How you can make a difference  

The Partner Relationship Manager is responsible for managing the day-to-day relationship with our channel partners. This role will collaborate with and ensure the long-term success of our channel partners. Our channel partners are diverse, with everything from banks and associations, to third party administrators and health plans. This role will liaise between these partners and cross-functional internal teams to ensure the timely and successful delivery of our solutions according to our partner needs and contractual commitments.  This is a unique position that requires a high technical aptitude, in conjunction with project management and relationship management skills.  This role will be responsible for developing long-term relationships with a portfolio of assigned partners, connecting with key business executives and stakeholders. This role typically reports to a Senior Manager. 

 What you’ll be doing 

• Operate as the lead point of contact for any and all matters specific to assigned partners, maintaining strong relationships as a trusted advisor and point of escalation. 
• Provide Manager level authority on finance items, fee concessions, invoicing, and is responsible for audit control items specific to partners.. 
• Make decisions about product and technical solutions that can be offered to a partner and all associated clients, leveraging corporate guidelines, product and technical knowledge, market demand, and abilities/limitations of the partner. 
• Facilitate engagement activities between partner and internal resources such as legal, sales, marketing, implementation, technical and service teams. 
• Ensure that all HealthEquity departments are delivering on solution and service commitments, managing to the terms of contracts. 
• Act as the project manager for all partner initiatives, providing clear communication on the progress, completion, and setting expectations throughout the project for internal and external stakeholders. 
• Coordinate strategic management of the partner, including contract management, negotiation and product expansion. 
• Oversee, monitor and liaise with partner on transactions and interactions (e.g. integrated data files, communications, etc.), analyzing and reporting key account metrics. 
• Manage business and technical documentation of each partner’s solution. This may include technical file specs, product offering details, service, marketing and sales requirements. Coordinate support, communication and training on these details with internal and external resources.  

What you will need to be successful

• 8+ years of account management or other relevant experience 
• BA/BS degree or equivalent 
• Demonstrated ability to communicate, present and influence credibly and effectively at all levels of the HealthEquity and
• Partner organizations, including executive 
• Demonstrated track record of maintaining customer accounts through exceptional service and support 
• Develop and present professional presentations 
• Proven ability to document and troubleshoot technical solutions 
• Proven ability to manage multiple projects at a time, while paying strict attention to detail 
• Self-motivated, and adept at developing internal and external relationships 
• Strong ability to identify customer need and provide proper rationale for utilizing internal business capabilities to solve the need 
• Strong customer service focus, work ethic and attention to detail are critical to success in this position 
• Strong listening, negotiation, project management, analytical and presentation skills within the health benefits or technical industries. 
• Strong written and verbal communication skills 
• Strong, hands-on knowledge of Health and Welfare Benefits is also required 

#LI-Remote

This is a remote position.

The actual compensation offer is determined based on job-related knowledge, education, skills, experience, and work location. This position will be eligible for performance-based incentives 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.