Customer success manager jobs in Utah - 522 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

Who is ShiftCare? ShiftCare is a fast-growing SaaS scale-up and its innovative software is a market leader which helps Australian, American & Canadian disability support providers, in-home aged carers, and allied health professionals to streamline the way they work by creating efficiencies in rostering, client management, and billing, enabling businesses to grow. We are looking for a motivated and experienced Customer Success Manager to champion the high standard of excellence demonstrated by our team on a daily basis. Our ideal candidate will be responsible for engaging and managing relationships with our customers, ensuring their satisfaction with our product and services, and driving retention and expansion of our customer base. Very importantly, you will act as the key support and technical escalation point. Responsibilities Develop a deep understanding of our product and its features, and work closely with customers to help them get the most out of our solution Build and maintain strong relationships with our customers, acting as their primary point of contact for any questions, concerns, or issues that may arise Act as the key point of technical and support escalation Take ownership of the customer onboarding process, collaborate closely with different stakeholders to understand requirements, and ensure the onboarding experience is seamless for our customers Monitor customer health and engagement metrics, and develop and execute strategies to improve retention and reduce churn Drive adoption and usage of our product by providing guidance, training, and best practices to our customers Ensure SLAs are met and workload managed across all allocated onboarding setups Build relationships with cross-functional teams (Operations, Engineering, Sales, Product, Marketing) to deliver the best experience for our clients and raise the company's NPS Represent the voice of the customer to internal teams, and provide feedback and insights to help drive product and service improvements Proactively identify opportunities to upsell and cross-sell our services, and work with the Sales team to close new business Requirements Bachelor's degree in business, marketing, or related field 3+ years of experience in a customer success or professional, client-focused account servicing role, preferably within a SaaS business Outstanding execution and product demonstration abilities Strong communication and interpersonal skills, with the ability to build relationships with customers and internal stakeholders Excellent problem-solving skills, with the ability to identify and resolve complex issues Demonstrated ability to manage multiple projects and customers simultaneously Familiarity with customer success metrics, and the ability to analyze and interpret data to drive action Experience with CRM and customer engagement software (e.g. HubSpot, Intercom) Previous experience working with timesheet, payroll, or accounting software a bonus Ability to work independently and remotely, with a strong work ethic and time management skills Familiarity with our industry is a plus

CT Land & Home is a leading real estate company that specializes in buying, selling, and managing properties in Connecticut. Our team is dedicated to providing exceptional customer service and creating long-lasting relationships with our clients. Job Summary: We are seeking a highly motivated and experienced Customer Success Manager to join our team. The ideal candidate will have a strong background in customer service and a passion for building and maintaining relationships with clients. As a Customer Success Manager, you will be responsible for ensuring our clients have a positive experience with our company from start to finish. Key Responsibilities: - Serve as the main point of contact for our clients and provide exceptional customer service throughout their journey with our company. - Develop and maintain strong relationships with clients to understand their needs and ensure their satisfaction with our services. - Proactively identify and address any issues or concerns that may arise, and work with the appropriate teams to find solutions. - Collaborate with our sales and marketing teams to identify opportunities for upselling and cross-selling our services to existing clients. - Monitor and analyze customer data to identify trends and make recommendations for improving the customer experience. - Conduct regular check-ins with clients to gather feedback and ensure their expectations are being met. - Create and maintain customer success metrics and reports to track progress and identify areas for improvement. - Collaborate with other departments to continuously improve processes and procedures to enhance the customer experience. Qualifications: - Bachelor's degree in Business Administration or related field. - Minimum of 3 years of experience in a customer-facing role, preferably in the real estate industry. - Excellent communication and interpersonal skills. - Strong problem-solving and decision-making abilities. - Ability to work independently and manage multiple tasks simultaneously. - Proficient in Microsoft Office and customer relationship management (CRM) software. - Proven track record of building and maintaining strong relationships with clients. - Knowledge of the real estate market in Connecticut is a plus. Benefits: - Competitive salary. - Health, dental, and vision insurance. - 401(k) retirement plan. - Paid time off and holidays. - Professional development opportunities. If you are a highly motivated and customer-focused individual looking to join a dynamic and growing company, we would love to hear from you. Apply now to become a part of the CT Land & Home team as our Customer Success Manager.

Requirements Must have been on the Customer Success Team for at least one year. Compensation and Benefits: Salary wage is negotiable based on skill level and experience. Competitive benefit package includes medical, dental, and vision insurance, Employer-funded Health Savings Account (HSA), Paid Time Off (PTO), paid holidays, Employer-funded Short Term Disability Insurance, Employer-funded Life Insurance, and matching 401k. To learn more about Audio Enhancement, visit ************************ For quick inquiries, contact *****************************

Job Description About Us At AssistIQ we are dedicated to creating a more efficient and transparent healthcare supply chain by fixing one of the core problems - providers lack accurate data and insights on their supply and implant usage. Our AI-driven software solution provides highly accurate, seamless capture of supply and implant usage in real-time, and generates actionable insights to healthcare systems, enabling better revenue capture and reduced waste, ultimately leading to better value of care and better outcomes for patients. About the Role As a Customer Success Manager at AssistIQ, you'll be responsible for building and maintaining ongoing relationships with the customer and their satisfaction with AssistIQ products. You will partner with the existing team to refine processes' and generate best practices to support the development of a scalable customer success model. In this position you will be responsible for owning customer relationships, proactively addressing issues, ensuring customer value is seen in the product, and driving customer retention. You will ensure the product is being used to its full capacity and partner with the Delivery Director to drive expansion opportunities with the customer. You will be introduced to the customer during the beginning of the sales cycle, be a soft resource to the customer during implementation, and own the relationship with the customer post-go live. We're looking for candidates who enjoy and can work in a fast-paced start-up environment. This person will have a strong ability to establish and maintain relationships, problem-solve with customers and internal teammates, gather feedback and identify areas of value for stakeholders. This person will have a proactive approach and excellent communication skills. Given the nature of startup life, the role of the Customer Success Manager is dynamic with priorities evolving regularly. What you will do: Plan and execute the ongoing customer success delivery plan for each customer. Build and maintain positive relationships with customer stakeholders, establishing trust, understanding business goals, and demonstrating partnership value. Present partnership value on a regular basis to the customer, gathering customer feedback and keeping the customer informed on upcoming product enhancements and improvements specific to supporting their goals and needs. Partner with the Customer Support and Data Analysis teams to measure and monitor the overall ‘health' of customers and achievement of success criteria outlined in the partnership agreement. Regularly report on customer stability and product expansion opportunities to the internal team. Ensure product adoption and utilization across assigned customers. Collaborate with sales, marketing, implementation, and support teams to ensure a seamless customer experience. Continuously improve customer success processes', including evolving customer communication methods and updates, striving for consistent and clear communication. Requirements 3+ years of experience in a similar health care technology focused CSM role. Experience managing operations stakeholders in a hospital or clinical setting. Demonstrated leadership and problem-solving skills. Experience preparing and presenting customer partnership updates to customer stakeholders. Ability to communicate cross-functionally internally & escalate customer needs efficiently to ensure customer needs are being met and exceeded. Demonstrated capability of stakeholder management, problem-solving, and prioritization. Experience managing communication with stakeholders in different levels of seniority (C-Suite to Operations). Excellent interpersonal skills Ability to synthesize information, think quickly, and drive changes. ~20% travel required. Current Valid Driver's License Our core values Customer Centricity: We actively learn about our customers' pain points to understand their needs and deliver technology solutions that exceed their expectations. Customer satisfaction is our ultimate measure of success. Transparency & Inclusivity: We act with integrity, creating space for new ideas and sharing information about our progress, challenges, and decision-making processes. Agility & Flexibility: We iterate with speed, challenging the status quo and seeking continuous improvement to respond to our customer needs and market changes. Accountability and Collaboration: We foster a culture of responsibility and display curiosity, grit and passion to achieve our objectives, individually and as a team. Social Responsibility: We prioritize environmental impact by making responsible choices and developing products that make the healthcare industry more sustainable. Benefits Health insurance 3 weeks of vacation 10 sick days Flexible work hours Top of class culture Our Core Values Customer Centricity: We actively learn about our customers' pain points to understand their needs and deliver technology solutions that exceed their expectations. Customer satisfaction is our ultimate measure of success. Transparency & Inclusivity: We act with integrity, creating space for new ideas and sharing information about our progress, challenges, and decision-making processes. Agility & Flexibility: We iterate with speed, challenging the status quo and seeking continuous improvement to respond to our customer needs and market changes. Accountability and Collaboration: We foster a culture of responsibility and display curiosity, grit and passion to achieve our objectives, individually and as a team. Social Responsibility: We prioritize environmental impact by making responsible choices and developing products that make the healthcare industry more sustainable.

Job DescriptionChargezoom, 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 Retention Team.We strive to promote from within, so every team member that joins starts preparing for the next step from day one. This is 100% in-office role based in our Holladay, UT headquarters. What Success Looks LikeAbility to work in a very fast paced, ever changing environment Strong communication skills, both written and verbal when dealing with customers 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 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 supporting customers and helping them achieve their goals Experience working in FreshDesk and/or FreshChat or other Help Desk tool is required Responsibilities Provide product support for customers after their first 90 days Engage with users who are experiencing issues to help resolve Educate clients on the Chargezoom platform features using GAAP best practices Provide clients with platform demos for specific features that may solve a pain point Ensure customers set their automations up in the most efficient way possible Identify gaps in the experience that causes confusion or possible churn Work proactively with customers who have decreased usage on the platform Collaborate with Product and Engineering team on escalations On-target earnings (OTE): $70,000 - $98,000 (includes monthly bonuses) Monthly bonus based on Customer RetentionWe offer ownership in the company through an ESOP program that is in the top 5% of all startups We pay 100% of medical and dental insurance for you and your entire family12 days of PTO in the first year, 19 days in year 2 We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

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

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.

About Us Kenect is on a mission to revolutionize customer communication and engagement for businesses across North America. Founded with a deep understanding of the challenges businesses face in connecting with their customers, Kenect helps companies streamline communication, enhance customer satisfaction, and drive growth through its innovative messaging and reputation platform. Trusted by thousands of businesses, our passionate team is committed to building technology that fosters closer connections and helps businesses thrive in a digital-first world. About this role Working on the Customer Success team you will be the primary contact for the customer relationship within your portfolio. You will address day-to-day questions, hold account reviews with key stakeholders, resolve escalation issues, and communicate customer needs internally to influence business priorities. This requires a high level of organization, exceptional communication skills, and an ability to adjust with our fast-paced organization. What you will be doing Retain existing customers, grow your portfolio, and drive adoption of the Kenect platform. Escalate issues to internal stakeholders that may arise to get appropriate support to solve the customers problems. Conduct weekly/monthly/quarterly follow ups, as appropriate, to assess the overall health of the account and identify successes and potential red flags. Have crucial conversations Maintain customer data i.e., contacts, account health, significant events, etc. in company supported CRM. Delivering and communicating ROI for our clients, throughout the customer lifecycle. Skills & qualifications 2+ years of Customer Success experience in a SaaS or software company. Driven, self-motivated, enthusiastic and with a “get things done” attitude. Ability to manage a large portfolio of clients with amazing task and time management. A+ organization skills Results-driven mentality, with a bias for speed and action. Knowledge of Salesforce is a plus Our company values we hope you showcase Unwavering Customer Obsession See it, Solve it, Get it Done Build, Adapt, Win What Kenect offers Health, Dental, Vision, Life & Disability Insurance Your birthday is a paid day off Onsite gym Breakroom full of snacks and drinks Convenient location next to freeway entrance/exit We believe in hiring self-motivated team members who can run alongside us without needing to be “managed” along the way. Yes, we have managers and 1:1s. Yes, we believe in giving open two-way feedback. We also believe in having team members that can run without the daily guidance that some companies prefer. Kenect is an equal opportunity employer. We are an organization comprised of people of all kinds of backgrounds, and believe this mix is precisely what makes us strong. All employment decisions at Kenect are based on business needs, job requirements, and individual qualifications without regard to race, color, religion or belief, family or parental status, or any other status protected under federal, state, or local law.

Job Description 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

Job DescriptionCustomer Success ManagerOutcode SoftwareAt Outcode Software, we're dedicated to empowering our clients to succeed with our innovative solutions. As a Customer Success Manager, you'll play a crucial role in ensuring our clients' satisfaction and driving their long-term success. If you're passionate about guiding clients through their journey and thrive in a dynamic, collaborative environment, we want you on our team. Responsibilities: Retention and Adoption (60%): Become an expert in Outcode, guiding new clients and providing them with comprehensive support. Assist clients in making adjustments to their accounts and educate them on how to navigate changes effectively. Maintain detailed records of client interactions, notes, and next steps using CRM and ClickUp. Develop a variety of content, including webinars, videos, training materials, and articles, to facilitate client understanding of complex concepts. Proactively analyze client usage data and assess account health to identify areas for improvement. Collaborate with internal teams to drive Outcode adoption and ensure clients derive maximum value from our solutions. Communicate product updates and new service offerings to clients to enhance their experience. Cultivate commercial relationships to promote Outcode utilization and drive business growth. Act as a liaison between clients and the Outcode delivery team, effectively communicating client feedback and needs. Foster cross-departmental collaboration with Sales, Product, and Marketing teams. Identify and escalate issues as needed, demonstrating sound judgment in distinguishing between user errors, training deficiencies, and feature requests. Conduct Executive Business Reviews with key decision-makers to assess client satisfaction and identify opportunities for improvement. Growth (30%): Utilize data insights and client interactions to identify growth opportunities and drive expansion for clients. Collaborate closely with the Sales team to identify opportunities for upselling and cross-selling. Introduce clients to new services and products to expand their utilization of Outcode offerings. Customer Success Operations (10%): Partner with Operations to prioritize process improvement projects aimed at enhancing team efficiency and customer satisfaction. Contribute to the development of a Customer Success playbook outlining the customer lifecycle journey and corresponding activities. Advocate for software utilization within the team, ensuring optimal usage of tools to streamline operations. Ways to Win: Experience as a Costumer Success Manager or client facing positions. Interest in technology and/or software development. If you're a proactive problem-solver with a passion for driving customer success, we'd love to hear from you. Join us in shaping the future of Outcode Software and empowering our clients to achieve their goals. Apply now! E04JI80034mh406lsrh

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

As a Customer Success Manager at Nectar, you will play a crucial role in ensuring customer satisfaction and retention. Your primary responsibilities will include overseeing the customer onboarding process, providing ongoing support, and driving product adoption. You will also work closely with our sales and product development teams to mitigate churn risks and provide valuable customer feedback. What is Nectar? You know how there's been a seismic shift over the last few years in how/where people work? Company culture used to be built around everyone being in the office because it created a sense of connectedness and camaraderie. But now, companies are struggling to keep people connected and engaged the way they used to. Nectar is the glue that bridges today's workforce with company culture to help people feel valued, appreciated and rewarded no matter where they work. We call it a 360 employee recognition & rewards platform. Role Responsibilities: Must be able to be able to work from our offices in Lehi, UT Overseeing the customer onboarding process and ensuring successful adoption of the software Providing ongoing support to customers, including answering questions and resolving technical issues Developing and implementing a customer success plan for each customer to drive product adoption and increase customer satisfaction Monitoring customer usage and proactively identifying opportunities for upsell and expansion Working closely with the sales team to identify and mitigate potential churn risks Collaborating with the product development team to provide customer feedback and suggest product improvements Analyzing customer data to identify trends and opportunities for improvement Maintaining a deep understanding of the software and its features to effectively communicate its value to customers Experience & Skills: Experience in customer success management, technical account management, or a related field Experience working with software products and a deep understanding of the software development lifecycle Excellent communication and customer service skills Strong analytical and problem-solving skills Ability to work with ambiguity, both independently and as part of a team Familiarity with customer success metrics and how to measure them Familiarity with technical systems and processes is a plus Experience with Planhat, Hubspot, or other CRM software is a plus. Other Information More information about the role and company: nectarhr.com for more information about the product ********************************************* for more information about the company and employees (as well as G2 ***********************************************

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

Invest in Your Success with Mac Tools Are you ready to be your own boss and build a thriving business? Mac Tools offers a unique opportunity to own and operate a successful franchise. With a strong credit profile and the right financial foundation, you can unlock the potential to achieve financial independence and a fulfilling lifestyle. As a Mac Tools franchisee, you will enjoy the freedom and flexibility of running your own business without the overwhelming burdens of startup. Mac Tools offers a family-oriented culture; supported by Stanley Black and Decker - the largest tool company in the world - giving you the best of both worlds. Key Benefits of Mac Tools Franchise Ownership Exclusive Territory: Build a loyal customer base in your protected territory. Mac Tools currently has over 1,250 existing franchisees with opportunities available in all fifty states, including Puerto Rico and across Canada. Proven Business Model: Benefit from an award-winning system that has earned accolades including Fastest Growing Franchise, Top 100 Franchise, Franchise 500, and more. World-Class Training: Gain the skills and knowledge you need to succeed via classroom and field-based sales training at our headquarters. Ongoing Support: Receive continuous guidance and assistance, including national marketing support with motorsports branding, sales flyers, videos, etc. Strong Brand Recognition: Leverage the brand power of Mac Tools and Stanley Black and Decker - the largest and fastest growing tool company in the world. Financial Flexibility: Explore various financing options to fit your needs. Financial Requirements To qualify for a Mac Tools franchise, a strong credit profile and an initial down payment are essential. Your financial strength is a key factor in our franchise approval process, and we have lower start-up costs than many other franchise opportunities with a variety of financing options. Our Veterans Program offers vets or their spouse credits of up to $25,000 towards inventory purchases. Ready to Take the Next Step? Are you a qualified entrepreneur ready to invest in and operate a Mac Tools franchise? Complete our quick mobile application to start your journey towards financial independence. Our team can get you scheduled for one of our free Discovery Days, providing the opportunity to meet current Franchisees and experience the business first-hand. Mac Tools , a division of Stanley Black & Decker Inc. 5195 Blazer Parkway Dublin, Ohio 43017

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