Role Overview
The Customer Account Assessment Analyst independently performs recredentialing and reverification reviews for assigned existing customers. The role applies company standards and applicable regulatory requirements consistently, evaluates business legitimacy and permissible use, documents findings, and makes well-supported account decisions with minimal managerial guidance.
Customer Reverification and Assessment
Execute assigned reverification reviews for existing RELX customer accounts across business verticals and credentialed products, including current and future products or services that provide access to Regulated Public Records or Sensitive Personally Identifiable Information (SPII).
•Validate business legitimacy through corporate-record research and sensitive-data searches.
•Locate and analyze customer contracts, product access, and stated permissible uses.
•Assess findings against established credentialing standards and regulatory requirements.
•Determine and document a pass or fail outcome with minimal managerial assistance.
•Manage multiple reverification projects concurrently while maintaining quality, accuracy, and timeliness.
Alert List and Security-Related Reviews
Process assigned monthly Alert List reverifications and RELX Security-related reverifications.
•Apply the appropriate review process, including enhanced procedures when a case requires greater depth or specialized analysis.
•Adjudicate findings and determine a clear, supportable pass or fail status.
Customer and Sales Support
Provide timely, professional support to customers and sales partners throughout the assessment process.
•Respond to phone calls and emails clearly, accurately, and courteously.
•Explain requirements, request needed information, and address questions with minimal managerial involvement.
•Maintain effective working relationships while upholding credentialing and compliance standards.
Systems, Documentation, and Account Maintenance
Maintain complete, accurate, and audit-ready records of each review and its final disposition.
•Use Ajax, or a future Governance, Risk, and Compliance (GRC) platform, to track documents, notes, review progress, and final status.
•Use internal systems such as MBS, MBSi, MyLexis, and GCRM to locate customer information and, when required, support account-access changes or downgrades.
•Follow documentation standards so another reviewer can understand the evidence considered, analysis performed, and decision reached.
Qualifications
•Bachelor's degree holder
•At least two years of relevant experience.
•At least two years of customer service experience, including successful management of customer and sales interactions with minimal managerial involvement.
•Strong analytical, research, and decision-making skills.
•Ability to evaluate complex information, identify inconsistencies, and reach well-supported conclusions.
•Excellent written and verbal communication skills, with a professional customer-service approach.
•Strong organization, prioritization, and case-management skills, including the ability to manage concurrent assignments.
•Sound judgment, attention to detail, and commitment to consistent application of standards.
•Proficiency with Microsoft Office applications and the ability to learn specialized internal systems.
•Demonstrates curiosity, adaptability, and a willingness to leverage emerging technologies, including AI and automation tools, to improve operational efficiency and effectiveness.
•Ability to quickly learn and apply enterprise AI tools and technologies to support technical workflows and business objectives.
•Must be in current role for 1 year
•Must not have received any Disciplinary Action within the past 12 months
•Must not have any Attendance and Punctuality issues in the past 12 months
