Talent.com
Customer Account Specialist (Philippine-based)
Customer Account Specialist (Philippine-based)First Advantage • Provo, UT, US
Customer Account Specialist (Philippine-based)

Customer Account Specialist (Philippine-based)

First Advantage • Provo, UT, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Client Account Specialist (CAS)

The Client Account Specialist (CAS) liaises with First Advantage's 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 :

  • Timely Case Management & Inquiry Resolution
  • Salesforce Account Monitoring & Maintenance
  • Proactive Customer Communication
  • Report Delivery & SLA Compliance
  • Collaboration with Sales Team
  • Account Retention Management
  • Customer Feedback & Product Improvement
  • Relationship Development
  • Product Expansion Proposals
  • Leadership Collaboration on Product Enhancements
  • Additional Duties as Assigned

Required Skills & Qualifications :

  • 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.
  • United States Equal Opportunity Employment :

    First Advantage is proud to be a global leader in removing barriers and supporting our community members to ensure the changing demographics of the workforce are reflected in our hiring and employment practices. We value all of our candidates, employees, and clients, and place great emphasis on hiring and supporting qualified individuals in each role. We are an equal opportunity employer. We do not discriminate on the basis of race, color, ethnicity, ancestry, religion, sex, national origin, sexual orientation, age, citizenship status, marital status, disability, gender identity, gender expression, veteran status, genetic information, or any other area protected by applicable law.

    [job_alerts.create_a_job]

    Customer Account Specialist • Provo, UT, US

    [internal_linking.similar_jobs]
    Account Director - Enterprise (Denver)

    Account Director - Enterprise (Denver)

    OneStream Software • Highland, UT, United States
    [job_card.full_time]
    Account Director - Enterprise (Denver).US candidates only)+ Benefits / Variable Comp / Equity - Range may vary based on experience. Vision, Medical, Life, Dental, 401K.An Account Director is responsible...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Account Manager

    Account Manager

    Vox Marketing Group LLC • Provo, UT, US
    [job_card.full_time]
    Vox Marketing Group is seeking an Account Manager to join our team.You will take over assigned account responsibilities and resolve customer questions by offering solutions to drive company revenue...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Float Teller / New Accounts Representative

    Float Teller / New Accounts Representative

    Altabank • Salem, UT, United States
    [job_card.full_time] +1
    Altabank, Division of Glacier Bank, is looking for a Part-time Float Teller / New Accounts Representative for our Southern Region : includes Provo, Orem, Pleasant Grove, Springville, Spanish Fork, and...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Commercial Lines Account Manager | Client Service Manager

    Commercial Lines Account Manager | Client Service Manager

    APR • Utah County, UT, US
    [job_card.full_time]
    Your Next Opportunity in Commercial Insurance Starts Here.Partner with an Independent Insurance Recruiter Who Works for You. Multiple Roles Available : Remote | Hybrid | In-Office.Construction-focuse...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Commercial Lines Account Manager - Hybrid - Provo, UT

    Commercial Lines Account Manager - Hybrid - Provo, UT

    Insurance Relief • Provo, UT, United States
    [job_card.full_time]
    Commercial Lines Account Manager - Hybrid - Provo, UT.Launch a rewarding new chapter with a well-established and highly respected insurance agency, renowned for its trustworthy reputation.The team ...[show_more]
    [last_updated.last_updated_1_hour] • [promoted] • [new]
    Strategic Account Manager

    Strategic Account Manager

    Bitsight • Provo, UT, US
    [job_card.full_time]
    Bitsight Cyber Risk Management Position.Bitsight is a cyber risk management leader transforming how companies manage exposure, performance, and risk for themselves and their third parties.Companies...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Account Executive

    Account Executive

    Signals • Provo, UT, US
    [job_card.full_time]
    Were a Provo-based, fast-growing Utah tech company building AI Cloud Employees that help teams move faster.Were scaling quickly and looking for an. Account Executive who thrives on selling, works ha...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Account Coordinator - Multilingual

    Account Coordinator - Multilingual

    Pitchup • Provo, UT, US
    [job_card.part_time]
    Multilingual Account Coordinator.Want to work with an award-winning and quickly expanding company? We're a travel site, making it a doddle to book camping, glamping, and caravan sites all over the ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Account Manager

    Account Manager

    Veracity Insurance • Pleasant Grove, UT, US
    [job_card.full_time]
    [filters_job_card.quick_apply]
    At Veracity, we aim to be a different kind of insurance partner – one that is free from outside investors, venture capital, or the pressures of a corporate parent. Ours is a culture of empower...[show_more]
    [last_updated.last_updated_30]
    Sales Account Manager

    Sales Account Manager

    Gpac • Provo, Utah, United States
    [job_card.full_time]
    [filters_job_card.quick_apply]
    We are looking for an Account Manager to join our sales team.This role will consist of networking and selling to manufacturers and brand owners across North America, with a portfolio of innovative ...[show_more]
    [last_updated.last_updated_30]
    Account Development Representative (US & UK HRS)

    Account Development Representative (US & UK HRS)

    SecurityMetrics • Orem, UT, US
    [job_card.full_time] +1
    If you are looking for a company that offers great pay, great benefits and a great work environment then look no further. We are hiring for full time or part time shifts starting at 2am, 4am, 6am, 8...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Account Executive

    Account Executive

    CentraCom • Lindon, UT, US
    [job_card.full_time]
    We are seeking B2B sales talent to join the CentraCom sales team.Responsibilities include; acquiring new accounts through traditional sales tactics including cold calling, networking, trade shows, ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Remote Customer Support Associate

    Remote Customer Support Associate

    TurboTax • Orem, Utah
    [filters.remote]
    [job_card.full_time]
    Work from home with TurboTax Product Expert.Get a $405 Certification bonus³.Work from home & set your own flexible schedule between 8am EST and 12am midnight EST Monday to Sunday⁴.Earn an ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Account Manager

    Account Manager

    Data Solutions • Provo, UT, US
    [job_card.full_time]
    As an Account Manager, you will manage and nurture client relationships, ensure client satisfaction, and drive upsell opportunities. You will work closely with the sales team to understand client ne...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Float Teller / New Accounts Representative

    Float Teller / New Accounts Representative

    Guaranty Bank & Trust • Salem, UT, United States
    [job_card.full_time] +1
    Altabank, Division of Glacier Bank, is looking for a Part-time Float Teller / New Accounts Representative for our Southern Region : includes Provo, Orem, Pleasant Grove, Springville, Spanish Fork, and...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Remote Bilingual Simplified Chinese Finance Expert - AI Trainer ($55-$70 per hour)

    Remote Bilingual Simplified Chinese Finance Expert - AI Trainer ($55-$70 per hour)

    Mercor • Spanish Fork, Utah, US
    [filters.remote]
    [job_card.full_time]
    Mercor is seeking • •native Mandarin speakers • • who can read / write • •Simplified Chinese • • and are also • •finance professionals • • who have worked in China. This role combines your • •financial analysis...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Collection Account Specialist

    Collection Account Specialist

    Utah Valley Pediatric • Provo, UT, United States
    [job_card.full_time]
    The Collection Account Specialist at Utah Valley Pediatrics is responsible for managing patient and insurance account balances, processing payments, and resolving billing inquiries.This role suppor...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Field Sales Representative (Bi-Lingual)

    Field Sales Representative (Bi-Lingual)

    Vamos Health • Orem, UT, US
    [job_card.full_time]
    Vamos! Healthwas founded on the belief that everyone deserves a healthy and fulfilling life.We provide primary care and navigational services in Spanish and English. Vamos! Healthis bringing forward...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]