1mo
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Client Operations Lead
Salt Lake City, Utah, United States
HybridFull Time
Leavitt Group: Insurance brokerage providing commercial, personal, and employee benefit solutions.
Experience leading or coordinating operations/service/account management teams; strong organizational, SOP/process, and documentation skills; comfort with CRMs/case-management systems; strong communication and coaching; health insurance/ICHRA/ACA experience preferred; insurance licensing a plus.
Salesforce
2mo
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Enterprise Client Implementation Specialist
Orem, Utah, United States
OnsiteFull Time
5+ YOE5-8+ years in implementations/onboarding/customer operations; enterprise client experience; cross-functional coordination; problem solving; fintech/SaaS experience helpful.
2mo
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Event Sales Coordinator
Salt Lake City, Utah, United States
$53k-$60k/yr OnsiteFull Time
3+ YOETwo+ years in events or related field; strong organizational skills; client relationship building; strong written/verbal communication; able to manage multiple tasks; driver license and eligible to work in the U.S.
3mo
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Sales Coordinator
Provo, Utah, United States
$70k-$85k/yr RemoteFull Time
2+ YOE2-5+ years in sales support or client-facing operations; experience with pre-tax benefits (HSA/FSA/HRA) or COBRA; strong communication; CRM experience (Salesforce).
Salesforce, CRM
3w
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Retirement Plan Operations Onboarding Specialist
Arizona or California or Colorado or Florida or Georgia or Iowa or Maryland or Michigan or Minnesota or North Carolina or New York or New Jersey or Ohio or Pennsylvania or South Carolina or Texas or Utah or Louisiana
RemoteFull Time
Organized, detail-oriented specialist to coordinate ROBS onboarding: client communication, documentation review, stock issuance support, SBA lender packages; Microsoft Office and CRM proficiency; financial services/onboarding experience preferred.
Microsoft Office, CRM