Customer Success Manager
Listed on 2026-09-30
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Sales
Client Relationship Management, Customer Success Management, Business Development -
Business
Client Relationship Management, Customer Success Management, Business Development
ESSENTIAL DUTIES AND RESPONSIBILITIES
Provide responsive customer success support and establish and maintain effective customer relationships to ensure maximum client satisfaction retention and market penetration of FADV employment screening products/solutions for mid-size organizations.
Monitor client account activity, satisfaction levels and other key indicators for issues and opportunities.
Proactively pursue solutions to issues or capitalize on opportunities at the earliest possible stages.
Maintain all required business records for assigned clients.
Promote sales opportunities, and track product/revenue trends, and competitive threats.
Focus efforts to provide superior service and solutions to both new and existing customers.
Relationship development and managementServe as primary point of contact for assigned clients
Monitor activity, service levels and client satisfaction to identify issues or opportunities at the earliest possible stages.
Proactively pursue problem resolution and product/service expansion that maximizes the customer experience.
Develop and deliver presentations of FADV products and services.
Customer service excellenceWork cross-functionally with internal and external partners to achieve client objectives.
Escalate operational and technical issues to internal support team. This may relate to operations, billing and technology.
Stay focused on issue resolution until fully resolved.
Assist in providing alternative solutions to product concerns.
Quarterly review and reporting on client activityLead client engagement calls and business reviews.
Document and manage all action/project plans within assigned accounts.
Define and utilize key performance metrics.
Track and analyze the progress and overall strategic direction for client accounts.
Prepare and deliver quarterly (Q ) and annual (A ) client business reviews.
AdministrativeMaintain activity records in Salesforce CRM.
Manage customer contractual documentation within assigned accounts. This may include: proposal responses to RFPs, renewals, upsells, MSA’s, Schedule As, Statements of Work, SLAs, and SOPs.
Upselling products and servicesAttain monthly, quarterly and annual quota within a defined list of accounts.
Articulate FADV benefits; demonstrate clear knowledge of pricing, procedures and advantages of FADV product/solutions versus competitors.
Promote and offer additional FADV products and services.
Create unsolicited renewal proposals. This requires clear communication and needs analysis.
Drive negotiation of pricing, and terms and conditions.
ExperienceMinimum: 3 to 5 year account management or other relevant experience for Account Management positions
Proven ability to proactively identify and solve complex problems.
Success communicating ideas, and presenting and influencing others.
Work in a team environment.
Preferred (inclusive of minimum requirements)Work in a professional account management environment driving revenue growth.
Attending/leading customer Q meetings.
Sales and negotiation in recruiting or HR services industry.
Exposure to working in a virtual environment.
Feedback, training, methodologies, and product information delivery to management and field staff.
Providing account management experience for technology-based products and services.
Providing account management experience for products and services in the HR industry.
EducationMinimum:
Bachelor’s degree or equivalent experience.
Required:
Microsoft Office applications including Word, PowerPoint and Excel.
Work a flexible schedule, 40-50 hours per week. Some positions may require up to 30% travel.
Skills, Abilities and Traits (all required)Strong teamwork and collaboration with an outgoing personality.
Ability to influence others through strong verbal…
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