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Lucid Software logo

Customer Success Specialist

Lucid SoftwareSalt Lake City, UT
Lucid Software is the leader in visual collaboration and work acceleration, helping teams see and build the future by turning ideas into reality. Our products include the Visual Collaboration Suite (Lucidchart and Lucidspark) and airfocus. We hold true to our core values: innovation in everything we do, passion & excellence in every area, individual empowerment, initiative and ownership, and teamwork over ego. At Lucid, we value diverse perspectives and are dedicated to creating an environment and culture that is respectful and inclusive for everyone. Lucid is a hybrid workplace. We promote a healthy work-life balance by allowing employees to work remotely, from one of our offices, or a combination of the two depending on the needs of the role and team. Since the company’s founding, Lucid Software has received numerous global and regional recognitions for its products, business, and workplace culture. These include being listed to the Forbes Cloud 100, Fast Company Most Innovative Companies, Fortune Best Workplaces in Technology, and PEOPLE’s Companies that Care. Lucid’s solutions are used by more than 100 million users across the globe, making Lucid the most used visual collaboration platform by the Fortune 500. Our customers include Google, GE, and NBC Universal, and we partner with leaders such as Google, Atlassian, and Microsoft.   Lucid’s Customer Success Team plays a central role at Lucid Software, ensuring that all our customers are able to maximize the value they obtain through adoption of our products. The Customer Success Specialists form an operational team that uses both direct customer interactions as well as scalable solutions to engage with our global customers. The Customer Success Specialist works as part of a strategic team to drive our customers' success in the most efficient ways possible. They strive to continually optimize Lucid's customer experience at scale and engage with customers based on customers' explicit and implicit needs. The majority of our communication is done over email, but Customer Success Specialists are expected to be comfortable representing Lucid over a screen share or phone call as needed to help our customers succeed. They should also be comfortable representing Lucid to help strategic users and administrators that are critical to that customer’s Lucid environment and usage. Understanding the core Lucid business strategy and enabling that strategy through our daily work is key to our team’s success. Our team requires the highest level of teamwork and trust to achieve our organizational goals.  Responsibilities: Develop an understanding of our customers’ business objectives and a strategy for supporting the customer in achieving those objectives Identify and monitor key user operational metrics focused on retention to help drive improvements to our product and support offerings Continually work with accounts to support ongoing successful adoption of key Lucid products and features Develop and execute data-driven recommendations at scale Drive cross-functional initiatives that will improve the overall customer experience and lead to greater satisfaction and loyalty among customers Develop tools, processes and best practices to ensure customers are realizing the greatest possible value from Lucidchart Requirements: Bachelor's degree with strong academic performance 2+ years of experience, preferably in a client-facing or technical role Able to think strategically and tackle open-ended problems Detail-oriented, organized, and a good team player A strong sense of personal ownership and responsibility Strong communication skills, both written and verbal, with the ability to explain complex subjects to non-technical people Empathy and a passion for problem solving Bias towards finding solutions vs. shutting down ideas Ability to thrive in a fast-paced environment Preferred Qualifications: Technical aptitude and passion to become a subject matter expert in the Lucid Suite and related domains Desire to learn--you’ll often be answering questions that have never been answered before, which requires a high level of intellectual curiosity and an eagerness to dive into new problems, domains, tools, and techniques Previous experience in customer success management #LI-MK1

Posted 30+ days ago

Atlas Energy Solutions logo

Shop Technician

Atlas Energy SolutionsRoosevelt, UT
Who We Are: In January 2025, Moser Energy Systems proudly became part of Atlas Energy Solutions, creating a diversified and innovative energy solutions provider. This strategic acquisition combines Moser’s expertise in distributed power generation with Atlas’s leadership in high-quality frac sand and logistics solutions, strengthening our ability to serve the energy industry with cutting-edge technology and unmatched service. For over 50 years, Moser has led the way in engineering, manufacturing, and servicing industrial prime power and distributed generation systems across Oilfield Services, Commercial, Industrial, and Military sectors. Known for pioneering flare gas utilization and delivering reliable power in remote locations, Moser remains committed to energy security, independence, and environmental stewardship. As part of Atlas—headquartered in Austin, TX, and the leading provider of high-quality frac sand and logistics solutions in the Permian Basin—we are excited to continue our legacy of innovation with the strength of a united team. Together, we share a passion for excellence, a commitment to community, and a culture built on integrity, continuous improvement, and safety. We’re very excited about what we see in front of us, and we think you will be too – so come join our team and contribute to our growth! How You Will Make an Impact: The Shop Technician is responsible for constructing, maintaining, and repairing lease generator fleet alongside customer owned generators. Key Responsibilities: Conduct regular maintenance, inspection, and assembly of natural gas generators. Meet with clients to better understand their concerns and identify the issue. Assemble mechanical components according to specifications. Examine machines and oversee diagnostic tests to determine functionality problems. Design a plan of action for all maintenance tasks and upgrades. Maintain work logs, repairs, and maintenance records. Monitor inventory and order new parts when necessary. Offer consultation on maintenance and preventative procedures to generator operators. Perform generator assessments and alert clients on issues that will prohibit their generators from passing inspection. Know and comply with all safety policies, standards, and procedures that apply to your job. Actively participate in all required training and safety meetings. Use the correct tools and use them safely. Immediately report all incidents, near-misses, and unsafe conditions to your supervisor. Abide by all policies and procedures. Assist with any task required by the direct supervisor. Minimum Requirements: Solid knowledge and understanding of basic mechanic tools. An aptitude for mechanical service, diagnosis, and repair. Demonstrated experience with repairing equipment. Time management and organizational skills. Effective communication and customer service skills. Read and follow complex directions in manuals and relay information in reports. Must treat everyone equally with respect and dignity. A valid driver’s license and the ability to work legally in the US. Pass a drug screening. Clean motor vehicle record. What You’ll Love About Us: Best People and Team. Great Places to Work, Hire Vets ,Top Place to Work For – Austin American Statesman Your Well-Being is a Priority. 100% covered Medical, Dental, and Vision Invest in Your Future. 401K with company match, immediate vesting #Moser

Posted 1 week ago

Carta logo

Manager, Tax Delivery

CartaSandy, UT
The Company You’ll Join Carta connects founders, investors, and limited partners through world-class software, purpose-built for everyone in venture capital, private equity and private credit. Trusted by 65,000+ companies in 160+ countries, Carta’s platform of software and services lays the groundwork so you can build, invest, and scale with confidence. Carta’s Fund Administration platform supports 9,000+ funds and SPVs, representing nearly $185B in assets under management, with tools designed to enhance the strategic impact of fund CFOs. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work, Carta is shaping the future of private market infrastructure. Together, Carta is creating the end-to-end ERP platform for private markets. Traditional ERP solutions don’t work for Private Funds. Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers. Carta’s software for the Office of the Fund CFO does just that - it’s a new category of software to make private markets look more like public markets - a connected ERP for private capital.  For more information about our offices and culture, check out our Carta careers page . The Team You’ll Work With You’ll be joining Carta’s Fund Tax team as a US Federal tax reviewer, leveraging Carta’s proprietary tax engine to file tax returns for our Venture Capital clients. Your clients are the most talented venture capitalists, fund managers and dealmakers in the world. You will help them realize their ambitions of supporting the companies of tomorrow through our next-gen investment stack (including legals, vehicle formation, banking, investor onboarding and much more). You will be part of helping grow the venture capital ecosystem. You will also be collaborating with our wider Carta accounting, fund administration and compliance teams on relevant tax issues that relate to Carta’s products and services. The Problems You’ll Solve Turning professional services into products is challenging: how do you productize workflows so that we can deliver the fastest tax solutions with perfect accuracy? We are at the intersection of finance, tax and technology: how do we build a tax engine that will make tax filings feel as simple as ordering a book online? We automate investment structures in venture capital: how can you help scale post-deal processes so that each container is as seamless and fun to use as the last one created? About You Must have US Federal tax experience for the preparation and filing of tax returns and IRS e-filings, focusing on partnership tax returns. You are a fully qualified CPA (with a minimum of 2 years post qualified experience) with at least 5 years experience in public accounting,  who understands the intricacies of US international tax  filings relating to investment vehicles, and have a burning desire to see it automated and simplified. Experience related to filing obligations and completion of forms Schedule K-2 and K-3 as well as other international forms typically filed with a partnership tax return  is required.  Excited to work on wider team projects which are not directly tax-related (e.g. legal, financial) as well as interacting with clients on administering their investment structures. High attention to detail: written and quantitative. You must be confident navigating your way around complex tax structures and documentation in relation to this. Organized and calm under pressure, you are able to manage competing demands on your time, whilst persevering to solve ambiguous problems. Passionate and knowledgeable about venture capital: you intimately understand the pressures facing our clients and are ready to roll up your sleeves in a post Series-A rocket-ship start-up. You’re interested in working on projects in a fast-paced environment with a supportive team and as an individual You have strong critical thinking, problem solving, and decision making skills You take pride in your ability to communicate effectively and are able to multitask to meet multiple deadlines Disclosures: We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate. If accommodations due to a disability or medical condition are needed, please connect with the talent partner via email.  Carta uses E-Verify in the United States for employment authorization. See the E-Verify and Department of Justice websites for more details. For information on our data privacy policies, see  Privacy ,  CA Candidate Privacy , and Brazil Transparency Report . Please note that all official communications from us will come from an @carta.com or @carta-external.com domain. Report any contact from unapproved domains to security@carta.com.

Posted 30+ days ago

Carta logo

International Tax Manager

CartaSandy, UT
The Company You’ll Join Carta connects founders, investors, and limited partners through world-class software, purpose-built for everyone in venture capital, private equity and private credit. Trusted by 65,000+ companies in 160+ countries, Carta’s platform of software and services lays the groundwork so you can build, invest, and scale with confidence. Carta’s Fund Administration platform supports 9,000+ funds and SPVs, representing nearly $185B in assets under management, with tools designed to enhance the strategic impact of fund CFOs. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work, Carta is shaping the future of private market infrastructure. Together, Carta is creating the end-to-end ERP platform for private markets. Traditional ERP solutions don’t work for Private Funds. Private capital markets need a comprehensive software solution to replace outdated spreadsheets and fragmented service providers. Carta’s software for the Office of the Fund CFO does just that - it’s a new category of software to make private markets look more like public markets - a connected ERP for private capital. For more information about our offices and culture, check out our Carta careers page . The Team You’ll Work With You’ll be joining Carta’s Fund Tax team as an International Tax Manager, leveraging Carta’s proprietary tax engine to file tax returns for our Venture Capital clients. Your clients are the most talented venture capitalists, fund managers and dealmakers in the world. You will help them realize their ambitions of supporting the companies of tomorrow through our next-gen investment stack (including legals, vehicle formation, banking, investor onboarding and much more). You will be part of helping grow the venture capital ecosystem. You will also be collaborating with our wider Carta accounting, fund administration and compliance teams on relevant tax issues that relate to Carta’s products and services. The Problems You’ll Solve Turning professional services into products is challenging: how do you productize workflows so that we can deliver the fastest tax solutions with perfect accuracy? We are at the intersection of finance, tax and technology: how do we build a tax engine that will make tax filings feel as simple as ordering a book online? We automate investment structures in venture capital: how can you help scale post-deal processes so that each container is as seamless and fun to use as the last one created? About You You understand the intricacies of US international tax filings relating to investment vehicles, and have a burning desire to see it automated and simplified. You are excited to work on wider team projects which are not directly tax-related (e.g. legal, financial) as well as interacting with clients on administering their investment structures. You have a high attention to detail: written and quantitative. You must be confident navigating your way around complex tax structures and documentation in relation to this. You are passionate and knowledgeable about venture capital: you intimately understand the pressures facing our clients and are ready to roll up your sleeves in a fast paced environment You’re interested in working on projects in a fast-paced environment with a supportive team and as an individual You have strong critical thinking, problem solving, and decision making skills You take pride in your ability to communicate effectively and are able to multitask to meet multiple deadlines Core qualifications include extensive, hands-on experience with the complete partnership compliance cycle, with specific expertise in: Partner-level international reporting (Schedules K-2/K-3) Reporting on controlled foreign entities (Forms 5471, 8865, 8858) Transaction reporting and passive investments (Forms 926 and 8621) Foreign withholding and reporting regimes (Forms 1042/1042-S, 8804/8805) Foreign financial asset reporting (Form 8938 and FBAR) Foreign Ownership reporting (Form 5472) Disclosures: We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate. If accommodations due to a disability or medical condition are needed, please connect with the talent partner via email. Carta uses E-Verify in the United States for employment authorization. See the E-Verify and Department of Justice websites for more details. For information on our data privacy policies, see Privacy , CA Candidate Privacy , and Brazil Transparency Report . Please note that all official communications from us will come from an @carta.com or @carta-external.com domain. Report any contact from unapproved domains to security@carta.com.

Posted 30+ days ago

Axsome Therapeutics logo

Regional Business Director, Auvelity (Salt Lake City, UT)

Axsome TherapeuticsSalt Lake City, UT

$165,000 - $205,000 / year

Axsome Therapeutics is a biopharmaceutical company leading a new era in the treatment of central nervous system (CNS) conditions. We deliver scientific breakthroughs by identifying critical gaps in care and develop differentiated products with a focus on novel mechanisms of action that enable meaningful advancements in patient outcomes. Our industry-leading neuroscience portfolio includes FDA-approved treatments for major depressive disorder, excessive daytime sleepiness associated with narcolepsy and obstructive sleep apnea, and migraine, and multiple late-stage development programs addressing a broad range of serious neurological and psychiatric conditions that impact over 150 million people in the United States. Together, we are on a mission to solve some of the brain’s biggest problems so patients and their loved ones can flourish. For more information, please visit us at www.axsome.com and follow us on LinkedIn and X . About This Role Axsome Therapeutics is currently searching for a Regional Business Director (RBD) to lead commercial activities for an assigned geography, establish a team of Account Managers, execute marketing strategies, and ensure a successful launch. The RBD will be primarily responsible for the supervision and leadership of an industry shaping, uniquely structured salesforce leveraging the use of a highly sophisticated digital infrastructure. All sales representatives will be aligned to geographical boundaries. The RBD is responsible for sales performance at a Region level and is expected to be a product champion and exhibit the business knowledge of the local landscape to assess key stakeholders plus future trends within the marketplace. This is a cross-functional front-line leader role that will ensure successful promotion of AUVELITY for major depressive disorder in adults and potential future indications.The position is field-based and will require travel as needed to develop internal and external relationships. Job Responsibilities and Duties include, but are not limited to, the following: Responsible for supervising operations of the Region which includes: driving results, hiring and coaching, account manager development, performance management, and the assignment of key "priority" accounts within the medical community Develop and implement strategic plans for the Region including the right balance of live/virtual interactions and the prioritization of efforts by the team Plan, organize and drive performance to achieve the business potential of the region through coaching and influence of direct reports Establish and maintain effective communication among all members of the Region across cross-channel stakeholders in the Accounts and Market Access team Maintain required technical expertise in order to respond accurately to all questions regarding products, marketing, policies, and business-related issues from customers and account managers Work with direct reports to understand and consistently execute established expectations. Consistently exemplify the ability to help a SAM improve on their selling skills, product knowledge and capabilities needed for success through coaching and counsel. Lead by example through coaching direct reports both in live and virtual engagements. Effectively plan and conduct plan of action and other meetings with members of the Region and Market Access teams Develop and implement Region business plan, manage Region budget and overall responsibility for P&L at Region level in alignment with Regional and National expectations Have a complete understanding of all relevant compliance laws, policies and processes and ensure actions of self and team are fully compliant Overnight travel as indicated by the needs of the business Additional responsibilities as assigned Qualifications / Requirements BA or BS required. Advanced degree preferred 5 years or more of field leadership experience and/or payer account management and/or demonstrated sales success with increasing responsibility and organizational leadership Previous pharmaceutical, biotech, or medical marketing/sales experience preferred with at least three to five years spent in a position with demonstrated 1 st line leadership groups Proven performance history in the ability to lead others to success through your coaching influence Demonstrated experience delivering outstanding results and developing others to their potential Proven track record in attracting and retaining top talent Current or recent Psychiatry disease experience strongly preferred Successful launch experience strongly preferred Experience to strategize within teams using differential resources to reach business goals Proven ability to run multiple tasks concurrently under aggressive timelines in a dynamic environment Must live within the territory’s geography Comfortable with uncertainty and high expectations Patient support services experience a plus Strong digital marketing aptitude Strong interpersonal and presentation skills Salary & Benefits The anticipated salary range for this role is $165,000 - $205,000. We encourage candidates of all levels to apply as there may be flexibility on final job title and responsibilities. The salary offer will be based on a variety of factors, including experience, qualifications, internal equity and location. Axsome offers a competitive employment package that includes an annual bonus, significant equity and a generous benefits package. Axsome is committed to equal employment opportunity and providing reasonable accommodations to applicants with physical and/or mental disabilities. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, gender, sex, age, religion, creed, national origin, sexual orientation, gender identity, ancestry, citizenship, marital status, physical or mental disability, medical condition, veteran status, genetic information, or any other characteristic protected by federal, state, or local law. Axsome Therapeutics does not accept unsolicited resumes from recruiters or third-party recruitment agencies and will not pay placement fees for unsolicited candidates that are sent to hiring managers, the HR team or other Axsome team members. Only approved vendors who have been explicitly asked to support a specific search will receive access to our Applicant Tracking System to submit candidates for consideration.

Posted 30+ days ago

Axsome Therapeutics logo

Specialty Account Manager, Auvelity (Provo, UT)

Axsome TherapeuticsProvo, UT
Axsome Therapeutics is a biopharmaceutical company leading a new era in the treatment of central nervous system (CNS) conditions. We deliver scientific breakthroughs by identifying critical gaps in care and develop differentiated products with a focus on novel mechanisms of action that enable meaningful advancements in patient outcomes. Our industry-leading neuroscience portfolio includes FDA-approved treatments for major depressive disorder, excessive daytime sleepiness associated with narcolepsy and obstructive sleep apnea, and migraine, and multiple late-stage development programs addressing a broad range of serious neurological and psychiatric conditions that impact over 150 million people in the United States. Together, we are on a mission to solve some of the brain’s biggest problems so patients and their loved ones can flourish. For more information, please visit us at www.axsome.com and follow us on LinkedIn and X . About This Role Axsome Therapeutics is seeking a Specialty Account Manager (SAM) to execute commercial activities for assigned geographies, establish relationships with customers, and ensure successful promotion of AUVELITY for major depressive disorder in adults and potential future indications. This role is field-based and will require gaining access to customers in a clinic or hospital setting while also maximizing the ability to engage through digital channels. SAM s will be responsible for product performance at a territory level and expected to be a disease category expert and product champion. The SAM will provide account management support and exhibit business knowledge of the local landscape to assess key stakeholders plus future trends within the marketplace. Job Responsibilities and Duties include, but are not limited to, the following: Proficient in both virtual and live customer engagements Develop a comprehensive and effective territory business plan aimed at achieving and exceeding quarterly & annual goals established by commercial leadership Promote within our approved labeling in a comprehensive, fair, and ethical manner that is consistent with industry specific and corporate legal and regulatory guidelines Develop strong customer relationships by better understanding the customer’s needs Serve as a resource/consultant to customers and staff regarding payer policies and processes (i.e., eligibility and benefit verification, prior-authorization, and appeals/denials) Maximize use of marketing resources to maintain and develop customer relationships for the purpose of growing the customers’ confidence to prescribe Axsome medications for appropriate patients Communicate territory activity in an accurate and timely manner as directed by management Provide feedback to sales and commercial leadership, colleagues, marketing, and other internal departments about changing environment and results Successfully complete all training classes in a timely manner Complete administrative duties in an accurate and timely fashion Manage efforts within assigned promotional budget Effectively collaborate across all corporate functions Attend medical congresses and society meetings as needed Ensure timely access for patients through patient services and savings programs Overnight travel as indicated by the needs of the business Additional responsibilities as assigned Qualifications / Requirements Bachelor’s degree from an accredited college or university Minimum of 5 years of field customer experience and/or account management. Minimum of 3 years Healthcare Professional experience with relevant CNS experience will also meet the qualifications for this role 5 years of consistent top performance in the pharmaceutical, biotech or medical sales space Psychiatry/CNS experience strongly preferred Demonstrated experience delivering outstanding results Launch experience strongly preferred Must live in the territory's geography Experience strategizing within cross-functional teams, utilizing differential resources to achieve business goals Proven ability to successfully manage multiple tasks concurrently under aggressive timelines in a dynamic environment Comfortability with uncertainty and high expectations Patient support services experience a plus Strong digital marketing aptitude Strong interpersonal, presentation, and communication skills Frequent driving, including extended periods of time behind the wheel Prolonged sitting and standing as part of daily job functions Ability to lift and carry up to 30 lbs regularly Overhead reaching required to close and secure liftgates or similar equipment Salary & Benefits The anticipated salary range for this role is $100,000 - $150,000. We encourage candidates of all levels to apply as there may be flexibility on final job title and responsibilities. The salary offer will be based on a variety of factors, including experience, qualifications, internal equity and location. Axsome offers a competitive employment package that includes an annual bonus, significant equity and a generous benefits package. Axsome is committed to equal employment opportunity and providing reasonable accommodations to applicants with physical and/or mental disabilities. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, gender, sex, age, religion, creed, national origin, sexual orientation, gender identity, ancestry, citizenship, marital status, physical or mental disability, medical condition, veteran status, genetic information, or any other characteristic protected by federal, state, or local law. Axsome Therapeutics does not accept unsolicited resumes from recruiters or third-party recruitment agencies and will not pay placement fees for unsolicited candidates that are sent to hiring managers, the HR team or other Axsome team members. Only approved vendors who have been explicitly asked to support a specific search will receive access to our Applicant Tracking System to submit candidates for consideration.

Posted 4 weeks ago

All My Sons Moving & Storage logo

Movers/Helpers Wanted

All My Sons Moving & StorageOgden, UT

$15 - $17 / hour

ONSITE JOB OFFERS!!! Hiring Helpers We make it fast and easy to start working!! Pre-qualify within minutes!! Helper Pay: Paid Weekly • $15 to 17 per hour (Based on Experience) • TIPS Earned Daily $20 to $150 Per Day Perks Beautiful Branded 26 Ft. Box Truck’s: New Equip. "Automatic Trans." State of the Art Tablets for Electronic Paperwork Flexible hours. Full, Part Time, Weekends only, or make your own schedule! REQUIREMENTS Helpers: 18+ years of age Able to move furniture and lift at least 75lbs Ability to climb stairs daily Powered by JazzHR

Posted today

Collective Health logo

Automation and Reporting Analyst II

Collective HealthLehi, UT

$75,200 - $93,750 / year

At Collective Health, we’re transforming how employers and their people engage with their health benefits by seamlessly integrating cutting-edge technology, compassionate service, and world-class user experience design. As a Health Care Data Analyst, you will serve as a bridge between complex healthcare data and scalable analytical solutions. You will be responsible for delivering high-impact insights by developing production-ready code and automating data pipelines. You won’t just run reports; you will partner with engineering and product teams to build self-service capabilities via Looker, manage codebase integrity, and ensure our analytics workflows are modular and efficient. This role is ideal for a technical analyst who views "data as a product" and is passionate about improving healthcare through data excellence. What you'll do: Production-Level Development: Write clean, modular, and performant SQL and Python code. Participate in a rigorous QA environment, ensuring all analytical code is version-controlled and peer-reviewed. Pipeline Automation: Design, parameterize, and automate recurring data workflows. Transition manual reporting tasks into automated, scalable pipelines that minimize technical debt. Strategic Reporting & Delivery: Manage the end-to-end delivery of bespoke reporting assets, ensuring data is actionable and delivered through automated schedules. Self-Service Architecture: Build and maintain scalable data models in Looker. Focus on creating reusable dimensions and measures that empower non-technical users. Version Control & Governance: Utilize Git for all codebase management, adhering to branching strategies and collaborative development workflows to ensure "single source of truth" reporting. To be successful in this role, you'll need: Experience: At least 2 years of experience in healthcare analytics , with a focus on claims data, or member experience. Python Competency: Proficiency in Python for data manipulation (e.g., Pandas, NumPy ) and automation scripts. Ability to write reusable functions and modular scripts. Git Proficiency: Demonstrated experience using Git/GitHub for version control, including branching, merging, and resolving conflicts within a team setting. Technical Proficiency: Advanced SQL optimization and experience building scalable models in Looker (LookML) or similar modeling-layer tools. Automation Mindset: Proven ability to parameterize reports and automate data pipelines to reduce manual intervention. Education: Bachelor’s degree in Computer Science, Mathematics, Statistics, or a related quantitative field. Pay Transparency Statement This is a hybrid position based out of our Lehi office , with the expectation of being in office at least two weekdays per week. #LI-hybrid The actual pay rate offered within the range will depend on factors including geographic location, qualifications, experience, and internal equity. In addition to the salary, you will be eligible for 35,000 stock options and benefits like health insurance, 401k, and paid time off . Learn more about our benefits at https://jobs.collectivehealth.com/benefits/ . Lehi, UT Pay Range $75,200 — $93,750 USD Why Join Us? Mission-driven culture that values innovation, collaboration, and a commitment to excellence in healthcare Impactful projects that shape the future of our organization Opportunities for professional development through internal mobility opportunities, mentorship programs, and courses tailored to your interests Flexible work arrangements and a supportive work-life balance We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Collective Health is committed to providing support to candidates who require reasonable accommodation during the interview process. If you need assistance, please contact recruiting-accommodations@collectivehealth.com . Privacy Notice For more information about why we need your data and how we use it, please see our privacy policy: https://collectivehealth.com/privacy-policy/ .

Posted 1 week ago

T logo

Senior Manager, Amazon Retail Sales

Traeger Wood Pellet GrillsSalt Lake City, UT
Location: Salt Lake City and/or Seattle (remote may be considered for right skill set) Welcome to the Traegerhood: Our business is BBQ, and business tastes good. Traeger invented the wood pellet grill over 30 years ago, and we’ve been revolutionizing outdoor cooking ever since. We’re a team of disruptors, innovators, problem solvers, and food fanatics who are dedicated to bringing people together to create a more flavorful world. From our headquarters in Salt Lake City and beyond, we work tirelessly to provide a world-class experience to our customers, retailers, and especially our employees. If you’re a team player who’s dedicated to delivering top-quality results every day, then we want you to come cook with us! What You'll Do: As Senior Manager, Amazon Retail Sales at Traeger, you will lead our Amazon business across North America. You will be responsible for the strategy, growth and operational excellence of the Amazon retail channel. Our ideal candidates have deep expertise & leadership across Amazon retail and want to continue their leadership journey on a high growth and influential account at Traeger. Key Responsibilities Business Leadership • Own the full P&L for Amazon (Traeger is 1P/Vendor Central and Meater is 3P/Seller Central), including sell in & sell through, profitability, demand planning, and retail operational metrics. • Develop & execute Amazon specific long range strategies to drive sustainable growth, market share expansion & brand awareness. • Define & communicate AMZ-specific needs internally & partner across product, marketing, finance, supply chain to ensure plan alignment. Strategic Account Management • Deepen relationships with Amazon retail leadership: category managers, vendor managers, retail marketing & Amz Ads and operational teams • Lead annual joint business planning (JBPs), QBRs and annual vendor negotiations – aligning priorities across sales, profitability, customer acquisition, site operations, supply chain & logistics • Manage annual promotional strategy (ie: Prime Day, Black Friday/Holiday, HVEs) and ensure flawless execution across pricing, inventory and marketing. • Get ahead of and resolve operational issues: chargebacks, shortages/inventory, PO flow, content errors and catalog integrity. • Data & Insights Leadership. Analyze category dynamics, competitive movements, shopper behavior to identify risks & opportunities and leverage Amazon retail analytics tools to also help optimize performance. Familiarity with Stackline tools is a plus. What You Need To Win: • 5+ years of experience managing Amazon (1P & 3P), ideally in premium consumer goods. • Demonstrated success owning a multi-million dollar Amazon business with strong P&L management & Amazon retail levers: vendor negotiations, profitability management, demand forecasting, search/onsite visibility. • Ability to influence senior stakeholders with data backed insights and analytical skills • Excellent negotiation, communication, and strategic account management skills with a high level of autonomy. Why You Will Love Working Here : Be part of the most disruptive force in outdoor cooking Join a true team working towards a common goal Culture of risk-taking, innovation, & quality So. Much. Food. Full medical/dental/vision package to fit your needs 401k to help you plan for the future Tuition reimbursement Great discounts on all things Traeger

Posted 2 weeks ago

T logo

Senior Pricing Strategy Manager

Traeger Wood Pellet GrillsSalt Lake City, UT
Welcome to the Traegerhood: Our business is BBQ, and business tastes good. Traeger invented the wood pellet grill over 30 years ago, and we’re fanatics who are dedicated to bringing people together to create a more flavorful world. From our headquarters in Salt Lake City, we work tirelessly to provide a world-class experience to our customers, retailers, and especially our employees. If you’re a team player who’s dedicated to delivering top-quality results every day, then we want you to come cook with us. What You’ll Do: Traeger is seeking a Senior Pricing Strategy Manager to translate pricing strategy into execution and own the analytics that keep pricing market-anchored and performance-driven. This newly created role will report to Traeger’s VP of Product Management and partner closely with Sales, Finance, Marketing, and other Product Management teams to implement pricing changes, promotional strategies, and trade-terms adjustments while ensuring compliance with guardrails and business objectives. The Senior Pricing Strategy Manager will play a key role in designing and maintaining pricing models, measuring the effectiveness of promotional and trade spend, identifying opportunities to drive margin expansion through data-driven insights, and act as the key liaison between Traeger's Revenue Management team and the commercial organization, ensuring that pricing initiatives are effectively executed and integrated into Traeger's day-to-day operations. This role will require a mix of analytical capabilities, commercial acumen, cross-functional collaboration, and change management skills to ensure pricing decisions are both strategically sound and practically implementable. How You'll Help Us Win: Define portfolio price positioning strategy based on competitive position and enterprise commercial goals Serve as the day-to-day link between Pricing Strategy and Sales, Marketing, Finance, and other Product teams to drive execution of pricing initiatives Partner with Sales on clean implementation of price and promo changes Collaborate with Marketing and Product to align price positioning and promotional messaging with the product roadmap and go-to-market plans Work with Finance to forecast and validate revenue and profit impact; uphold pricing guardrails and approval policies Monitor pricing execution quality and compliance; resolve issues before they affect customers or channel partners Own and develop analytical tools for supporting pricing decision-making What You'll Need To Succeed: 3+ years in revenue management, commercial strategy, pricing execution, or sales operations within consumer products, retail, or finance Proven ability to drive cross-functional alignment and turn strategy into simple, implementable actions Excellent communication and stakeholder management; comfortable influencing senior leaders Advanced proficiency in Excel and modern business intelligence tools (Power BI, Tableau, or Domo); Structured Query Language (SQL) a plus Strong understanding of pricing mechanics, promotional design, trade terms, and financial impacts Experience with enterprise resource planning or pricing management systems a plus Bachelor’s degree required; Master of Business Administration or quantitative graduate degree a plus Why You Will Love Working Here : Be part of the most disruptive force in outdoor cooking Join a true team working towards a common goal Culture of risk-taking, innovation, & quality So. Much. Food. Have an outdoor lover’s paradise in your backyard Full medical/dental/vision package to fit your needs 401k to help you plan for the future Tuition reimbursement Individual professional development programs & initiatives to help you grow professionally Great discounts on all things Traeger Did we mention all the food?

Posted 30+ days ago

SoFi logo

Director, Central Compliance and Strategy

SoFiCottonwood Heights, UT
Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. The role: The Central Compliance and Strategy Director will provide oversight and governance of the end-to-end compliance risk assessment process. This includes defining standards for the compliance risk assessments, overseeing execution of the process for adherence to standards, and analyzing and reporting risk assessment results to management and key stakeholders. What you’ll do: Evolve the overall compliance risk assessment process, including redesigning the risk assessment methodology Develop tools, templates and methods (e.g., qualitative and/or quantitative) for performing compliance risk assessments Train and provide ongoing guidance/support (as needed) on the application and execution of the compliance risk assessment process Coordinate and oversee execution of annual and periodic compliance risk assessments Analyze and challenge risk assessment results, and ensure consistent application of methodology Prepare reports to summarize risk assessment results, and present results/updates to executive management and other stakeholders including risk and compliance committees Coordinate with stakeholders such as Independent Compliance Testing, Enterprise Risk Management, Internal Audit and other teams as necessary for key data/input needed to execute risk assessments, as well as sharing risk assessment results with such stakeholders accordingly to inform their processes Maintain and update the inventory of applicable rules and regulations, and products Coordinate and facilitate the execution of Compliance’s quarterly Risk and Control Self-Assessments (RCSAs) Perform quality assurance (QA) reviews of Compliance’s risk and control inventory, and control self-assessments for conformance with enterprise policies and standards Summarize and report quarterly RCSA results to executive management Monitor and track findings issued to Compliance (e.g., from Internal Audit, regulatory, self-identified/RCSAs, etc.) Monitor and track findings identified and issued by Compliance to enable timely closure by the applicable business units Support Compliance (from a project management perspective) on timely closure of open issues (both owned and identified by Compliance), including ensuring issue management processes are followed Prepare reports on the status of open issues and present status to executive management and other stakeholders including risk and compliance committees This job description is not intended to be all-inclusive. Employees may be asked to perform other related duties as assigned by the supervisor to meet the ongoing needs of the organization. What you’ll need: Bachelor’s degree required 12+ years of relevant experience in Compliance, Legal, Audit, Regulatory Compliance Management or other related experience Experience designing, building, and implementing risk assessment methodologies Experience executing risk assessments Strong interpersonal skills to collaborate with and influence various key stakeholders/partners across 1st, 2nd and 3rd lines Excellent communication skills, both oral and written, and the ability to communicate clearly with constituents at all levels of the organization, including playing the role of an effective challenger Strong organizational and critical thinking skills capable of designing and implementing programs Ability to analyze processes and recommend ways to improve quality and efficiency Detailed oriented and able to perform data analysis Experience with developing management reports Experience with managing projects Independently determines methods to solve most problems and takes action to execute solutions with limited assistance Exercises judgment in situations with limited risk (without management involvement) Escalates and suggests solutions for complex issues to avoid unintended/negative impact with team and cross-functionally Nice to have: Professional certification such as Certified Regulatory Compliance Manager (CRCM) is preferred Compensation and Benefits The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location. To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page! SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law. The Company hires the best qualified candidate for the job, without regard to protected characteristics. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. New York applicants: Notice of Employee Rights SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com. Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time. Internal Employees If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.

Posted 6 days ago

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Software Engineer, Loans Origination

SoFiCottonwood Heights, UT
Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. This role strongly prioritizes candidates currently located in the Greater Salt Lake City areaThe Role Join us in revolutionizing the lending landscape. SoFi is seeking enthusiastic Software Engineers who are ready to learn and contribute to the development of the next generation of our financial services platform. Key qualifications of this role include: Taking ownership of delivering key improvements to platform subsystems. Solid fundamentals in languages, common libraries and frameworks. Implement improvements to systems leveraging well established patterns. Writing clear and maintainable code as well as creating relevant test collateral. What You’ll Do As a valuable contributor to our team, you will focus on building out the features, capabilities, and member experiences for our market-leading loan products. This role involves full product lifecycle engagement, from initial concept to deployment. Key responsibilities include implementing new features, ensuring code quality, and contributing to the delivery of highly-available, scalable services. Success requires close coordination with Product, Marketing, Operations, Business, Legal, and Compliance teams. What You’ll Need Bachelor's or Master's degree in Computer Science, or Software Engineering 1+ of professional full-time relevant work experience, including internships or research assistant roles. Strong sense of ownership and willingness to learn unfamiliar systems. Affinity for solving complex problems and the drive to dive deep into the technical details. Proficiency in Java, Kotlin, or another modern object-oriented language. Ability to follow established patterns and contribute to well‑defined features. Ability to write clear, maintainable code and basic unit tests. Understanding of relational and document database principles. Nice To Have Experience with GIT, Build Automation, and CI/CD Processes. Understanding of fundamental distributed systems concepts. Compensation and Benefits The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location. To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page! SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law. The Company hires the best qualified candidate for the job, without regard to protected characteristics. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. New York applicants: Notice of Employee Rights SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com. Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time. Internal Employees If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.

Posted 2 weeks ago

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Engineering Manager, Crypto

SoFiCottonwood Heights, UT
Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. The Role We are seeking a Manager to join the SoFi Crypto team. SoFi is building out a new team to develop crypto products and services for our members. Recent developments have created a path for SoFi to begin re-entering the space and expanding our product offerings with intuitive, secure, and fully featured products across crypto investing, transfers, payments, custody, and beyond. On our team, managers aren’t bureaucrats with a clipboard. You will be expected to show servant leadership, inspiring the engineers on your team and making the team greater than the sum of its parts. The ideal candidate is both forward-thinking and hands-on, has a strong sense of ownership and drive for delivery, and is a good mentor. At SoFi, we pride ourselves on the collaboration between Product, Design, and Engineering, and you will be overseeing the entire product lifecycle, from ideation through building and deploying, as well as continual improvement and evolution. At SoFi, you’ll become part of a new kind of finance company whose ambition is to help our members achieve financial independence and reach their goals. We aim to be at the center of our members’ financial lives and to help every member get their money right. We created student loan refinancing, addressing the biggest financial challenge of a new generation through a modern approach to lending and personal finance. Next, we expanded our products and services across loans, wealth management, and insurance. SoFi has achieved significant growth, with ambitious plans ahead, but to continue this growth, we need great talent. And that starts with you. Key Responsibilities Lead one or multiple full-stack development teams through the full development lifecycle from project requirements to deployment, ensuring deliverables are met. Grow the team – understand what your team needs and define how to find and assess candidates. Define the growth plan for individuals on your team. Hold the team accountable for delivery. Shape and support the team culture with an emphasis on continual improvement, learning, and fun. Generate ideas for new initiatives. Take initiative and produce timely results in a fast-paced and sometimes ambiguous environment. Facilitate the definition of project scope, deliverables, and goals. Requirements BS Degree or equivalent from a fully accredited college or university preferred. As a bonus, in a technical field. 8+ years of experience designing, building, and operating scalable, mission-critical systems. 2+ years of experience managing teams. Experience hiring, training, motivating, monitoring, and coaching team members. Willingness to roll up your sleeves, collaborate with others, and get things done. Strong sense of responsibility; driving initiatives from inception to completion. Ability to hold others accountable. Experience with Agile SDLC methodologies. A desire to learn. Nice to Haves Understanding of blockchain fundamentals and distributed ledger technologies. Hands-on experience working with digital assets (e.g., Bitcoin, Ethereum, stablecoins). Familiarity with custody, settlement, and clearing of crypto transactions. Knowledge of crypto-specific regulatory environments (e.g., SEC, CFTC, MiCA, etc.). Exposure to crypto trading platforms, market data, and DeFi protocols. Experience integrating with or building services using crypto infrastructure providers (e.g., Fireblocks, Zero Hash, Anchorage). Awareness of Web3 trends, including NFTs, DAOs, and Layer 2 solutions. Prior work in or collaboration with crypto-native companies or fintechs. Comfort with cryptographic concepts such as wallets, keys, and signatures. Enthusiasm for the evolving digital asset ecosystem and its potential impact on financial services. Compensation and Benefits The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location. To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page! SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law. The Company hires the best qualified candidate for the job, without regard to protected characteristics. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. New York applicants: Notice of Employee Rights SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com. Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time. Internal Employees If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.

Posted 1 week ago

SoFi logo

Senior Internal Auditor

SoFiCottonwood Heights, UT
Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. The role SoFi is seeking a Senior Internal Auditor to join our Internal Audit team, reporting to the Internal Audit Manager. You’ll conduct audits and reviews across SoFi Bank, SoFi Securities, and/or SoFi Technologies. Internal Audit isn’t just about checking the boxes, we’re a strategic partner that helps SoFi grow safely and smartly. This hands-on role involves testing controls and documenting work in line with audit standards. You should have a proven ability to build relationships/partnerships and work cross-functionally to drive time-sensitive deliverables. What you’ll do: Audit Execution Identify and analyze risks, plan and prioritize audit work Conduct process interviews, observe operations, document and analyze procedures and controls Perform audit tests, prepare and/or review workpapers Coach team members on how to perform and prepare audit testing Use knowledge of financial services industry regulatory mandates to proactively identify potential risks, issues, and findings; and communicate this information to the audit team. Perform issue follow-up, including validation testing of corrective actions Reporting and Communication Develop audit recommendations and review issues with appropriate management Assist in developing formal written reports for management and stakeholders Prepare summaries of audit findings Tools and Learning Utilize data analytics tools and AI during audits Continue to grow knowledge of auditing, financial services, and technology through self-study and continuing education Other Responsibilities Work on multiple projects simultaneously while meeting deadlines Execute special assignments and other duties as assigned Limited travel may be required What you’ll need: Bachelor's degree in Accounting, Finance, Information Systems or a related field. Minimum of 2-5 years of external audit, internal audit, or related experience with knowledge of general internal controls, risk management, and/or consumer regulatory compliance. A professional certification (e.g. CPA, CIA, CISA, CRCM etc.) or desire to obtain within one year of hire. Extensive experience and deep understanding of how to test internal controls Strong critical thinking skills and unrelenting curiosity. Strong understanding of audit standards, internal controls, risk assessments, and the COSO framework. Ability to work independently with limited daily supervision and meet deadlines. Ability to navigate through ambiguity, manage and coordinate multiple project assignments simultaneously, accept ownership and accountability for projects, and deliver on commitments. Strong written and verbal communication skills, and experience preparing reports and presentations. Ability to build strong relationships, curiosity, and a positive attitude Bonus points if you have: Background in Compliance, Risk, Legal, Banking, or Internal Audit Experience testing controls related to SOX, SOC1, SOC2, privacy, compliance, crypto Familiarity with the FRB, OCC, FDIC, and CFPB examination procedures. Experience with AuditBoard, Tableau, Snowflake, or similar platforms. Compensation and Benefits The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location. To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page! SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law. The Company hires the best qualified candidate for the job, without regard to protected characteristics. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. New York applicants: Notice of Employee Rights SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com. Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time. Internal Employees If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.

Posted 6 days ago

SoFi logo

Staff Technical Program Manager, IT

SoFiCottonwood Heights, UT
Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. The role: The Staff Technical Program Manager (TPM) plays a critical role in enabling program-based delivery across the IT organization . This role exists to ensure complex, cross-team initiatives move predictably from approval through design, build, and operate, while balancing risk, dependencies, and capacity across multiple teams. As a Staff TPM, you will operate at the program level, partnering with Technology, Business and Compliance stakeholders to drive clarity in ambiguity, surface trade-offs early, and enable informed decision-making. You will focus on delivery readiness, sequencing, governance, and program health- not sprint execution, backlog management, or Scrum Master responsibilities. Success in this role means improving predictability, reducing late-stage surprises, and ensuring solutions areoperationally supportable, secure, and audit-ready . This role directly contributes to SoFi’s mission by strengthening how IT delivers outcomes in a regulated, high-scale environment, while preserving team autonomy and sustainable execution. What you’ll do: On a day-to-day basis, you will: Drive work from approval → project kickoff → design → ARB → build → operate Ensure approved work is structured correctly in Jira, aligned to program goals and roadmaps Drive creation of high-level work definitions and ensure readiness for Project Kickoff Ensure Design Documents exist, are complete, and ready for Architecture Review Board (ARB) review Identify, manage, and resolve cross-team dependencies and sequencing risks Facilitate scrum-of-scrums-style coordination focused on dependency resolution—not status reporting Partner with IT Managers to ensure realistic capacity planning across projects and BAU Identify, frame, and escalate delivery risks and trade-offs early, providing options and recommendations to leadership Synthesize Jira signals into program-level health reporting , highlighting risks, trade-offs, and decisions Ensure operate readiness , including runbooks, monitoring, and Tier 1 support handoff Act as a trusted partner to Program Leads and IT leadership on delivery health and prioritization This role is hybrid, with in-office collaboration expected 6 times per month. Occasional extended in-office hours may be required during critical delivery milestones or escalations. What you’ll need: Required qualifications: Bachelor’s degree or equivalent practical experience 8+ years of experience in Technical Program Management, Program Management, or a closely related role Proven experience managing complex, cross-team programs with multiple dependencies Strong understanding of technical systems, integrations, and infrastructure concepts Experience working with design governance and architecture review processes Demonstrated ability to operate in ambiguous environments and drive clarity Experience using Jira as a system of record for delivery and reporting Strong written and verbal communication skills, with the ability to distill complex topics for varied audiences Nice to have PMI Program Management Professional (PgMP) certification or equivalent program-level delivery certification PMP or similar project management certification (valued, but secondary to program-level experience) Technical or cloud platform certifications (e.g., AWS, GCP, Azure) Experience delivering programs in regulated, audit-driven, or security-sensitive environments Background in platform, infrastructure, DevOps, or security-focused programs Experience mentoring or coaching other Technical Program Managers Compensation and Benefits The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location. To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page! SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law. The Company hires the best qualified candidate for the job, without regard to protected characteristics. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. New York applicants: Notice of Employee Rights SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com. Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time. Internal Employees If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.

Posted 1 week ago

SoFi logo

Senior Telephony Engineer

SoFiCottonwood Heights, UT
Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. Overview The Senior Telephony Engineer supports and maintains the systems, applications, and integrations that power SoFi’s Operations organization. This role blends technical expertise with process understanding and advanced analytical skill — ensuring that operational tools are configured, governed, and optimized to meet business needs and scale efficiently. This role will be primarily focused on leveraging data and key insights to optimize member interactions within the telephony platform and use these insights to consistently drive actionable solutions which provide enhanced self-service and improve member experience. This role requires a demonstrated passion for helping our members thrive in their financial journey. As part of the Operations Infrastructure team, this individual contributor works closely with the Team Lead as well as Product, Engineering, and Operations partners to deliver reliable, well-documented, and data-driven solutions that improve the efficiency and effectiveness of Operations. This position combines expertise in these existing Job Profiles — with a focus on hands-on system management and continuous improvement: solutions architecture (40%) enterprise applications (30%) program management (20%) systems administration (10%) Core Responsibilities Solutions Architecture (40%) Translate operational requirements into technical configurations, workflows, and integrations within enterprise systems. Participate in solution design sessions and provide recommendations to ensure scalability, maintainability, and alignment with established standards. Develop, configure, test, and validate system changes or integrations under the direction of the team lead. Contribute to system diagrams, configuration playbooks, and architecture documentation. Diagnose complex issues and develop production fixes or enhancements in collaboration with technology partners and vendors. Enterprise Applications (30%) Support and maintain enterprise and SaaS applications used across Operations. Perform day-to-day configuration, user access management, and data validation to ensure system accuracy and performance. Build and manage operational reports and dashboards to provide visibility into metrics and workflows. Identify process inefficiencies and propose system improvements or automations. Create and maintain user guides, documentation, and training materials to support system adoption. Project Execution (20%) Execute assigned project tasks and deliverables within defined timelines and scope. Partner with cross-functional teams to document requirements, test solutions, and support rollout activities. Track and communicate progress to project leads, escalating blockers or risks as needed. Contribute to implementation plans, testing scripts, and user acceptance testing efforts. Participate in retrospectives and continuous improvement reviews to optimize team processes. Systems Administration (10%) Support system maintenance, monitoring, and performance activities in partnership with IT and Infrastructure teams. Assist with system upgrades, environment configuration, and deployment preparation. Maintain documentation for system changes, release notes, and environment details. Proactively identify system or process issues and recommend corrective actions. Collaboration & Team Responsibilities Work under the direction of the Operations Infrastructure Lead/Manager to execute priorities and maintain system consistency across environments. Partner closely with business stakeholders to understand operational challenges and translate them into technical requirements. Share knowledge across the team and contribute to improving configuration standards and documentation practices. Provide responsive and thoughtful support to internal users and partners. Qualifications 3-5 years of experience in enterprise applications, systems administration, or operations technology roles. Hands-on experience configuring or supporting SaaS platforms or enterprise tools that enable large-scale operations. Strong analytical and problem-solving skills with a focus on data accuracy and system integrity. Ability to communicate clearly with both technical and business audiences. Familiarity with system integrations, workflow design, and reporting tools preferred. Experience with IT governance, change management, or incident tracking systems is a plus. Compensation and Benefits The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location. To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page! SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law. The Company hires the best qualified candidate for the job, without regard to protected characteristics. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. New York applicants: Notice of Employee Rights SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com. Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time. Internal Employees If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.

Posted 30+ days ago

SoFi logo

Senior Software Engineer, Underwriting

SoFiCottonwood Heights, UT
Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. Join us in revolutionizing the lending landscape. SoFi is seeking enthusiastic Senior Software Engineers who are ready to lead the development of key advancement to the next generation of our financial services platform. Key qualifications of this role include: Leading the technical evolution of one or more key platform subsystems. Resolving problems in the platform design and implementation that weren’t clearly anticipated, taking requirements with ambiguity and proposing durable technical solutions. Expertly leverage existing solution patterns and understand when to differentiate resulting in well-structured, maintainable code. Ability to understand data models, APIs, scaling concerns, and failure modes in order to make effective trade-offs between maintainability and performance. Creating stability by writing meaningful tests, considering observability, and leveraging your ability to debug complex issues across multiple system layers. The ability to create clear design and operational documentation. Contributes to code reviews, is a role model for more junior engineers, and contributes to team efficiency, beyond personal output. What You’ll Do As an emerging leader within our team, you will focus on building out the backend services for our next-generation Lending Platform. This role involves full product lifecycle engagement, from initial concept to deployment. Key responsibilities include implementing new capabilities, ensuring code quality, and delivering highly-available, scalable services. Success requires close technical collaboration with Product, Marketing, Operations, Business, Legal, and Compliance teams. You will be responsible for translating business requirements from these stakeholders into effective technical solutions that provide outstanding value to our members. What You’ll Need Bachelor's or Master's degree in Computer Science, or Software Engineering 3+ years as a professional, full-time Software Engineer, or similar relevant work experience. Proficient coding in Java, Kotlin, or other similar object-oriented programming language. Proficient working with GIT and related CI/CD systems. Experience with public cloud compute, storage, and infrastructure. Experience with Kafka, Docker, Kubernetes, and Spring Boot or similar frameworks. Deep understanding of relational and document database fundamentals. Deep understanding of fundamental distributed systems concepts. Nice To Have Full-Stack experience in both back-end (Kafka, Redis, Docker) and front-end (JavaScript, TypeScript, React). Experience with microservices design principles and architecture. Experience with performance tuning and optimizing data access patterns. We're driven to push boundaries and deliver exceptional products to help our members achieve financial stability. If you have the passion and a commitment to customer success, we want to hear from you. Compensation and Benefits The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location. To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page! SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law. The Company hires the best qualified candidate for the job, without regard to protected characteristics. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. New York applicants: Notice of Employee Rights SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com. Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time. Internal Employees If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.

Posted 3 weeks ago

SoFi logo

Senior Manager, Finance Systems Architect

SoFiCottonwood Heights, UT
Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. The role: SoFi is looking for a Finance Systems Architect to lead the design and evolution of our enterprise finance system ecosystem. This is a high-impact role where you'll partner closely with Finance and IT to deliver innovative solutions that improve operations, strengthen controls, and support our next phase of growth. What you’ll do: The Finance Systems Architect is a strategic and technical leader responsible for designing, implementing, and optimizing enterprise finance technology solutions that support the organization's financial operations, reporting, and compliance objectives. This role serves as a key liaison between Finance, IT, and cross-functional stakeholders to ensure that finance systems are aligned with business needs, scalable for future growth, and compliant with internal controls and regulatory requirements. The ideal candidate brings deep expertise in financial systems architecture, process optimization, and data governance. You will lead initiatives related to system upgrades, integrations, automations, and enhancements while ensuring strong system performance, usability, and data integrity. You will also partner with finance and accounting teams to identify pain points, recommend best practices, and drive operational efficiencies through smart system design. Key responsibilities: Design and maintain the overall finance technology architecture and system ecosystem roadmap, ensuring alignment with business strategy and scalability for growth Partner closely with the Workday team to coordinate system enhancements, integrations, and ensure Workday aligns with broader finance technology strategy Architect integrations and data flows between Workday and adjacent finance systems (reconciliation, expense, procurement, BI tools, analytics platforms) Evaluate and recommend new financial technologies and tools to address gaps and drive innovation across the finance function Define data integration standards and governance frameworks across the finance system landscape Lead process automation initiatives leveraging RPA, AI, and workflow tools to streamline finance operations beyond core ERP functionality Identify system redundancies and optimization opportunities across the finance technology stack Partner with enterprise architecture, IT, and data teams to ensure finance systems align with broader technology standards and infrastructure Support month-end and quarter-end close processes through cross-system coordination and troubleshooting What you’ll need: Bachelor's degree in Finance, Accounting, Information Systems, or related field; MBA or CPA preferred 12+ years of experience in finance systems architecture or administration, preferably in high-growth or technology-driven environments Strong working knowledge of Workday Financials with ability to understand technical capabilities, limitations, and integration requirements Broad knowledge of finance technology landscape including: Reconciliation platforms (Trintech/Cadency) Data warehousing and analytics (Snowflake) Financial planning and analysis tools (TM1/Planning Analytics) Expense management and procurement systems (Coupa) Business intelligence and reporting solutions (Tableau/Rollstack) Experience supporting financial close processes and understanding of close automation opportunities Experience architecting system integrations, APIs, and middleware platforms in a finance context Understanding of data architecture principles and experience with data warehousing or analytics platforms Familiarity with process automation tools (RPA, workflow automation) and AI/ML applications in finance Proven ability to coordinate across technical teams and translate business requirements into system solutions Strategic thinking with ability to balance long-term architecture vision with near-term tactical needs Experience in financial services or a publicly traded company environment is a plus Compensation and Benefits The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location. To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page! SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law. The Company hires the best qualified candidate for the job, without regard to protected characteristics. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. New York applicants: Notice of Employee Rights SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com. Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time. Internal Employees If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.

Posted 1 week ago

SoFi logo

Crypto Core Operations Analyst

SoFiCottonwood Heights, UT
Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. The role: We are seeking a highly motivated and detail-oriented Crypto Core Operations Analyst to join our expanding team. The successful candidate will be responsible for ensuring the accurate and timely settlement of crypto asset transactions, custody management, and the reconciliation of related activities. This role requires meticulous attention to detail, cross-firm collaboration, and an interest in digital assets. What you'll do: Approve and process settlement of crypto asset trades and Member transfers accurately and efficiently. Manage asset liquidity to support day-to day business operations. Build and review daily and monthly reconciliations of crypto asset holdings and transactions across various digital platforms and liquidity providers. Investigate and resolve discrepancies in a timely manner, collaborating with internal teams (payments, finance, compliance) and external counterparties as needed. Monitor, and maintain accurate records of, all crypto related settlement and reconciliation activities. Develop and implement process improvements to enhance efficiency and accuracy for Core Operations of Crypto. Work closely with Product and Engineering teams on development of new features to Crypto platform. Ensure compliance with all internal policies and procedures. Provide guidance and advice to junior members of the team. What you'll need: Bachelor's degree in Finance, Accounting, Economics, or a related field +3 years. Experience in back office operations, settlements, or reconciliation. Experience in cryptocurrencies and digital assets. Proficiency in reconciliation practices and tools. Excellent analytical and problem-solving skills. High attention to detail and accuracy. Ability to work independently and as part of a team in a fast-paced environment. Strong communication and interpersonal skills. Proficiency in Microsoft Excel & Google Suite. Compensation and Benefits The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location. To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page! SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law. The Company hires the best qualified candidate for the job, without regard to protected characteristics. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. New York applicants: Notice of Employee Rights SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com. Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time. Internal Employees If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.

Posted 30+ days ago

SoFi logo

Investment Specialist II

SoFiCottonwood Heights, UT
Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us. Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. The role As a SoFi Investment Specialist, you will work with existing SoFi members and new customers to help them build and improve their financial futures using SoFi’s suite of investment services. SoFi offers Brokerage services, Robo Advisor services, Crypto Currency and retirement accounts. What you’ll do: Support members over the phone, chat, and email Educate and assist members on margin, options and equities. Problem solve any operational or technical issues pertaining to SoFi Invest products Perform ongoing monitoring of member accounts with attention to detail and accuracy Work with SoFi’s custodial platform as needed to assist members in opening, funding, and transacting in their accounts Work with management and product teams to continuously improve operational processes and technical platforms to better serve our members Assess the member’s financial situation and goals through one-on-one inbound calls Educate members on the benefits and value of Brokerage, Robo and Crypto accounts Work with members who would like to open an investment account to help them understand the offering, benefits, and account opening process Educate members on terms and processes associated with Brokerage, Robo and Crypto accounts Discuss and explain investment performance and decisions with current Invest members Provide member’s operational support for specific investment-related questions and issues What you’ll need: Must have one of the following existing licensing combinations: Series 7, 63, & 65 OR Series 7 & 66 Must maintain all necessary professional certifications required for the role Bachelor’s degree preferred, but a combination of education and experience may be considered in lieu of a degree 2+ years of financial services experience required, preferably assisting customers in a service environment Experience and understanding of margin and option concepts, rules and regulations Excellent verbal and written communication, analytical and interpersonal skills, and a customer service mindset Deep understanding of financial concepts Ability to identify, meet, and follow through with client needs and requirements Self-starter, problem-solver, and a goal-oriented team player with a ‘no job is beneath me’ attitude Ability to work independently and perform multiple tasks efficiently Organized with strong attention to detail Show curiosity and confidence when dealing with clients and able to ask for help when needed Meets evolving position objectives as defined by management Ability to iterate, learn, and innovate Must successfully clear FINRA fingerprint background check Nice to have: Experience with corporate actions Experience with margin/investment risk Series 4 Series 24 Compensation and Benefits The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location. To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page! SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law. The Company hires the best qualified candidate for the job, without regard to protected characteristics. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. New York applicants: Notice of Employee Rights SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com. Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time. Internal Employees If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.

Posted 30+ days ago

Lucid Software logo

Customer Success Specialist

Lucid SoftwareSalt Lake City, UT

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Overview

Schedule
Full-time
Career level
Senior-level
Remote
Hybrid remote
Benefits
Career Development

Job Description

Lucid Software is the leader in visual collaboration and work acceleration, helping teams see and build the future by turning ideas into reality. Our products include the Visual Collaboration Suite (Lucidchart and Lucidspark) and airfocus. We hold true to our core values: innovation in everything we do, passion & excellence in every area, individual empowerment, initiative and ownership, and teamwork over ego. At Lucid, we value diverse perspectives and are dedicated to creating an environment and culture that is respectful and inclusive for everyone. Lucid is a hybrid workplace. We promote a healthy work-life balance by allowing employees to work remotely, from one of our offices, or a combination of the two depending on the needs of the role and team.

Since the company’s founding, Lucid Software has received numerous global and regional recognitions for its products, business, and workplace culture. These include being listed to the Forbes Cloud 100, Fast Company Most Innovative Companies, Fortune Best Workplaces in Technology, and PEOPLE’s Companies that Care. Lucid’s solutions are used by more than 100 million users across the globe, making Lucid the most used visual collaboration platform by the Fortune 500. Our customers include Google, GE, and NBC Universal, and we partner with leaders such as Google, Atlassian, and Microsoft.  

Lucid’s Customer Success Team plays a central role at Lucid Software, ensuring that all our customers are able to maximize the value they obtain through adoption of our products. The Customer Success Specialists form an operational team that uses both direct customer interactions as well as scalable solutions to engage with our global customers.

The Customer Success Specialist works as part of a strategic team to drive our customers' success in the most efficient ways possible. They strive to continually optimize Lucid's customer experience at scale and engage with customers based on customers' explicit and implicit needs. The majority of our communication is done over email, but Customer Success Specialists are expected to be comfortable representing Lucid over a screen share or phone call as needed to help our customers succeed. They should also be comfortable representing Lucid to help strategic users and administrators that are critical to that customer’s Lucid environment and usage. Understanding the core Lucid business strategy and enabling that strategy through our daily work is key to our team’s success. Our team requires the highest level of teamwork and trust to achieve our organizational goals. 

Responsibilities:

  • Develop an understanding of our customers’ business objectives and a strategy for supporting the customer in achieving those objectives
  • Identify and monitor key user operational metrics focused on retention to help drive improvements to our product and support offerings
  • Continually work with accounts to support ongoing successful adoption of key Lucid products and features
  • Develop and execute data-driven recommendations at scale
  • Drive cross-functional initiatives that will improve the overall customer experience and lead to greater satisfaction and loyalty among customers
  • Develop tools, processes and best practices to ensure customers are realizing the greatest possible value from Lucidchart

Requirements:

  • Bachelor's degree with strong academic performance
  • 2+ years of experience, preferably in a client-facing or technical role
  • Able to think strategically and tackle open-ended problems
  • Detail-oriented, organized, and a good team player
  • A strong sense of personal ownership and responsibility
  • Strong communication skills, both written and verbal, with the ability to explain complex subjects to non-technical people
  • Empathy and a passion for problem solving
  • Bias towards finding solutions vs. shutting down ideas
  • Ability to thrive in a fast-paced environment

Preferred Qualifications:

  • Technical aptitude and passion to become a subject matter expert in the Lucid Suite and related domains
  • Desire to learn--you’ll often be answering questions that have never been answered before, which requires a high level of intellectual curiosity and an eagerness to dive into new problems, domains, tools, and techniques
  • Previous experience in customer success management

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