Customer Success Analyst - First Advantage (Bangalore / Mumbai)
At a glance
Mid-level Customer Success role at First Advantage. Bangalore · full-time.
Pay not stated
Growth Roles summary, based on the employer's posting.
What you'll do
- Coordinate account setup, support, escalations, and special initiatives with customer success and operations teams
- Research customer reports, analyze findings, and deliver requested information within service-level deadlines
- Track service tickets from creation through closure while keeping customer verification guidelines current
- Prepare monthly account reviews, update client fact sheets, and maintain partnership records for assigned accounts
- Gather customer input, recommend improvements, and create training materials, tools, and job aids
What you bring
- At least three years of customer service work involving direct contact with external customers
- A high school diploma, GED, or equivalent experience is required
- Working knowledge of Microsoft Office and Siebel, Salesforce, or a comparable CRM
- You can interpret complex data, identify trends, and turn findings into useful conclusions
- You communicate clearly, stay organized across competing assignments, and respond quickly to changing priorities
Who this fits
You’ll suit work that combines customer contact, report analysis, ticket management, and coordination across customer success, sales, operations, and billing. The role calls for someone who can work independently while contributing in a changing team environment and meeting client deadlines. The position is listed in Bangalore, India, with the title also referencing Mumbai.
From the employer
Responsibilities:
- Working on daily tasks in collaboration with the Customer Success Managers/Directors and Operations. Tasks will involve various CSA roles and responsibilities such as Account Set Up task, Account Support task, Client Escalation Task (QC, emails, etc), and special initiatives.
- Perform report research and analysis for internal and external customers. Ensure that reports and information requests are delivered on time and that SLA's are met. Monitor, enter, update, and close Service Center tickets.
- Provide and maintain in-depth working knowledge of all client verification/processing guidelines (SOP/Matrix).
- Prepare, analyze, and determine trends for monthly account reviews. Ensure that client fact sheets are kept current and relevant. Create a program overview outline document for all assigned accounts including maintaining client Partnership Logs.
- Obtain first-hand customer information and makes recommendations for improvements to products, services, and reporting.
- Deliver departmental and customer training as required. Create tools and job aids to ensure that customer needs are met. Extensive knowledge of all FA Products and Services.
- Perform other duties as assigned by management.
What You May Need to be Successful:
- High School Diploma or GED, or Equivalent work experience.
- 3+ years of customer service experience, including direct interactions with external customers.
- Microsoft Office products (Outlook, PowerPoint, Word, and Excel)
- Siebel, Salesforce or equivalent CRM system
- Strong analytical skills with the ability to interpret complex data sets and draw meaningful conclusions.
- Excellent communication and interpersonal skills, with the ability to build rapport and trust with customers.
- Organizational skills and strong attention to detail
- Ability to multi-task and manage daily assignments.
- Sense of urgency to meet client deadlines.
- Highly responsive and adaptable to evolving priorities.
- Ability to work and thrive in a dynamic team environment as well as act independently.
United States Equal Opportunity Employment:
First Advantage is proud to be a global leader in removing barriers and supporting our community members to ensure the changing demographics of the workforce are reflected in our hiring and employment practices. We value all of our candidates, employees, and clients, and place great emphasis on hiring and supporting qualified individuals in each role. We are an equal opportunity employer. We do not discriminate on the basis of race, color, ethnicity, ancestry, religion, sex, national origin, sexual orientation, age, citizenship status, marital status, disability, gender identity, gender expression, veteran status, genetic information, or any other area protected by applicable law.
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