Customer Success Director, Financial Services - Remote

Overview

The Customer Success Director at First Advantage plays a vital role in driving revenue growth through strategic account management within the Financial Services Vertical, ensuring client satisfaction and maintaining service levels.

In Short

• Consultative sales and account management role.
• Grow revenue in strategic accounts within the Financial Services sector.
• Develop and maintain strategic account plans.
• Coordinate with clients and internal teams to ensure service levels.
• Up to 25% travel required for client needs.
• 7-10 years of experience in sales account management.
• Proficiency in MS Office applications.
• Strong communication and interpersonal skills required.
• Manage customer contractual documentation.
• Analyze trends and provide solutions to customer issues.

Requirements

• Bachelor's degree or equivalent work experience.
• Proven experience with complex solutions for strategic accounts.
• Strong analytical and problem-solving skills.
• Excellent organizational and time-management abilities.
• Demonstrated networking capabilities and professionalism.
• Experience in a virtual work environment is preferred.
• Ability to work flexible hours as needed.
• 3 years of virtual work experience is a plus.
• Work experience in professional sales environment is desirable.

Benefits

• Remote work opportunity with occasional travel.
• Medical, Vision, Dental, and supplementary benefit plans.
• 401k with employer match.
• Competitive Paid Time Off (PTO) and paid company holidays.
• Access to tech and growth opportunities.