Client Account Specialist - (CAS/SCAS) - Mumbai/Bangalore - First Advantage

About the role

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.

What you'll do

• Timely Case Management & Inquiry Resolution - Complete all case management-related inquiries assigned within the Salesforce platform while adhering to established…
• Ensure that all customer interactions are handled efficiently and effectively
• Salesforce Account Monitoring & Maintenance - Monitor, enter, update, and close Salesforce Accounts, Files, and/or Case records
• Maintain accurate and up-to-date information to support seamless case management
• Proactive Customer Communication - Provide timely follow-up to customers, keeping them informed about the progress of their requests

What you need

• 2–5 yrs of experience
• CRM
• Salesforce
• Sales
• Cross-selling
• Client relationship
• Customer service
• Any graduate

Good to have

• PowerPoint