Senior Customer Success Partner – FinBiz

🕒 June 28

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First Advantage

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

👥 HR Tech

☁️ SaaS

🤝 B2B

HR Tech • SaaS • B2B

First Advantage is a leading provider of global software and data for the HR technology market. Enabled by proprietary technology and AI, it delivers employment background screening, digital identity and verification services, APIs, and risk-monitoring products across the employee lifecycle. The company emphasizes automation and continuous identity verification, serving roughly 80,000 organizations in over 200 countries and territories, and maintains large proprietary databases (over one billion records). Headquartered in Atlanta and publicly traded (NASDAQ: FA), First Advantage focuses on helping customers hire smarter and onboard faster through software, data and services.

📋 Description

• Develop clear and thorough sales account plans detailing all relevant information about customers, their industries, and their specific RISK history. • Track revenue trends and sales opportunities and analyze competitive threats. • Meet or exceed monthly and annual revenue objectives within a defined list of named accounts. • Identify additional products or solutions FA can provide. • Identify required cross functional resources needed to maximize revenue opportunities and penetrate market with FA products and solutions. • Clearly demonstrate your understanding of First Advantage pricing, administrative procedures, and organization to effectively articulate First Advantage benefits in a manner meaningful to a customer, as well as answer client’s questions or implement solutions in a timely fashion. • Maintain a current understanding of First Advantage competitor offerings (i.e., price, product, service, or solution) so that you can effectively sell the advantages of First Advantage over those offered by its competitors. • Prepare and deliver quarterly and annual client business reviews. • Document and manage all action/project plans for assigned client base. • Analyze trends and make recommendations on potential changes to customer programs. • Intervene as required to ensure customer satisfaction. • Provide solutions to business problems analyzing root causes to issues and bring resolution to the issues. • Update and maintain knowledge of all aspects of customers’ background screening and/or occupational health programs including scopes of work, account and package configurations, pricing, handling procedures, and adjudication matrices. • Constantly seek, share, and implement best practices. • Establish and maintain excellent customer relationships at all levels to provide superior service and solutions. • Manage customers with clear communication and needs analysis. • Provide internal leadership in a heavily matrixed environment managing several cross functional resources. • Partner with internal account team to review program performance. • Manage customer contractual documentation to include MSAs, Schedule As, Statements of Work, SLAs, and SOPs. • Manage contract renewals and proposal responses to RFPs. • Develop and deliver unsolicited renewal proposals with clearly articulated value propositions to the customers. • Manage monitoring and reporting programs for customers. • Perform other duties as assigned.

🎯 Requirements

• Bachelor's Degree or equivalent (MBA optional but preferred). • 7+ years’ proven experience and track record in sales account management, managing complex solutions and products for strategic National and or Global accounts with C-level relationship experience. • Work experience in professional account management and sales environment is desirable. • Proficiency with MS Office applications including Word, PowerPoint, and Excel. • Salesforce use and familiarity in helping track client information helpful. • Strong oral and written communication, and interpersonal skills. • Outstanding multi-tasking and time-management abilities. • Excellent organizational, analytical, problem analysis and problem-solving skills. • Demonstrated networking capabilities, exhibiting a professional demeanor and business maturity. • Ability to navigate large organizations and build strong internal partnerships.

🏖️ Benefits

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