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Customer Service Analyst (PHILIPPINES Remote)

Key Facts

Remote From: 
Full time
Mid-level (2-5 years)
English

Other Skills

  • Report Writing
  • Microsoft Excel
  • Microsoft PowerPoint
  • Training And Development
  • Microsoft Word
  • Microsoft Outlook
  • Communication
  • Adaptability
  • Multitasking
  • Time Management
  • Teamwork
  • Organizational Skills
  • Detail Oriented
  • Empathy
  • Social Skills

Roles & Responsibilities

  • Bachelor's degree or equivalent work experience
  • 3+ years of customer service experience with external customers
  • Proficiency in Microsoft Office Suite (Outlook, PowerPoint, Word, Excel) and CRM systems (e.g., Siebel, Salesforce)
  • Strong analytical, communication, and interpersonal skills with attention to detail and ability to multi-task

Requirements:

  • Collaborate with Customer Success Managers, Directors, and Operations on daily tasks including Account Set Up, Account Support, client escalations, and special initiatives
  • Perform report research and analysis for internal and external customers; ensure reports are delivered on time and SLA targets are met; monitor, enter, update, and close Service Center tickets
  • Maintain knowledge of client verification/processing guidelines (SOP/Matrix); prepare monthly account reviews, keep client fact sheets current, and create program overview documents and Partnership Logs
  • Gather firsthand customer information to recommend improvements to products, services, and reporting; deliver training; develop tools and job aids; and maintain extensive knowledge of FA products and services

Job description

The Customer Service Analyst acts as a liaison to First Advantage's large screening accounts and various internal departments such as Sales, Operations, and Billing for FA's Canadian Enterprise vertical. The Customer Service Analyst needs to have attention to detail, a sense of urgency, customer empathy, and the ability to communicate effectively both internally and externally. Responsible for analyzing customer data, identifying trends, and providing actionable insights to drive customer retention, satisfaction, and overall success.  As they will be working with various sized clients, different Customer Success Managers, Sales Reps and/or members of the Operations team to maintain, build out and report to ensure customer satisfaction.

WHAT’S IN IT FOR YOU?
  • Remote work arrangement 
  • HMO + FREE Dependents
  • Competitive leave entitlement
  • Night shift schedule
RESPONSIBILITIES
  • Working on daily tasks in collaboration with the Customer Success Managers/Directors and Operations. Tasks will involve various CSA roles and responsibilities such as Account Set Up task, Account Support task, Client Escalation Task (QC, emails, etc), and special initiatives.
  • 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 verification/processing guidelines (SOP/Matrix).
  • 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 including maintaining client Partnership Logs. 
  • Obtain first-hand customer information and makes recommendations for improvements to products, services, and reporting.
  • Deliver departmental and customer training as required. Create tools and job aids to ensure that customer needs are met. Extensive knowledge of all FA Products and Services.
  • Perform other duties as assigned by management.
Education: 
Bachelor's degree or equivalent experience

Experience:
What You May Need to be Successful:
  • Bachelors degree, or Equivalent work experience. 
  • 3+ years of customer service experience, including direct interactions with external customers.
  • Microsoft Office products (Outlook, PowerPoint, Word, and Excel)
  • 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.
  • 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

Additional Requirement

Please note that a valid NBI clearance is required for this role. Candidates must ensure it is available as soon as possible to avoid delays in the hiring process.

Ready to make a difference and grow with a company that values your voice? Apply now and be part of a team that puts people first - every step of the way!

 

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.

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