HealthEquity, Inc.

Enterprise Client Relationship Executive

HealthEquity, Inc.$110K — $130K *
US-AnywhereRemote in United States
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor’s degree preferred
  • 5+ years in senior-level client relationship management within Insurance or Finance
  • 3+ years of strategic and consultative selling experience
  • Expert negotiation, collaboration, and listening skills
  • Familiarity with health insurance industry and types of health accounts
  • Proficient in MS Office and Salesforce
  • Strong understanding of client benefits framework and plan design

Responsibilities

  • Expand existing client accounts and custodial assets
  • Establish and maintain strong client relationships
  • Engage in consultative strategic activities
  • Plan and execute regular client meetings
  • Develop and monitor client financial performance
  • Serve as client’s internal advocate
  • Demonstrate marketing and technical expertise in meetings

Benefits

  • Medical, dental, and vision insurance
  • HSA contribution and match
  • Dependent care FSA match
  • Uncapped paid time off
  • Paid parental leave
  • 401(k) match
  • Personal and healthcare financial literacy programs
  • Ongoing education & tuition assistance
  • Gym and fitness reimbursement
  • Wellness program incentives
  • Remote work with in-person onboarding training at headquarters
Full Job Description
Overview The Enterprise Client Relationship Executive is responsible for leveraging strategic consulting and sales skills to manage and grow HealthEquity's existing Enterprise Accounts, act as the client's advocate, increase client and member satisfaction, identify client needs and align those needs with HealthEquity administrative services, and serve as the strategic point of contact for these select national clients. Success in the Enterprise Client Relationship Executive position will be measured by client retention, growth, and personal development. Enterprise Client Relationship Executives are expected to fully understand each client’s business and benefits framework strategy, Consumer Directed Healthcare (CDH) and strategic initiatives. To develop this comprehensive knowledge about your clients, it is expected to have frequent client interactions at various levels of the client’s organization including senior leadership and the C-suite, as well as with the consultants and brokers and health plan partner account teams. What you’ll be doing • Expand the number of accounts (Health Savings, and Reimbursement, Commuter, COBRA, Direct Bill and Lifestyle Accounts) and custodial assets for existing clients • Establish and maintain strong relationships with your clients and their consultant/broker and other vendor partners. • Engage in consultative strategic activities with our clients such as overall corporate and benefits strategies benefit plan review, CDH account adoption best practices and financial health. • Plan and execute regular client meetings to deliver program results. • Develop and monitor client financial performance including renewal planning, negotiation and profitability levels. • Serve as the client’s internal advocate. Ensure HealthEquity is delivering the service, support, and overall solution per the agreed upon terms. • Demonstrate marketing and technical expertise through the client’s broker and consultant meetings. • Preparation for and participation in new business meetings and on-site visits (culture training, audits, etc.). • Provide feedback to other HealthEquity business teams on market trends as represented by our clients. • Ability to assess the approach, resources, and contacts needed to complete RFPs', including renewals. • Maintain a high level of healthcare industry knowledge as well as knowledge of your clients’ industry. What you will need to be successful • Bachelor’s degree preferred • 5+ years of working with senior-level executives for client relationship management and consultation within the Insurance or Finance industry in the Enterprise Accounts space • 3+ years of strategic and consultative selling experience within the Insurance or Finance industry • Ability to work as part of a team and individually • Expert relationship management skills including negotiation, collaboration, and listening skills • Familiarity with Health insurance industry and all types of health accounts • MS Office and Salesforce, preferred • Presentation skills including messaging and positioning information to meet and influence client needs • Problem solving • Strong working knowledge of client benefits framework and plan design Travel Requirements: 20-30% of the time Compensation Structure: Base salary (range noted below) plus semi-annual commissions paid through our Sales Incentive Program (SIP) #LI-Remote This is a remote position. Salary Range$110500.00 To $130000.00 / year Benefits & Perks The actual compensation offer is determined based on job-related knowledge, education, skills, experience, and work location. This position is also eligible for additional sales incentive commissions, and details regarding these additional sales incentive commissions will be provided after hire. This position will further be eligible for restricted stock units as part of the total compensation package, in addition to a full range of benefits including: • Medical, dental, and vision • HSA contribution and match • Dependent care FSA match • Uncapped paid time off • Paid parental leave • 401(k) match • Personal and healthcare financial literacy programs • Ongoing education & tuition assistance • Gym and fitness reimbursement • Wellness program incentives Onboarding & Travel This is a remote role, with an in-person onboarding training component. New team members must participate in Trailhead, HealthEquity’s immersive onboarding experience Trailhead is designed to foster meaningful connections, support your integration into the organization, and equip you with a strong understanding of our business. Trailhead participation is a key expectation of this role. Trailhead is held onsite at our headquarters once per quarter. HealthEquity covers all required travel and accommodations.  This role may begin with a virtual, self-paced onboarding experience, followed by a mandatory onsite Trailhead session at a later date.

About HealthEquity, Inc.

HealthEquity, Inc. is a leading provider of consumer-directed benefits solutions. The company's platform provides a range of tax-advantaged financial solutions for consumers to save for their healthcare and other financial goals. HealthEquity's solutions include health savings accounts (HSAs), flexible spending accounts (FSAs), health reimbursement arrangements (HRAs), and other financial wellness products. The company serves more than 12 million accounts and has over $12 billion in assets under management. HealthEquity was founded in 2002 and is headquartered in Draper, Utah.
Learn more about HealthEquity, Inc.
Size
3,688 employees
Market Cap
$5.1 billion
Industry
Net Income
$3.2 million
Founded
2002
5 Year Trend
+33.5%
Revenue
$746.6 million
NASDAQ

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