Customer success manager jobs in Salt Lake City, UT - 433 jobs

* Candidate must reside in MST or PST state* Say hello to opportunities. It's not everyday that you consider starting a new career. We're RingCentral, and we're happy that someone as talented as you is considering this role. First, a little about us, we're a $2 Billion annual revenue company with double digit Annual Recurring Revenue (ARR) and a $93 Billion market opportunity in UCaaS, Contact Center and AI-powered adjacencies. We invest more than $250 million annually to ensure our AI-enabled technology and platforms meet or exceed the needs of our customers. RingSense AI is our proprietary AI solution. It's designed to fit the business needs of our customers, orchestrated to be accurate and precise, and built on the same open platform principles we apply to our core software solutions. This is where you and your skills come in. We're currently looking for: The Customer Success Manager serves as the direct support function to some of RingCentral's most valued and high-profile customers. As a critical piece of our land and expand efforts you will be a point person for our larger customers and will interface and orchestrate internal efforts with acquisition, implementation, technical support, etc. You will be positioned as a subject matter expert and all-around resource for servicing client's needs. To succeed in this role you must meet the following requirements: Develop strong customer relationships and serve in the role of RingCentral trusted partner. Proactively drive adoption across RingCentral's multiple product technology stack to ensure customers are maximizing ROI. Ensure customer satisfaction: facilitate QBRs, execute on mutual success plans, address technical demands, engage appropriate resources to ensure issues are being handled and escalated in a timely matter. Mitigate churn risk and protect portfolio MRR growth. Maintain and grow monthly recurring revenue for RingCentral's most valued customers. Project Management - quarterback internal and external initiatives. Act as sales liaison, build internal relationships to help drive growth expansion inside of the account, manage partner relationship to better support premium RingCentral customers. Partner cross-functionally with support, professional services, sales and marketing segments to create customer success that drives positive customer satisfaction and account growth. Execute and build out an Adoption strategy through consistent weekly, bi-weekly or quarterly business reviews to have a proactive approach with the account base. Desired Qualifications: 3 to 7 years plus of direct and verifiable major accounts-level customer success experience. Proven track record of success with a verifiable history of exceeding customer satisfaction and adoption goals. Driven by personal, team and company achievement with a commitment to excellence. Possess that rare blend of technical expertise and sales acumen wrapped in a strong customer-centric mentality. Strong analytical, problem-solving and dot-connecting skills with the ability to develop quick, accurate situational awareness. Enterprise-ready, solution-oriented mindset to understand and solve complex customer issues. Experience and comfort interacting with and influencing C-level executives. Strong communication skills - written and verbal - with understanding of situational best practices. Excellent presentation skills - from small to large audiences. Ability to lead, manage or influence both internal RingCentral resources as well as customer resources to achieve successful outcomes. Experience with VoIP technology, Contact Center technology and terminology including SIP, RTP, QoS, COS, and codecs preferred. Knowledgeable in advanced network troubleshooting and terminology including LAN/WAN, Routers, Firewalls, Switches, PBX deployment, TCP/IP (IPv4) preferred. BS or equivalent education and relevant experience What we offer: Comprehensive medical, dental, vision, disability, life insurance Health Savings Account (HSA), Flexible Spending Account (FSAs) and Commuter benefits 401K match and ESPP Paid time off and paid sick leave Wellness programs including 1:1 coaching and meditation guidance Paid parental and pregnancy leave and new parent gift boxes Family-forming benefits (IVF, Preservation, Adoption etc.) Emergency backup care (Child/Adult/Pets) Parental support for children with developmental and learning disabilities Pet insurance Employee Assistance Program (EAP) with counseling sessions available 24/7 Free legal services that provide legal advice, document creation and estate planning Employee bonus referral program Student loan refinancing assistance Employee perks and discounts program RingCentral's Global Service and Support team leads the post-sale experience for our customers-making sure their every need is met, and that they're able to use our products effectively and easily. As our customers' central point of contact, you'll champion their needs, share deep product knowledge, provide innovative solutions, and build relationships that show our customers what powering human connection really means. RingCentral's work culture is the backbone of our success. And don't just take our word for it: we are recognized as a Best Place to Work by Glassdoor, the Top Work Culture by Comparably and hold local BPTW awards in every major location. Bottom line: We are committed to hiring and retaining great people because we know you power our success. RingCentral offers on-site, remote and hybrid work options optimized for the ways we work and live now. About RingCentral RingCentral, Inc. (NYSE: RNG) is a leading provider of business cloud communications and contact center solutions based on its powerful Message Video Phone(MVP) global platform. More flexible and cost effective than legacy on-premises PBX and video conferencing systems that it replaces, RingCentral empowers modern mobile and distributed workforces to communicate, collaborate, and connect via any mode, any device, and any location. RingCentral is headquartered in Belmont, California, and has offices around the world. RingCentral is an equal opportunity employer that truly values diversity. 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 are committed to providing reasonable accommodations for individuals with disabilities during our application and interview process. If you require such accommodations, please click on the following link to learn more about how we can assist you. If you are hired in Colorado, Nevada, Washington, California the compensation range for this position is between $70,700 and $113,000 for full-time employees, in addition to eligibility for variable pay, equity, and benefits. Benefits may include, but are not limited to, health and wellness, 401k, ESPP, vacation, parental leave, and more! The salary may vary depending on your location, skills, and experience.

The Supplier Relationship Manager will build and maintain positive relationships with third party vendors to monitor and manage vendor performance as well as collaborate with internal stakeholders to drive and deliver upon strategic sourcing and transformation plans. This role will influence change in a highly matrixed organization while ensuring timelines and objectives of departmental strategies and initiatives are met. This role will identify trends to drive informed decision making and address challenges and recommend innovative solutions at the account and national levels. This role will also be tasked with developing and executing managed service agreements. Essential Functions and Responsibilities: Provide vendor management lifecycle oversight of critical and complex third-party relationships. Monitors and manages the performance of their vendor portfolio to ensure agreed-upon deliverables and service level commitments are met. Establish clear expectations, define key performance indicators (KPIs), and regularly evaluate vendor performance against these benchmarks. Maintains open communication lines with vendors to address any issues or discrepancies promptly. Track and report vendor deliverables and service level agreements, ensure accountability, mitigate potential risks, and uphold the organization's standards of quality and timeliness. Perform as a functional bridge amongst external vendors as well as internal stakeholders, collaborating across the organization to coordinate the planning and execution of short- and long-term outcomes and projects to meet client and company current and future needs. Create, document, and facilitate internal change management processes and routines to introduce and drive adherence to vendor management operational rigor and routines, creating conditions for success by removing obstacles and championing evolution of how work is delivered. Proactively assess and analyze vendor operations to identify any potential risks that may impact the organization's performance, business continuity, brand and reputation, and security. Uses quantitative and qualitative data to identify trends in issues and create strategies and recommendations for improvement and resolution. Identifies process improvements that will result in positive outcomes for all stakeholders. Fosters partnerships with vendors, the broader Procurement team members, and internal business stakeholders to foster collaboration and to identify and recommend improvement opportunities. Research business strategies and recommends best practices and changes in technology related to the performance of Academic Programs initiatives. Ensures overall quality, consistency, and functionality of all work by team members to ensure a high level of performance and engagement from all team members in each functional group. Establishes appropriate performance metrics for direct reports and ensures accountability. Works with cross-functional teams to determine current and future direction and to foster collaboration. Collaborates with cross-functional teams regarding contract, billing validity and escalated issues. Ensures compliance with policies and procedures pertaining to vendor relations by Academic Programs employees. Works with team members and other internal stakeholders to conduct regular vendor business reviews. Performs other related duties as assigned. Knowledge, Skill and Abilities: Exceptional relationship management skills and ability to influence decisions at executive leadership levels. Demonstrated ability to lead strategic and organizational change delivering intended results and outcomes. Strong executive-level communication and interpersonal skills, with the ability to effectively navigate and mediate conflict and foster direct dialog with vendors, external clients, employees, account partners, and internal business teams. Strong analytical skillset and critical thinking (i.e., ability to compile, interpret and analyze data to make fact-based recommendations and decisions). Ability to organize, coordinate, and direct team activities and results. Ability to recognize and execute on opportunities to leverage resources for better outcomes. Ability to build relationships and influence at all levels. Ability to be an agent of change in a rapidly changing environment. Excellent organizational and project management skills, including the ability to effectively handle multiple tasks and pay attention to detail. Sound judgment and decision-making skills in sometimes charged high stakes environments. Communicates to improve and promote teamwork, decision-making, and problem solving. Listens and responds effectively to the reactions and positions of others and encourages the expression of diverse ideas and opinions. Adjusts message and style to fit the audience. Provides timely and helpful feedback. Communicates appropriately to win support with all audiences. Works cooperatively with others across the organization to achieve shared objectives. Represents own interests while being fair to others and their areas. Partners with others to get work done. Credits others for their contributions and accomplishments. Gains buy-in, trust, and support of others. Deals comfortably with the uncertainty of change. Effectively handles risk. Can decide to act without the total picture. Is calm and productive, even when things are up in the air. Deals constructively with problems that do not have clear solutions or outcomes. Is confident under pressure. Handles and manages crises effectively. Maintains a positive attitude despite adversity. Bounces back from obstacles and setbacks. Grows from hardships and negative experiences. Has a strong outcomes-based orientation. Persists in accomplishing objectives despite obstacles and setbacks. Has a track record of successfully succeeding goals. Pushes self and helps others to achieve results. Has a continuous improvement mindset. Forms teams with appropriate and diverse mixes of styles, perspectives, and experience. Establishes common objectives and a shared mind-set. Creates a feeling of belonging and strong team morale. Shares wins and rewards team efforts. Fosters open dialogue and collaboration among the team. Creates a team that works well cross-functionally. Learns quickly when facing new situations. Experiments to find new solutions. Takes on challenges of unfamiliar tasks. Extracts lessons learned from failures and mistakes. Expands knowledge base through ongoing curiosity. Job Qualifications: Minimum Qualifications: Bachelor's degree in related field. is required; master's degree is preferred. 8 or more years managing key, complex third-party vendor relationships. Preferred Qualifications: Master's Degree in related field. Physical Requirements: Prolonged periods sitting at a desk and working on a computer. Travel up to 25%.

Zions Bank recognizes that its success comes from the dedication, experience and talents of its diverse employee base. As we usher in the next generation of banking, we're committed to being the premier employer of choice. We're proud to have ranked among American Banker magazine's "Best Banks to Work For" almost every year since 2013, as Best Employer from Utah's Best of State, among the Best Places to Work in Idaho, and "among the Salt Lake Tribune's Top Workplaces. Make the leap into a new era of banking. Let us transform your career. With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is committed to career growth and advancement. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity. Zions Bank has just opened an opportunity for a Commercial Relationship Manager based in the Salt Lake City, Utah office. If you are ready to move your career forward, read on. The role of a Commercial Relationship Manager: Commercial Relationship Managers are responsible for developing and managing all aspects of commercial client relationships within their defined market segment including the collaborative leadership of a relationship banking team to collectively provide solutions that create value for our clients, communities, and for Zions Bank. What will your day look like? You will be: Generate and service a wide variety of commercial loans and developing strong, low risk commercial relationships while maintaining quality customer service. Acts as the principal account and relationship manager for new and existing clients. Develops, generates and follows-up on new client leads through existing clients and referrals from other bank departments. Calls on existing relationships to review portfolios and makes recommendations as needed. Responsible for sales, credit analysis, proper loan structuring, client interviewing and perceptive character judgment. Responsible for monitoring credit performance and ensures compliance with all related regulations, laws, etc. Responsible for building and maintaining relationships, with a resulting high degree of customer satisfaction. Cross sell other bank products. Who should apply? We want someone who has: Requires a Bachelors degree in banking, finance or other related field and 1 to 2 years credit associated lending or 3+ years related experience. An equivalent combination of education and experience may meet qualifications. Knowledge of commercial loans, credit analysis and/or lending. Ability to expand loans, client relationships and cross sell bank products. Familiarity of the sales, loan processing and closing processes. Must have good interpersonal and communication skills. Working knowledge of a software applications, including word processing and spreadsheets. Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits including coaching and therapy sessions Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire Employee Ambassador preferred banking products

Come join a team of builders reimagining how technology keeps our world healthy and safe! Food safety affects millions of people every day, and we're on a mission to transform it through innovative technology. At PathSpot, we've built the central hub for operational compliance in the modern food industry by combining hardware and software that brings safety, visibility, and accountability to anywhere food is handled, stored, or served. Our SafetySuite (including the PathSpot HandScanner, Remote Temperature Monitoring, and tools for Compliance Forms, Labeling, Audits, and Task Management) is trusted by leading enterprise brands like Marriott and McDonald's. We're backed by $20M+ in venture funding, operate across 44 states and 40+ countries internationally, and have been recognized by TIME as one of the Best Inventions and by Fast Company as a World-Changing Idea. The Role As a Customer Success Manager, you'll take ownership of the full customer relationship for a diverse range of users. Blending relationship strategy with proactive hands-on problem-solving, you'll be the bridge between PathSpot's technology and our customers' success. You'll work with executive decision-makers and on-the-ground operators to ensure our solutions drive maximum value, and measurable results, in this high-impact role. What you'll do: Build and maintain trusted relationships with customers across multiple accounts Lead the end-to-end customer lifecycle - from implementation, onboarding, training and adoption, through retention, and growth Partner with executives and operations leaders to define success metrics and deliver measurable business outcomes Engage directly with on-site teams to ensure smooth rollouts, strong adoption, and consistent execution Proactively analyze customer data to uncover trends, opportunities, and areas for optimization and risk mitigation Conduct bi-weekly status calls to review progress, outstanding items, and key metrics, ensuring customer satisfaction Collaborate cross-functionally with the PathSpot team to ensure the customer voice informs everything we build Develop scalable playbooks, training materials, and best practices to elevate the customer experience Occasionally travel for customer visits, installations, or industry events Work from our beautiful downtown Salt Lake City, UT office as part of a collaborative, mission-driven team (Remote applications will not be reviewed) Who you are: We're looking for a customer champion who can think strategically, act tactically, and build deep, lasting relationships. You might be the right match if you: Have 2-5 years of experience in Customer Success, Account Management, or a similar customer-facing role in SaaS, IoT, or hardware technology Have managed enterprise accounts with multiple stakeholders and supported hands-on operational teams Are an excellent communicator who can translate complex data and technology into clear, actionable outcomes Thrive in dynamic, fast-paced environments where priorities shift and opportunities emerge daily Are consultative and analytical, using insights to guide customers toward operational excellence Take a builder's approach - you identify gaps, propose solutions, and create systems that scale Are comfortable working with both data dashboards and frontline feedback loops Bring familiarity with restaurant, hospitality, or foodservice operations and understand the challenges of that world Have a low-ego, sleeves-rolled-up attitude and enjoy doing whatever it takes to help customers succeed Are tech-forward, eager to learn new systems, and confident helping others do the same Are open to occasional travel for customer partnerships and events What we offer: Competitive salary Bonus opportunities and equity (stock options) so you share in our success Comprehensive medical, dental, and vision insurance Generous PTO and sick leave Real opportunities for career growth-as we scale, you'll scale with us The chance to work alongside a motivated, mission-driven team that's genuinely changing an industry Ready to make an impact? If you're a proactive, collaborative, customer-obsessed professional who wants to help build something meaningful in the world, we'd love to talk!

Lead a cutting edge, dynamic software product that (1) enables customers to structure their legal documents in a powerful way, and (2) serves as a source of truth, providing powerful investment insights. As a Customer Success Manager for Aumni, a JP Morgan company, you will act as the primary customer relationship contact and trusted advisor to your book of assigned customers. You will manage all aspects of the customer relationship, drive product adoption and usage throughout the customer journey and ensure optimal interaction with Aumni processes, products, and services. You will own the success and health of your assigned customers. Job Responsibilities You will manage all aspects of the customer relationship along the customer journey including implementation, product adoption, usage, renewal, expansion, and advocacy to ensure optimal engagement Serve as a trusted advisor with clients to build long-term collaborative partnerships Collaborate cross-functionally with other departments including Sales, Customer Operations, and Product to drive strategy alignment Identify upsell and expansion opportunities through customer interactions and develop strategies to align with customer's business objectives and an identified customer success plan Own and manage a renewal pipeline and forecast as well as communicate and manage contract and invoicing efforts Required Qualifications, Capabilities, and Skills: 2+ years in Customer Success or Account Management at a B2B Saas company A Bachelor's degree is required. Proven track record of and passion for building long-term relationships with all stakeholders Understand client success best practices and strategies with a track record of driving high overall satisfaction, client retention, and growth. Have great project and time management skills. Be able to juggle and manage many different clients simultaneously and have the judgment and experience to triage, delegate and prioritize appropriately and effectively to drive projects forward and maintain great client communication. Have a proactive, solution-oriented mindset when it comes to handling customer issues. Be able to identify the problems the customers will likely bump into and work transparently to solve them. Be technically savvy and quick to learn new systems and applications so as to assist customers with application training and product launches. Preferred Qualifications, Capabilities, and Skills Experience in the venture capital industry with private company financings is a plus A legal, financial, or accounting background within the context of the venture capital industry would also be a plus

Onboarding Manager, MM Team Who Connecteam is: Connecteam is a TLV-based startup on a mission to revolutionize the work experience for 80% of the global workforce, the deskless employees. Our business management platform helps thousands of businesses thrive by simplifying workforce management, eliminating daily operational complexities, and empowering teams to focus on what truly matters: growing and running their business. What is the Onboarding Manager, MM role at Connecteam? As Connecteam's MM Onboarding Manager, you will manage the onboarding experience for our mid-market clients, ensuring they get the most out of Connecteam from day one. You'll work with complex organizations, guiding them through system characterization, technical setup, integrations, and tailored training to drive product adoption and long-term value. Your main responsibilities will include: Leading onboarding projects with mid-market clients, ensuring timely and successful implementation of Connecteam Conducting discovery and system characterization sessions to understand client requirements and tailor configurations accordingly Delivering advanced training sessions for admins, managers, across multiple departments or locations Supporting integration and technical setup needs in collaboration with internal teams Managing onboarding timelines and project milestones to ensure smooth handoff to Customer Success Becoming a trusted advisor to client stakeholders, driving adoption strategies aligned with business goals Identifying and addressing risks early to ensure a successful go-live and long-term retention Acting as the customer advocate within Connecteam, influencing product development and cross-team collaboration Continuously improving onboarding processes for scalability, efficiency, and client satisfaction Which qualifications you'll need: Fluent English (spoken and written) - MUST 2+ years of experience in SaaS onboarding, implementation, or project management roles - MUST Experience working with mid-market or enterprise clients Strong project management skills, with the ability to manage complex timelines and multiple stakeholders Experience with integrations and technical product setup - advantage Exceptional communication, training, and presentation skills Highly organized, detail-oriented, and proactive in managing onboarding projects A team player who thrives in a fast-paced and dynamic environment Growth mindset, resilience, and high motivation to help customers succeed Be energetic, happy and positive - MUST A team player! Challenge seeker! A self learner and independent! Good under pressure and in a fast paced environment! Hungry to conquer the market! Work hard, but also play hard! We love fun! What We Offer: At Connecteam, we are committed to fostering a collaborative and innovative work environment. You will have the opportunity to make a meaningful impact on our clients' success while working alongside a dedicated and passionate team. We offer competitive compensation, professional development opportunities, and a vibrant company culture that values creativity and growth. If you are excited about the prospect of joining a forward-thinking company and driving client success, we encourage you to apply by submitting your resume and a cover letter outlining your relevant experience and motivations. Join us in our journey to empower clients and deliver exceptional value. Apply now! Benefits: Medical coverage. Insurance plan. Paid time off for vacation, sick days 401K Salary range: 80K-95K We are accepting applications from employees working in the following states: Texas, New York, New Jersey, South Carolina, North Carolina, Colorado, Florida, Utah, and Georgia.

Blah CSM job description Requirements Good communicator Has managed a book of business and accounts Closing

Chargezoom, a fast-growing SaaS fintech startup, specializes in delivering automated payment solutions. Our mission is to simplify internal financial processes and enable main-street businesses to save time, money, and achieve their goals through our intelligently designed software products and accounting software integrations. We are currently searching for a highly motivated and experienced Customer Success Manager to join our Client Onboarding Team.We strive to only promote from within, so every team member that joins starts preparing for the next step from day one. ResponsibilitiesAct as the main point of contact and product expert during your clients first 30-90 days Engage with users during their prospecting journey to drive product adoption Onboard and educate clients on the Chargezoom platform Provide clients with platform tours and help them process their first transaction Ensure customers set their automations up in the most efficient way possible Identify gaps in the experience that causes confusion or prevents the user from moving forward Help develop and implement industry leading onboarding processes that delight new customers Collaborate with Growth and Product teams to provide feedback on opportunities and gaps Close small dollar value deals, by helping the customer through the process Requirements+2 years of customer-facing experience, preferably at a SaaS company Track record for building and nurturing relationships with multiple stakeholders and customers Thoughtful verbal and written communication through a variety of channels Passion for technology and driving product improvements Experience working in HubSpot CRM or Help Desk tools is a plus What Success Looks LikeAbility to work in a very fast paced, ever changing environment Strong communication skills, both written and verbal Work from a place of empathy and patience, both internally and externally Must be coachable, willing to learn, and grow Strong collaboration and cooperation skills Confident and comfortable to share ideas and perspectives up stream PerksWake up each morning proud of the place you work and the amazing companies you get to partner with Join the team at a time when you can help shape the future of the company Medical, Dental, insurance fully paid Employee Stock Options (be an owner in the company) A performance culture that rewards results and promotes those that perform, quickly Equipment provided to set up a successful work environment Engaging Team-building activities Being part of an organization that truly believes in promoting from within, at Chargezoom your growth potential is uncapped! Compensation:On-target earnings (OTE): $70,000 - $98,000Base Salary: $60,000 - $72,000 Monthly bonus based on NRR (net revenue retention)

Vasion is looking for a Customer Success Manager (CSM), dedicated to our **Commercial customers, that exemplifies our core values and wants to be part of our growing team. We are committed to making digital transformation attainable to everyone by building an affordable, integrated SaaS solution that simplifies business processes. Vasion offers a flexible working environment for our 300+ employees worldwide, including at our global headquarters in St. George, Utah, or in one of our other offices in the UK, Germany, and Lehi, Utah. A CSM's primary objective is to become a “guide” for customers throughout their digital transformation. As the face of Vasion, a CSM strives to be a trusted advisor and advocate for their customers. They are expected to meet regularly with customers and to collaborate with the Vasion Product, Sales, Marketing, and Support teams to perform their primary responsibilities. Primary Responsibilities Manage a portfolio of mid-market customers and develop strong relationships with key stakeholders with the aim of renewing contracts Seek to increase customer retention by working closely with customers to achieve desired outcomes and improve the customer experience Collaborate with Account Executives to identify opportunities for expansion Maintain accurate and up-to-date records of all sales activities and customer interactions in Vasion's CRM system Continuously improve your knowledge of your assigned industry, customer base, and Vasion's platform in order to position yourself as a trusted advisor and industry expert Continually assess, document, and analyze customer progress toward stated goals and results Ensure any account issues are resolved quickly, leveraging resources from across the company as needed Sync with our product team to discuss customer needs and provide feedback on product enhancements Serve as the voice of the customer within the company and advocate for their needs Requirements 4+ years of customer success or professional sales experience in Enterprise Software, SaaS related B2B sales, and/or a similar industry Ability to travel up to 10% of the time to meet with clients and attend industry events Experience using Salesforce CRM software Proven track record of meeting or exceeding challenging sales quotas Preferred Qualifications Bachelor's degree in business or a related field Results-driven mindset, with a passion for exceeding goals and driving revenue growth Exceptional interpersonal and communication skills, with the ability to clearly articulate value propositions and build relationships with decision-makers Highly self-motivated and able to work independently as well as collaboratively in a team environment Strong business acumen and understanding of complex sales processes Excellent presentation skills, with the ability to effectively convey technical information to both technical and non-technical audiences Ability to work independently and manage a sales pipeline effectively Working knowledge of sales software, tools, and processes Extraordinary attention to detail, analytic, and deductive reasoning skills Benefits Flexible work environment Discretionary Vacation bonus Flexible paid time off Paid parental leave Competitive pay A full suite of traditional benefits Training/Advancement opportunities 401k with company-match Mental Health Wellness Support Financial wellness education Company-contributed HSA Headquarter perks include gym, pickleball, snacks & drinks, arcade, theater room, monthly All Hands lunch, etc. Lehi, Utah office perks include gym access, snacks & drinks, monthly All Hands lunch Our Core Values Vasion looks for people who will exemplify its core values and are driven to become: Action Owners (Extreme Ownership by Jocko Willink and Leif Babin) Candor 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) More About Vasion Visit ********************** Additional Information Vasion is an equal opportunity employer. We evaluate qualified applicants without regard to race, age, color, religion, sex, national origin, disability, veteran status, gender identity, sexual orientation, and other legally protected characteristics

Customer Success Manager What you will be doing: Onboard & Activate New Customers: Guide new customers through implementation and setup to ensure fast time-to-value and a smooth transition from sales. Drive Adoption & Retention: Build relationships with key stakeholders, monitor account health, and proactively address issues to reduce churn and increase engagement. Be a Strategic Partner: Help customers understand how to best use Piston to reduce fuel spend, eliminate fraud, and track driver behavior. Provide training and support tailored to their business goals. Identify Growth Opportunities: Spot upsell and cross-sell potential and collaborate with sales to grow accounts organically. Customer Advocacy: Collect and share customer feedback with Product and Engineering to inform roadmap decisions and improve the platform. Process Improvement: Help shape scalable customer success playbooks as we grow. You'll be in the weeds-and helping pave the road. Manager an international remote team What you should have: 2-4 years in a customer-facing role (Customer Success, Support, and Onboarding), ideally in a B2B SaaS or fintech environment Experience managing post-sale relationships and driving retention and expansion Strong communicator who can connect with operators, owners, and executives alike Familiarity with CRM tools (Salesforce, HubSpot, jira, etc.) and success metrics (retention, NPS, time-to-value) Experience of managing a team Ability to thrive in a fast-moving, startup-style environment with shifting priorities and big goals What we hope you have: Experience working with SMBs or in industries like logistics, transportation, or fleet management Familiarity with payments, expense tracking, or fraud prevention tools Data-savvy-comfortable reading usage trends or digging into account analytics Experience managing international remote teams

Who We Are SimpleCitizen is a tech-based immigration company with a special focus on helping immigrants and their families with their Immigration journeys; we take innovative technological approaches to provide services that effectively meet their needs. SimpleCitizen has provided immigration support to thousands of immigrants, and their families, even in the midst of rapidly changing immigration policies. Since our founding in 2014, we've built a reputation of doing whatever it takes to help lawful immigrants to the United States obtain Permanent Residency, and Citizenship, at a fraction of the cost and time of traditional alternatives, while consistently providing a delightful customer experience evidenced by our world-class net promoter score. In 2020, SimpleCitizen was acquired by Fragomen-an AMLaw 100 law firm and leading immigration legal services provider in the United States and around the world. For nearly 70 years, Fragomen has been exclusively dedicated to providing immigration guidance and support. The Fragomen organization has a global footprint with over 50 offices worldwide in more than 170 countries. Fragomen's professionals are recognized as the world's preeminent immigration thought leaders in their respective jurisdictions. Opportunities to truly disrupt an industry are not that common, but this is one of them. In partnership with Fragomen, the stage is set for SimpleCitizen to transform the multi-billion-dollar immigration industry. We will win because of our uncompromising customer focus and our innovative approach to technology. To achieve this bold mission, we'll need the help of the best people in all aspects of our business. What We're Looking For We're looking for a Customer Success Strategist to join our Customer Success Team. You will work closely with the rest of the Customer Success Team, specifically, other Customer Success Strategists (CSS). In this role, you will spend time growing your knowledge about Immigration and related processes. You will take the knowledge of immigration processes and support the Customer's assigned specifically to you. Our Customers are looking for an alternative to the typical process that's experienced with Immigration Attorneys. When they use our software, they choose a specific case type (Citizenship, Green Card) and then input their personal information specific to their case. Our software will create a PDF version of their immigration paperwork when they are done. You will manage the paperwork of our Customers by ensuring a complete and accurate review of their PDFs by our Attorneys and support Customers to implement any Attorney Feedback given. This paperwork will eventually be printed and mailed to the Customers, who will sign (and attach payments) it and then mail it to USCIS. You will also support our Customers), and potential customers, with any questions they may have via live chat support. You will be expected to come into the office 2-3 times a week to print and ship any of the Team's completed Customer applications for the day. By providing support in this role, you will expand and improve the experience of our Customers, and in doing so, shape the immigration experience for thousands of people and their families around the globe. Responsibilities: Streamline processes & procedures to eliminate inefficiency & improve effectiveness with our customer success outreach Gain & maintain a solid knowledge of the SimpleCitizen's software while acting as a resource for product road-maps Guide Customers through their immigration process via live chat, phone, & email Coordinate with SimpleCitizen's Partnering Attorneys to identify items that need to be addressed throughout the application review process Support Customers in their review to make sure their application is accurate & complete Assist in application preparation, assembly, & mailing customers' immigration applications Requirements: Bachelor's Degree or equivalent work experience with strong performance Passion for building customer relationships and solving customer needs Strong sense of accountability, attention to detail, & work ethic Empathy for immigrants & the challenges they face throughout the immigration process Comfortability, drive, & a go-getting mentality in a fast-paced, startup environment Ability to multitask & prioritize activities Recommended: Background in U.S. immigration &/or GlobalMobility Benefits: Competitive salary: $52,000-$57,000 per year Eligibility for quarterly bonuses based on performance, after probationary period Unlimited PTO Up to 14 Weeks Parental Leave Full Medical, Vision, Dental Benefits Hybrid work arrangements available, after probationary period Growth-Centered Work Environment

At Podium, our mission is to arm every local business with a complete platform and outcome-driven AI employees that convert leads into real, paying customers. Every day, millions of workers use our AI lead conversion and communication platform to help them get more leads and make more money. 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. Our growth is fueled by hiring exceptional people, holding them to high standards, and creating opportunities for them to grow and make an impact. Our operating principles guide daily behavior and decision-making and ensure we hire people who will thrive at Podium. If you resonate with our operating principles and are energized by our mission, Podium could be a great place for you! As an Enterprise CSM, you will be responsible for supporting the relationships with Podium's high-value, strategic clients. You will help ensure customer satisfaction, support product adoption, and assist in demonstrating to our clients the value they are getting out of Podium's interaction platform. You will also aid in retaining and increasing the revenue from your customer portfolio. What you will be doing: Serve as the primary post-sales point of contact for a variety of Enterprise business customers. You'll be the quarterback for the customer at Podium for inquiries, issues, and escalations. Utilize in-depth product and industry knowledge to drive and increase adoption and utilization of podium products Oversee various projects occurring simultaneously across different departments to ensure that your customer portfolio is progressing towards their goals. Help clients set performance goals and obsess over their success. You will help analyze performance, troubleshoot client challenges, and design creative solutions to obstacles. You will assist in managing the lifecycle of your customer portfolio, which will be a pipeline of high-intensity projects. You will always be looking for new ways to work smarter, increase your effectiveness, and delight our clients. Proactively anticipate and address potential challenges to ensure a seamless customer experience. Email/direct customer communication expectations are determined by customer need. Both the AM and CSM should be CC'd to support as appropriate. Maintaining documentation/SOPs for customer account details with assistance from the Account Executive. Assist with reporting the value of Podium products in weekly syncs, monthly check-ins, and quarterly EBRs, as needed. Proactively engage with customers during the renewal process to secure renewals and drive customer retention. Tracking cases, bugs, and ongoing projects. Work cross-functionally to relay product feedback Your metrics will be focused on growth and retention. You will travel 15% to 20% of the time. What you should have: 3+ years of Enterprise Customer Success experience Experience in Automotive, Home Services, or a similar industry Understanding of AI capabilities and trends, with experience integrating AI-driven solutions into daily work or team processes Ability to identify and highlight customer ROI and business value. Strong ability to think at scale while balancing customer experience outcomes. Excellence in achieving net retention goals and contributing significantly to the other team's revenue and engagement metrics. Strong skills in being a thought leader for the team and company. Proven success in helping clients make better decisions. Success in effectively decreasing churn, increasing revenue, and wowing your customers. Experience working in professional services, managed services, or a SaaS company. Ability to think like an owner. You will need to quickly understand a client's business and see the big picture while building things that last. Confidence in confronting daily changes and obstacles is required to succeed in this environment of mastering new things. Focused on being solution-oriented with creative and efficient options. Come prepared each day to take initiative and have the motivation to complete tasks assigned by the team or discussed with your customer portfolio. Benefits Work in Podium HQ in Lehi, UT, 5 days a week 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 Podium is an equal opportunity employer. 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.

EMPLOYMENT TYPE: Full-time As a Customer Success Manager at Opiniion, you will play a crucial role in ensuring our client's success, satisfaction, retention, and growth within the dynamic tech industry. The ideal candidate will have a minimum of 2 years of customer success experience, a strong tech industry background, and a passion for delivering exceptional customer experiences. A customer success manager is expected to be in the office 5 days a week. Travel will be required for this role: Be willing to travel as necessary to meet with clients, attend industry events, and represent Opiniion in various capacities. As a Customer Success Manager it is also expected that you adhere to the Opiniion Dress Code and present yourself in a professional manner at all times, adhering to appropriate grooming and dress standards. It is expected that you maintain a professional demeanor in alignment with the expectations outlined in this job description. RESPONSIBILITIES: Client Relationship Management: Build and maintain strong client relationships, serving as the main point of contact for all post-sales activities. PROACTIVE in your role. Not reactive: Take initiative to anticipate client needs, identify potential challenges, and implement proactive solutions to enhance the overall customer experience. Monthly Touchpoints: Regularly schedule and conduct touchpoint meetings with clients to review progress, address any concerns, and ensure alignment between client objectives and Opiniion's services. Onboarding and Adoption: Oversee the onboarding process for new clients, ensuring a smooth transition from sales to implementation. Drive product adoption by educating clients on software features and best practices. Product Knowledge and Training: Stay informed about Opiniion's property management software updates, features, and enhancements. Conduct training sessions for clients to maximize their understanding and utilization of the software. Issue Resolution: Address and resolve client issues promptly, coordinating with internal technical support and development teams. Proactively identify potential challenges and provide solutions before they impact the client experience. Renewals and Upselling: Collaborate with the sales team to identify opportunities for upselling and cross-selling within the existing client base. Drive contract renewals and negotiate favorable terms. Client Advocacy: Act as a client advocate within the organization, representing the voice of the customer in product development and enhancement discussions. Work with product management to prioritize feature requests and improvements. Feedback Collection and Analysis: Collect client feedback and analyze data to identify trends, opportunities, and areas for improvement. Utilize feedback to drive strategic decision-making and enhance customer satisfaction. Quarterly Business Reviews: Conduct comprehensive quarterly business reviews with clients to evaluate performance, discuss achievements, and identify areas for growth and improvement. Metrics and Reporting: Establish key performance indicators (KPIs) for customer success and regularly report on client health. Use data-driven insights to inform strategic decisions and client success initiatives. QUALIFICATIONS: Minimum of 2 years of experience in customer success within the tech industry. Deep understanding of property management software and related technologies. Proven track record in client retention, upselling, and revenue growth. Excellent communication and interpersonal skills. Strong project management and organizational skills. Familiarity with Opiniion's property management software is advantageous. If you are an experienced Customer Success Manager passionate about the tech industry, we'd love to hear from you! OPINIION'S CULTURE: At Opiniion, we take our work seriously, but we don't take ourselves too seriously! Our culture has been affectionately coined "Funfessional"-a perfect blend of professionalism and fun. We are committed to maintaining the highest standards of integrity, ethics, and excellence in all we do while fostering an environment where people enjoy coming to work. We believe in collaboration, innovation, and building a team that truly cares-about our clients, their residents, and each other. BENEFITS SNAPSHOT: Comprehensive healthcare plans, encompassing medical, dental, and vision insurance, along with group life coverage. Opiniion covers 40-90% of the premium cost for employees and all dependents. 401(k) retirement plan with a 100% corporate match on the first 1% and 50% match on the next 5%. Pre-tax Health Spending Accounts (HSA). Paid Parental Leave for all new parents (including adoption or foster care). Unlimited Time Off policies. 10 Paid Holidays annually. Monthly Gym Reimbursement benefit. *Note that the above benefits are available only to full-time employees of Opiniion* Opiniion is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on actual or perceived race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and pregnancy-related conditions), gender identity or expression (including transgender status), sexual orientation, marital status, military service and veteran status, physical or mental disability, genetic information, or any other characteristic protected by applicable federal, state or local laws and ordinances.

Job Brief: Join CODA Testing and MRO Services as a Video Editor and become an integral part of our creative team! In this exciting role, you will be responsible for shaping and enhancing our visual storytelling through compelling video content. As a Video Editor, you will collaborate closely with producers, directors, and other creatives to ensure that our videos not only captivate our audience but also align with our branding and messaging goals. You will have the opportunity to work on a diverse range of projects, including promotional videos, training materials, and corporate communications. Your expertise in editing software and your keen eye for detail will allow you to transform raw footage into polished final products that convey our mission effectively. This position demands a high level of creativity, technical skills, and a strong sense of visual aesthetics. In our fast-paced environment, you will also need to manage multiple projects simultaneously while adhering to deadlines. If you are passionate about video editing and looking to contribute to a dynamic and growing company, we invite you to apply and showcase your skills with CODA Testing and MRO Services! Responsibilities: Onboarding and Training: Guide new customers through the onboarding process, ensuring they understand how to use the product effectively. Relationship Management: Build and maintain strong relationships with customers, serving as their primary point of contact. Customer Engagement: Proactively engage with customers to understand their needs, gather feedback, and promote product usage. Performance Tracking: Monitor customer health metrics and product usage to identify areas for improvement and opportunities for upselling or cross-selling. Problem Resolution: Address customer inquiries and issues promptly, coordinating with support and product teams as necessary. Renewals and Retention: Work on strategies to ensure customer renewals, minimizing churn and maximizing lifetime value. Feedback Loop: Collect and relay customer feedback to product and marketing teams to help inform product development and enhancements. Account Planning: Develop account plans that align customer goals with the company's offerings, ensuring mutual success. Reporting: Provide regular reports and updates to management on customer health, success stories, and challenges. Continuous Improvement: Stay informed about industry trends and best practices to improve customer success strategies and processes Skills Required Communication Skills: Excellent verbal and written communication abilities to convey information clearly and build relationships. Empathy: The ability to understand and relate to customers' needs and challenges, fostering trust and loyalty. Problem-Solving: Strong analytical skills to identify issues and develop effective solutions quickly. Product Knowledge: Deep understanding of the company's products or services to provide informed guidance and support. Customer Relationship Management (CRM): Familiarity with CRM tools and software to track customer interactions and manage accounts effectively. Data Analysis: Ability to analyze customer data and metrics to assess health and usage, and to derive actionable insights. Project Management: Strong organizational skills to manage multiple accounts and projects simultaneously. Negotiation Skills: Capable of handling contract renewals and upselling opportunities while maintaining positive relationships. Adaptability: Flexibility to adjust to changing customer needs and evolving industry trends. Technical Proficiency: Comfort with technology and software tools relevant to the industry, including remote communication platforms. Team Collaboration: Ability to work effectively with cross-functional teams, including sales, support, and product development.

Slant is an AI Native CRM for financial advisors. Our mission is to help 20 million Americans retire with a great financial advisor. There is a shortage of financial advisors in America who need AI to scale and serve the millions of clients who need financial advice. Legacy software is ripe to be disrupted by AI native solutions in every industry. Financial advisor CRMs are exceptionally ready to be replaced. The two leading players have either been acquired by larger companies or received a majority PE investment. To us, that is a signal that they are busy counting their money instead of listening to customers and building better software. We launched Slant in August of 2025 and have seen exceptional growth. Over 100 firms have switched their CRM to Slant, with more migrating every day. We strive for excellence at Slant - we don't want to build something OK, we want to build something amazing. We have raving fans, which is quite a fun feeling - here is one example from today At Slant, we believe that relationships matter. That's true for financial advisors to their clients, but that's also true for us and our customers. We're looking for Customer Success Managers who also believe that relationships matter and can help our customers make the most of our platform We are looking for Customer Success Managers who want to help the amazing financial advisors using Slant. At Slant, Customer Success spans from the first onboarding call to the consistent check-ins with our customers. The goal of the CS team is to help our customers get the most value possible from Slant. Help them stay informed about new features and support customers as they navigate critical projects. Advisors are relationship people, and we want them to have a great relationship with their CSM at Slant. Job Description 1. Onboard all new customers - ensuring data is migrated, and the team is trained on how to use Slant 2. Ensure your clients are using Slant, satisfied with Slant, and getting as much value as possible from Slant. This will usually take the form of some recurring check-ins with your entire book of business. 3. Be both an advocate for our customers & a shield to our developers. Our CSMs know which things are worthy of escalating to engineering and which things can wait. They can cut through the noise of one-off emails and distill them into meaningful feature requests. 4. Be a great communicator. Our CSMs speak plainly and precisely and know their audience. Speaking to a customer and speaking with an engineer are very different, and our CSMs know how to speak both languages. 5. Become an expert on RIAs and financial advisors - you will need to know RIAs, RMDs, annual reviews, compliance, and more. 6. Collaborate with sales and support - you will need to know what the new customers are trying to achieve, set good expectations with support, and work together Ideal Candidate 1. 1-2 years tech/software experience 2. Has experience or an understanding of how financial advisors work

About the Role It's an exciting time at Whistic, and we're looking for a Sr. Customer Success Manager (CSM) This role is critical to ensuring our customers maximize the value of Whistic's platform while strengthening long-term relationships that drive retention and expansion. The ideal candidate has experience leading B2B enterprise Customer Success teams in the cybersecurity or SaaS space, a data-driven mindset, and a passion for customer advocacy. This is a hybrid role based out of our headquarters in Pleasant Grove, UT. Fully remote candidates need not apply. Whistic is a values-driven organization that cares not only about what we accomplish, but also how we accomplish our goals. Whistic's core values are: Growth Mindset, Extreme Ownership, Customer Focused, and Driven by Results. These values guide everything we do, and we are looking for a Sr. CSM to join us who feels energized by these values. If they resonate with you, we'd love to hear from you. What You'll Do Build and maintain strong relationships with key stakeholders at enterprise accounts Develop and execute strategic success plans for each customer to drive platform adoption, value realization, and growth Proactively identify and mitigate churn risks through regular business reviews and health assessments Own renewal execution end-to-end, including forecasting, negotiation, and close, with accountability for retention targets within assigned book Partner with Sales on expansion opportunities and renewal strategies Advocate for customer needs internally by collaborating with Product, Engineering, and Support teams Analyze customer usage data to identify trends and opportunities for improvement Create and deliver executive-level presentations and business reviews Monitor customer health metrics and develop action plans to address any concerns What You'll Need 2+ years in an enterprise B2B SaaS post-sales role (Customer Success, Account Management, Implementation, etc.) Proven track record of managing strategic customer relationships and driving retention/growth Strong analytical skills with ability to translate data into actionable insights Excellent communication, presentation, and interpersonal skills Experience leading executive-level discussions and business reviews Problem-solving mindset with ability to navigate complex customer situations Project management experience with ability to manage multiple priorities Benefits Stock options Medical, dental, and vision insurance HSA contributions Company paid life insurance Internet and wellness stipend Mental health benefit Paid parental leave 18 Paid Holidays 15 Days PTO (All available your 1st day) + 2 additional days each year of employment! 3 Whistic DNA Days- Company-paid "Family Day", "Self Day", & "Community Day" Whistic Fridays- Work ends at 3:00 PM every Friday A world-class culture and employee experience! Whistic's DEIB Commitment Whistic is a place where you can be you. It's impossible to separate what you do from who you are, and we don't want you to. In fact, we want just the opposite; when Whisticians share the richness of their experiences, personal connections are deepened, new levels of collaboration are unleashed, and our product innovation accelerates. We become unstoppable. Whistic is committed to growing diversity, equity, inclusion, and belonging across three key dimensions: Workforce Representation: Hiring and retaining a diverse team Fairness: Equitable rewards, recognition, and opportunities based on merit Inclusive Culture: Fostering an inclusive culture where differences are celebrated

Rocketlane is a fast-growing, innovative SaaS company making waves in customer onboarding and professional services automation. Our mission? To empower B2B companies with a smooth, consistent, and efficient way to onboard customers and manage client projects-reducing chaos and boosting customer satisfaction across industries. We're a close-knit team of over 100 passionate professionals, all focused on building a product that teams love to use. Our journey has been fueled by $45M in funding from top investors, including 8VC, Matrix Partners, and Nexus Venture Partners. What will you do Own and manage customer relationships from the point of sale through successful implementation. Ensure the right team (Implementation Manager (IM), POC for migrations, etc.) is available for an implementation based on scope/region. Lead internal handover meetings from sales and flag risks, if any. Lead pre-kick off, kick off calls and weekly cadences with the customer in collaboration with IM. Drive alignment on scope/requirements and business goals/objectives. Prepare and present a project plan based on inputs from all stakeholders. Review solution / account set up and ensure it meets customer's business objectives. Ensure best practices are shared with customers. Hold customers accountable for their deliverables. Proactively identify and communicate risks along with mitigation plans. Organize SteerCo meetings. Be the first point of escalation for the customer. Ensure delivery of signed off scope within agreed timelines. Drive adoption and change management processes. Collaborate with cross functional teams (support, partners, CS, product, engineering, etc) as required. Drive compliance to Implementation methodology/ process for projects executed. Track, report and analyse metrics. Share trends and learnings internally to drive process improvements and efficiencies. You should apply Strong Project, risk and stakeholder management skills. Excellent written and verbal communication skills. Strong collaboration skills. Ability to listen and empathise with customers. Strong organisational and analytical skills along with attention to detail. 10+ years experience in customer-facing roles. Why join us? At Rocketlane, we're all about building a great product and a great place to work. Here's why you'll actually look forward to Mondays: Impact and ownership: You won't just be another cog in the machine; here, you're more like a turbocharged engine part. Bring your ideas, make them happen. Work with the best: We're a team of passionate, quirky, and ridiculously talented people. Come for the work, stay for the memes. Celebrate wins: Whether we're hitting major milestones or celebrating new funding, we like to mix it up. From rap videos to team outings, we believe in celebrating big. Learn and grow: We're all about learning-and we're not just talking about the latest SaaS trends. You'll grow your career, pick up new skills, and maybe even learn to love Excel (or at least tolerate it). Flexibility and balance: While we love collaborating in the office five days a week, we know everyone has their own rhythm. That's why we offer flexibility around hours-so you can bring your best energy, whether you're an early bird or a night owl. Pajamas optional (at least outside the office). Best-in-Class Benefits: Comprehensive medical, dental, and vision coverage for full-time employees and their dependents. Industry-first HSA benefits. Flexible Time Off Generous 401(k) match to support your financial future.

Dodge Construction Network (Dodge) is looking for a Customer Engagement Manager. This role is a key member of our Go-To-Market organization, focused on supporting and empowering our SMB customer base-serving primarily subcontractors, general contractors, architects and engineers. In this role, you will help customers successfully engage with and realize value from their partnership with Dodge by providing proactive outreach, practical guidance, and best-practice recommendations. By leveraging data, insights, and customer conversations, you will help improve adoption within our product suite and build long-term, successful partnerships to drive retention. This is a full-time position and reports directly to the Manager, Customer Success. **_Preferred Location_** This is a remote, home-office role and candidates can be located anywhere in the continental United States. **_Travel Requirements_** Travel is less than 10% of the time and may be occasionally required for GTM or team meetings. **_Essential Functions_** + Responsible for building and maintaining strong relationships with new and existing clients to understand their needs, provide support, uncover risk and growth opportunities and ensure customer satisfaction + Execute successful customer engagement program through customer journey with intentional outbound touchpoints using customer health indicators and other support tools + Provide training and support to clients on using products or services effectively. This could include product demonstrations, training sessions and or assistance in creating and updating their profile or saved searches + Attain all KPIs designed to improve account retention, including contact rate, churn, and renewal and retention ratios + Follow SOPs for all account interactions within standard CRM systems and other tools **_Key Metrics for Success_** + **First-Year Retention Rate:** Percentage of clients retained through their first renewal date + **Renewal Rate:** Percentage of clients renewing beyond their first year + **Engagement Metrics:** Client usage rates and engagement with key platform features during the first year **_Education Requirement_** Bachelor's degree and/or combination of equivalent work experience preferred. **_Required Experience, Knowledge and Skills_** + 2+ years of experience in sales, account management, or customer support for SaaS-based software + Proficiency in Microsoft Office (Word, Excel, PowerPoint) + Ability to quickly learn and apply SaaS products + Basic knowledge of the construction industry, or the ability to learn it quickly + Strong personal integrity and accountability for outcomes + Excellent written and verbal communication skills + Strong relationship-building and customer-focused approach + Ability to coach customers on best practices and identify pain points and solutions + Empathetic mindset with a focus on supporting small business growth and customer success **_Preferred Experience, Knowledge, and Skills_** + Experience working in a SaaS environment + Experience with CRM or order management systems + Bilingual (English/Spanish) preferred **_About Dodge Construction Network_** Dodge Construction Network exists to deliver the comprehensive data and connections the construction industry needs to build thriving communities. Our legacy is deeply rooted in empowering our customers with transformative insights, igniting their journey towards unparalleled business expansion and success. We serve decision-makers who seek reliable growth and who value relationships built on trust and quality. By combining our proprietary data with cutting-edge software, we deliver to our customers the essential intelligence needed to excel within their respective landscapes. We propel the construction industry forward by transforming data into tangible guidance, driving unparalleled advancement. Dodge is the catalyst for modern construction. **_Salary Disclosure_** _Base Salary range: $50,000-$60,000 + monthly variable_ This represents the expected salary range for this job requisition. Final offers may vary from the amount listed based on factors including geography, candidate experience and expertise, and other job-related factors. Dodge Construction Network's compensation and rewards package for full time roles includes a market competitive salary, comprehensive benefits, and, for applicable roles, uncapped commissions plans or an annual discretionary performance bonus. **_For this role, we are only considering candidates who are legally authorized to work in the United States and who do not now or in the future require sponsorship for employment visa status._** **_A background check is required after a conditional job offer is made. Consideration of the background check will be tailored to the requirements of the job and consistent with all federal state and local ordinances._** **_Reasonable Accommodation_** **_Dodge Construction Network is committed to recruiting, hiring, and promoting people with disabilities. If you need an accommodation or assistance completing the online application, please email_** **_***************************_** **_._** **_Equal Employment Opportunity Statement_** **_Dodge Construction Network is an Equal Opportunity Employer. We are committed to leveraging the talent of a diverse workforce to create great opportunities for our business and our people. All employment decisions shall be based on merit, qualifications, and business needs without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, pregnancy, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law._** \#LI-Remote \#LI-SB1 \#DE-Remote \#DE-2026-23

Zions Bank recognizes that its success comes from the dedication, experience and talents of its diverse employee base. As we usher in the next generation of banking, we're committed to being the premier employer of choice. We're proud to have ranked among American Banker magazine's "Best Banks to Work For" almost every year since 2013, as Best Employer from Utah's Best of State, among the Best Places to Work in Idaho, and "among the Salt Lake Tribune's Top Workplaces. Make the leap into a new era of banking. Let us transform your career. With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is committed to career growth and advancement. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity. We are looking for a Private Bank Relationship Manager in Park City, Utah. This role acts as the principal account and relationship manager for high net-worth clients. Private Banking brings the various aspects of financial services into one easy-to-manage relationship with responsive concierge-style professional services for high net-worth clients. The more complex a client's financial life becomes, the more they'll appreciate being a Private Bank client. We're dedicated to supporting each of our client's most immediate needs as well as their long-term financial goals of growing and safeguarding their legacies for future generations. Private Banking provides an abundance of financial resources supporting the personal, professional, and philanthropic goals of the bank's high net worth clients. Ideal candidates will have these skills and experience : Act as the principal account and relationship manager for a portfolio of Private Banking qualified clients. Focus on generating, managing, and servicing high net-worth/affluent clients. Responsible for generating, retaining, and expanding business in all the following areas: Loan and deposit products, wealth management Wealth management services including Investment, trust, and insurance referrals, Commercial loans, consumer loans, and treasury services. Responsible for credit analysis and proper loan structuring. Responsible to maintain a high level of client satisfaction. Sources and develops new client leads through existing clients and referrals from other bank departments and divisions. Willingness to build strong partnerships with all divisions inside the bank. Calls on existing relationships to review portfolios and makes recommendations for exclusive private banking products. Takes on additional responsibilities as needed to ensure the success and profitability of the team and the bank. Qualifications : Requires a bachelor's degree and 2+ years of experience with lending, sales, banking products and services, or other directly related experience. A combination of education and experience may meet requirements. Working knowledge of banking, commercial lending, mortgages, investments, trusts and insurance products and services. Licensing in the following is preferred; however, unlicensed candidates will be required to pass the Securities Industry Essentials (SIE), Series 7, Series 66, and State Life Health licensure exams within 180 days of the start date of employment. Ability to display sound judgment in complicated client situations. Strong sales, self-management, credit analysis, loan structuring, and perceptive character judgment skills. Working knowledge in financial planning enabling recognition of investments, brokerage sales and referral possibilities with highly sophisticated clients. Strong interpersonal and communication skills, both verbal and written. Commitment to a high degree of service quality while acting as a trusted advisor. Intermediate computer skills including the MS Office Suite. Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Parental Leave and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits including coaching and therapy sessions Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire Employee Ambassador preferred banking products