Retirement Plan Jobs in Provo, UT

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Content and Events Marketing Manager

Company: Pattern

Location: Provo, UT

Posted Sep 25, 2023

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. The team works alongside Demand Generation, Marketing Operations, Category Marketing, Content Marketing, and Partner Marketing. We set big goals, work tirelessly to achieve them, and we love our Pattern community. 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.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 a 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. LI-CB3 LI-Hybrid Pattern is an equal opportunity employer. 4+ years of event marketing and experience developing SaaS content across a variety of channelsAbility to leverage marketing analytics tools to generate real-time reports and dashboards that track organic and paid content.Knowledgeable in email-marketing strategies and execution for outbound and inbound campaignsExperienced social media writer with knowledge of best practices to promote blog content, build followers, and increase engagement on: LinkedIn, Twitter, Facebook, YouTube, and InstagramExperienced with content creation including case studies, ebooks, campaigns, webinars, and events.Ability to plan a global content calendarExperience with lead nurturing and distribution of contentABM / Vertical experience preferred but not requiredDegree in English, general business, writing, or communications What does high performance look like? Ideating and creating customer-centric content including email, case studies, and thought leadershipCreate event strategies for converting target accounts and experiences at select eventsCreate social content marketing campaigns and projects to build thought leadership for Pattern and accelerate qualified content leadsDevelop a multimedia content strategy: written, physical, image, webinars/events, and videoExecute world-class multi-channel content campaigns through organic and paid channelsDevelop segment-specific content marketing campaigns that drive engagement, lead creation, and appointments from targeted accounts.Measure, test, and optimize content marketing campaigns using hypothesis-driven marketing techniquesTake ownership of writing, editing, and optimizing contentWork closely with enterprise sales reps and cross-team partners on content for field and content strategies What will I need to thrive in this role? This team is data-driven and results-oriented. This is a hybrid role based out of Lehi, UT. What's the company culture?

Senior Brand Strategist

Company: BILL

Location: Salt Lake City, UT

Posted Sep 26, 2023

We welcome people of all races, ethnicities, ages, religions, abilities, genders, and sexual orientations to make us an even more vibrant company. 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. 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.BILL Culture:Humble - We check our egos at the door.   We live our culture and values every dayAt BILL, we’re different by design—it's our culture. We celebrate our diversity as the heart and soul of how we work, grow, and succeed together. We are curious. Everyone brings a different personal story and perspective and this diverse mix of minds, backgrounds, and experiences is where our greatest ideas come from. 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.Draper pay range$111,400—$139,000 USDFor positions that are in office we support a hybrid work environment with on-site and remote work days. We listen, accept feedback.Authentic - We earn and show trust by being real—embracing our authentic selves.Passionate - We care deeply about each other and our customers.Accountable - We are duty-bound to each other, our customers, and society.Fun - We wrap it all together by building connections and enjoying time spent together.Our Applicant Privacy Notice describes how BILL treats the personal information it receives from applicants

Director, Product Management

Company: NICE Ltd

Location: Salt Lake City, UT

Posted Sep 26, 2023

Master’s Degree preferred. • 12+ years of product management experience with formal product management techniques, tools, and principles involved in planning and delivering new software products and services. • Requires in-depth knowledge in and experience with agile & SCRUM development methodologies. • Experience with P&L accountability • Requires excellent oral and written communication skills in English including vocabulary, spelling, composition, and grammar. • Requires ability to read and understanding technical information well enough to convey in original written communications to multiple audiences. • Requires ability to personally interact with technical resources and listen carefully, taking time to understand the points being made, and asking questions where appropriate. • Requires excellent skills with specialized computer software for drafting and producing documents and diagrams • Experience managing one’s own time and balancing many different projects simultaneously. • Experience with telecommunications, software development, networking, hosted applications, or other similar technical products • Experience with a SaaS product set. • People leadership experience.  About NICE NICE&8239;Ltd. (NASDAQ: NICE)&8239;software products are used by 25,000+ global businesses, including 85 of the Fortune 100 corporations, to deliver extraordinary customer experiences,&8239;fight financial crime&8239;and ensure public safety.&8239;Every day, NICE software manages&8239;more than&8239;120 million customer interactions and monitors&8239;3+&8239;billion financial transactions. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, age, sex, marital status, ancestry, neurotype, physical or mental disability, veteran status, gender identity, sexual orientation or any other category protected by law. This includes the definition of the products and features. • Developing product roadmaps, and managing cross solution backlog of stories and requirements. • Prioritizing of company solutions against business needs and market demand. • Obtaining relevant customer and market data to guide and validate company direction on product development. • Directing the efforts of product managers to document, and communicate new product development and product improvement projects with accompanying concepts, use cases, requirements, and project plans. • Working with multiple departments to help them understand product requirements and market needs and facilitate cooperation to complete projects related to assigned product line. • Training solution managers to follow best practices and processes established for developing new products and product improvements. • Proactively work with sales to assist with sales opportunities. • Day to day management, coordination, and delivery of projects related to assigned product lines. • Regular report Performance Metrics relevant to assigned products. • Traveling to customer sites to understand needs and fulfill expectations. • Attending trade shows; participate in panel discussions & presentations to represent NICE CXone as industry experts and thought leaders in our space. • Providing leadership to individuals on team(s) through coaching, feedback, development goals, and performance management. • Prioritizing, assigning and managing department activities and projects in accordance with the Operations department’s goals and objectives. Relies on experience and judgment to plan and accomplish goals.   A Typical Day Might Include the Following:  Identifying, pursuing, and maintaining key relationships with targeted strategic partners.• Driving the business. Adjust hours of work, priorities and staff assignments to ensure efficient operation, based on workload. • Responsible for recruiting, hiring and firing for the department. • Follow the company Code of Ethics and policies and procedures at all times. • Communicate in an effective and professional way with customers in and outside of NICE CXone To Land This Gig You'll Need: Bachelor’s Degree in Computer Science, Business Information Systems, Marketing, or similar field or equivalent work experience required. Maximizing revenue and margin growth by identifying new business opportunities.• Owning Product/Solution P&L holistically for the assigned solution set(s). • Definition & coordination of "whole" solution. We’re ambitious. Coordinate and negotiate product issues with the engineering, operations, marketing, training and sales groups. Known as an innovation powerhouse that excels in AI, cloud and digital, NICE is consistently recognized as the market leader in its domains, with over 8,500 employees across 30+ countries. And if you’re like us, we can offer you the kind of challenge that will light a fire within you.Director Product Management Location: Salt Lake City, UT The Director of Product Management directs, establishes, maintains, and plans the overall direction and goals for assigned solution sets or product divisions.

Manager of International Development

Company: Xyngular Corporation

Location: Provo, UT

Posted Sep 30, 2023

Must communicate very well, be detail-oriented, and collaborate well with others.Must speak fluent Spanish.Bachelor's degree in business administration, sales, and marketing or related field. In this position, you will also be eligible for our generous benefits including unlimited paid time off (PTO), competitive 401(k) contributions, paid maternity/paternity leave, a healthy life benefit, and more. Our core values are Excellence, Completion, Ownership, No-Egoness, Clarity, and Courage. We believe it comes from our people, our work environment, and our principle-centered leadership! Requirements: 7+ years of successful international development experience specifically in the network marketing industryMust have significant project management experience. Develop data-driven and strategic development plans based on company goals that will promote timely market openings and eventual sales growth and customer satisfaction for the organization.Ensure communications are coordinated, support development plan objectives, and meet organizational expenditure requirements in conjunction with the company vision.Provide leadership in all departments within the organization.Accountable for budgeting, forecasting, and all profit and loss figures.Responsible for the initial financial performance of new markets.Be a leader for the team, work to develop the staff of the market.Ensure that the practices of the local business unit are consistent with local laws and regulatory requirements. If this sounds like the sales opportunity and business environment you are looking for, apply today! Come join our team and experience our award-winning culture! Responsibilities: Establish and meet or exceed market development goals while operating within the assigned budget. Extensive experience within a network marketing/direct sales company.Thorough knowledge of direct selling strategies and tactics.Exceptional communication skills and desire to build lasting relationships.Forecasting and quota management skills.Ability to meet travel requirements and flexible hours of the position.The ideal candidate has additional language skills.

VP of Sales Development

Company: Podium

Location: Provo, UT

Posted Sep 27, 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. This leadership position will be responsible for developing and executing a comprehensive sales development strategy, managing a high-performing team, and fostering key relationships within our target market.What you will be doing:Lead, coach, and manage group of Sales Development reps to ensure consistent practices and processes to hit pipeline goals focused on new logo acquisitionDevelop, maintain, and drive strategy of the SDR organization in alignment with company goals and objectivesBuild, implement and refine Sales Development operations and practices to ensure high degree of efficiency, effectiveness, and personalizationIdentify, track and present key performance metrics to management demonstrating success and calling out areas requiring attentionCollaborate and align with Marketing, Sales and Operations leadership to ensure we are operating effectively as one unitCommunicate effectively within the organization and cross-functional partnersCreate development programs that support the established promotion path for SDRsDevelop and maintain dashboards and reports to track key sales development metrics and KPIsAnalyze data to make data-driven decisions and provide actionable insights to senior leadershipWhat you should have:Bachelor's degree in Business, Marketing, or a related field; MBA is a plus.Proven track record of successful sales development leadership in the technology industry.Strong understanding of sales methodologies, lead generation, and CRM systems.Excellent communication, presentation, and interpersonal skills.Strategic thinker with the ability to develop and execute sales development plans.Data-driven mindset with the ability to analyze and interpret sales data.Exceptional leadership and team-building skills.Ability to thrive in a fast-paced, dynamic, and results-oriented environment.Willing and available to work in the Utah HQ officeBENEFITS Open and transparent culture - Checkout this video to see what it’s like to work at Podium Life insurance, long and short-term disability coveragePaid maternity and paternity leaveFertility BenefitsGenerous vacation time, plus three 4-day summer holiday weekendsExcellent medical, dental, and vision benefits401k PlanBi-annual swag drops with cool Podium gear and apparel A stellar HQ (Utah) gym with local professional coaches and classes offeredOnsite HQ (Utah) child care center, subsidized for employeesPodium is an equal opportunity employer. We also embody our company values in all that we do, which always starts with being Customer Obsessed, followed by Be a Founder, Zero Drama, and Enjoy the Ride. Using Podium, local businesses can simplify the way they communicate with their customers—from collecting payments to facilitating online reviews to launching marketing campaigns, and much more.Our work and focus on helping local businesses thrive has been recognized across the industry, including Forbes’ Next Billion Dollar Startups, Forbes’ Cloud 100, the Inc. 5000, and Fast Company’s World’s Most Innovative Companies.We look for people who are curious, creative and are willing to do the work to be a little better every day. Does that sound like you?The Vice President of Sales Development will play a pivotal role in driving revenue growth and expanding market share for Podium. Podium exists to help local businesses win.

Manager, Account Management

Company: SmithRx

Location: Provo, UT

Posted Sep 27, 2023

This role will serve as internal champion and quarterback, coordinating the cross functional approach required for sustained customer success and growth.  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.What will you do:Establish clear team goals/priorities in alignment with broader Customer Success and Account Management strategy.Enable customer success outcomes including reduced customer churn, revenue expansion opportunity identification, higher customer product adoption, customer satisfaction, and overall customer health scores.Manage the achievement of key performance indicators for team’s portfolio identified accounts.Perform regular team member coaching and identify team’s training opportunitiesManage portfolio of accounts toward optimal coverage targets by planning appropriate team capacityBuild trusting relationships with client operational leadershipMaintain a comprehensive understanding of business challenges faced by customersAssist leadership with cross-functional project management to drive resolution for escalated client issues while coordinating internal and external teams as necessaryIdentify product gaps by conducting business impact assessments and proactively manage client expectationsAssess and prioritize issues that may lead to client attrition risk and ensure a strong mitigation plan is establishedActively participate in the full interview and onboarding life cycleWhat will you 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 requiredA positive, growth mindset with the ability to stay calm under pressure while driving towards solutionsAn obsession with customer experience and customer satisfactionA passion for solving difficult problems together in collaboration with the broader teamsExecutive-level communication and interpersonal skills, with the ability to effectively navigate and mediate conflict and foster honest dialogueExperience in Client relationship management ensuring expectations and deliverables are documented and met, key stakeholders are informed, and client satisfaction is achievedAbility to work independently as well as part of an extended, cross-functional teamSelf-driven, results-oriented and disciplined work ethicAbility to take initiative with little to no directionBe transparent and honest in a positive, professional and polite mannerExpert conflict resolution skillsHighly effective communicator with a consultative and tactful approach; Ability  to observe situations and scenarios from the client or team member’s point of viewAbility 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 successBachelors or equivalent work experience requiredWhat 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 disabilityDiscretionary Time Off 13 Paid HolidaysWellness benefits- Spring Health, Gympass, and HeadspaceCommuter Benefits Paid Parental Leave benefitsEmployee Assistance Program (EAP)Well-stocked kitchen in office locationsProfessional development and training opportunities 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. We proactively identify risks to client satisfaction proactively and collaborate across product and operational lines to tenaciously pursue solutions and advocate for our clients.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. Especially when it’s hard.Courage: Embrace the challenge.Together: Build bridges and lift up your colleagues.Job Summary:The Customer Success Team is focused on helping SmithRx’s clients derive the full value of their PBM services. At our core, we are guided by our company values:Integrity: Do the right thing. We believe that the U.S healthcare system is in need of transformation, and we come to work each day dedicated to making that change a reality. SmithRx is a rapidly growing, venture-backed Health-Tech company.  Our mission is to disrupt the expensive and inefficient Pharmacy Benefit Management (PBM) sector by building a next-generation drug acquisition platform driven by cutting edge technology, innovative cost saving tools, and best-in-class customer service.  With hundreds of thousands of members onboarded since 2016, SmithRx has a solution that is resonating with clients all across the country.We pride ourselves for our mission-driven and collaborative culture that inspires our employees to do their best work.

Motors Data Analyst

Company: eBay

Location: Salt Lake City, UT

Posted Sep 25, 2023

All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity, veteran status, and disability, or other legally protected status. By continuing to browse the site, you agree to our use of cookies. Here at eBay, we love creating opportunities for others by connecting people from widely diverse backgrounds, perspectives, and geographies. We want to ensure that as an employee, you feel eBay is a place where, no matter who you are, you feel safe, included, and that you have the opportunity to bring your unique self to work. Visit our Privacy Center for more information. Jobs posted with location as "Remote - United States (Excludes: HI, NM)" excludes residents of Hawaii and New Mexico. So, being diverse and inclusive isn't just something we strive for, it is who we are, and part of what we do each and every single day. Whether you're single, in a growing family, or nearing retirement, eBay offers a variety of comprehensive and competitive benefit programs to meet your needs. This website uses cookies to enhance your experience. Day-to-day, they will assess the customer needs, looking for trends in data and optimize the tools that help our sales, onboarding and account management teams.

Associate Director of Data Science and Engineering, Invivomics

Company: Recursion

Location: Salt Lake City, UT

Posted Sep 27, 2023

Learn more at www.recursion.com, or connect on Twitter and LinkedIn.Recursion is an Equal Opportunity Employer that values diversity and inclusion.  All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other characteristic protected under applicable federal, state, local, or provincial human rights legislation.  Our current tech stack includes: Python, React, BigQuery, Postgres,. PyTorch, Kubernetes, large scale distributed systems. Recursion also has offices in Toronto, Montreal and the San Francisco Bay Area. By commanding massive experimental scale — up to millions of wet lab experiments weekly — and massive computational scale — owning and operating one of the most powerful supercomputers in the world, Recursion is uniting technology, biology and chemistry to advance the future of medicine.Recursion is headquartered in Salt Lake City, where it is a founding member of BioHive, the Utah life sciences industry collective.  During the interview selection process, you will connect with a Talent Acquisition Partner who will be your advocate and ally to ensure you receive the appropriate compensation that meets your needs for your skills, experience, and relevant education/training, while also reviewing our very competitive total rewards package.LI-CP1The Values That We Hope You Share:We Care: We care about our drug candidates, our Recursionauts, their families, each other, our communities, the patients we aim to serve and their loved ones. Enabling its mission is the Recursion OS, a platform built across diverse technologies that continuously expands one of the world’s largest proprietary biological and chemical datasets. They aren’t static, but regularly discussed and questioned because we make decisions rooted in those values in our day-to-day work. It must be balanced; not by timidity, but by doing the right thing even when no one is looking.We are One Recursion: We operate with a 'company first, team second' mentality. The range displayed on each job posting reflects target ranges for US new hire salaries and is determined by job, level, and market factors.

Sales Development Representative Manager

Company: Podium

Location: Provo, UT

Posted Sep 26, 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.  Does that sound like you?What you will be doing: Successfully help team members initiate the sales cycle through prospecting and outreach efforts Master the ability to evangelize the Podium story  Achieve and exceed team monthly quotas Align Podium solutions with prospect business objectives/needs Build new territoriesCollaborate with pod leaders, marketing, peer managers and other stake holders throughout the businessHire and scale your teamOnboard, coach and train throughout the SDR organizationComfortable leading with radical candor and are willing to have tough conversations What you should have: Passion for modernizing the way business happens locally and empowering SMBs Demonstrated leadership abilityTenacious hunger to win business and source high-quality deals Demonstrated experience and success in a sales role, preferably software sales Experience with quota and commission compensation structure Ability to confidentially and effectively speak with prospects of all levels (including CEO’s & VPs) Excellent written and verbal communications skills Highly organized and strong time management skills Ability to work in fast paced, changing environment with minimal direction Self driven, motivated and results orientedWhat we hope you have:  Proven success in penetrating new markets and closing new business Consistent over-achievement in past and current positions Proven prospecting and sales cycle management skillsBENEFITSOpen and transparent culture - Checkout this video to see what it’s like to work at Podium Life insurance, long and short-term disability coveragePaid maternity and paternity leaveFertility BenefitsGenerous vacation time, plus three 4-day summer holiday weekendsExcellent medical, dental, and vision benefits401k PlanBi-annual swag drops with cool Podium gear and apparel A stellar HQ (Utah) gym with local professional coaches and classes offeredOnsite HQ (Utah) child care center, subsidized for employeesAdditional benefits for fully remote employeePodium is an equal opportunity employer. We also embody our company values in all that we do, which always starts with being Customer Obsessed, followed by Be a Founder, Zero Drama, and Enjoy the Ride. Using Podium, local businesses can simplify the way they communicate with their customers—from collecting payments to facilitating online reviews to launching marketing campaigns, and much more.Our work and focus on helping local businesses thrive has been recognized across the industry, including Forbes’ Next Billion Dollar Startups, Forbes’ Cloud 100, the Inc. 5000, and Fast Company’s World’s Most Innovative Companies.We look for people who are curious, creative and are willing to do the work to be a little better every day. Podium exists to help local businesses win.

Digital Marketing Coordinator

Company: Zions Bancorporation

Location: Salt Lake City, UT

Posted Sep 25, 2023

Excellent written, verbal and visual communication skills. Detailed knowledge of Microsoft programs. Ability to manage tracking, analytics and reporting of data. Supports strategy, creative content, data capture and database management, sales integration and tracking. Excellent creative and problem-solving skills. Highly organized, results-oriented and able to take initiative and lead projects. Responsible to support strategy, creative content, database management, coding, testing, deployment and tracking of digital communications across multiple channels (email, website, social media, etc). Some experience with website content management systems, managing Search Engine Marketing, Search Engine Optimization and Customer Relationship Management. The Zions Bank Building stands tall among Salt Lake City's central business district, providing hundreds of team members with an exceptional work environment and features such as: Easy access to the City Creek UTA TRAX station, as well as various electric vehicle charging stations in most City Creek area garages;An employee-only fitness center and bike storage;An employee lounge, kitchen, micro market, game tables, couches and TVs;Private mothers' rooms and lockers; andAccess to downtown shopping, dining, arts and entertainment. Extensive knowledge of interactive and digital marketing, website content management systems and Customer Relationship Management.

Payment Operations Analyst - Incident Management

Company: BILL

Location: Salt Lake City, UT

Posted Sep 27, 2023

We welcome people of all races, ethnicities, ages, religions, abilities, genders, and sexual orientations to make us an even more vibrant company. 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. 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.BILL Culture:Humble - We check our egos at the door. Everyone brings a different personal story and perspective and this diverse mix of minds, backgrounds, and experiences is where our greatest ideas come from. We celebrate our diversity as the heart and soul of how we work, grow, and succeed together. We are curious. We listen, accept feedback.Authentic - We earn and show trust by being real—embracing our authentic selves.Passionate - We care deeply about each other and our customers.Accountable - We are duty-bound to each other, our customers, and society.Fun - We wrap it all together by building connections and enjoying time spent together.Our Applicant Privacy Notice describes how BILL treats the personal information it receives from applicants   We live our culture and values every dayAt BILL, we’re different by design—it's our culture. We have operations in San Jose, CA, Draper, UT, Houston, TX and Sydney, AUS and are continuing to expand into other geographic locations.

Account Coordinator

Company: SmithRx

Location: Provo, UT

Posted Sep 27, 2023

The Account Coordinator begins involvement with their client at implementation kick-off and is responsible for supporting the development and maintenance of the client success plan.What you will do: Act as a designated support resource for assigned Account Managers  Act as a part of a designated account team for specific key clients Responsible for working directly with clients on outstanding client and member items Responsible for compiling and presenting outstanding client and member items during internal and external meetings Complete reporting and data requirements based on client and team needs Responsible for troubleshooting escalated items related to claims, eligibility, and general account maintenance Responsible for completing data audit requests Support ad-hoc projects assigned by leaders Collaborate with cross-functional internal teams for client issue resolution Engage to creatively and appropriately find solutions to client and team needsWhat you will bring to SmithRx: 2-3 years operational or customer service/support experience in the PBM or health care industries Microsoft Office experience: strong with Excel, Word, PowerPoint Ability to effectively manage several tasks and competing priorities Ability to communicate and articulate complex data, member scenarios effectively Strong attention to detail Self-starter and self-motivator Positive, growth mindset Ability to work well with cross functional teams and clients Ability to handle and work with ambiguous instructions Prior experience working directly with Director to C suite level executivesWhat 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 disability3 weeks paid time off13 Paid HolidaysWellness benefits- Spring Health, Gympass, and HeadspaceCommuter Benefits Paid Parental Leave benefitsEmployee Assistance Program (EAP)Well stocked kitchen in office locationsProfessional development and training opportunities  You will bring strong industry and product knowledge and serve as a trusted partner to the Account Management team in support of your client’s operational leadership. 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. Especially when it’s hard.Courage: Embrace the challenge.Together: Build bridges and lift up your colleagues.Job Summary:The Customer Success Team is focused on helping SmithRx’s clients derive the full value of their PBM services. We identify risks to client satisfaction proactively and collaborate across product and operational lines to tenaciously pursue solutions and advocate for our clients.As an Account Coordinator, you will be responsible for ensuring the complete post-sale success and satisfaction of SmithRx customers. At our core, we are guided by our company values:Integrity: Do the right thing. We believe that the U.S healthcare system is in need of transformation, and we come to work each day dedicated to making that change a reality. Who We Are:SmithRx is a rapidly growing, venture-backed Health-Tech company.  Our mission is to disrupt the expensive and inefficient Pharmacy Benefit Management (PBM) sector by building a next-generation drug acquisition platform driven by cutting edge technology, innovative cost saving tools, and best-in-class customer service.  With hundreds of thousands of members onboarded since 2016, SmithRx has a solution that is resonating with clients all across the country.We pride ourselves for our mission-driven and collaborative culture that inspires our employees to do their best work.

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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