AVP, Relationship Management - Enterprise Clients

About this role

Our Mission
Our mission is to SAVE AND IMPROVE LIVES BY EMPOWERING HEALTHCARE CONSUMERS. Come be part of remarkable.
Overview
How you can make a difference
The AVP, RM Enterprise Client is responsible for knowing team’s book of business, understand the potential growth and retention opportunities, be versed in the health care industry and financial industry – including but not limited to industry forums and conferences, consultant/broker market, employer business and benefits framework strategy, Consumer Directed Healthcare (CDH) and strategic initiatives and share that knowledge with your team.
What you’ll be doing

Manages and carries out the personnel actions for direct reports, including but not limited to hiring and scheduling; training and evaluating; coaching and managing performance; making salary, merit, or other compensation recommendations for team of direct reports; and making recommendations and/or taking corrective or disciplinary action as appropriate.

Lead and support your team in achieving account and custodial assets growth within existing employer partnerships Guide your team in establishing and maintaining strong client relationships, including their client’s consultant/broker, as well as other ecosystem vendor partners.

Provide strategic leadership to Account Executives in building business partnerships, analyzing market dynamics, and developing growth strategies, communicating these to the VP.

Serve as an escalation point for the team, advocating internally for employer partners, in partnership with the VP.

Oversee and guide the team on consultative strategic activities with employer partners (corporate/benefits strategies, plan reviews, CDH adoption, financial health, RFPs).

Support the team in developing and reporting for client financial performance including renewal planning, negotiation and profitability levels.

Ensure the team delivers exceptional service, support, and solutions to clients.

Share healthcare and client industry knowledge with the team. Proactively advocate for team member needs related to programs and products.

Collaborate with leaders across the business on cross-functional initiatives.

Actively participate in internal HealthEquity operational and leadership meetings to support our business.

Other duties as assigned

What you will need to be successful

Bachelor’s degree in related field

Proven track record of over 8-10+ years of working with senior-level executives including but not limited to CHRO, CFO and EVP, SVP and VP Compensation and Benefits and retirement within the Insurance or Finance industry in the space

8-10 years of strategic and consultative selling experience within the CDH, Insurance or Finance industry

Expert relationship management skills including negotiation, collaboration, and listening skills

Familiarity with Health Insurance Industry and all types Health Accounts

MS Office and Salesforce, preferred

Presentation Skills including messaging and positioning information to meet and influence client need

Proactive problem solving

Strong working knowledge of employer benefits framework and plan design

Proven leadership skills. Prior management experience preferred

Heavy travel may be required (more than 30%)

LI-Remote
This is a remote position.
Salary Range
$137,500.00 - $182,000.00Benefits & Perks
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 and 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.
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.
Why work with HealthEquity
HealthEquity has a vision that by 2030 we will make HSAs as wide-spread and popular as retirement accounts. We are passionate about providing a solution that allows American families to connect health and wealth. Join us and discover a work experience where the person is valued more than the position. Click here to learn more.
You belong at HealthEquity!
HealthEquity, Inc. is an equal opportunity employer, and we are committed to being an employer where no matter your background or identity – you feel welcome and included. We ensure equal opportunity for all applicants and employees without regard to race, age, color, religion, sex, sexual orientation, gender identity, national origin, status as a qualified individual with a disability, veteran status, or other legally protected characteristics. HealthEquity is a drug-free workplace. For more information about our EEO policy, or about HealthEquity’s applicant disability accommodation, drug-free-workplace, background check, and E-Verify policies, please visit our Careers page.
HealthEquity uses Microsoft Copilot to…