Member Experience Specialist - Provo

Prime-Corporate-Services

Provo (UT)

On-site

USD 29,000 - 34,000

Full time

9 days ago

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Benefits offered by this job

Competitive Compensation + performance
Comprehensive Health Coverage
Paid Time Off
401k with Company match
Parental Leave
Gym Pass
Soda and snacks
Wireless discounts
Employee Resource Program

Job summary

PRIME Corporate Services in Provo, UT is hiring a Member Experience Agent. You will manage tickets across phone, chat, email, and text, keep members informed, and coordinate with onboarding, accounting, and tax teams. The role emphasizes service mindset, ownership, and quick learning of financial terminology.

The position is full-time, Mon-Fri, with a strong focus on delivering exceptional member experiences while maintaining CRM accuracy and professional communication across channels.

Qualifications

  • 2+ years in customer service or related roles with regular interaction.
  • Ability to explain complex processes in clear terms.
  • Comfort learning finance, bookkeeping, banking, and tax terminology.

Responsibilities

  • Ticket Ownership: Own member tickets from start to finish and document next steps.
  • Inbound & Outbound Outreach: Answer questions, request documents, share updates.
  • Multi-Channel Support: Assist via phone, chat, email, text, and ticketing systems.
  • CRM Accuracy: Keep interaction notes and statuses current.
  • Clear Explanations: Translate requests into member-friendly language.
  • Smart Escalation: Route accounting/tax questions with concise summaries.

Skills

Clear communication
Ownership
Rapid learning
Attention to detail
Coachability
Discretion

Education

High school diploma or GED

Tools

CRM software
Phone-center tools
Ticket queues
Email/text/chat channels

Job description

PRIME Corporate Services in Provo, UT is hiring a Member Experience Agent. You will manage tickets across phone, chat, email, and text, keep members informed, and coordinate with onboarding, accounting, and tax teams. The role emphasizes service mindset, ownership, and quick learning of financial terminology.

The position is full-time, Mon-Fri, with a strong focus on delivering exceptional member experiences while maintaining CRM accuracy and professional communication across channels.

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