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Customer Success Manager
First Advantage. Provide responsive customer success support and maintain effective customer relationships .
About the role
Key responsibilities & impact- Provide responsive customer success support and maintain effective customer relationships
- Monitor client account activity, satisfaction levels, service levels, and key indicators
- Proactively resolve issues and pursue product or service expansion opportunities
- Serve as primary point of contact for assigned clients
- Develop and deliver presentations of FADV products and services
- Work cross-functionally with internal and external partners to achieve client objectives
- Escalate and resolve operational, billing, and technical issues
- Lead client engagement calls, quarterly business reviews, and annual business reviews
- Document and manage action and project plans within assigned accounts
- Define and utilize key performance metrics
- Track and analyze account progress and strategic direction
- Maintain activity records in Salesforce CRM
- Manage customer contractual documentation, including RFPs, renewals, upsells, MSAs, Schedules A, Statements of Work, SLAs, and SOPs
- Attain monthly, quarterly, and annual quota within assigned accounts
- Promote additional FADV products and services and create renewal proposals
- Negotiate pricing, terms, and conditions
Requirements
What you’ll need- 3 to 5 years of account management or other relevant experience for Account Management positions
- Proven ability to proactively identify and solve complex problems
- Success communicating ideas, presenting, and influencing others
- Ability to work in a team environment
- Bachelor’s degree or equivalent experience
- Microsoft Office applications including Word, PowerPoint, and Excel
- Salesforce or equivalent CRM system preferred
- Strong teamwork and collaboration with an outgoing personality
- Strong verbal and written communication
- Strategic, self-directed, organized, analytical, and problem-solving abilities
- 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
- Ability to multitask in a fast-paced, dynamic environment
Benefits
Comp & perks- Full-time employment
- Flexible schedule
- 40–50 hour workweek
- Some positions may require up to 30% travel