Customer Success Manager

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: PY1581Grade: P13Expected 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: PY1582Grade: P15Expected 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: PY1583Grade: P17Expected 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.

Special Instructions

Requisition Number: PRN45728B
Full Time or Part Time?
Full Time
Work Schedule Summary: Monday âEUR” Friday, 8am âEUR” 5pm Hybrid
Department: 01396 – my529
Location: My529 Downtown SLC
Pay Rate Range: $47,327.50 âEUR” $84,882.94 DOE
Close Date: 10/23/2026
Open
Until Filled:

To apply, visit https://apptrkr.com/9718736“”>https://utah.peoplea
dmin.com/postings/205917

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