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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Customer Success leadership, focusing on retention strategies and client engagement within the background screening industry. Proficient in developing operational models and analytics to drive continuous improvement and meet organizational goals.
Highest-signal resume keywords
Customer Success LeadershipBackground Screening Industry ExperienceFCRA Compliance KnowledgeSalesforce ExpertiseAnalytical Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Account ManagementCustomer Success StrategyRetention Metrics DesignAdjudication WorkflowsReporting Framework DevelopmentUp-Sell and Churn ReductionExcel ProficiencyKey Metrics AnalysisProject ManagementTime Management
Soft Skills
Strong Communication SkillsOrganizational SkillsStrategic ThinkingCustomer OrientationPresentation Skills
Tools & Technologies
SalesforceExcel
Industry Keywords
Background CheckConsumer ReportingFCRA RequirementsCompliance-Driven ServicesCustomer RetentionClient Feedback IntegrationOperational CollaborationRenewal Process ImprovementNPS/CSAT MetricsPBSA Conferences
About the role
Key responsibilities & impact- Achieving budgeted quotas for recurring revenue retention within our background screening client base.
- Leading the Customer Success function and team, building strong partnerships across Product, Compliance, Operations, and Sales to deliver on all Customer Success programs.
- Driving continuous improvement of the renewal, add-on sales, and services engagement process.
- Setting goals that minimize attrition while maximizing ROI and alignment to company goals.
- Ensuring client feedback is communicated and leveraged throughout the organization.
- Integrating the Customer Success teams of acquired screening companies.
- Serving as the executive escalation point for critical accounts.
- Collaborating with operational teams to develop product retention analytics reports to inform leadership decision-making.
Requirements
What you’ll need- Bachelor's degree, preferably in business or a related field.
- 5–10 years of combined experience in account management and customer success roles, specifically within the background check/screening or consumer reporting industry.
- Progressive experience leading customer success teams with a demonstrated history of meeting retention objectives for screening clients.
- Working knowledge of FCRA requirements, adjudication workflows, and other regulatory considerations that affect the background screening client experience.
- Experience building a customer success strategy, operations model, and reporting framework specific to screening or compliance-driven services.
- Strategic thinker who can also roll up their sleeves and work closely with Product, Compliance, and Operations teams.
- Experience designing and using key metrics (TAT, accuracy, adoption, churn, NPS/CSAT) to proactively lead teams and programs.
- Highly customer-oriented, with the ability to balance client needs against company objectives and targets.
- Strong analytical skills with significant experience in up-sell and churn reduction within the screening/compliance space.
- Strong Excel and Salesforce expertise.
- Exceptional writing, communication, and presentation skills, including the ability to speak credibly with compliance and legal stakeholders.
- Highly effective organizational, project management, and time management skills.
- Ability and willingness to travel up to 50%, including to industry conferences (e.g., PBSA).
Benefits
Comp & perks- Health, Dental & Vision Insurance *
- 401 (k) + Employer Match *
- Open PTO + 11 Paid Holidays + 4 Annual Paid Global Wellness Days Off
- STD, LTD & Group Life Insurance
- Paid Parental Leave
- Pet Insurance
- FSA & HSA Options
- Employee Assistance Program
- Remote Work
- Career Advancement & Professional Development Opportunities
- Employee Recognition
- LinkedIn Learning Platform
