Customer Success Analyst

February 2, 2026
Application ends: May 3, 2026

Job Description

JOB DETAILS


REQUIREMENTS

  • High School Diploma or GED, 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 and handle high volume phone and email support.
  • 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.

RESPONSIBILITIES

  • Working on daily tasks in collaboration with the Customer Success Managers and Operations. Tasks will involve, migration related activities, current client work (QC, emails, etc), and special initiatives. Including and not limited to issues related to verifications, criminal, drug & health screenings, order creation, finance and specific rush orders.
  • 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 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.
  • Perform other duties as assigned by management.

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