Enterprise Client Relationship Executive

About the role

The Enterprise Client Relationship Executive is responsible for managing and growing HealthEquity's existing Enterprise Accounts, acting as the client's advocate, increasing client and member satisfaction, identifying client needs, and aligning those needs with HealthEquity's administrative services. Success is measured by client retention, growth, and personal development.

Responsibilities

• 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 clients and their consultant/broker and other vendor partners
• Engage in consultative strategic activities with clients such as overall corporate and benefits strategies, benefit plan reviews, 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 client meetings
• Prepare and participate 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 clients

Requirements

• 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
• 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 proficiency, preferred
• Strong presentation skills including messaging and positioning information to meet and influence client needs
• 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 clients' industry

Qualifications

• 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 clients' industry

Skills

• Strong relationship management skills including negotiation, collaboration, and listening skills
• Expertise in Health insurance industry and all types of health accounts
• Proficiency in MS Office and Salesforce
• Strong presentation skills including messaging and positioning information to meet and influence client needs
• 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 clients' industry

Benefits

This is a remote position. Salary Range: $105,000.00 - $130,000.00 / year

• Medical, dental, and vision coverage
• HSA contribution and match
• Dependent care FSA match
• 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

Pay

$105,000.00 To $130,000.00 / year

Schedule

This is a remote position. Travel Requirements: 20-30% of the time

Application Instructions

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