Customer Success Manager II

University of Utah; Salt Lake City (UT); On-site; USD 57,000 - 76,000; Full time

Job summary

An established industry player is seeking a Relationship Manager II to join their mission-driven team. This role focuses on building and maintaining relationships with financial firms, promoting college savings plans, and providing exceptional customer service. The ideal candidate will thrive in a collaborative environment and possess strong communication and organizational skills. With a commitment to making higher education more accessible, this organization offers a supportive workplace where your contributions can make a real difference. If you're passionate about helping others achieve their educational goals, this opportunity is perfect for you.

Benefits

Collaborative Work Environment

Health Insurance

Retirement Plan

Professional Development Opportunities

Qualifications

• Bachelor's degree with 4 years of related experience or Master's with 2 years.
• Experience in account management or business development is essential.

Responsibilities

• Generate referrals from financial sources and manage client relationships.
• Provide training and support to internal teams and represent at events.

Skills

Account Management

Business Development

Customer Relationship Management (CRM)

Communication Skills

Microsoft Office Suite

Organizational Skills

Attention to Detail

Education

Bachelor's Degree

Master's Degree

Tools

CRM Software

Job description

Monday – Friday 8am – 5pm
Occasional travel and responsibilities may fall on weekends and after 5 p.m.

VP Area

VP Area President

Department

Department 01396 - my529

Location

Location My529 Downtown SLC

City

City Salt Lake City, UT

Type of Recruitment

Type of Recruitment External Posting

Pay Rate Range

Pay Rate Range $57,266 to $75,151

Close Date

Close Date 07/17/2025

Priority Review Date (Note - Posting may close at any time)

Job Summary

About my529

my529 administers the state of Utah’s 529 college savings plan. With more than $24 billion in assets under management, my529 consistently ranks as one of the top 529 plans in the United States. Learn more at www.my529.org

Why my529

Do you want to work for a mission-based organization that can make a positive impact in a person’s life? An organization that can help make higher education more affordable and provide a savings vehicle to help them dream big? my529 has a proven track record of helping people nationwide prepare for the cost of a college education.

We provide a collaborative, team-oriented work environment, and a culture that values employees and their contribution to this culture. my529’s mission is to help families save for education. We are looking for an enthusiastic, dependable, customer-focused person to join our team as a Relationship Manager II.

Responsibilities

• Identify, analyze, target, and generate a consistent referral stream from qualified financial referral sources.
• Provide relationship management to new and existing financial firms.
• Present information and demonstrations to financial firms about the advantages of college savings and my529.
• Develop, track and maintain information and contacts using CRM.
• Manage and utilize internal resources to provide customer support as needed.
• Train my529 Operations team regarding limited power of attorney (LPOA) platform logistics and customer service matters.
• Represent my529 at conferences and meetings.
• Stay proactively engaged with clients to ensure service is functioning as intended and adding value.
• Must have reliable transportation to work and the ability to travel up to 15% of the time. (Travel and responsibilities may fall on weekends or after 5 p.m.)
• All other tasks assigned.

Minimum Qualifications

Education:

• Requires a bachelor’s (or equivalency) + 4 years of directly related work experience or a Master’s (or equivalency) + 2 years of directly related work experience.
  • Assumes work equivalency (1 year of higher education can be substituted for 1 year of directly related work experience).

Skills:

• 2-5 years of experience in account management, business development or other customer-facing relationship where customer satisfaction is key.
• Proven ability to prospect, nurture, and develop new business/account opportunities.
• Working knowledge or experience working with customer relationship management (CRM) software.
• Excellent verbal and written communication skills.
• Ability to collaborate across teams, identify opportunities for process improvements and resolve issues.
• Basic knowledge of Microsoft Office Suite.
• Professional attitude and appearance.
• Strong planning and organizational skills, ability to manage multiple projects varying in scope and complexity, with a high level of urgency.
• Attention to detail and accuracy.

Preferences

Bachelor’s degree with preference for financial planning, business or accounting, or the equivalent work experience in a related field.

Additional Information

The University of Utah values candidates who have experience working in settings with students from diverse backgrounds and possess a strong commitment to improving access to higher education for historically underrepresented students.

Individuals from historically underrepresented groups, such as minorities, women, qualified persons with disabilities and protected veterans are encouraged to apply. Veterans’ preference is extended to qualified applicants, upon request and consistent with University policy and Utah state law. Upon request, reasonable accommodations in the application process will be provided to individuals with disabilities.

The University of Utah is an Affirmative Action/Equal Opportunity employer and does not discriminate based upon race, ethnicity, color, religion, national origin, age, disability, sex, sexual orientation, gender, gender identity, gender expression, pregnancy, pregnancy-related conditions, genetic information, or protected veteran’s status.

To request a reasonable accommodation for a disability or if you or someone you know has experienced discrimination or sexual misconduct including sexual harassment, you may contact the Director/Title IX Coordinator in the Office of Equal Opportunity and Affirmative Action:

Director/ Title IX Coordinator

Office of Equal Opportunity and Affirmative Action (OEO/AA)

383 University Street, Level 1 OEO Suite

Salt Lake City, UT 84112

801-581-8365

[e-mail]

This position may require the successful completion of a criminal background check and/or drug screen.

This report includes statistics about criminal offenses, hate crimes, arrests and referrals for disciplinary action, and Violence Against Women Act offenses. They also provide information about safety and security-related services offered by the University of Utah.

Posting Specific Questions

Required fields are indicated with an asterisk (*).

• * What is your highest level of completed education?
  • None
  • High School Diploma or Equivalent
  • Associate Degree
  • Bachelor's Degree
  • Master's Degree
  • Doctorate Degree
• * How many years of related work experience do you have?
  • Less than 2 years
  • 2 years or more, but less than 4 years
  • 4 years or more, but less than 6 years
  • 6 years or more, but less than 8 years
  • 8 years or more, but less than 10 years
  • 10 years or more, but less than 12 years
  • 12 years or more, but less than 14 years
  • 14 years or more

Required Documents

Resume

Optional Documents

Cover Letter

University Human Resource Management
250 East 200 South, Suite 125 Salt Lake City, UT 84111
Contact us: [phone] By Email: [e-mail]