5 client success specialist jobs at 4 companies in Midvale, UT
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Client Success Specialist
Riverton, Utah, United States
$35k-$40k/yrOnsiteFull Time
Upward Engine: Utah-based digital marketing agency serving businesses with SEO, paid advertising, web design, and website development.
2+ YOERequires 2+ years in a client-facing role, strong written and verbal communication, organization, multitasking, relationship-building, problem-solving, initiative, and collaboration; digital marketing familiarity preferred.
IRALOGIX: IRALOGIX is a private fintech software providing white-label digital IRA recordkeeping to financial institutions and advisors.
3+ YOERequires 3+ years in financial services, IRA administration, or wealth management support; Microsoft Office, CRM platforms, strong communication, organization, analysis, and permanent US work authorization. Bachelor's preferred.
Microsoft Office Suite, Microsoft Excel, Microsoft Outlook, Microsoft Word, CRM
Utah Valley University: Public university providing higher education and vocational training.
2+ YOEAssociate degree or two years of related education and/or experience required. Requires student or client support experience, communication, organization, confidentiality, and Microsoft Office proficiency; Spanish is preferred.
Microsoft Office, Microsoft Excel, Microsoft Word, email, phone, text
United States or Atlanta or Tucson or Salt Lake City or Bakersfield or Phoenix or Tampa or Baltimore or Anchorage or Dallas or Seattle
$55k/yrRemoteFull Time
YelpNYSE: YELP: Public local-business platform helping consumers discover, connect with, and transact through trusted information, photos, and reviews.
3+ YOEBachelor's degree or 3+ years of client-facing experience; fluent written and verbal Mandarin and English; strong communication, problem-solving, organization, and computer skills.
iCapital: Financial technology platform powering the global alternative investment marketplace.
2+ YOE2+ years client-facing experience (client success, account management, or sales) in SaaS/financial services, strong communication and organizational skills, Salesforce experience, and regulatory awareness.