Customer Success Director

First Advantage

This role presents a compelling opportunity for those experienced in consultative sales within financial services, offering remote flexibility and the chance to work with high-profile accounts.

Last checked on May 25, 2026. We may earn a commission when you click through.

A strong opportunity for seasoned professionals looking to impact strategic financial accounts from anywhere in the U.S.

✓ Remote work flexibility ✓ Focus on strategic accounts ✓ Involvement with innovative solutions

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Customer Success Director

First Advantage

Updated 3 months ago

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New York Remote

A strong opportunity for seasoned professionals looking to impact strategic financial accounts from anywhere in the U.S.

About this role

This role presents a compelling opportunity for those experienced in consultative sales within financial services, offering remote flexibility and the chance to work with high-profile accounts.

About the Company

First Advantage specializes in providing comprehensive background check and identity verification solutions across various industries, including financial services.

Key Highlights

✓ Remote position focusing on financial services accounts
✓ Consultative sales approach to drive revenue growth
✓ Management of enterprise-level accounts
✓ Opportunity to work with leading products and solutions

💡 Honest Take: This role is ideal for experienced sales professionals who thrive in consultative environments but may not suit those new to enterprise account management.

Pros

✓ Remote work flexibility
✓ Focus on strategic accounts
✓ Involvement with innovative solutions
✓ Potential for significant revenue growth

Cons

✗ High expectations for performance
✗ Limited information on salary
✗ May require extensive travel for client meetings
✗ Competitive application process

Best For: Ideal for individuals who excel in a consultative sales environment and are motivated by performance metrics.

Watch Out: Candidates should be prepared for a demanding role with high expectations and limited guidance on compensation.

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What Customers Say

Feedback from employees highlights a supportive remote work culture but notes the high demands of the role.

Expert Review

The Customer Success Director position at First Advantage focuses heavily on driving revenue within a select group of financial services accounts. This role demands a strong consultative sales approach and the ability to manage enterprise-level relationships effectively. Candidates should come equipped with a deep understanding of the financial sector and proven sales strategies.

While the role offers the flexibility of remote work, it places significant performance expectations on the director, necessitating a proactive mindset. The position also involves navigating complex client needs, which can be both challenging and rewarding, depending on your experience level.

It's crucial to note that the job listing does not provide specific salary details, which could be a dealbreaker for some. Those interested should approach the application process with a strong understanding of their worth in the marketplace. For applicants with a solid background in financial services sales, this opportunity could lead to substantial professional growth and rewards.

More information can be found on First Advantage's official page.