Get AmbitionBox App
Faster and better experience!
AmbitionBox
Search
Jobs
- Reviews
- Salaries
- Interview Questions
- About Company
- Benefits
- Jobs
- Office Photos
- Community
Add office photos
All Filters
36 First Advantage Jobs
Internal Job Opportunity: Client Account Specialist (Philippine-based)
5-10 years
Remote
1 vacancy
Internal Job Opportunity: Client Account Specialist (Philippine-based)
First Advantage
posted 1mon ago
Job Role Insights
Flexible timing
Key skills for the job
Job Description
The Client Account Specialist (CAS) liaises with First Advantages Small Business accounts and various internal departments such as Sales, Operations, Service, Product, and Billing. This individual establishes and maintains effective customer relationships and gains trust and respect. They will ensure that the client relationship and customer satisfaction remain a competitive advantage for First Advantage.
The CAS helps transition customers from the sales and implementation process into the support phase. CAS is responsible for fostering relationships with any of the customers supported by the team. Individual clients are not assigned to specific CRS, as any team member can assist any customer. CAS fosters relationships with customers and provides them with timely value propositions. This propels customers to grow and achieve goals while simultaneously strengthening their relationship with the business.
RESPONSIBILITIES:
The CAS helps transition customers from the sales and implementation process into the support phase. CAS is responsible for fostering relationships with any of the customers supported by the team. Individual clients are not assigned to specific CRS, as any team member can assist any customer. CAS fosters relationships with customers and provides them with timely value propositions. This propels customers to grow and achieve goals while simultaneously strengthening their relationship with the business.
RESPONSIBILITIES:
- Timely Case Management Inquiry Resolution - Complete all case management-related inquiries assigned within the Salesforce platform while adhering to established service levels. Ensure that all customer interactions are handled efficiently and effectively.
- Salesforce Account Monitoring Maintenance - Monitor, enter, update, and close Salesforce Accounts, Files, and/or Case records. Maintain accurate and up-to-date information to support seamless case management.
- Proactive Customer Communication - Provide timely follow-up to customers, keeping them informed about the progress of their requests. Ensure that all communications are clear, professional, and empathetic.
- Report Delivery SLA Compliance - Ensure that reports and information requests are delivered on time, meeting service level agreements (SLAs). Keep relevant case information updated within Salesforce to facilitate accurate reporting.
- Collaboration with Sales Team - Identify and collaborate with the sales team on leads to contribute to the organization s overall revenue generation and growth. Foster strong relationships to enhance sales opportunities.
- Account Retention Management - Maintain account retention targets by developing and nurturing relationships with key decision-makers. Ensure customer satisfaction and loyalty through effective engagement strategies.
- Customer Feedback Product Improvement - Obtain first-hand customer information and make recommendations for improvements to products and services. Actively seek feedback to drive enhancements.
- Relationship Development - Identify and develop multi-level relationships with key decision-makers to ensure retention and relationship stability. Leverage these relationships to support business objectives.
- Product Expansion Proposals - Propose additional products and services to expand the organization s footprint within existing accounts. Identify opportunities for upselling and cross-selling.
- Leadership Collaboration on Product Enhancements - Identify and partner with the leadership team on any product gaps and/or enhancements. Collaborate to ensure that customer needs are met effectively.
- Additional Dutie s as Assigned - Perform other duties as assigned by management, demonstrating flexibility and a willingness to support team objectives.
- Must be an active employee of First Advantage Philippines (internal job opportunity)
- Minimum of 2 years of call center or related experience preferred.
- Familiarity with productivity software, CRM systems and other call center technologies preferred. Salesforce CRM experience is a plus.
- Proven experience in case management or customer service roles.
- Proficiency in Salesforce or similar CRM platforms.
- Strong communication and interpersonal skills.
- Ability to manage multiple tasks and prioritize effectively.
- Excellent problem-solving skills and attention to detail.
- Experience in sales support or account management is a plus.
- Ability to build and maintain relationships with key stakeholders.
- Strong analytical skills to assess customer needs and recommend solutions.
- Ability to work collaboratively within a team environment.
- Flexibility to adapt to changing priorities and business needs.
- Proficiency in creating and delivering PowerPoint presentations to effectively communicate ideas and information to various audiences.
- High proficiency in standard MS Office applications (Outlook, Word, Excel PowerPoint).
- For remote or hybrid positions, you must have a dedicated workspace that is free from distractions and ensures privacy.
- Working at home requires internet speeds that can support the Company systems; a minimum download speed of 120mps and 10mbp upload is required. Computers must be hard wired to a router (We provide equipment).
- All remote employees must be on camera for all training sessions, including new hire orientation and meetings with leaders and clients.
- This role routinely uses standard office equipment such as a computer, keyboard, and phone.
Employment Type: Full Time, Permanent
Read full job descriptionPrepare for Client Account Specialist roles with real interview advice
What people at First Advantage are saying
What First Advantage employees are saying about work life
based on 662 employees
Flexible timing
Monday to Friday
No travel
Day Shift
First Advantage Benefits
View more benefits
Compare First Advantage with
Randstad
Compare
Team Lease
Compare
Innovsource Services
Compare
Teamware Solutions
Compare
IMPACT Infotech
Compare
CIEL HR
Compare
LanceSoft
Compare
Careernet
Compare
PeopleStrong
Compare
Progressive Infovision
Compare
Pyramid IT Consulting
Compare
Virtual Employee
Compare
Allegis Group
Compare
IMS People
Compare
Mindlance
Compare
TrueBlue
Compare
Hays Business Solutions
Compare
Diamondpick
Compare
MYCPE ONE
Compare
IMSI
Compare
Similar Jobs for you
First Advantage Mumbai Office Location
Mumbai Office
First Advantage, 1st Floor, Interface Building No 7, Mindspace, Link road , Malad West
Mumbai
Maharashtra 400064
Maharashtra 400064
Internal Job Opportunity: Client Account Specialist (Philippine-based)
5-10 Yrs
Remote
Account Receivable Specialist (French Speaking) - First Advantage
5-8 Yrs
Bangalore / Bengaluru
Operations Support Specialist - Investigative Research-FA-Bangalore
3-7 Yrs
Bangalore / Bengaluru
Operations Analyst - US Voice Role (Concierge Healthcare)
1-6 Yrs
₹ 2.5 - 4.5L/yr (AmbitionBox estimate)
Remote
Operations Analyst (International Voice) (C-ST)
1-4 Yrs
₹ 2.5 - 4.56L/yr (AmbitionBox estimate)
Bangalore / Bengaluru
Business Data Analyst (Financial Planning & Analysis)
1-3 Yrs
Bangalore / Bengaluru
Share an Interview