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Details

**Open Date** 04/17/2025

**Requisition Number** PRN41666B

**Job Title** Customer Success Manager II

**Working Title** Relationship Manager II

**Job Grade** P15

**FLSA Code** Administrative

**Patient Sensitive Job Code?** No

**Standard Hours per Week** 40

**Full Time or Part Time?** Full Time

**Shift** Day

Work Schedule Summary

Monday – Friday 8am – 5pm

Occasional travel and responsibilities may fall on weekends and after 5 p.m.

**VP Area** President

**Department** 01396 - my529

**Location** My529 Downtown SLC

**City** Salt Lake City, UT

**Type of Recruitment** External Posting

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

**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.

+ 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 ability to 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.

**Type** Benefited Staff

Special Instructions Summary

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. The University does not discriminate on the basis of sex in the education program or activity that it operates, as required by Title IX and 34 CFR part 106. The requirement not to discriminate in education programs or activities extends to admission and employment. Inquiries about the application of Title IX and its regulations may be referred to the Title IX Coordinator, to the Department of Education, Office for Civil Rights, or both._

_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_

[email protected]_

_Online reports may be submitted at_ **oeo.utah.edu**

_For more information:_

https://www.utah.edu/nondiscrimination/

_To inquire about this posting, email:_

[email protected]

_or call 801-581-2300._

_The University is a participating employer with Utah Retirement Systems (“URS”). Eligible new hires with prior URS service, may elect to enroll in URS if they make the election before they become eligible for retirement (usually the first day of work). Contact Human Resources at (801) 581-7447 for information. Individuals who previously retired and are receiving monthly retirement benefits from URS are subject to URS’ post-retirement rules and restrictions. Please contact Utah Retirement Systems at (801) 366-7770 or (800) 695-4877 or University Human Resource Management at (801) 581-7447 if you have questions regarding the post-retirement rules._

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

_https://safety.utah.edu/safetyreport 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. A paper copy can be obtained by request at the Department of Public Safety located at 1658 East 500 South._