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.
The CAS helps transition customers from the sales and implementation process into the support phase. CAS is responsible for fostering relationships with any of the customers supported by the team. Individual clients are not assigned to specific CRS, as any team member can assist any customer. CAS fosters relationships with customers and provides them with timely value propositions. This propels customers to grow and achieve goals while simultaneously strengthening their relationship with the business.

Roles and Responsibilities:




- Timely Case Management & Inquiry Resolution - Complete all case management-related inquiries assigned within the Salesforce platform while adhering to established service levels.
- 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.
- Ensure that all communications are explicit, skilled, and empathetic.
- Report Delivery & SLA Compliance - Ensure that reports and information requests are delivered on time, meeting service level agreements (SLAs).
- Keep relevant case information updated within Salesforce to facilitate accurate reporting.
- Collaboration with Sales Team - Identify and collaborate with the sales team on leads to contribute to the organization’s over

📌 Client Account Specialist (Mumbai)
🏢 First Advantage
📍 Mumbai