Customer Success Partner – Technology Vertical

First Advantage

Customer Success Partner leveraging analytical skills to enhance sales account management for First Advantage. Focused on developing strategic plans, tracking revenue, and maintaining exceptional client relationships.

Posted 7/28/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $75,000 - $90,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in sales account management, focusing on strategic account planning, revenue tracking, and competitive analysis. Proficient in building customer relationships and providing tailored solutions to meet client needs.

Highest-signal resume keywords

Sales Account ManagementRevenue TrackingCustomer Relationship ManagementCompetitive AnalysisCross Functional Leadership

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account PlanningRevenue AnalysisProblem SolvingData AnalysisPricing StrategyOccupational Health ProgramsBackground Screening KnowledgeMS Office Proficiency

Soft Skills

Strong Communication SkillsInterpersonal SkillsTime ManagementOrganizational SkillsNetworking Capabilities

Certifications & Qualifications

Bachelor's Degree

Industry Keywords

C-Level Relationship ManagementClient Business ReviewsMarket PenetrationCustomer SatisfactionBest Practices Implementation

About the role

Key responsibilities & impact

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’s 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.

Requirements

What you’ll need

Bachelor's Degree, or equivalent work experience.
3+ years proven experience and track record in professional account management or sales account management, managing complex solutions and products for strategic National and or Global accounts with C-level relationship experience.
Proficiency with MS Office applications including Word, PowerPoint, and Excel.
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.

Benefits

Comp & perks

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!