Strategic Account Data Analyst

First Advantage

. Monitor service levels, client satisfaction, and activity to proactively identify issues or opportunities .

Posted 10/8/2026full-timeRemote • United StatesMid-LevelSenior💰 $55,000 - $70,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in data analysis, reporting, and customer success, with strong proficiency in MS Excel, Salesforce, and Business Intelligence tools. Capable of managing multiple projects, collaborating with cross-functional teams, and presenting complex data insights effectively.

Highest-signal resume keywords

Data AnalysisReportingCustomer SuccessMS ExcelSalesforce CRM

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data Quality ManagementRoot Cause AnalysisData Integration SolutionsProcess DocumentationAnalytical Insights

Soft Skills

Exceptional Communication SkillsOrganizational SkillsAdaptabilityRelationship Building

Tools & Technologies

Power BISalesforceMS Teams

Industry Keywords

Customer SupportBusiness IntelligenceService LevelsClient Satisfaction

About the role

Key responsibilities & impact

Monitor service levels, client satisfaction, and activity to proactively identify issues or opportunities
Develop and maintain complex reports and dashboards using Excel, Power BI, Salesforce, and internal systems
Identify data quality issues, recommend corrective actions, and ensure data integrity
Collaborate with cross-functional teams to support new solutions and provide technical support
Prepare and present analytical insights for Quarterly Business Reviews and client-specific analyses
Work closely with development and project teams in a fast-paced environment
Manage data integration solutions, including efficient extraction, transformation, and loading of data
Build and nurture relationships with account representatives at all levels
Conduct root cause analysis on contact drivers to prioritize optimization opportunities
Develop and maintain client-specific SOPs, process documentation, and workflows
Escalate operational and technical issues to resolve billing, technology, or operational challenges
Test product enhancements or features for successful implementation
Partner with Directors to strengthen relationships and drive client success
Perform research and analysis for internal and external stakeholders
Ensure timely resolution and closure of service tickets
Verify billing accuracy, identify discrepancies, and recommend invoicing solutions
Track and report trends for regular account reviews
Keep client fact sheets updated and relevant
Gather customer feedback and recommend product and service enhancements
Provide training and create job aids
Address and resolve customer escalations promptly
Perform other duties as assigned by management

Requirements

What you’ll need

High School diploma or GED equivalent required
4+ years of experience in customer support, data analytics, or a related field
2-4 years of experience in an analytics/reporting role
Proven expertise in data analysis, reporting, and customer success
Strong proficiency in MS Excel, MS Teams, and Salesforce CRM
Experience with Business Intelligence (BI) tools is a plus
Exceptional written and verbal communication skills, with the ability to present complex data clearly
Ability to work effectively in a cross-functional team environment, adapting to rapid changes and multiple priorities
Excellent organizational skills with the ability to manage multiple projects simultaneously and prioritize tasks
Must be in the United States
Open to occasional travel, including travel to customer sites

Benefits

Comp & perks

Ability to work remotely with occasional business travel
Medical, Vision, Dental, and supplementary benefit plans
401k with an employer match
Employee Stock Purchase Plan (ESPP)
Competitive and flexible Paid Time Off (PTO)
9 paid company holidays
Access to tech and growth opportunities
Leaders who want you to succeed!