Customer Success Manager

First Advantage Global operating Centre; United States; Remote; USD 70,000 - 90,000; Full time

Job summary

First Advantage Global operating Centre is seeking an experienced Account Manager to nurture client relationships, drive revenue growth, and ensure client satisfaction. You will manage cross-functional collaboration, deliver quarterly business reviews, and oversee contract documentation within Salesforce.

The role emphasizes relationship-building, proactive problem-solving, and presenting FADV products to mid-size organizations across the US.

Qualifications

• Bachelor’s degree or equivalent experience.
• 3–5 years of account management or related experience.
• Strong communication, presentation, and influencing skills.
• Ability to work cross-functionally in a fast-paced environment.

Responsibilities

• Serve as the primary point of contact for assigned clients and manage expectations.
• Monitor client activity, satisfaction, and opportunities; pursue improvements.
• Lead client engagements, reviews (QBR/ABR), and quarterly reporting.
• Maintain Salesforce CRM records and manage contract documentation and renewals.
• Upsell products and services; articulate benefits and pricing; drive renewals.

Skills

Account management

Customer relationship management

Sales negotiation

Communication skills

Presentation skills

Teamwork

Education

Bachelor's degree

Tools

Salesforce

Microsoft Excel

PowerPoint

Job description

ESSENTIAL DUTIES AND RESPONSIBILITIES

Provide responsive customer success support and establish and maintain effective customer relationships to ensure maximum client satisfaction retention and market penetration of FADV employment screening products/solutions for mid-size organizations. Monitor client account activity, satisfaction levels and other key indicators for issues and opportunities. Proactively pursue solutions to issues or capitalize on opportunities at the earliest possible stages. Maintain all required business records for assigned clients. Promote sales opportunities, and track product/revenue trends, and competitive threats. Focus efforts to provide superior service and solutions to both new and existing customers.

Relationship development and management

• Serve as primary point of contact for assigned clients
• Monitor activity, service levels and client satisfaction to identify issues or opportunities at the earliest possible stages.
• Proactively pursue problem resolution and product/service expansion that maximizes the customer experience.
• Develop and deliver presentations of FADV products and services.

Customer service excellence

• Work cross-functionally with internal and external partners to achieve client objectives.
• Escalate operational and technical issues to internal support team. This may relate to operations, billing and technology.
• Stay focused on issue resolution until fully resolved.
• Assist in providing alternative solutions to product concerns.

Quarterly review and reporting on client activity

• Lead client engagement calls and business reviews.
• Document and manage all action/project plans within assigned accounts.
• Define and utilize key performance metrics.
• Track and analyze the progress and overall strategic direction for client accounts.
• Prepare and deliver quarterly (QBR) and annual (ABR) client business reviews.

Administrative

• Maintain activity records in Salesforce CRM.
• Manage customer contractual documentation within assigned accounts. This may include: proposal responses to RFPs, renewals, upsells, MSA’s, Schedule As, Statements of Work, SLAs, and SOPs.

Upselling products and services

• Attain monthly, quarterly and annual quota within a defined list of accounts.
• Articulate FADV benefits; demonstrate clear knowledge of pricing, procedures and advantages of FADV product/solutions versus competitors.
• Promote and offer additional FADV products and services.
• Create unsolicited renewal proposals. This requires clear communication and needs analysis.

Drive negotiation of pricing, and terms and conditions.

Experience:

Minimum:

• 3 to 5 year account management or other relevant experience for Account Management positions
• Proven ability to proactively identify and solve complex problems.
• Success communicating ideas, and presenting and influencing others.
• Work in a team environment.

Preferred (inclusive of minimum requirements):

• Work in a professional account management environment driving revenue growth.
• Attending/leading customer QBR meetings.
• Sales and negotiation in recruiting or HR services industry.
• Exposure to working in a virtual environment.
• Feedback, training, methodologies, and product information delivery to management and field staff.
• Providing account management experience for technology-based products and services
• Providing account management experience for products and services in the HR industry

Education:

Minimum:

• Bachelor’s degree or equivalent experience.

Additional Knowledge:

Required:

• Microsoft Office applications including Word, PowerPoint and Excel.
• Work a flexible schedule, 40-50 hours per week. Some positions may require up to 30% travel.

Preferred:

• Salesforce or equivalent CRM system

Skills, Abilities and Traits (all required):

• Strong teamwork and collaboration with an outgoing personality.
• Ability to influence others through strong verbal and written communication.
• Strategic mindset; Self-directed, organized, analytical, problem analysis/solving.
• Ability to work under pressure, organize and prioritize responsibilities and client requests.
• Ability to build relationships, communicate effectively, persuade, influence, negotiate and establish mutually agreeable expectations.
• Committed to service in a highly competitive industry.
• Diligent, resourceful, versatile, and able to multitask.
• Interested in working in a fast‑paced, dynamic start‑up environment.

We have great people here and are looking for more. Come join us!

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_ Equal Employment Opportunities at First Advantage _
First Advantage is an equal opportunity employer. We are committed to providing a workplace and recruitment process that is free from unlawful discrimination, harassment, and retaliation. Employment decisions at First Advantage are based solely on qualifications, merit, and business needs. We do not discriminate in any aspect of employment on the basis of race, color, national origin, ancestry, citizenship, religion, creed, sex, gender identity, gender expression, sexual orientation, marital or family status, pregnancy, age, physical or mental disability, medical condition, genetic information, veteran or military status, or any other characteristic protected by applicable law.