Customer Success Analyst: Insights, Reports & Optimization

First Advantage Global operating Centre; United States; Remote; USD 60,000 - 85,000; Full time

Job summary

First Advantage is seeking a Customer Success Analyst to support daily tasks with the Customer Success Managers and Operations. You will handle migration-related activities, client work, and special initiatives, delivering timely reports and updates.

Responsibilities include performing data analysis, ensuring SLA targets, maintaining client verification guidelines, and preparing monthly reviews. Strong communication, organization, and independent work are essential.

Qualifications

• Bachelor’s degree or equivalent experience.
• 3+ years of customer service experience with external customers.
• Proficiency in Microsoft Office suite including Outlook, PowerPoint, Word and Excel.
• Experience with Siebel or Salesforce or equivalent CRM system.
• Strong analytical skills to interpret data and draw conclusions.

Responsibilities

• Collaborate with Customer Success Managers and Operations on daily tasks.
• Produce reports and ensure SLA targets are met; manage tickets.
• Maintain in-depth knowledge of client verifications and processing guidelines.
• Prepare monthly account reviews and trend analyses; update client fact sheets.
• Gather customer feedback and recommend product and reporting improvements.
• Deliver customer training and create tools to support customer needs.
• Perform other duties as assigned by management.

Skills

Customer service

Analytical skills

Communication

Organizational skills

Attention to detail

Multi-tasking

Independence

Education

Bachelor’s degree or equivalent experience

Tools

Microsoft Outlook

Microsoft PowerPoint

Microsoft Word

Microsoft Excel

Siebel

Salesforce

Job description

First Advantage is seeking a Customer Success Analyst to support daily tasks with the Customer Success Managers and Operations. You will handle migration-related activities, client work, and special initiatives, delivering timely reports and updates.

Responsibilities include performing data analysis, ensuring SLA targets, maintaining client verification guidelines, and preparing monthly reviews. Strong communication, organization, and independent work are essential.