Customer Success Manager II

Announcement

Details

Open Date 07/23/2026 Requisition Number PRN45728B Job Title Customer Success Manager II Working Title Customer Success Manager Career Progression Track P15 Track Level P3 - Career, P2 - Developing, P1 - Entry Level Pro FLSA Code Administrative Patient Sensitive Job Code? No Standard Hours per Week 40 Full Time or Part Time? Full Time Shift Day Work Schedule Summary

Monday - Friday, 8am - 5pm Hybrid

VP Area President Department 01396 - my529 Location My529 Downtown SLC City Salt Lake City, UT Type of Recruitment External Posting Pay Rate Range $47,327.50 - $84,882.94 DOE Close Date 10/23/2026 Priority Review Date (Note - Posting may close at any time) Job Summary

my529 is a nonprofit, self-supporting agency that administers a public trust. my529 is the State of Utah's 529 education savings plan and is consistently ranked as one of the best 529 plans in the nation. my529 mixes the stability of government with a goal-driven business environment. Sound financial management and expanded marketing have created substantial growth over the last several years. Our team of over 90 employees has a clear vision of growth and the teamwork needed to support it. You can learn more about us at www.my529.org.

The position provides operational and relationship management support for my529's children's savings account (CSA) and scholarship program. CSAs are education-focused savings programs run by nonprofit and government organizations. Different from traditional scholarships, CSA programs are designed to provide long-term saving or investment accounts through my529, specifically for low and moderate-income families. my529 administers an online CSA platform designed to help organizations, nationwide, administer their programs.

Responsibilities

• Act as a real-time support to CSA programs and ensure a positive experience.
• Stay proactively engaged with CSA programs to ensure our resources are functioning as intended and adding expected value.
• Maintain a proficient knowledge of the 529 industry and CSAs.
• Assist with onboarding new CSA programs and managing existing relationships by attending meetings, tracking program updates, sending follow up emails, and providing insight into best practices for using the CSA administrative site.
• Complete Operations-related CSA tasks such as processing forms, preparing and reviewing bulk upload requests, and responding to external emails and internal Teams questions.
• Work on solutions to bring consistency to processes, including operationalizing recurring requests and updating and creating CSA procedures and guidelines to stay compliant.
• Respond to requests for reports and data from CSA programs who need assistance tracking their programs.
• Assist as needed with managing internal my529 scholarship and incentive programs such as incentiFive, Fast Forward, Book Your Summer, Make Your Mark, etc.
• Act as a liaison between CSA/Marketing and Operations, including meetings with team leads and additional training as needed.
• Participate in creating, reviewing, and updating CSA-related my529 content such as webpages, process guides, marketing material, 529 and higher education financial literacy and presentations.
• Attend local CSA events which sometimes occur after hours or on weekends (approximately 4-5 events or 12-15 hours each year for this position).
• Conduct work assignments and special projects of increasing complexity, under moderate supervision with some latitude for independent judgment.

Minimum Qualifications

EQUIVALENCY STATEMENT: 1 year of higher education can be substituted for 1 year of directly related work experience (Example: bachelor's degree = 4 years of directly related work experience).

Department may hire employee at one of the following job levels:

Customer Success Manager, I: Requires a bachelor's (or equivalency) with up to 2 years of directly related work experience or a master's (or equivalency) degree.

Job Code: PY1581

Grade: P13

Expected Pay Range: $47,327.50 - $68,624.87

Customer Success Manager, II: Requires a bachelor's (or equivalency) + 4 years of directly related work experience or a master's (or equivalency) + 2 years of directly related work experience.

Job Code: PY1582

Grade: P15

Expected Pay Range: $57,2663.27 - $83,036.10

Customer Success Manager, III: Requires a bachelor's (or equivalency) + 6 years or a master's (or equivalency) + 4 years of directly related work experience.

Job Code: PY1583

Grade: P17

Expected Pay Range: $69,262.19 - $100,473.68

Preferences

• Knowledge of 529 plans, FAFSA, or other higher education financial components.
• Familiarity with CRM software and Tableau.
• Organized, detail oriented and analytical.
• Good verbal and written communication skills, especially in customer relations.
• Positive, energetic attitude and ability to engage in conversation easily.
• Ability to work independently as well as in a group environment.
• 2-3 years of experience in operations, nonprofit program management, higher education or scholarship administration, 529 industry or other financial services, relationship management or a related field required.

Type Benefited Staff Special Instructions Summary Additional Information

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

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

The University of Utah values candidates who have experience working in settings with students and possess a strong commitment to improving access to higher education.

Veterans' preference is extended to qualified applicants, upon request and consistent with University policy and Utah state law. Upon request, reasonable accommodations in the application process will be provided to individuals with disabilities.

Consistent with state and federal law, the University of Utah does not discriminate based upon race, ethnicity, color, religion, national origin, age, disability, sex, sexual orientation, gender, gender identity, gender expression, pregnancy, pregnancy-related conditions, genetic information, or protected veteran's status. The University does not discriminate on the basis of sex in the education program or activity that it operates, as required by Title IX and 34 CFR part 106. The requirement not to discriminate in education programs or activities extends to admission and employment. Inquiries about the application of Title IX and its regulations may be referred to the Title IX Coordinator, to the Department of Education, Office for Civil Rights, or both.

To request a reasonable accommodation for a disability or if you or someone you know has experienced discrimination or sexual misconduct including sexual harassment, you may contact the Director/Title IX Coordinator in the Office of Equal Opportunity and Title IX (OEO). More information, including the Director/Title IX Coordinator's office address, electronic mail address, and telephone number can be located at the: University of Utah Non‑Discrimination page.

Online reports may be submitted at https://oeo.utah.edu

https://publicsafety.utah.edu/safetyreport/ This report includes statistics about criminal offenses, hate crimes, arrests and referrals for disciplinary action, and Violence Against Women Act offenses. They also provide information about safety and security-related services offered by the University of Utah. A paper copy can be obtained by request at the Department of Public Safety located at 1658 East 500 South.

As per University of Utah policy 5-108: Transfer of Benefits Eligible Staff Members, a new hire to the University of Utah who is still serving a 12 month probationary period will not be hired into another University of Utah job (a transfer) until the successful completion of the probationary period.

Posting Specific Questions

Required fields are indicated with an asterisk (*).

• • What is your highest level of completed education?

• None

• High School Diploma or Equivalent

• Associate Degree

• Bachelor's Degree

• Master's Degree

• Doctorate Degree

• • How many years of related work experience do you have?

• Less than 2 years

• 2 years or more, but less than 4 years

• 4 years or more, but less than 6 years

• 6 years or more, but less than 8 years

• 8 years or more, but less than 10 years

• 10 years or more, but less than 12 years

• 12 years or more, but less than 14 years

• 14 years or more

Applicant Documents

Required Documents

• Resume

Optional Documents

• Cover Letter