Retirement Plan Jobs in Provo, UT
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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?
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.
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 Director, Finance - Go To Market
Company: BILL
Location: Salt Lake City, UT
Posted Dec 09, 2023
BILL is a leading financial automation software company for small and midsize businesses. The company is dedicated to automating the future of finance, helping businesses manage financial workflows and connect to a network of millions for faster payments and receipts. The Finance Senior Director role involves providing leadership to Sales and Marketing business partners, developing financial insights, and managing a high-performing team. The role requires a Bachelor's degree in Business, Finance, Accounting, or a related field, 10-15+ years of finance experience, and proficiency in financial systems and BI tools. Benefits include comprehensive health plans, retirement plans, and flexible time off. The role is based in Utah with a salary range of $168,000—$210,400 USD.
Enterprise Account Manager
Company: BILL
Location: Salt Lake City, UT
Posted Dec 09, 2023
We listen, accept feedback. We welcome people of all races, ethnicities, ages, religions, abilities, genders, and sexual orientations to make us an even more vibrant company. Accountable - We are duty-bound to each other, our customers, and society. People here love being their authentic selves, contributing unique experiences, sharing ideas, perspectives, and intellectual curiosity. Our CEO is a trusted entrepreneur who lives our cultural values: Humble, Authentic, Passionate, Accountable, and Fun. If you require a reasonable accommodation for your application, interviews, or another aspect of the hiring process, please contact [email protected]. We want everyone to bring their authentic selves here, to share our values, shape our vision, drive innovation, and become part of a culture we celebrate every day. We are curious. The role is also eligible for a competitive benefits package that includes: medical, dental, vision, life and disability insurance, 401(k) retirement plan, flexible spending & health savings account, paid holidays, paid time off, and other company benefits. Our promise to our candidates is to be transparent, diligent, and engaging while guiding individuals through each step of our hiring process.
Product Manager - Client & Mobile
Company: Vasion
Location: Provo, UT
Posted Dec 08, 2023
In addition, you will manage technical areas related to Virtual Desktop Infrastructure, extensions used within the platform, and managing workstation clients for Windows, Mac, Linux, and Chrome OS. Requirements RESPONSIBILITIES Guide internal and external customer discovery efforts to recognize the "why" behind everything we build Collaborate daily with engineering and UX design to ensure what you are building is valuable, usable, feasible, and viable Work with customer-facing and internal product line groups to acknowledge the voice of customer Complete training and documentation under areas of ownership to ensure Customer Support and other teams are empowered to troubleshoot your product Conduct market research and gather data to assimilate industry trends and the competitive landscape Complete ownership and holistic management of the product lifecycle to ensure that what you build meets customer needs by defining and monitoring success metrics Support product alpha and beta releases where needed by helping to identify and recruit early adopters to validate your product Utilize your comprehension of the customer to build a long-term vision for your product Advocate for your product internally and externally, evangelizing for adoption and engagement Assist with go-to-market efforts and enlist the required parties to effectively execute on plans that include your product QUALIFICATIONS Bachelor's degree in business, sales, marketing or engineering, or related field (MBA Preferred) 3-5 years of product management experience with demonstrated success building Enterprise SaaS software Passionate about building and delivering engaging mobile app experiences Combination of both technical and business acumen, preferably in mobile and platform services for software applications Strong strategic thinking and directing abilities in driving to outcomes Demonstrated product-led success defining, launching, and maintaining valuable products Data-driven approach with strong logical and cross-group collaboration skills to bring the organization to consensus on decisions on both short and long-term product plans Excellent communicator with strong verbal and written skills - product documentation must be detailed, thorough, and complete Understanding of modern product management best practices and experience practicing multiple techniques toward a product-led vision Mix of quantitative and qualitative analysis capabilities Must be able to comprehend technical concepts and architectural diagrams Bias for action - you don't wait for permission when you see a problem that needs to be solved Benefits Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k, IRA) Life Insurance (Basic, Voluntary & AD&D) Paid Time Off (Vacation, Sick & Public Holidays) Family Leave (Maternity, Paternity) Short Term & Long Term Disability Training & Development Work From Home Free Food & Snacks Wellness Resources OUR CORE VALUES Action Owners (Extreme Ownership by Jocko Willink and Leif Babin) Truth Seekers (Radical Candor by Kim Scott) Relationship Builders (Leadership and Self-deception by The Arbinger Institute) Storytellers (Building a StoryBrand: Clarify Your Message So Customers Will Listen by Donald Miller) You are entrusted to gather insights and work with your team to creatively solve crucial customer problems with big ideas, directing and defining how to best implement them. The Product Manager over Client & Mobile discovers use cases related to PrinterLogic and Vasion products, and gives you the freedom to drive favorable product outcomes that help shape the future of the company. Vasion offers a flexible working environment for our 300+ employees across the world, including at our global headquarters in St. George, Utah, or in one of our other offices in the UK, Germany, and Lehi, Utah. You will report to the Director of Product and coordinate to ensure alignment across the broader product groups and our business goals. POSITION SUMMARY As the Remote Product Manager over Client & Mobile areas for our applications, you will focus on how to build products and deliver value that solves customer problems in a delightful way. Your Mobile application will support print and workflow capabilities that allow Vasion customers access to a native app for iOS and Android. You will take ownership and accountability for this key platform stream and obsess over internal and external user problems, while collaborating with engineering and UX design to creatively solve these problems. We are committed to making digital transformation attainable to everyone by building an affordable, integrated SaaS solution that simplifies business processes.
Acquisition Financial Advisor - VCS - Sandy, UT
Company: Morgan Stanley
Location: Salt Lake City, UT
Posted Dec 08, 2023
Keywords: Series 7, Series 66, sales, team, enterprise, collaborating, Financial, FA, Financial Advisor, sales goals Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, achieve and grow. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. This role is located in our Sandy, UT office location. Job Responsibilities Be the voice of Morgan Stanley Virtual Advisor prospective clients who have requested information and advice Full-cycle sales role focused on Morgan Stanley wealth management for mass affluent individuals Robust lead flow via existing relationships with our E*Trade and stock plan clients Inbound hand off calls and appointments with pre-qualified clients Combination of inbound and outbound client engagement Review prospects' personal financial situations and provide solutions Educate prospective clients on the competitive landscape and how Morgan Stanley differs in products and services offered Execute on new account opening and funding Qualifications: Required Qualifications Required Active Licenses: Series 7 Series 66 (or 63 & 65) Minimum of 3 years' sales experience operating in a team oriented and highly collaborative environment with a proven successful track record achieving sales goals Proven history of success in developing, retaining and expanding client relationships Capable of quickly building rapport with clients, analyzing their needs and recommending compelling solutions that are appropriate for the client's need About Morgan Stanley: Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. Our Financial Advisors work with clients to develop goal-based solutions to support their overall wealth goals. The Acquisition Advisor is MSVA's premier destination advice role!
IT Network & Infrastructure Manager
Company: Cotopaxi
Location: Salt Lake City, UT
Posted Dec 09, 2023
We welcome, embrace and celebrate all people regardless of gender, age, race, disability, nationality, ethnicity, faith, or sexual orientation. Unlimited responsible PTO. Company paid volunteer time. Additional outdoor/adventure/lifestyle brand discounts. Preferably, experience working with Cloud Security. 60% off Cotopaxi products. Company paid mental health benefits. A fun, people-first company culture! Company paid short-term disability coverage. Company paid basic life insurance.
VIE 12 months - Tools & Method Junior Project Manager - F/M/NB
Company: bioMérieux
Location: Salt Lake City, UT
Posted Dec 08, 2023
bioMerieux welcomes applications from all individuals, regardless of race, national origin, gender, age, physical characteristics, social origin, disability, union membership, religion, family status, pregnancy, sexual orientation, gender identity, gender expression or any unlawful criterion under applicable law. Provide appropriate support during and after the implementation phase, Ensure the day-to-day performance of end-to-end processes, and the resolution of incidents and urgent problems in response to business requests, Monitor and participate in solution testing activities (write test scenarios, plan test periods, coordinate testers, execute test scenarios), Contribute to adoption and change management (Communication, Training, Target organizational model, User support). Ideally, you also have a first experience in a purchasing department. You are recognized for your organizational skills, your ability to manage change and your ability to take initiative. With a Master's degree from a business or engineering school, you have successful experience as a project manager. You are a good communicator. Collect, qualify and prioritize enhancement requests and monitor their implementation with the various parties involved. Working in the Purchasing department, you will evolve as a junior project manager, advising, proposing, implementing and developing solutions (methods, processes, procedures and tools) and leading the community of users, with the aim of simplifying processes and providing innovative solutions. You will be responsible for : Gather user requirements to improve the process and solutions in place, in collaboration with the other areas: BPO, BPR and the Project team, Transcribe business requirements and write URS for the project and the Jaggaer application (in the dedicated Helix application). We are committed to treating all applicants fairly and avoiding discrimination.
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.