of benefits including medical, dental, vision, disability, and life insurance, along with a robust retirement program that includes an employer match and automatic contribution. As a mark of our commitment to employee well-being, we also offer an employee assistance program, employee wellness program and telemedicine, and medical consultation.
• Professional Development – You can join one of our many Employee Resource Groups (ERG) or be a mentor/mentee in our professional mentoring program. Heart U is the Association’s national online university, with more than 100,000 resources designed to meet your needs and busy schedule.
• Work-Life Harmonization – The Association offers Paid Time Off (PTO) at a minimum of 16 days per year for new employees. The number of days will increase based on seniority level. You will also have a total of 12 paid holidays off each year, which includes several days off at the end of the year.
• Tuition Assistance - We support the career development of all employees. This program provides financial assistance to employees who wish to further their education and career in relation to their current duties and responsibilities, or for potential future positions in the organization.

The American Heart Association’s 2028 Goal: Building on over 100 years of trusted leadership in cardiovascular and brain health, by 2028 the Association will drive breakthroughs and implement proven solutions in science, policy, and care for healthier people and communities. The greatest discoveries in health must reach everyone where they are.

At American Heart Association | American Stroke Association, our mission is to be a relentless force for a world of longer, healthier lives, regardless of race, ethnicity, gender, gender identity, religion, age, language, sexual orientation, national origin and physical or cognitive abilities.This position not a match with your skills?

In accordance with local and state laws where applicable, qualified applicants with arrest or conviction records will be considered for employment.

EOE/Protected Veterans/Persons with Disabilities

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