Retirement Plan Jobs in Payson, UT

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Looking for Retirement Plan jobs in Payson, UT? Browse our curated listings with transparent salary information to find the perfect Retirement Plan position in the Payson, UT area.

Manager, Account Management

Company: SmithRx

Location: Provo, UT

Posted Dec 06, 2023

Enable customer success outcomes including reduced customer churn, revenue expansion opportunity identification, higher customer product adoption, customer satisfaction, and overall customer health scores. Key focus areas will include setting team goals/priorities, managing and improving the CSAT scores, enabling effective account coverage, and creating an inspiring team environment. Manage the achievement of key performance indicators for team’s portfolio identified accounts. What you will do: Establish clear team goals/priorities in alignment with broader Customer Success and Account Management strategy. The Manager of Customer Success and Account Management is responsible for a team of individuals driving the ongoing attainment of outcomes, product adoption, and complete post-sale success and satisfaction of SmithRx customers. Perform regular team member coaching and identify team’s training opportunities Manage portfolio of accounts toward optimal coverage targets by planning appropriate team capacity Build trusting relationships with client operational leadership Maintain a comprehensive understanding of business challenges faced by customers Assist leadership with cross-functional project management to drive resolution for escalated client issues while coordinating internal and external teams as necessary Identify product gaps by conducting business impact assessments and proactively manage client expectations Assess and prioritize issues that may lead to client attrition risk and ensure a strong mitigation plan is established Actively participate in the full interview and onboarding life cycle What you will bring to SmithRx: 5+ years in Customer Success/ Account Management leadership roles with direct reports required 5+ years of working knowledge of healthcare benefits/ pharmacy benefits/ commercial health insurance required A positive, growth mindset with the ability to stay calm under pressure while driving towards solutions An obsession with customer experience and customer satisfaction A passion for solving difficult problems together in collaboration with the broader teams Executive-level communication and interpersonal skills, with the ability to effectively navigate and mediate conflict and foster honest dialogue Experience in Client relationship management ensuring expectations and deliverables are documented and met, key stakeholders are informed, and client satisfaction is achieved Ability to work independently as well as part of an extended, cross-functional team Self-driven, results-oriented and disciplined work ethic Ability to take initiative with little to no direction Be transparent and honest in a positive, professional and polite manner Expert conflict resolution skills Highly effective communicator with a consultative and tactful approach; Ability to observe situations and scenarios from the client or team member’s point of view Ability to navigate unique and individual team member scenarios while providing coaching through day-to-day challenges, and mentoring through a long-term relationship-based approach to drive long term individual success Bachelors or equivalent work experience required What SmithRx Offers You: Highly competitive wellness benefits including Medical, Pharmacy, Dental, Vision, and Life Insurance Flexible Spending Benefits 401(k) Retirement Savings Program Short-term and long-term disability Discretionary Time Off 13 Paid Holidays Wellness benefits- Spring Health, Gympass, and Headspace Commuter Benefits Paid Parental Leave benefits Employee Assistance Program (EAP) Well-stocked kitchen in office locations Professional development and training opportunities This role will serve as internal champion and quarterback, coordinating the cross functional approach required for sustained customer success and growth. We build and manage effective relationships with our customers’ operational leadership, communicating the value of our services in the context of customers’ business goals with the goal of retaining high performing, satisfied customers. Courage: Embrace the challenge. Job Summary: The Customer Success Team is focused on helping SmithRx’s clients derive the full value of their PBM services.

VP of International Finance Operations

Company: Pattern

Location: Provo, UT

Posted Dec 04, 2023

We also believe in having fun and balancing our lives, so we offer awesome benefits that include Unlimited PTO Paid Holidays Onsite Fitness Center Company Paid Life Insurance Casual Dress Code Competitive Pay Health, Vision, and Dental Insurance 401(k) Pattern provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability, status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. We set big goals, work tirelessly to achieve them, and we love our Pattern community. Pattern is an equal opportunity employer. Partner Obsessed- An individual who is partner obsessed clearly explains the status of projects to partners and relies on constructive feedback, actively listens to partner's expectations, and delivers results that exceed them, prioritizes the needs of your partners, and takes the time to create a personable experience for those interacting with Pattern. Team of Doers- Someone who is a part of team of doers uplifts team members and recognizes their specific contributions, takes initiative to help in any circumstance, actively contributes to supporting improvements, and holds themselves accountable to the team as well as to partners. We are looking for individuals who are: Game Changers- A game changer is someone who looks at problems with an open mind and shares new ideas with team members, regularly reassesses existing plans and attaches a realistic timeline to goals, makes profitable, productive, and innovative contributions, and actively pursues improvements to Pattern's processes and outcomes. Data Fanatics- A data fanatic is someone who recognizes problems and seeks to understand them through data, draws unbiased conclusions based on data that lead to actionable solutions, and continues to track the effects of the solutions using data. Pattern is data driven and results oriented. What's the company culture? Bachelor's degree required, preferably in Business, Finance or Accounting Strong background in finance including owning P&L and budget Build and maintain trusting relationships with key International partners and stakeholders Hold local regions accountable for overall international performance and profitability against KPIs and financial objectives Translates strategy into actionable steps for growth, implementing organization-wide goal setting, performance management, and annual planning Strong understanding of working cross-culturally, across different countries and languages and how to navigate the global landscape effectively Ecommerce and CPG experience preferred, but not required What does high performance look like?

Outbound, Sales Development Representative

Company: Spot AI

Location: Provo, UT

Posted Dec 03, 2023

As an equal opportunity employer, we do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We bias towards action, move fast, and iterate. You are ambitious, motivated, organized and detail oriented. And, we are creating and cultivating a diverse and inclusive culture where we celebrate individuals for what they accomplish, no matter who they are! It’s a team effort. Own Your Outcomes. We help each other succeed. You are early in your sales career, and eager to learn, grow and succeed while contributing to the success of a thriving business. We are relentlessly curious about our customer’s goals, and seek the simplest solutions to solve their problems. We leverage each other’s strengths to accomplish big goals together.

Customer Service Representative

Company: Galileo Financial Technologies

Location: Salt Lake City, UT

Posted Dec 06, 2023

Galileo Financial Technologies provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.New York applicants: Notice of Employee RightsGalileo is committed to embracing diversity. A Galileo Customer Service Representative will be responsible for providing best in class service by responding to Inbound inquiries concerning debit card transactions, products, services, disputes, fees, billing errors, payments, or any other requests related to the Galileo products; and act as a rapid response unit for special projects as assigned. As part of this commitment, Galileo offers reasonable accommodations to candidates with physical or mental disabilities. Galileo leads its industry with superior fraud detection, security, decision-making analytics, and regulatory compliance functionality combined with customized, responsive, and flexible programs to accelerate the success of all payments companies and solve tomorrow's payments challenges today. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email [email protected] to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time. This position is Mon-Fri 8:00am-4:30pm. Thorough and accurate in all you do so the customer and agent have the correct information Must be able to pass a criminal background check Bilingual in Spanish preferred Nice to have: Bilingual Candidates that are fluent in Spanish and English Compensation: $16.00-$18.50/hr Compensation differential for Bilingual speakers (English and Spanish) LI-MT1 Why you’ll love working here: Competitive salary packages and bonuses Comprehensive medical, dental, vision and life insurance benefits Generous vacation and holidays Paid parental leave for eligible employees 401(k) and education on retirement planning Retirement plans and planning Tuition reimbursement on approved programs Monthly contribution up to $200 to help you pay off your student loans Great health & well-being benefits including: telehealth parental support, subsidized gym program Fully stocked kitchen (snacks and drinks) To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page! Who we are: Welcoming, collaborative, and having the opportunity to make an impact - is how our employees describe working here. The role: The CSR 1 role within the Customer Service organization is a dynamic role that provides consistent customer experience and complex problem solving opportunities. The role serves as a value add to our clients and their customers.

Senior Designer, Bottoms and Outerwear

Company: Sundance Holdings Group, LLC

Location: Salt Lake City, UT

Posted Dec 06, 2023

We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, childbirth and related medical conditions, lactation, genetic information, gender, sexual orientation, gender identity or expression, military service, veteran status, or any other category protected under federal, state, or local law. We offer a competitive wage and excellent benefits package including medical, dental, vision, life, disability, 401(k), paid time off, and great merchandise discounts. Exceptional presentation skills, both visual and oral. Detail Oriented. Excellent communication skills, both verbal and written. This position is located in Salt Lake City, Utah, remote work is not offered for this role. All applicants have rights under Federal Employment Laws, including Family and Medical Leave Act (FMLA), Equal Employment Opportunity (EEO) and Employee Polygraph Protection Act (EPPA). Strong understanding of upscale fabrics. For more information about our culture and brand at Sundance, please visit https://careers.smartrecruiters.com/SundanceHoldingsGroupLLC For the Sundance Story, visit: https://www.sundancecatalog.com/category/customer+service/about+us.do Sundance is an equal opportunity employer. Identify and present a clear point of view on key silhouettes, fabrics, prints, pattern, embroidery, and details appropriate for the Sundance brand.

SEO Specialist

Company: Two Barrels LLC

Location: Salt Lake City, UT

Posted Dec 03, 2023

Experience with technical SEO (schemas, URL structures, rendering issues, crawl performance, etc.) You love SEO, trying new ideas, and using your smarts to outrank the competition. SEO affects every part of our business. Minimum Qualifications:Two years of SEO experience in a full time, professional capacity Proficiency with a wide variety of SEO tools, such as Google Analytics, Google Search Console, GTM, Ahrefs, SEMrush, etc. Experimentation will be required. Stay on top of industry changes, algorithm changes, and best practices. Optimize all things SEO-information architecture, structured data, crawling and indexing, page speed, etc. If you don't want to work with other people. Oh, I mean a cool downtown location for easy public transportation options... Audit SEO performance, identifying issues and potential sources.

Manager-Milieu

Company: Acadia Healthcare

Location: Salt Lake City, UT

Posted Dec 03, 2023

Previous supervisory experience required. First aid may be required based on state or facility. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. Demonstrate a positive, empathetic and professional attitude towards customers always. LICENSES/DESIGNATIONS/CERTIFICATIONS: CPR and de-escalation/restraint certification required (training available upon hire and offered by facility). When patient needs are not met, acknowledge and work to resolve complaints. OTHER FUNCTIONS: Perform other functions and tasks as assigned. Five or more years' experience in a behavioral health environment required. Responsible to maintain timekeeping for staff, evaluation of staff and corrective action as required. Debrief with staff and residents after such intervention.

Customer Success Manager I - SMB

Company: Podium

Location: Provo, UT

Posted Dec 06, 2023

Podium 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. Familiarity with CRM and customer support software. Knowledge of online reputation management and customer feedback processes. What you should have: 1+ years in a customer-facing role, such as Customer Success Manager, Account Manager, or Client Services Manager, preferably in the software or SaaS industry Strong communication and interpersonal skills, with the ability to build rapport and credibility with customers at all levels. Benefits Open and transparent culture Life insurance, long and short-term disability coverage Paid maternity and paternity leave Fertility Benefits Generous vacation time, plus three 4-day summer holiday weekends Excellent medical, dental, and vision benefits 401k Plan Bi-annual swag drops with cool Podium gear and apparel A stellar HQ (Utah) gym with local professional coaches and classes offered Onsite HQ (Utah) child care center, subsidized for employees Additional benefits for fully remote employees Podium is an equal opportunity employer. Regularly conduct check-ins to assess customer satisfaction, identify opportunities for improvement, and offer solutions to optimize their usage Act as the primary point of contact for customer inquiries, issues, and escalations. You will ensure customer satisfaction, manage product adoption, and effectively accelerate value for our customers. What we hope you have: Experience with customer success platforms and tools. Act as a customer advocate within the company, relaying feedback to the product and engineering teams to drive continuous improvement. Excellent problem-solving and analytical abilities to understand and address customer challenges effectively.

Senior DevOps Engineer

Company: Traeger Pellet Grills

Location: Salt Lake City, UT

Posted Dec 03, 2023

Food. Skilled at working within a team-oriented, collaborative environment. Keen attention to detail. Highly self-motivated and directed. Adept at reading, writing, and interpreting technical documentation and procedure manuals. Certifications in AWS DevOps Engineer – Professional preferred Strong scripting, API, and automation skills Proficiency in one or more of the following languages: Python JavaScript Unix Shell Scripting Cloud Administration (Azure, AWS, GCP) Experience with Chef, Ansible, Puppet a plus A solid understanding of Network and Security best practices Familiarity with Rest API Calls and tools such as Postman Why You Will Love To Work Here: Be part of the most disruptive force in outdoor cooking Join a true team working towards a common goal Culture of risk-taking, innovation & quality So.Much. Strong interpersonal and oral communication skills. Ability to present ideas and solutions in user-friendly language. Contribute to architecture decisions, focusing on resilience and efficiency. Proven analytical and problem-solving abilities.

General Manager

Company: Glaz-Tech Industries

Location: Salt Lake City, UT

Posted Dec 03, 2023

Drive compliance to company policy, such as reporting time, attendance, safety, audits, etc. Provide leadership, conflict resolution, and coaching that create a positive team morale and effectiveness. Requirements: Ability to communicate in English Background Check/ Drug Screen Must be on-site Qualifications: Strong analytical, conflict resolution, and problem-solving abilities Must possess strong interpersonal and leadership skills Must be 18 years or older 5 years related management work experience 2 years of work experience in glass fabrication Authorized to work in the US Active discussions with customers on orders, inquiries, and other related costumer concerns. Analysis of manpower in each department Administering monthly recording of inventory Oversee interviewing new applicants, onboarding new hires, and compliance with Human Resources. Ensure a safe work environment for all employees - maintain neat and clean work areas and ensure compliance with safety and 5S standards. Ensure consistent and effective shift and work scheduling. Conduct performance discussions and corrective measures with personnel when required. Oversee transportation department for on-time and safe delivery to customer accounts. Create and maintain an environment with employee engagement to implement changes in procedures to improve value-added activities and eliminate wasteful activities.

Project Coordinator

Company: Angel Studios

Location: Provo, UT

Posted Dec 03, 2023

Organization and time management. Ability to take individual ownership, execute with high energy, share context, insist on candor with positive intent. Experience posting, scheduling, and managing daily social media content. Duties, responsibilities and activities may change at any time with or without notice. Competencies Team management experience. Excellent creative writing skills. Position type and expected hours of work - Regular full-time, 40 hours per week. Bachelors Degree in related field Work environment - When in the main office, expect a comfortable, air-conditioned work environment. Must be able to manage multiple assignments, set priorities, and adapt to changing conditions. Able to maintain confidentiality of information.

Vice President, Enterprise Sales

Company: Lucid Software

Location: Salt Lake City, UT

Posted Dec 05, 2023

Multiple repeatable proof points of recruiting, hiring, developing, and retaining leaders and individual contributors that make-up a high performing enterprise sales organization. Demonstration of high levels of integrity, initiative, honesty and leadership Must be adaptable, professional, courteous, motivated and work well on their own or as a member of a team Polished sales presentation skills Ability to handle a fast-paced environment and ambitious workload You share our values, and work in accordance with those values. Deep experience and a track record of selling into accounts within the fortune 500 Demonstrated progressive and consistent overachievements of annual quota Demonstrated progressive experience in software sales Proven success partnering with Marketing, Alliances, Product, Engineering, and Legal peers. Since the company’s founding, Lucid has received numerous global and regional recognitions for its products, business, and workplace culture. Recruit and develop a top tier, diverse, efficient enterprise sales organization of Regional Directors, Sales Managers and Strategic Account Leaders Maintain key customer relationships and develop and implement strategies for expanding the company’s customer base Provide detailed and accurate sales forecasting Manage overall sales process, set appropriate metrics for sales funnel management Plan and manage at both the strategic and operational levels Requirements: Demonstrated progressive second-line leadership experience leading teams in strategic sales. Lucid is looking for a strategic leader with experience leading teams, working at the highest level of customer organizations, and crafting innovative and mutually beneficial enterprise deal structures. More than ever, customers are recognizing the importance of hybrid work and the need for visual collaboration solutions to allow employees and teams to work together seamlessly, regardless of location. We hold true to our core values: innovation in everything we do, passion & excellence in every area, individual empowerment, initiative and ownership, and teamwork over ego. Lucid is a hybrid, remote-friendly workplace, providing employees the flexibility to work where they are most productive, whether that’s at home, in the office, or a combination of the two. These include being named a Fortune Best Workplace in Technology and a 2022 Glassdoor Best Place to Work, inclusion on the Forbes Cloud 100, and placing 19 on G2’s Best Software Products for 2022 list.

Frequently Asked Questions

What are typical salary ranges by seniority for Retirement Plan roles?
Entry‑level Analyst: $55,000–$70,000; Mid‑level Manager: $80,000–$100,000; Senior Director: $120,000–$150,000; C-suite Executive: $180,000+ depending on firm size.
Which skills and certifications are essential in Retirement Plan careers?
Core skills: ERISA knowledge, fiduciary duty, data analysis, Excel, SQL, and plan software (e.g., Fidelity, Vanguard). Certifications: PTC (Plan and Trust Compliance), CFP (Certified Financial Planner), and Actuarial credentials (Associate or Fellow).
Is remote work available for Retirement Plan positions?
Yes—many firms offer hybrid or fully remote roles, especially for analysts and compliance staff, as plan data can be accessed securely via VPN and cloud platforms.
What career progression paths exist within Retirement Plan?
Typical trajectory: Analyst → Senior Analyst → Manager → Senior Manager → Director of Retirement Solutions → VP of Benefits. Each step adds fiduciary responsibility, client portfolio management, and strategic planning.
What industry trends are shaping Retirement Plan careers?
Key trends include fintech integration for automated plan management, ESG‑aligned investment options, increased regulatory scrutiny (e.g., SEC 2025 updates), and higher demand for data‑driven plan optimization.

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