Comprehensive Benefits Package Jobs in Provo, UT
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Client Software Specialist
Company: Employee Navigator
Location: Salt Lake City, UT
Posted Apr 17, 2024
<p><strong>About Employee Navigator<strong><p> <p>Employee Navigator is a rapidly growing and highly profitable $100M ARR SaaS insurance amp HR technology company that works with the nations leading insurance carriers payroll companies amp insurance brokers Our products are designed to make it easier for our customers to manage the complexity of employee benefits amp HR including benefits administration employee onboarding and much more Employee Navigator is the leading brokercentric benefits administration and HR platform in the US serving over 175000 companies <p> <p>Weve been named one of the Washington Posts Top Workplaces six years running including during the pandemic Come join us and help us continue the tradition as well as start new ones<p> <p><strong>About the Role<strong><p> <p>The <strong>Client Software Specialist<strong> will deliver a worldclass experience to our customers The Client Software team is responsible for guiding our broker clients through key moments of their customer journey and shares expertise to help all our users become Employee Navigator experts Youll be directly responsible for the experience of thousands of customers on Employee Navigator <p> <p><strong>Please note<strong> This is an onsite role five days a week<p> <p><strong><u>Responsibilities<u><strong><p> <ul><li>Become an expert within all facets of the Employee Navigator platform through departmental and independent handson training<li> <li>Leverage deep understanding of Employee Navigators products and services to provide solutions to clients issues and questions exceeding clients expectations and ensuring that clients understand the value of our products<li> <li>Provide the first line of support for our customer base via email phone or our support forum<li> <li>Assist clients with case builds including benefits enrollment carrier and payroll integrations and employee onboarding<li> <li>Collaborate with teammates on process improvements and strategies to make the most out of the Employee Navigator software<li> <li>Serve as an experienced consultant to customers supporting Employee Navigators complex productstechnologies<li> <li>Provide recommendations to EN leadership around potential best practices and training on EN solutions based on client input or experience<li> <li>Conduct webinar training sessions<li> <li>Work with general direction to resolve issues and provide solutions with guidance in complex situations<li> <ul><p><strong><u>Qualifications<u><strong><p> <ul><li>At least 5 years of experience in a client facing environment with proven ability to produce positive results<li> <li>At least 3 years of professional consulting experience or equivalent experience as a practitioner in a systemsrelated organization<li> <li>Possess innate customer service skills including the ability to be empathetic accurate compassionate responsive resourceful and conscientious<li> <li>Expertly address challenging questions while providing answers that are quick and easy to understand<li> <li>Consistently seek to improve their own knowledge the customers knowledge and the product itself<li> <li>Be a motivated problem solver who can accurately document and communicate issues<li> <li>Demonstrate proficiency using Microsoft Office products including Excel<li> <li>Bachelors Degree OR equivalent years of experience<li> <ul><p><span><strong>Bonus Points<strong><span><p> <ul><li>Experience with benefits administration insurance or payroll<li> <ul>
Titles Specialist
Company: Foursight Capital LLC
Location: Salt Lake City, UT
Posted Apr 19, 2024
<div> <p>Oh Hi We are Foursight Our culture is built around people who act with integrity and passion while remaining humble and accountable to themselves and the team If this sounds like you we should meet<p> <p><em>Looking to further your skills <em><strong>We are a GROWING COMPANY <strong>and have won awards for Top Places to Work for seven years in a row Mountain West Capital Network Utahs Fastest Growing Companies for six years in a row and we have been listed in Inc 5000 Fastest Growing Companies <em>Dont just take our word for it c<em>heck out our employee reviews on Google Indeed and Glassdoor<p> <div> <div> <div> <div datatestid=jobdescriptionreviewid> <p>As a <strong>Title Specialist <strong>you will play an important role on a team whose goal is to ensure the accuracy and safe keeping of all our vehicle titles You will be responsible for verifying title information is correct maintaining knowledge of current laws regarding vehicle titles and interacting with customers dealership and regulatory agencies to resolve title issues Your attention to detail and ability to isolate potential issues or missing information will be crucial If you have OCD bring it<p> <p><strong>Pay<strong> From $1800hr<p> <p><strong>Schedule <strong>Monday through Friday from 800AM500PM<p> <p><strong>Job Duties<strong><p> <ul><li>Communicate with dealerships state motor vehicle divisions and customers to ensure Foursight and its affiliates are correctly listed on titles<li> <li>Create and send out letters to dealerships requesting follow up on nonperfected titles<li> <li>Create and send out paid letters to customers on paid accounts<li> <li>Acquire proper documentation for the release of titles upon payoff of the account<li> <li>Review accounts prior to title release to confirm payoff payment has been received and no outstanding balances remain<li> <li>Accurately file and pull newly funded loan documents and titles<li> <li>Record accurate notes in company knowledge base<li> <li>Participate in rotational schedule to retrieve mail from the post office which requires ability to lift 1015 pounds<li> <li>Able to sit andor stand for long periods of time while performing job duties<li> <ul><p><strong>Required experienceeducation<strong><p> <ul><li>Customer Service 1 year<li> <li>High school or equivalent<li> <li>Interpersonal skills promoting a team environment<li> <li>Six 6 months office experience or equivalent education and training<li> <li>Working knowledge of Microsoft Office Suite including Excel and Word<li> <li>Exceptional customer service skills<li> <li>Outstanding phone and negotiation skills<li> <ul><p><strong>Preferred experienceeducation<strong><p> <ul><li>One year of office experience or equivalent education and training<li> <ul><div> <div> <div> <div> <p><strong>Get in on all the awesome at Foursight<strong><p> <p>We believe that when and where an employer can help alleviate the stressors both within and outside of work our culture thrives Because of this philosophy we offer standard benefits like life insurance medical dental vision and supplemental insurance plans Additionally we offer a ridiculous amount of perks and benefits<p> <p><strong>Foursight Capital Perks and Benefits<strong><p> <p><strong><u>Keeping You Healthy<u><strong><p> <ul><li>Health Insurance<li> <li>MotivHealth Rx Discounts<li> <li>Free Telehealth with medical plan enrollment<li> <li>DentalVision Insurance<li> <li>Lasik Discount<li> <li>Nationwide Pet Insurance<li> <li>BluNovus Mental Health Substance Abuse Wellness Program<li> <li>Inoffice Massages<li> <li>Onsite Gym<li> <li>Onsite Meditation Room<li> <ul><p><br ><p><p><strong><u>Planning for your Future<u><strong><p> <ul><li>401k with Match up to 4 with immediate access to financial advisors<li> <li>Life and Disability Insurance<li> <li>Financial Wellness Program<li> <li>HSA Company Contribution up to $3k<li> <li>Tuition Reimbursement <li> <ul><p><br ><p><p><strong><u>WorkLife Balance<u><strong><p> <ul><li>Minimum of 19 days PTO<li> <li>6 Paid Holidays<li> <li>Paid Community Service with partnerships for food and blood drives<li> <li>Paid MaternityPaternity Leave<li> <ul><p><br ><p><p><strong><u>Were Foodies<u><strong><p> <ul><li>Unlimited Coffee and Soda<li> <li>End of Month Pizza<li> <li>Monday Breakfast<li> <li>Monthly Catered Lunch<li> <li>Onsite Vending Market<li> <li>Lots of treats for holidays<li> <ul><p><br ><p><p><strong><u>Our Specialties<u><strong><p> <ul><li>Casual Dress<li> <li>SidebySide Training<li> <li>Paid Company Swag<li> <li>Attainable BonusCommission Structure<li> <li>Work with the best people<li> <li>Summer Family amp Winter Party<li> <li>Spirit Week<li> <li>SelfCare September<li> <ul><p><br ><p><p><strong><u>The Environment<u><strong><p> <ul><li>Electric Car Chargers<li> <li>Arcade Machine<li> <li>Pool Table<li> <li>Foosball<li> <li>Massage Chairs<li> <li>Panoramic Views<li> <li>Mothers Room<li> <li>Gender Neutral Bathrooms<li> <li>Freedom to decorate officecubicle<li> <ul><div>
Operations Manager (UT)
Company: Athelas
Location: Provo, UT
Posted Apr 19, 2024
<p>Every day it feels like healthcare becomes less about the practice of medicine Hospitals and private practices operate on razorthin margins caught between the bureaucracy of insurance companies and ballooning administrative costs And technological advancements from electronic health record systems to dictation software have failed to live up to their promise of making the lives of all healthcare staff easier <p> <p><strong>Commures mission is to once again make health the focus of healthcare by using AI and automation to eliminate distractions and keep providers connected to their patients throughout the care journey<strong> <p> <p>The Commure suite of automated and AIenabled hardware software and services results in happier and healthier patients less time wasted on administrative tasks safer staff and more reliable insurance reimbursements Since merging with Athelas our growing suite of solutions now includes <p> <ul><li><strong>Patient Engagement<strong> Commure Engage empowers providers to connect with their patients throughout the care journey reducing noshows and improving health outcomes<li> <li><strong>Workflow Automation<strong> PatientKeeper and other workflow tools automate repetitive tasks allowing healthcare workers to spend more time with patients<li> <li><strong>Staff Safety<strong> Commure Stronglineprotects staff from workplace violence by empowering them to call for help to deescalate potentially violent situations<li> <li><strong>AtHome Monitoring<strong> Athelas Care Management offers a suite of remote sensors that allow doctors to bring healthcare into the home saving lives through early intervention<li> <li><strong>Billing Solutions<strong> Athelas RCM offers AIdriven fullcycle revenue cycle management solutions that optimize claims submission ensuring insurers pay every dollar they owe for work performed by healthcare providers<li> <li><strong>Automated Dictation<strong> Athelas Scribeutilizes the power of LLMs to record and automatically summarize appointments saving doctors countless hours every day<li> <ul><p>Commure takes a providerfocused approach to healthcare and the healthcare industry has noticed Weve grown more than 500 year over year for three consecutive years We support more than 250000 clinicians and staff and hundreds of thousands of patients across hundreds of care sites <strong>And were just getting started<strong> Backed by General Catalyst Sequoia and many other leading investors Commure is positioned to be the defining healthcare tech company of the next 15 years <p> <p>If youre eager to advance our mission to make health the focus of healthcare come join us <p> <p><strong>At Athelas were bringing simple lifechanging health care products and medical billing services to people around the globe<strong> <p> <p>In addition to our established Remote Patient Monitoring business we introduced a rapidly expanding SaaS Revenue Cycle Management solution in 2022 that provides revenue intelligence for hundreds of healthcare businesses from small clinics to large health systems Our stateoftheart dashboard Athelas Insights provides practices with an unparalleled understanding into their financial health to help them with all aspects of RCM including eligibility rejections denials as well as coding optimization and more <p> <p>To keep pace with our remarkable momentum having seen a 5x increase in revenue over the past 6 months with more exponential growth on the horizon were actively seeking new highimpact team members looking for a challenge <p> <p>Weve raised $132 million at a $15 billion valuation from top tier investors such as General Catalyst Sequoia Capital Y Combinator and Initialized <p> <p><strong>Must be able to work in the Lehi UT office<strong> <p> <p><strong>What Youll Do<strong> <p> <p>As an Operations Manager at Athelas you will play a pivotal role in our Operations team focusing on RevenueCycle Management by working across the whole organization Product Eng Operations Sales Account Management to define critical business processes You will have endtoend ownership ensuring efficient execution and a seamless onboarding process for clients and driving business metrics This is an incredibly highvisibility highimpact highautonomy role that will quickly expand to cover more and more emergent business problem areas Successfully navigating and solving our hypergrowth challenges will lead to rapid growth in role and responsibility <p> <p><strong>Primary Responsibilities<strong> <p> <ul><li>Ensure the efficient and timely execution of all essential aspects of internal operations projects from project initiation to launch<li> <li>Engage in crossfunctional collaboration with key internal stakeholders including our Product Engineering Billing Launcher Account Management and other Operations teams<li> <li>Contribute to the design and implementation of systems and processes that facilitate scalability and efficiency<li> <li>Breakdown hairy challenging business problems<li> <li>Own execution and outcomes<li> <li>Drive operational metrics process throughput defect rate etc<li> <li>Understand the business inandout to be proactive about solving emerging problems<li> <ul><p><strong>Key Qualifications<strong> <p> <ul><li>Experience with data analysis and developing datadriven solutions to new challenges<li> <li>Familiarity with SQL a huge plus there will be an openresource basic SQL assessment as part of the interview process<li> <li>Demonstrated drive intellectual curiosity attention to detail and a proven record of success<li> <li>Ability to oversee the entire project management process ensuring timely and qualitative onboarding and continuous improvement of our key metrics<li> <li>Experience working crossfunctionally with sales operations and engineering teams to address internal needs and support company objectives<li> <li>Proficiency in documenting and developing best practices to enable incremental improvement and optimization for Internal Ops processes<li> <ul><p><strong>Who You Are<strong> <p> <ul><li>35 years experience in consulting investment banking or in operations at a fastpaced SaaS tech company<li> <li>Expertise in project management You have experience deploying multiple projects in a fastpaced environment You take pride in being on top of things<li> <li>Truth Seeker You are relentless in searching for truth asking questions and always seeking to understand a customers requests<li> <li>Comfort in Chaos You are comfortable working in an autonomous environment can expertly prioritize and have a knack for identifying internal and external blockers<li> <ul><p><strong>Nice to Have<strong> <p> <ul><li>Proficient in SQL highly preferred Retool Gsuite<li> <li>Experience in the RCM Revenue Cycle Management space a bonus<li> <ul><p><strong>Why Youll Like Working with Athelas<strong> <p> <ul><li>Execution focused driven team Join a team with an incredible record we are the smallest fastest company in history to receive FDA hematology clearance We are also the largest Remote Patient Monitoring company in the US with a fastgrowing SaaS Revenue Cycle Management business as well<li> <li>Technology Focus Revolutionizing how technology can be used in the healthcare industry<li> <li>Strong Backing $132M Series B raised from the likes of Sequoia General Catalyst Tribe Y Combinator<li> <li>Mission Driven We are changing the way healthcare is provided bringing it directly to the people who need it with technologyenabled solutions<li> <li>Incredible Growth Revenue growth of 5x over the past 6 months and were just getting started<li> <li>Competitive Benefits Unlimited PTO medical dental vision excellent maternity and paternity paid time off<li> <ul><p>Athelas is committed to creating and fostering a diverse team We are open to all backgrounds and levels of experience and believe that great people can always find a place We are committed to providing reasonable accommodations to all applicants throughout the application process <p> <p>Employees will act in accordance with the organizations information security policies to include but not limited to protecting assets from unauthorized access disclosure modification destruction or interference nor execute particular security processes or activities Employees will report to the information security office any confirmed or potential events or other risks to the organization <p> <p>Employees will be required to attest to these requirements upon hire and on an annual basis<p>
Client Strategist
Company: O.C. Tanner
Location: Salt Lake City, UT
Posted Apr 20, 2024
<p><strong>Job Description<strong> <p> <p>OC Tanner is the global leader in software and services that improve workplace culture through meaningful employee experiences Our Culture Cloud is a suite of apps designed to enhance the employee experience with strategic recognition service awards wellbeing leadership and events that help people thrive at work Our Culture by Design approach provides expert services to organizations looking to create great workplaces <p> <p>Our global team of 1500 people hail from 58 countries and speak 62 languages As programmers researchers designers client professionals and craftspeople we create the tech tools and awards that connect employees to purpose at thousands of companies <p> <p><strong>Hybrid Work ScheduleMonday thru Wednesday in office Thursday Friday remote option<strong> <p> <p>About the opportunity <p> <p>The Client Strategist CS is the primary owner of our Enterprise clients strategies with a focus on client retention and growth Their role is a fluid extension of the Culture Consulting work completed postsale and during implementation The Client Strategist has a critical role in leading retention efforts by ensuring our strategies are creating value and impact for our clients The Client Strategist is also responsible to maximize revenue for OC Tanner by ensuring clients spend their planned budgets and to enable growth by encouraging clients utilization of all tools and features within their existing solution The Client Strategist guarantees comprehensive account management by partnering closely with both sales responsible for expanding net new solutions and the Client Success Manager responsible for the day to day operations of a program <p> <p><strong>Client Strategist<strong> <p> <p><p><ul><li>Personally accountable for the strategy relationship and positive impact of our largest clients with the focus on client retention and growth within their current solutions This includes being skilled at creating detailed account plans outlining specific retention and growth strategies<li> <li>Ability to articulate importance of recognition as part of a thriving culture Present ideas strategies and solutions to mid and seniorlevel executives to influence decisions and demonstrate program success<li> <li>Demonstrate expertise in recognition solutions and technologies exhibit a keen ability to understand different business environments and the issues that affect individual clients <li> <li>Make key decisions about the management and success of a clients program to ensure excellent results maximum value improved partnership and increased revenue <li> <li>Partner closely with our data insights analyst and Client Success Manager to create and monitor client KPIs Determine and effectively communicate necessary changes to optimize program success <li> <li>Facilitate meetings that often include many client participants Guide and lead all participants to the creation of successful recognition plans and strategies<li> <li>Help drive contract compliance negotiate key contract terms and extensions <li> <li>Mentor train and lead others in effective customer success principles and best practices <li> <li>Actively contribute to constant refinement the Client Strategist role with innovative ideas and process improvement suggestions <li> <li>Manage projects with discretion sound judgement skill and efficiency <li> <li>Collaborate with other roles and departments across the company <li> <li>Gain extensive understanding of clients businesses clients recognition solutions and objectives Partner with the Client Success Manager and sales team to achieve success <li> <p><p><ul><p><strong>Job Requirements<strong> <p> <p><strong>Qualifications that lead to success<strong> <p> <p><p><ul><li>Bachelors Degree in business or any allied field that demonstrates strong business savvy<li> <li>3 years of experience in customer success management with preference given to experience in managing SaaS accounts<li> <li>Ability to create strong account plans that clearly identify executable retention strategies and measurable growth objectives for assigned clients <li> <li>Ability to multitask and manage a large portfolio of complex and demanding clients<li> <li>Indepth knowledge of the trends industry best practices and allied spaces such as HR and total rewards<li> <li>Experience in presenting and facilitating meetings that include executive level audiences<li> <li>Successful and effective project manager <li> <li>Strong problemsolving skills that result in wins<li> <li>Ability to research complex issues and develop strategic solutions<li> <li>Participate in continuous improvement and change management<li> <li>Strong sense of pride and accountability to the role which includes a large client portfolio<li> <li>Ability to adapt to change<li> <li>Note travel to client locations to conduct business meetings is required<li> <p><p><ul>
Regional Sales Manager - NW, SW, Great Lakes
Company: Stanley Black & Decker, Inc.
Location: Salt Lake City, UT
Posted Apr 18, 2024
Stanley Black & Decker is seeking a Sales Manager for the NW, SW, and Great Lakes regions. The role involves leading a team of 6 HTAS Specialists, managing customer relationships, and developing strategic sales plans. The company offers competitive benefits, career growth opportunities, and a diverse, inclusive culture. The ideal candidate has progressive sales leadership experience, strong communication skills, and a strategic mindset.
Controller
Company: Executech
Location: Salt Lake City, UT
Posted Apr 20, 2024
<p><span><span><span><b><span><span><span>Job Description<span><span><span><b><span><span><span><br ><span><span><span><span><span>We are seeking a resultsdriven Controller to help support our continued growth This person will take the lead role in our financial reporting process by ensuring the accurate and timely reporting of our consolidated financial results and implementing accounting best practices and policies across our regions <span><span><span><span><span><br ><span><span><span><span><span>We are looking for a selfmotivated analytical and detailoriented problem solver who is excited about rolling up their sleeves in an entrepreneurial and highgrowth environment You should demonstrate indepth knowledge of GAAP and have extensive experience in a similar role A firstclass Controller will be someone whose expertise translates into optimized financial operations and increased profitability The Controller will report directly to the CFO will oversee the accounting team and will work closely with department heads and regional leadership across the company <span><span><span><span><span><br ><span><span><span><b><span><span><span>Responsibilities<span><span><span><b><span><span><span> <p><ul><li><span><span><span><span><span><span>Implement and maintain consistent accounting policies and controls centrally and across regions in compliance with US GAAP<span><span><span><span><span><span><li> <li><span><span><span><span><span><span>Ensure timely and accurate monthend accounting close <span><span><span><span><span><span><li> <li><span><span><span><span><span><span>Prepare monthly consolidated financial reporting package<span><span><span><span><span><span><li> <li><span><span><span><span><span><span>Perform monthly balance sheet and income statement analysis to identify and analyze trends that require additional review or action<span><span><span><span><span><span><li> <li><span><span><span><span><span><span><span>Perform internal audits and financial risk assessments as well as facilitate intervention strategies<span><span><span><span><span><span><span><li> <li><span><span><span><span><span><span><span>Review journal entries and monthly account reconciliations<span><span><span><span><span><span><span><li> <li><span><span><span><span><span><span><span>Ensure timely and accurate billing invoicing expenses and reimbursements<span><span><span><span><span><span><span><li> <li><span><span><span><span><span><span>Lead andor assist organizationwide initiatives system migrations improving processes amp controls compliance with accounting guidelines metrics tracking etc<span><span><span><span><span><span><li> <li><span><span><span><span><span><span>Mentor and train the accounting team<span><span><span><span><span><span><li> <li><span><span><span><span><span><span>Work directly with external auditors to ensure compliance with annual audits<span><span><span><span><span><span><li> <li><span><span><span><span><span><span>Must have an understanding and experience with multi state sales tax<span><span><span><span><span><span><li> <li><span><span><span><span><span><span>Research new ASC requirements and draft accounting whitepapers and policies<span><span><span><span><span><span><li> <ul><p><span><span><span><b><span><span><span>Qualifications<span><span><span><b><span><span><span> <p><ul><li><span><span><span><span><span><span><span>Bachelors degree in Accounting Finance or a similar field<span><span><span><span><span><span><span><li> <li><span><span><span><span><span><span><span>5+ years of financeaccounting experience with increasing responsibility<span><span><span><span><span><span><span><li> <li><span><span><span><span><span><span><span>3+ years of staff management experience<span><span><span> <span><span><span><span><li> <li><span><span><span><span><span><span><span>Strong knowledge of all aspects of US Generally Accepted Accounting Principles GAAP<span><span><span><span><span><span><span><li> <li><span><span><span><span><span><span>Experience completing financial audits and tax requirements deliverables<span><span><span><span><span><span><li> <li><span><span><span><span><span><span><span>Superb organizational and time management abilities<span><span><span><span><span><span><span><li> <li><span><span><span><span><span><span>Exceptional verbal and written communicator with ability to work across all levels of the organization<span><span><span><span><span><span><li> <li><span><span><span><span><span><span>Must be a hands on contributor that also has a desire to train and mentor other team members<span><span><span><span><span><span><li> <li><span><span><span><span><span><span>Demonstrate proficiency in researching and articulating sales tax regulations<span><span><span><span><span><span><li> <ul><p><br ><span><span><span><b><span><span><span>Preferred<span><span><span><b><span><span><span> <p><ul><li><span><span><span><span><span><span>CPA or CFA certification<span><span><span><span><span><span><li> <li><span><span><span><span><span><span>Public accounting experience<span><span><span><span><span><span><li> <li><span><span><span><span><span><span>MSP experience<span><span><span><span><span><span><li> <li><span><span><span><span><span><span>Previous experience with private equity or public reporting requirements is preferred<span><span><span><span><span><span><li> <li><span><span><span><span><span><span>Understanding of Microsoft Dynamics and Business Central<span><span><span><span><span><span><li> <li><span><span><span><span><span><span>Understanding of ConnectWise<span><span><span><span><span><span><li> <li><span><span><span><span><span><span>Inherent desire to drive continuous improvement<span><span><span><span><span><span><li> <ul><p><span><span><span><b><span><span>Other Information<span><span><b><span><span><span> <p><ul><li><span><span><span><span><span><span>Located at Executech HQ South Jordan Utah<span><span><span><span><span><span><li> <ul><p><span><span><span><span><span>Come work for the most awardwinning IT company in the Intermountain West Dont work here because you need a job work here because you want THIS job because Executech can become your true career Plus youll get to experience our awardwinning culture We have an amazing team that will become your second family We have regular companywide parties monthly team activities and much more So what are you waiting for Apply today<span><span><span><span><span><br > <p>
Manager of Customer Success (CSM Manager)
Company: Canopy
Location: Salt Lake City, UT
Posted Apr 20, 2024
<p><strong>Manager of Customer Success<strong><p> <p><strong>Canopy South Jordan UT<strong><p> <p><strong>About Us<strong><p> <p>Canopy is a fastgrowing SaaS company in South Jordan Utah building simple efficient software for accounting firms We are looking to revolutionize the accounting space with modern userfriendly software for a neglected industry <p> <p>Our goal is to help our clients unlock the firm theyve always wanted with our Practice Management Suite We place strong emphasis on delighting our customers spotting and solving problems and being good people along the way <p> <p>Click here to see why our clients love Canopy<p> <p>Interested in learning more about Canopy amp the industry Check out our blog here where you can find great information on our product features industry news practice management and more<p> <p><strong>The Opportunity<strong><p> <p>We are seeking an experienced and dynamic Manager to lead our Customer Success Team This individual will be responsible for overseeing a team of SMB and MidMarket CSMs ensuring that they deliver outstanding support and guidance to our clients The Manager of Customer Success will play a pivotal role in driving customer satisfaction retention and expansion while fostering a culture of excellence and continuous improvement within the team<p> <p>This is a hybrid position MW F in office in South Jordan UT Applicants must be located in the US<br ><p> <p><strong>What Youll Do<strong><p> <ul><li><strong>Team Leadership<strong> Provide effective leadership and mentorship to a team of CSMs fostering a positive and collaborative work environment<li> <li><strong>Customer Engagement <strong>Develop strategies to proactively engage with SMB and MidMarket clients understanding their needs challenges and objectives to deliver tailored solutions and maximize value<li> <li><strong>Retention and Expansion <strong>Drive customer retention and expansion initiatives by identifying opportunities for upselling crossselling and promoting additional Canopy services that align with client requirements<li> <li><strong>Performance Management<strong> Set clear performance expectations establish KPIs and monitor team performance to ensure targets and objectives are consistently met or exceeded<li> <li><strong>Training and Development<strong> Develop and implement training programs to enhance the skills and knowledge of team members enabling them to deliver exceptional service and support to clients<li> <li><strong>Process Improvement<strong> Continuously evaluate and refine customer success processes and workflows to optimize efficiency scalability and effectiveness<li> <li><strong>Collaboration <strong>Collaborate closely with crossfunctional teams including Sales Product Development and Marketing to align customer success initiatives with company objectives and drive overall business growth<li> <li><strong>Customer Advocacy<strong> Act as a strong advocate for customers within the organization representing their interests and feedback to relevant stakeholders to drive product enhancements and improvements<li> <ul><p><strong>What Were Looking For<strong><p> <ul><li>Bachelors degree <li> <li>5+ years of proven experience in a Customer Success Management role preferably in the SaaS industry<li> <li>2+ years of experience in managing and leading highperforming customer success teams<li> <li>Strong understanding of SMB and MidMarket customer needs with experience in account management upselling and crossselling<li> <li>Excellent communication interpersonal and presentation skills<li> <li>Strategic thinker with the ability to develop and execute customer success strategies aligned with business objectives<li> <li>Analytical mindset with proficiency in data analysis and reporting tools<li> <li>Ability to thrive in a fastpaced dynamic environment and adapt to changing priorities<li> <ul><p><strong>Why You Want to Work Here<strong><p> <p>🌴 Flexible Paid Time Off <em> that youre actually encouraged to use plus 10 company holidays <em><p> <p>❤️🩹 Health Benefits <em> including Medical Dental and Vision and an HSA Match Canopy covers Medical premiums at 100 for Employees only<em><p> <p>💰 401k <em>we match 100 up to 3 of your contribution Eligibility is immediate with 100 vesting<em><p> <p>🧠 Mental Health <em>all employees have access to Impact Suite amp to our Employee Assistance Program EAP<em><p> <p>👶 Paid New Parent Leave amp Birthing Parent Leave <em>so youre able to care for your little ones<em><p> <p>➕ Supplemental Benefits <em>including 100 company paid Basic Life amp ADampD insurance and long amp shortterm disability coverage<em><p> <p>🌟 Nectar <em>our peertopeer recognition program to help our employees recognize the amazing work being done by other Canopians<em><p> <p>🥳 Company Events<em> including monthly companywide meetings summer parties and more<em><p> <p>💡 DEIB Committee<em> to plan initiatives around continuing education community outreach recruiting onboarding and more<em><p> <p>☕ Fullystocked kitchen <em>Keto Vegan Flexitarian Mandalorian Weve got you covered <em><p> <p><strong>Our Values<strong><p> <p>We approach our work every day with a few things in mind<p> <p>🔑 Own <em>we own this place We focus on outcomes holding ourselves amp each other accountable<em><p> <p>🏆 Win <em>we win by delighting our customers with the very best products and services<em><p> <p>👍 Do Good <em>we work hard to be good people<em><p> <p>💡 Embrace Curiosity amp Candor <em>we approach everything with curiosity amp we understand that candor is kindness and give the gift of feedback<em><p> <p>To learn more about us amp our values click here<p> <p><strong>Interviewing Canopy<strong><p> <p>We know application processes can be a little stressful Heres are the stages of a typical interview process<p> <ul><li>Once your application is received we will review it and get back to you if we feel like its a mutual fit <li> <li>20 minute phone call with the People Team<li> <li>4560 minute video or inperson interview with the Hiring Manager<li> <li>13 rounds of interviews depending on the role<li> <li>Final Interview<li> <ul><p>Interview processes can vary depending on the role The People Team will give you a role specific overview of the process during your first phone call <p> <p><strong><em>Remember<em><strong><em><em> This is your interview too We know candidates are evaluating us just as much as we are them We encourage you to bring questions to each of your interviewsour hiring teams will always make sure to save time for questions at the end <p> <p><em>Canopy is an equal opportunity employer Canopy provides equal employment opportunities EEO to all employees and applicants for employment without regard to race color religion gender national origin sexual orientation gender identity or expression age disability genetic information marital status or veteran status<em><p>
Sr. Financial Analyst
Company: Canopy
Location: Salt Lake City, UT
Posted Apr 19, 2024
<p><strong>Sr Financial Analyst<strong><p> <p><strong>Canopy South Jordan UT<strong><p> <p><strong><br ><strong><p> <p><strong>About Us<strong><p> <p>Canopy is a fastgrowing SaaS company in Draper Utah building simple efficient software for accounting firms We are looking to revolutionize the accounting space with modern userfriendly software for a neglected industry <p> <p>Our goal is to help our clients unlock the firm theyve always wanted with our Practice Management Suite We place strong emphasis on delighting our customers spotting and solving problems and being good people along the way <p> <p>Click here to see why our clients love Canopy<p> <p>Interested in learning more about Canopy amp the industry Check out our blog here where you can find great information on our product features industry news practice management and more<p> <p><strong>The Opportunity<strong><p> <p>We are seeking a highly skilled and motivated Senior Financial Analyst to join our finance team The Senior Financial Analyst will play a critical role in supporting financial planning and analysis driving strategic decisionmaking and providing actionable insights to senior management This individual will collaborate closely with crossfunctional teams to analyze financial performance develop forecasts and identify opportunities for improvement<p> <p>This is a hybrid position in South Jordan Utah M W F inoffice<p> <p><strong>What Youll Do<strong><p> <ul><li>Financial Planning and Analysis <ul><li>Develop and maintain financial models to support budgeting forecasting and longrange planning processes<li> <li>Analyze key performance indicators KPIs and financial metrics to assess business performance and trends<li> <li>Prepare and present insightful reports and presentations for senior management and key stakeholders<li> <ul><li> <li>Budgeting and Forecasting <ul><li>Coordinate the annual budgeting process including gathering input from department heads analyzing variances and preparing budget presentations<li> <li>Partner with business leaders to develop accurate forecasts and provide actionable insights to drive performance improvements<li> <ul><li> <li>Performance Analysis and Insights <ul><li>Conduct indepth analysis of financial results including variance analysis and trend analysis to identify opportunities and risks<li> <li>Provide proactive recommendations to optimize revenue reduce costs and improve overall financial performance<li> <ul><li> <li>Strategic Decision Support <ul><li>Partner with senior leadership to evaluate strategic initiatives investment opportunities and business expansion plans<li> <li>Conduct financial due diligence and scenario analysis to support decisionmaking and drive business growth<li> <ul><li> <li>Process Improvement and Efficiency <ul><li>Identify opportunities to streamline financial processes enhance data accuracy and improve efficiency<li> <li>Drive initiatives to automate routine tasks and implement best practices for financial reporting and analysis<li> <ul><li> <li>Payments Analysis and Reporting <ul><li>Conduct indepth analysis of payment transactions trends and performance metrics to identify opportunities for process improvement and revenue optimization<li> <li>Prepare comprehensive reports and dashboards to communicate paymentrelated insights trends and forecasts to key stakeholders<li> <ul><li> <ul><p><strong>What Were Looking For<strong><p> <ul><li>Bachelors degree in Finance Accounting Economics or related field <li> <li>MBA or CFA preferred<li> <li>4+ years of progressive experience in financial analysis preferably within the SaaS industry<li> <li>Proficiency in financial modeling forecasting and data analysis using Excel SQL and other analytical tools<li> <li>Experience with financial planning and ERP systems<li> <li>Excellent communication skills with the ability to present complex financial concepts to nonfinance stakeholders<li> <li>Proven track record of driving process improvements optimizing workflows and delivering actionable insights to support business objectives<li> <li>Detailoriented mindset with a passion for accuracy problemsolving and continuous learning<li> <ul><p><em>We know many women do not apply for a job if they dont perfectly fit the description We want you to apply anyway<em><p> <p><strong><br ><strong><p> <p><strong>Bonus Points If You Have <strong><p> <ul><li>Experience in the payments sector <li> <ul><p><strong>Why You Want to Work Here<strong><p> <p>🌴 Flexible Paid Time Off <em> that youre actually encouraged to use plus 10 company holidays <em><p> <p>❤️🩹 Health Benefits <em> including Medical Dental and Vision and an HSA Match Canopy covers Medical premiums at 100 for Employees only<em><p> <p>💰 401k <em>we match 100 up to 3 of your contribution Eligibility is immediate with 100 vesting<em><p> <p>🧠 Mental Health <em>all employees have access to Impact Suite amp to our Employee Assistance Program EAP<em><p> <p>👶 Paid New Parent Leave amp Birthing Parent Leave <em>so youre able to care for your little ones<em><p> <p>➕ Supplemental Benefits <em>including 100 company paid Basic Life amp ADampD insurance and long amp shortterm disability coverage<em><p> <p>🌟 Motivosity <em>our peertopeer recognition program to help our employees recognize the amazing work being done by other Canopians<em><p> <p>🥳 Company Events<em> including monthly companywide meetings summer parties and more<em><p> <p>💡 DEIB Committee<em> to plan initiatives around continuing education community outreach recruiting onboarding and more<em><p> <p>☕ Fullystocked kitchen <em>Keto Vegan Flexitarian Mandalorian Weve got you covered <em><p> <p><em><br ><em><p> <p><strong>Our Values<strong><p> <p>We approach our work every day with a few things in mind<p> <p>🔑 Own <em>we own this place We focus on outcomes holding ourselves amp each other accountable<em><p> <p>🏆 Win <em>we win by delighting our customers with the very best products and services<em><p> <p>👍 Do Good <em>we work hard to be good people<em><p> <p>💡 Embrace Curiosity amp Candor <em>we approach everything with curiosity amp we understand that candor is kindness and give the gift of feedback<em><p> <p>To learn more about us amp our values click here<p> <p><strong>Interviewing Canopy<strong><p> <p>We know application processes can be a little stressful Heres are the stages of a typical interview process<p> <ul><li>Once your application is received we will review it and get back to you if we feel like its a mutual fit <li> <li>20 minute phone call with the People Team<li> <li>4560 minute video or inperson interview with the Hiring Manager<li> <li>13 rounds of interviews depending on the role<li> <li>Final Interview<li> <ul><p>Interview processes can vary depending on the role The People Team will give you a role specific overview of the process during your first phone call <p> <p><strong><em>Remember<em><strong><em><em> This is your interview too We know candidates are evaluating us just as much as we are them We encourage you to bring questions to each of your interviewsour hiring teams will always make sure to save time for questions at the end <p> <p><em>Canopy is an equal opportunity employer Canopy provides equal employment opportunities EEO to all employees and applicants for employment without regard to race color religion gender national origin sexual orientation gender identity or expression age disability genetic information marital status or veteran status<em><p>
Insurance Partner Strategy Manager
Company: CLEARLINK
Location: Salt Lake City, UT
Posted Apr 17, 2024
<p><b><span><strong>Who Were Looking For Insurance Partner Strategy Manager<strong><span><b> <p><p><span>Are you ready for the next step in your career journey Then weve got the opportunity for you Were looking for an account manager to join our growing Medicare insurance agency and Insurance business unit<span><p> <p><span>At Clearlink were passionate about helping people get into the right healthcare policies the first time and building lasting relationships with our customers As one of the nations largest Medicare agencies we help make an impact in the lives of Americans that are enrolling in Medicare If youd like to be part of our cause and help us make a difference wed like to hear from you<span><p> <p><span>As an account manager of Insurance at Clearlink you will primarily be responsible for fostering positive relationships with our carrier partners managing daytoday reporting and communication and finding opportunities for our agency to improve its position with our carriers In this role youll regularly collaborate with our partners and youll also facilitate regular meetings with marketing sales and operations to drive focus on initiatives and performance Youll be responsible for supervising internal and external key performance indicators and metrics and identifying trends and opportunities<span><p> <p><span>The ideal candidate will thrive in a complex fastpaced environment will have a passion for and broad experience in the Medicare space and is excited by the opportunity to continually shape and mold our agency<span><p> <p><b><span><strong>The Impact You Will Make<strong><strong> <strong><span><b> <p><ul><li><span>You will be the first line of communication to our carrier partners and will regularly connect with them<span><li> <li><span>Through carrier conversations youll find opportunities for us to deepen relationships<span><li> <li><span>When problems arise youll be responsible for issue and impact analysis and will work with partners to identify a resolution<span><li> <li><span>You will prepare proposals and presentations including those for annual planning quarterly reviews monthly reviews and daily reporting<span><li> <li><span>You will facilitate or cofacilitate weekly partner and tactical meetings where you will help set the agenda set and review action items review landmarks and identify impediments to tactical initiatives<span><li> <li><span>You will Establish productive professional relationships with key personnel in assigned carrier accounts<span><li> <li><span>You will help us improve our metrics and plan trainings with carriers<span><li> <li><span>You will be the first point of escalation for internal and external needs between us and our carrier partners<span><li> <li><span>Coordinate the involvement of company personnel including Sales Centers Digital Marketing Paid Search SEO Display etc Information Technology Operations Training and Accounting in order to meet account performance objectives and customers expectation<span><li> <ul><p><b><span><strong>What You Bring <strong><span><b> <p><ul><li><span>3+ proven experience in account management or a similar role<span><li> <li><span>Experience managing relationships with Medicare insurance carriers Required<span><li> <li><span>Understanding of digital marketing and telephonic sales Required<span><li> <li><span>BABS degree<span><li> <li><span>Proven ability to manage a team of interactive professionals and partner collaboration<span><li> <li><span>Excellent written and oral communication skills with the ability to build and develop relationships internally and with carrier partners<span><li> <li><span>Excellent presentation and public speaking skills<span><li> <li><span>Youre a critical problemsolver and are skilled at identifying issues measuring impact and driving to a resolution<span><li> <li><span>Strong proficiency in Microsoft Excel with advanced reporting capability<span><li> <li><span>Comfortable working in a fastpaced performancefocused environment<span><li> <li><span>Able to balance priorities while maintaining an eye for detail<span><li> <li><span>In office 4 days a week<span><li> <ul><p><span><strong>Perks That Set Us Apart<strong><span><p> <ul><li><span><strong>🩺Healthcare<strong> We offer lowcost competitive health coverage domestic partners included with employerpaid counseling services<span><li> <li><span><strong>💰Invest in the Future<strong> Enjoy 401k matching after just two months of employment with employer matching starting at ~3<span><li> <li><span><strong>🧘♀️Lifestyle Spending Stipends<strong> Access an employerpaid spending account for physical financial and emotional wellbeing expenses<span><li> <li><span><strong>🏝️Flexible Time Off <strong>We offer competitive timeoff balances that accrue weekly just like your paycheck Yes were paid weekly too<span><li> <li><span><strong>👶🏻Parental Leave<strong> We provide 2 weeks of paid parental leave during the first year and up to 6 weeks after one year of employment<span><li> <li><span><strong>✈️Generous Paid Holidays<strong> Celebrate cultural diversity with additional flex holidays in addition to our company paid holidays<span><li> <li><span><strong>🏠Hybrid Work Options<strong> Embrace the flexibility and collaboration of hybrid working This position will be expected to work in the office 4 days and remotely 1 day a week<span><li> <li><span><strong>🌎World Class Facility<strong> With onsite restaurants a 7000 sqft gym pickleball amp basketball courts spin classpilates room bikes massages and so much more<span><li> <li><span><strong>🛟Comprehensive Life Insurance<strong> Ensure peace of mind with coverage that extends beyond the workplace with employer paid life insurance including coverage for dependents and spouses<span><li> <ul><p><span><strong>🤝Employee Resource Groups ERGs Join us in fostering connections celebrating diversity and providing a supportive community for all<strong><span><p> <p><span>At Clearlink we go beyond the basics ensuring your experience with us is not just professionally fulfilling but personally enriching too<span><p> <p><span><strong>Interviewing at Clearlink<strong><span><p> <p><span>We know interviews can be stressful Here are some stages you can expect from a typical interview with Clearlink <span><p> <ul><li><span>Once your application is submitted we will review it and be in touch<span><li> <li><span>30min phone call with the Recruiting Team<span><li> <li><span>30min 1 hour interview with the Hiring Manager<span><li> <li><span>30min 1 hour interview with a Clearlink Panel<span><li> <ul><p><span>Some interview processes can vary depending on the role Your recruiter will give you a rolespecific interview process during your first phone call<span><p> <p><span><strong>Why Work For Us<strong><span><p> <p><span>Since 2001 Clearlink has been dedicated to fostering growth and embracing opportunities Our mission is to strengthen our workforce to build brands that guide users and customers toward decisions that enhance their lives We encourage our employees to Act as an Owner to voice their thoughts share innovative ideas and authentically bring their whole selves to work Join us in our forwardthinking and inclusive community where your expertise background and unique perspective are always valued<span><p> <p><span>Clearlink Partners amp Awards <span><p> <ul><li><span>Partnered with The Period Project for easy access to menstrual hygiene products<span><li> <li><span>Awarded the 2022 Shatter List for breaking glass ceilings in technology<span><li> <li><span>Received the 2023 Womens Leadership Institute Award pledging to elevate womens leadership<span><li> <ul><p><span>Clearlink Values CLEAR<span><p> <ul><li><span>Create Community<span><li> <li><span>Learn amp Grow<span><li> <li><span>Embrace Opportunity<span><li> <li><span>Act Like An Owner <span><li> <li><span>Respect Every Person<span><li> <ul><p><span>Committed to accessibility we encourage you to share any accommodation needs during the application or employment process Your unique strengths matter and we are dedicated to providing the necessary support for your success at Clearlink<span><p> <div> <p><span><span><strong>Why Work For Us<strong><span><span><p> <p><span>Since 2001 Clearlink has been dedicated to fostering growth and embracing opportunities Our mission is to strengthen our workforce to build brands that guide users and customers toward decisions that enhance their lives We encourage our employees to Act as an Owner to voice their thoughts share innovative ideas and authentically bring their whole selves to work Join us in our forwardthinking and inclusive community where your expertise background and unique perspective are always valued<span><p> <p><span>Clearlink Partners amp Awards <span><p> <ul><li><span>Partnered with The Period Project for easy access to menstrual hygiene products<span><li> <li><span>Awarded the 2022 Shatter List for breaking glass ceilings in technology<span><li> <li><span>Received the 2023 Womens Leadership Institute Award pledging to elevate womens leadership<span><li> <ul><p><span>Clearlink Values CLEAR<span><p> <ul><li><span>Create Community<span><li> <li><span>Learn amp Grow<span><li> <li><span>Embrace Opportunity<span><li> <li><span>Act Like An Owner <span><li> <li><span>Respect Every Person<span><li> <ul><p><span>Committed to accessibility we encourage you to share any accommodation needs during the application or employment process Your unique strengths matter and we are dedicated to providing the necessary support for your success at Clearlink<span><p> <div>
Technical Accounting Manager
Company: Route
Location: Provo, UT
Posted Apr 18, 2024
Route is a company that aims to streamline the post-purchase experience for consumers and brands. They offer services like tracking, insuring, and discovering products in one place. Since its launch in 2018, Route has been growing and now seeks a Technical Accounting Manager to ensure compliance with US GAAP, conduct research on new initiatives, and implement process improvements. The role requires a CPA with 5+ years of experience, deep technical knowledge, and excellent communication skills. Route offers competitive compensation, benefits, and a commitment to diversity and inclusion.
Compensation Analyst
Company: 1-800 CONTACTS
Location: Salt Lake City, UT
Posted Apr 20, 2024
SeekWell, the parent company of 1-800 Contacts, Luna, and Hello Eyes, is seeking a Compensation Analyst. The role involves conducting market analysis, internal equity analysis, and job classification. The ideal candidate should have 2+ years of HR experience, strong analytical skills, and proficiency in Excel. The company offers competitive benefits including free eye exams, deep discounts on vision care, and a tuition reimbursement program.
Demand Generation Manager
Company: SalesRabbit
Location: Provo, UT
Posted Apr 17, 2024
<p>As the Demand Generation Manager you will collaborate to execute accountbased strategies and programs to win strategic new business You will own the execution and results of these strategies as well as relevant metrics You will work closely with the sales team to identify opportunities deploy campaigns and implement best practices<p> <p><strong>Who We Are<strong> SalesRabbit is the leader in field sales operating as the only fully integrated field sales management platform continuously evolving enterpriseready selling solutions<p> <p><strong>Where Were Headed<strong> Based in Lehi Utah and with 100+ employees SalesRabbit continues to grow and establish itself as the leading solution for field sales teams and organizations<p> <p><strong>The Secret to Our Success<strong> We put our employees first Along with competitive pay and benefits we offer our employees all the comfort youd expect from a highgrowth SaaS company<p> <p><strong>To be a good fit for SalesRabbit you should<strong><p> <ul><li>Possess a natural curiosity about how things work and how to improve them<li> <li>Be equal parts humble and confident<li> <li>Have grit like a honey badger<li> <ul><p><strong>To be a good fit for this particular role you should behave<strong><br ><p> <ul><li>2+ years of experience in B2B marketing with a focus on targeted demand<li> <li>Experience developing and executing strategic accountbased campaigns that drive business impact<li> <li>Strong understanding of how to build and launch specific effective content that is mapped to personas andor industries<li> <li>Experience working in partnership with sales and other crossfunctional teams<li> <li>Positive cando attitude with the ability to plan and prioritize numerous projects<li> <li>Excellent verbal and written communication skills Strong interpersonal skills are a must<li> <li>Proactive team player with the ability to collaborate and also work independently<li> <li>Familiarity with Demandbase and Salesforce is a plus<li> <ul><p><strong>Heres how you will make an impact<strong><p> <ul><li>Focus on developing the strategy to consistently develop implement and measure successful onetomany onetofew and onetoone campaigns<li> <li>Work closely with sales and marketing partners to define account selection and fuel engagement in key accounts<li> <li>Own the strategy to develop and execute a broad range of datadriven multichannel programs and campaigns intended to increase coverage engagement and pipeline<li> <li>Work crossfunctionally with internal stakeholders to keep campaigns on track and on time<li> <li>Communicate upcoming campaign plans enablement materials and training sessions to help maximize campaign success<li> <li>Apply an experimentation mindset to drive test learn and optimize<li> <li>Monitor and report on metrics to ensure business impact ie account engagement journey stage conversion meetings scheduled and influencedsourced pipeline<li> <ul><p>Benefits<p> <ul><li>10 paid holidays<li> <li>20 days of PTO <li> <li>401k 100 matching up to 4 of salary vesting is immediate<li> <li>Company phone plan covering service for employee and spousechild<li> <li>Onsite gym and other wellness initiatives<li> <li>Fully stocked break room and weekly catered lunches<li> <li>Corporate passes <li> <li>Womens group <li> <ul><p>SalesRabbit is proud to be an equal opportunity employer and committed to providing employment opportunities regardless of race religious creed color national origin ancestry physical disability mental disability medical condition genetic information marital status sex gender gender identity gender expression pregnancy childbirth and breastfeeding age sexual orientation military or veteran status or any other protected classification We also consider qualified applicants with criminal histories consistent with applicable federal state and local law<p> <p>INDSR01<p>