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CSA Professional

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CSA Professional

Sterling Information Resources (i)

CSA Professional

Skills

CRMSalesforce

1 month ago

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Important information


Contract type:

Permanent

Location:

India

Work mode:

Remote

Published on:

26 September 2026

What they need


Essential Duties and Responsibilities:

  • Working on daily tasks in collaboration with the Customer Success Managers/Directors and Operations. Tasks will involve, migration related activities, current client work (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 SLAs 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.
  • Deliver departmental and customer training as required. Create tools and job aids to ensure that customer needs are met
  • Perform other duties as assigned by management.

Job Qualification:

  • Bachelors degree or equivalent experience

What You May Need to be Successful:

  • Bachelor s 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 .

We have great people here and are looking for more. Come join us!

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Equal Employment Opportunities at First Advantage First Advantage is an equal opportunity employer. We are committed to providing a workplace and recruitment process that is free from unlawful discrimination, harassment, and retaliation. Employment decisions at First Advantage are based solely on qualifications, merit, and business needs. We do not discriminate in any aspect of employment on the basis of race, color, national origin, ancestry, citizenship, religion, creed, sex, gender identity, gender expression, sexual orientation, marital or family status, pregnancy, age, physical or mental disability, medical condition, genetic information, veteran or military status, or any other characteristic protected by applicable law.

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

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