Strategic Account Data Analyst

First Advantage•Atlanta, GA

13d•$60 - $80•Remote

About The Position

The Strategic Client, Customer Success Data Analyst plays a key client-facing role, partnering with high-value accounts to uncover needs, define strategies, and deliver data-driven solutions that support business goals. This role leverages analytics, reporting, and visualization tools to monitor program health, track user adoption, and identify risks or opportunities that impact account performance and retention. Serving as a liaison between clients and internal teams, the analyst ensures service excellence by managing service center requests, analyzing key data points, and delivering clear, actionable insights through frequent, professional communication. Proven ability to adopt new technologies quickly, uphold SLAs and CSAT standards, and build lasting client relationships is essential to success in this role. This is a 100% remote position, individual must be open to occasional travel and is required to be in United States.

Requirements

High School diploma or GED equivalent required; 4+ years of experience in customer support, data analytics, or a related field.
Proven expertise in data analysis, reporting, and customer success, with 2-4 years of experience in an analytics/reporting role.
Strong proficiency in MS Excel, MS Teams, and Salesforce CRM; experience with Business Intelligence (BI) tools is a plus.
Exceptional written and verbal communication skills, with the ability to present complex data in a clear, actionable, and insightful manner.
Ability to work effectively in a cross-functional team environment, adapting to rapid changes and multiple priorities.
Excellent organizational skills with the ability to manage multiple projects simultaneously and prioritize tasks.
Occasional travel to customer sites may be required to support customer success outreach.

Nice To Haves

Internal FA experience is a plus.

Responsibilities

Monitor service levels, client satisfaction, and activity to proactively identify issues or opportunities.
Develop and maintain complex reports and dashboards using Excel, Power BI, Salesforce, and internal systems.
Identify data quality issues, recommend corrective actions, and ensure data integrity.
Collaborate with cross-functional teams to support new solutions and provide technical support.
Prepare and present analytical insights for Quarterly Business Reviews and other client-specific analyses.
Work closely with development and project teams in a fast-paced environment.
Manage data integration solutions, ensuring efficient extraction, transformation, and loading of data.
Build and nurture relationships with account representatives at all levels to ensure seamless communication.
Conduct root cause analysis on contact drivers to prioritize optimization opportunities.
Develop and maintain client-specific SOPs, process documentation, and workflows.
Escalate operational and technical issues to internal teams to resolve billing, technology, or operational challenges.
Test product enhancements or features to ensure successful implementation for client programs.
Partner with Directors to strengthen relationships and drive client success.
Perform research and analysis for both internal and external stakeholders to support data-driven decision-making.
Ensure timely resolution of service tickets and monitor ticket progress for closure.
Verify billing accuracy, identify discrepancies, and recommend solutions for any invoicing issues.
Track and report on trends to inform regular account reviews.
Keep client fact sheets updated and relevant to reflect changing needs.
Gather customer feedback and make recommendations to enhance products and services.
Provide training and create job aids for both departmental and customer needs.
Address and resolve customer escalations promptly.
Perform other duties as assigned by management to support team and client objectives.