Customer Success Analyst - Financial and Business services Vertical
Authorized and working from the United States.Full-TimeMiddle
Salary21 - 24 USD per hour
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Job Details
- Experience
- 3+ years
- Required Skills
- SalesforceMicrosoft ExcelPowerPoint
Requirements
- High School Diploma or GED, or Equivalent work experience.
- 3+ years of customer service experience, including direct interactions with external customers.
- Proficiency in Microsoft Office products (Outlook, PowerPoint, Word, and Excel).
- Experience with Siebel, Salesforce or equivalent CRM system.
- Strong analytical skills with the ability to interpret complex data sets and draw meaningful conclusions.
- Excellent communication and interpersonal skills, with the ability to build rapport and trust with customers.
- Organizational skills and strong attention to detail.
- Ability to multi-task and manage daily assignments and handle high volume phone and email support.
- Sense of urgency to meet client deadlines.
- Highly responsive and adaptable to evolving priorities.
- Ability to work and thrive in a dynamic team environment as well as act independently.
Responsibilities
- Work on daily tasks in collaboration with the Customer Success Managers and Operations, including migration related activities, current client work (QC, emails, etc), and special initiatives.
- Address issues related to verifications, criminal, drug & health screenings, order creation, finance and specific rush orders.
- Perform report research and analysis for internal and external customers.
- Ensure that reports and information requests are delivered on time and that SLA's are met.
- Monitor, enter, update, and close Service Center tickets.
- Provide and maintain in-depth working knowledge of all client verifications/processing guidelines.
- Prepare, analyze, and determine trends for monthly account reviews.
- Ensure that client fact sheets are kept current and relevant.
- Create a program overview outline document for all assigned accounts.
- Obtain first-hand customer information and makes recommendations for improvements to products, services, and reporting.
- Perform other duties as assigned by management.
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