[Hiring] Enterprise Client Relationship Executive @HealthEquity

Role Description

The Enterprise Client Relationship Executive is responsible for leveraging strategic consulting and sales skills to manage and grow HealthEquity's existing Enterprise Accounts. Key responsibilities include:

• Expanding the number of accounts (Health Savings, Reimbursement, Commuter, COBRA, Direct Bill, and Lifestyle Accounts) and custodial assets for existing clients.
• Establishing and maintaining strong relationships with clients, consultants/brokers, and other vendor partners.
• Engaging in consultative strategic activities with clients, such as corporate and benefits strategies, benefit plan review, CDH account adoption best practices, and financial health.
• Planning and executing regular client meetings to deliver program results.
• Developing and monitoring client financial performance, including renewal planning, negotiation, and profitability levels.
• Serving as the client’s internal advocate, ensuring HealthEquity delivers the service, support, and overall solution per agreed-upon terms.
• Demonstrating marketing and technical expertise through client broker and consultant meetings.
• Preparing for and participating in new business meetings and on-site visits (culture training, audits, etc.).
• Providing feedback to other HealthEquity business teams on market trends as represented by clients.
• Assessing the approach, resources, and contacts needed to complete RFPs, including renewals.
• Maintaining a high level of healthcare industry knowledge as well as knowledge of clients’ industries.

Qualifications

• Bachelor’s degree preferred.
• 5+ years of experience 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 the health insurance industry and all types of health accounts.
• Proficiency in MS Office and Salesforce preferred.
• Strong presentation skills including messaging and positioning information to meet and influence client needs.
• Strong problem-solving skills.
• Strong working knowledge of client benefits framework and plan design.

Requirements

• Travel Requirements: 20-30% of the time.

Benefits

• Base salary (range noted below) plus semi-annual commissions paid through our Sales Incentive Program (SIP).
• Medical, dental, and vision coverage.
• 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.