[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, 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 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.

Qualifications

• 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.

Requirements

• 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).
• Salary Range: $110,500.00 To $130,000.00 / year.

Benefits

• 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 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.

HealthEquity is committed to providing reasonable accommodations to team members with qualifying disabilities. Should you be selected for this role and require an accommodation, we will put you in touch with our Benefits Team so you can begin the accommodation request process.