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Currently Hiring: Customer Success Representative

Salt Lake City, UT

Founded in March of 2007, we have developed a fin-tech marketing and compliance solution for the mortgage and banking industry.

We are a small, fast-growing SaaS company with a revolutionary technology, and great teams that collaborate and enjoy a positive and supportive work environment.

We respect and value our employees and our customers. Our goal is to give our employees the best work experience possible, allowing them autonomy to learn, grow, and contribute to the team according to their skills and interests. We are looking for smart individuals who can help us do things better.


As a Customer Success Representative, your job would be to support, train, and assist existing accounts, in setup, training, and support, while developing strategies and systems that improve the client experience. This may include doing minor sales activity where an existing user needs upgrades or plan changes but will consist of supporting existing accounts rather than acquiring new ones.

Your responsibilities will include phone, email, and GoToMeeting. You’ll be interacting with customer requests and following up by phone and email. Much of your job will be assisting current customers with minor technical issues and helping these clients implement our software successfully.

What we’re looking for:

  • Excellent written communication skills.
  • Friendly, personable, and conversational.
  • Detail-oriented with time management.
  • Computer savvy, mobile apps, M/S Office; Excel, Word, Google Docs.
  • Fast learner. Able to adopt new technology quickly.
  • Ability to work through problems independently.
  • The ability to work in a fast-paced environment while being organized and using your time efficiently.


  • Job Type: Full-time

  • Pay: From $17.00 per hour

  • Monday - Friday; 9 AM - 5 PM

Job Posting Form

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