Sr Customer Success Partner (FinBiz)

At First Advantage (Nasdaq: FA), people are at the heart of everything we do. From our customers and partners to our greatest advantage — our team members. Operating with empathy and compassion, First Advantage fosters a global inclusive workforce devoted to the diverse voices that make up our talent and products. Our team members empower each other to be their authentic selves and treat everyone with respect, integrity, and fairness. What You’ll Do Our Sr. Customer Success Partner is a member of the Account Management Team. This is a consultative sales and large account management position to grow revenue in the most strategic accounts through sales of First Advantage products and solutions within a smaller number of named accounts. It is anticipated that you will insure and grow this revenue stream via the development and ongoing maintenance of a strategic account plan and the definition of the strategic deployment of resources required to drive the penetration of FA solutions through the enterprise within your assigned accounts, and to maintain the base revenue that is already present in those accounts. Coordinates with customers, operations management and technology to ensure service levels are being maintained. While the role is 100% remote, there will be up to 20% travel as needed for client needs. Individual must be located in the United States. Responsibilities 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. Administrative 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. Experience 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 401(k) 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 Salary Range The salary range for this position is approximately $100,000–$125,000 base annually. Equal Employment Opportunity 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. #J-18808-Ljbffr First Advantage