Client Services Representative, Global

American Heart Association; Dallas, Northern (TX, KY); Hybrid; USD 55,000 - 60,000; Full time

Benefits offered by this job

Medical benefits

Retirement plan

Paid time off

Tuition assistance

Wellness program

Job summary

The American Heart Association in Dallas, TX is seeking a Client Services Representative, Global to support Training Center agreements and CRM records. You will coordinate workflows, manage legal reviews, and ensure accurate account data while supporting international teams.

Strong organizational skills and attention to detail are essential, as is professional judgment handling confidential documents and collaboration with cross-functional partners.

Qualifications

• High School Diploma or equivalent; Associate degree preferred.
• 3 years of relevant experience.
• Strong organizational and communication skills with attention to detail.
• Ability to collaborate across legal, compliance, quality, and regional teams.

Responsibilities

• Collaborate cross-functionally to support Training Center Agreement workflows.
• Manage the legal review stage of agreements and track documents.
• Maintain accurate Training Center CRM accounts and contacts.
• Provide admin support to international regional teams.
• Assist with process-improvement initiatives.
• Participate in special projects.

Skills

Organizational skills

Communication

Attention to detail

Cross-functional

CRM experience

Documentation

MS Office

Education

High School Diploma

Associate degree

Tools

CRM systems

SharePoint

Dynamics

Salesforce

Microsoft Office

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 on LinkedIn, Instagram, Facebook, X, and at heart.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.

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

Default: Location : Location

US-TX-Dallas

Position Type

Full Time