HealthEquity

Role Description The Director, AI Enablement will help lead the organization’s shift from AI experimentation to measurable business impact by reimagining how work, talent, and organizational capabilities are designed and enabled. This role is responsible for embedding workflow redesign into our culture, aligning with AI leaders, and operationalizing AI-enabled solutions across functions to drive business outcomes. This is not a traditional technology, training, or process improvement role. It sits at the intersection of business strategy, AI enablement, workflow design, and change leadership. This role serves as a key catalyst for organizational innovation and workforce transformation. The ideal candidate is a systems thinker who can deconstruct complex work, partner with business leaders to define measurable outcomes, and work closely with AI, Engineering, Data, IT, Security, and functional teams. Success in this role means helping the business use AI not just to work faster, but fundamentally work differently. Qualifications - 10+ years of experience in business transformation, operations, strategy, consulting, product operations, process improvement, workforce transformation, or related roles. - Demonstrated experience redesigning workflows, operating models, or cross-functional business processes. - Experience partnering with technical teams, including Engineering, Data, IT, Automation, Product, or AI teams. - Strong business acumen and proven ability to connect operational work to measurable financial, customer, quality, or productivity outcomes. Requirements - Experience with AI, automation, digital transformation, workflow automation, or enterprise technology implementation. - Excellent facilitation skills, with the ability to lead workshops, align stakeholders, and surface tradeoffs. - Experience working with AI copilots, agents, workflow automation platforms, low-code/no-code tools, or enterprise AI platforms. - Experience working with PMO, Product, Engineering, Data, Security, or Responsible AI governance teams. - Consulting background or experience leading enterprise transformation initiatives. Benefits - 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

Role Description The Public Policy and Government Affairs team seeks an intern to assist with research and writing in support of the team’s advocacy efforts and the HealthEquity mission more broadly. The intern will conduct research in the healthcare policy space, analyze and report on findings. The intern will also assist with other PPGA projects as assigned. - Conduct Policy Research: Support the public policy and government affairs team by researching federal and state legislation, regulatory proposals, and agency guidance related to Health Savings Accounts (HSAs), consumer-directed health plans, tax policy, and healthcare affordability. - Analyze and Summarize Findings: Prepare clear and concise research summaries, policy briefs, and memos that explain potential impacts on HSAs, account holders, employers, and the broader consumer-directed benefits industry. - Support Advocacy Materials: Assist in developing talking points, backgrounders, one-pagers, and briefing materials that communicate the organization’s positions to policymakers, industry partners, and coalition stakeholders. - Assist with Stakeholder Engagement: Help prepare materials for meetings with congressional offices, agency staff, trade associations, and coalition partners. Participate in virtual briefings when appropriate and document key takeaways. - Support Research Projects: Conduct qualitative and quantitative research on HSA utilization trends, demographic insights, tax impacts, employer adoption, and policy scenarios. Compile data, review external reports, and contribute to impact assessments for proposed legislative or regulatory changes. - Provide Administrative and Organizational Support: Assist with scheduling, meeting preparation, data entry, legislative trackers, and document management to support the government affairs workflow. - Contribute to Special Projects: Support cross-functional initiatives, public policy campaigns, industry events, and other assignments that advance the organization’s government affairs and advocacy objectives. Qualifications - Currently pursuing or recently completed a degree in public policy, political science, government, law, communications, economics or related field. - Coursework or academic projects focused on healthcare policy, tax policy, or regulatory affairs preferred. - Experience working with legislative tracking tools, databases, or CRM systems preferred. - Prior involvement in student government, campaigns, advocacy organizations, or public service a plus. - Strong interest in public policy, government processes, healthcare policy, and consumer-directed benefits. Requirements - Excellent research, writing, and analytical skills. - Ability to translate complex information into clear, actionable insights. - Strong attention to detail and organizational skills, and the ability to manage multiple tasks simultaneously. - Comfort working independently and collaboratively in a fast-paced environment. - Basic understanding or willingness to learn about Health Savings Accounts (HSAs), employer sponsored benefits, and federal regulatory agencies (e.g., IRS, Treasury, DOL). Benefits - Participate in wellness activities. - Receive a movement money stipend. - Participate in our Purple with Purpose program where you are paid to volunteer hours working with a local organization of your choice.

Role Description As an Engineering Manager, you will play a key leadership role in advancing critical platform capabilities that support data movement, insights generation, and core business operations across the organization. This role requires a hands-on leader who can bring clarity, focus, and momentum to complex initiatives while effectively navigating ambiguity, competing priorities, and organizational change. - Lead day to day execution and operational management for the Data Exchange and Performance Analyzer engineering teams - Drive sprint delivery, backlog execution, dependency coordination, risk mitigation, and production support activities - Partner with Product, Architecture, Platform Engineering, Security, QA, and SRE teams to deliver scalable software solutions and platform improvements - Support modernization initiatives involving cloud-native technologies, CI/CD pipelines, observability, automation, and platform operations - Coach and develop engineers and technical leads through mentorship, feedback, and performance management - Foster strong engineering practices across software development, quality assurance, agile delivery, and operational readiness - Improve delivery predictability, team effectiveness, and operational stability through metrics, accountability, and continuous improvement - Help teams navigate blockers, escalations, and shifting priorities while maintaining focus on business outcomes - Support adoption of AI-assisted engineering workflows and modern development practices - Contribute to hiring, onboarding, resource planning, and organizational growth Qualifications - Bachelor’s degree in a technology-related field or equivalent practical experience - Proven experience leading software engineering teams in agile environments, including delivery ownership across the full SDLC lifecycle - Strong technical background with the ability to support, guide, and advocate for engineers while partnering effectively with technical and business stakeholders - Experience managing modern software development initiatives using technologies such as C#, .NET, SQL Server, Azure, Angular, and TypeScript - Familiarity with engineering and architecture practices including object-oriented design, domain-driven design, behavior-driven development, service-oriented architecture, and event-driven distributed systems - Understanding of cloud-native engineering, CI/CD pipelines, observability, platform operations, and scalable system design - Demonstrated success driving execution, accountability, and operational excellence across complex, cross-functional initiatives - Strong communication, collaboration, and customer service orientation with the ability to build trust and alignment across teams - Ability to adapt quickly to evolving business priorities, organizational change, and fast-moving delivery environments - A servant leadership mindset with a passion for coaching teams, improving engineering practices, and delivering meaningful business outcomes Requirements - This is a remote position. - Salary Range: $127,000.00 To $165,000.00/year Benefits - 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

Title: Member Service Specialist I Location: Remote, United States Job Description: 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: While working from the confines of your home, this position will be responsible for maintaining positive customer relationships by responding to a high volume of incoming customer inquiries via phone regarding all of HealthEquity's(HQY) spending account products. Proactively provide information and education to customers about IRS regulations and various spending accounts, claims processing and reimbursement procedures. This is a REMOTE position, but candidates must reside in the following states to be considered: AR, AL, FL, GA, IA, ID, IN, KS, KY, MO, MS, NC, OH, OK, SC, SD, TN, TX, UT, WY This Job Posting is for our August 24th Training Class. The available Shifts and associated Training times are below but subject to change depending on business needs. What you’ll be doing: - Research and respond to phone inquiries from our customers to ensure timely resolution of issues. - Educate members when appropriate to maximize use of products and services. - Consistently provide accurate information to customer inquiries in accordance with HealthEquity's (HQY) inquiry accuracy standards by prioritizing and utilizing appropriate tools, resources, internal communications, and training materials. - Educate customers on HealthEquity products such as eligible IRS expenses, Health Savings Accounts (HSA) investment and pricing options, Flexible Spending Accounts (FSA), Dependent Care, Transportation and claims processing procedures. - Serve as a customer advocate by identifying underlying customer needs and guiding them to appropriate programs and resources. - Establish rapport by offering information and services beyond the customer’s initial inquiry. - Research issues and policies to effectively resolve negative member experiences as needed. - Communicate with escalated members to understand their issue and work through resolution while remaining compliant with established security and policy practices. - Other duties, as assigned. Click here to learn more. What you will need to be successful: - High school diploma or equivalency required. Associates degree, preferred. - Must be 18 years of age or older - One to two years of Customer service experience is a plus - Proficiency with Microsoft Word, Outlook, Teams and Windows operating systems) is required. Able to navigate multiple computer screens and enter data - Strong oral and written communication skills - Strong problem solving and decisions making skills - Impeccable soft skills and interpersonal skills. Able to communicate empathetically, positively and professionally in challenging or escalated situations. - Must be able to take written, verbal and online assessments. - Must have a secure location to work at home without distraction behind a closed door to protect sensitive information - Must have a stable, high speed internet connection for handling calls without interruption of at least 10mbps down and 6mbps up - Someone who is adaptable and who embraces change and ambiguity - Work requires normal range of hearing, vision and verbal communication skills, with or without a reasonable accommodation. - Take part in occasional 360 Workspace Reviews, quick, simple check-in's (a brief video walkthrough or photo) to help ensure your remote setup stays safe and compliant. - Must be able to use a telephone and headset equipment and operate a keyboard and other office equipment, with or without reasonable accommodation. - Must be able to spend prolonged periods of each workday on the phone - Be able to come onsite to our Draper, Utah location for trainings, onboarding, or other team needs, with advance notice. - Ability to perform work at a computer station for 7-8+ hours a day and function in an environment with frequent interruptions is required. - Manage high volume of inbound calls and navigate complex, time sensitive situations. May experience elevated levels of stress during periods of increased activity and with work entailing multiple deadlines. - Interactions, de-escalating concerns and ensuring a positive member experience. - Maintain predictable and reliable attendance, with the ability to adapt to changing work schedules including participating in a shift bid on a yearly basis, and evolving business needs. #LI-Remote This is a remote position. Salary Range $17.00 / hour Benefits & 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 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 - Full-time team members receive a minimum of 18 days of annual PTO and 13 paid holidays per year - 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 Member Services Specialists whom have been in employed with us for 6 months 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 in Utah. HealthEquity covers all required travel and accommodations. 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 transcribe screening interviews between candidates and their direct Talent Partner for note taking and interview summaries. By scheduling a screening interview with us, you consent to Microsoft Copilot’s AI technology recording and transcribing your interview with your Talent Partner. This information will be reviewed for accuracy and then used by HealthEquity to summarize the interview, ensure accuracy, and facilitate our hiring process. We take privacy seriously. You have the option to opt out. If you wish to opt out of this Microsoft Copilot transcription, please notify your Talent Partner in advance of the interview. If we do not receive an opt-out request from you, we will assume that you consent to the use of Microsoft Copilot. At HealthEquity, our goal is to save and improve lives by empowering healthcare consumers. This shared purpose inspires everything we do, including how we approach hiring. Our process is designed to get to know the real you: your skills, experiences, and potential to make a difference. We value honesty, originality, and the courage to do the right thing, even when it is not the easiest path. Showing up as your authentic self reflects these values and helps us build something truly remarkable together. As AI is becoming a common tool throughout the application process, we want to be clear about its appropriate use at HealthEquity. Using AI to support resume writing, research, or interview preparation is perfectly acceptable, provided the content is accurate and genuinely represents your qualifications and skills. For other key parts of our interview process, however, it is important that the ideas, communication, and work you share reflect your own voice, experiences, and thinking. We ask that you participate in our live interviews and complete any assessments without AI assistance unless instructions explicitly indicate otherwise or a specific exception is discussed and approved in advance. This approach ensures fairness, celebrates your individuality, and allows your authentic perspective to shine. Behaviors that do not align with these guidelines may result in disqualification from the hiring process or termination of employment if later discovered. We appreciate your understanding and look forward to learning about the unique contributions only you can bring to HealthEquity. HealthEquity is committed to your privacy as an applicant for employment. For information on our privacy policies and practices, please visit HealthEquity Privacy.

Role Description The Vice President, B2B Marketing is responsible for leading HealthEquity’s enterprise B2B marketing strategy and execution with a clear emphasis on revenue and pipeline growth, driving differentiation & enabling the success of our sales organization with modern sales tools. This executive will lead a modern, AI-first marketing organization focused on scalable growth, digital transformation, operational efficiency, and measurable business outcomes. - Oversees all core B2B marketing functions including account-based marketing (ABM), demand generation, content marketing, sales enablement, partner marketing & trade shows and owned events. - Leads the modernization of HealthEquity’s B2B marketing ecosystem by leveraging AI-enabled technologies, automation, predictive analytics, and intelligent workflows. - Partners closely with executive leadership across various departments to establish compelling value propositions and drive measurable pipeline and revenue growth. - Focuses on modern B2B marketing orchestration, AI-driven marketing operations, and scalable demand generation strategies. - Success is measured by pipeline growth, market adoption, digital performance, and marketing contribution to revenue outcomes. Qualifications - Bachelor’s degree in any discipline. - 15+ years marketing experience; including 10+ years B2B or B2B2B marketing in complex, multi-buyer ecosystems. - 5+ years’ experience in company benefits; healthcare, commuting or retirement preferred. - Experience participating in a digital sales transformation, preferably in a leadership capacity. - Progressive history of professional advancement, including 5 – 7 years’ experience leading teams of teams. Requirements - Deep expertise in AI-enabled marketing technologies, marketing automation, and modern martech ecosystems. - Strong understanding of ABM platforms, CRM systems, attribution models, customer analytics, and funnel optimization. - Proven ability to build scalable, digital-first marketing organizations and workflows. - Strong executive presence with exceptional verbal, written, presentation, and influencing skills. - Demonstrated ability to lead through ambiguity, transformation, and rapid organizational growth. - Experience developing breakthrough marketing programs from strategy through execution and adoption. - Strong analytical and data-driven decision-making capabilities. - Experience leading omni-channel campaigns leveraging paid, earned, owned, affiliate, event, and partner channels. - Ability to influence technical roadmaps and partner effectively with Product, Technology, Revenue Operations, and Sales teams. - Proficiency with modern marketing and business platforms such as Salesforce, 6sense, Outreach, marketing automation tools, analytics platforms, and AI-enabled martech solutions. - Strong operational mindset with a focus on automation, efficiency, scalability, and measurable business impact. Benefits - Salary Range: $219,500.00 to $296,500 / year. - Moderate travel may be required (20-30%).

Title: Enterprise Client Relationship Executive Location: United States Remote Job Description: 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 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 Enterprise Client Relationship Executive 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. What you will need to be successful - 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 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) #LI-Remote This is a remote position. Salary Range $110500.00 To $130000.00 / year Benefits & Perks 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 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 transcribe screening interviews between candidates and their direct Talent Partner for note taking and interview summaries. By scheduling a screening interview with us, you consent to Microsoft Copilot's AI technology recording and transcribing your interview with your Talent Partner. This information will be reviewed for accuracy and then used by HealthEquity to summarize the interview, ensure accuracy, and facilitate our hiring process. We take privacy seriously. You have the option to opt out. If you wish to opt out of this Microsoft Copilot transcription, please notify your Talent Partner in advance of the interview. If we do not receive an opt-out request from you, we will assume that you consent to the use of Microsoft Copilot. At HealthEquity, our goal is to save and improve lives by empowering healthcare consumers. This shared purpose inspires everything we do, including how we approach hiring. Our process is designed to get to know the real you: your skills, experiences, and potential to make a difference. We value honesty, originality, and the courage to do the right thing, even when it is not the easiest path. Showing up as your authentic self reflects these values and helps us build something truly remarkable together. As AI is becoming a common tool throughout the application process, we want to be clear about its appropriate use at HealthEquity. Using AI to support resume writing, research, or interview preparation is perfectly acceptable, provided the content is accurate and genuinely represents your qualifications and skills. For other key parts of our interview process, however, it is important that the ideas, communication, and work you share reflect your own voice, experiences, and thinking. We ask that you participate in our live interviews and complete any assessments without AI assistance unless instructions explicitly indicate otherwise or a specific exception is discussed and approved in advance. This approach ensures fairness, celebrates your individuality, and allows your authentic perspective to shine. Behaviors that do not align with these guidelines may result in disqualification from the hiring process or termination of employment if later discovered. We appreciate your understanding and look forward to learning about the unique contributions only you can bring to HealthEquity. HealthEquity is committed to your privacy as an applicant for employment. For information on our privacy policies and practices, please visit HealthEquity Privacy.

Role Description The People Technology Senior Manager – Core HCM, Benefits & Security serves as the strategic domain owner for Workday Core HCM, Benefits, and Security at HealthEquity. This role is responsible for: - Design, integrity, and long-term evolution of foundational Workday configuration. - Protecting the operational and architectural coherence of the broader platform as Workday expands across the enterprise. - Functioning as the senior-most technical authority for foundational Workday design decisions. - Ensuring scalability, governability, and sustainability of worker data structures, business processes, security models, and organizational frameworks. - Bringing deep enterprise-level Workday expertise into implementation and operational decision-making. - Identifying downstream impacts, architectural risks, and long-term maintenance concerns proactively. - Partnering closely with various teams to support operational needs and future organizational evolution. - Influencing platform direction through expertise, judgment, and systems thinking. - Maintaining platform stability, architectural integrity, scalable governance, and security readiness. Qualifications - Bachelor’s degree or equivalent experience in Human Resources, Information Systems, Cybersecurity, Business, or a related field. - 8+ years experience owning and evolving Workday Core HCM architecture in complex enterprise environments. - 4+ years experience designing and governing Workday Security architecture. - Experience partnering with executive stakeholders, implementation partners, and cross-functional enterprise teams. Requirements - Advanced understanding of Workday Core HCM architecture, worker data structures, and organizational frameworks. - Deep expertise in Workday Security architecture and governance. - Strong architectural and systems-thinking mindset. - Ability to identify and articulate downstream impacts and governance risks. - Experience balancing platform flexibility, operational usability, governance rigor, and security requirements. - Strong communication and documentation skills. Benefits - Medical, dental, and vision coverage. - HSA contribution and match. - Dependent care FSA match. - Uncapped paid time off. - Adventure accounts. - Paid parental leave. - 401(k) match. - Personal and healthcare financial literacy programs. - Ongoing education & tuition assistance. - Gym and fitness reimbursement. - Wellness program incentives.

Role Description The Sr Executive Assistant is a partner to the EVP or C-Suite executive providing a wide variety of confidential and complex administrative support. Exceptional skills in multi-tasking and managing multiple projects and changing priorities are essential. - Handles highly sensitive and confidential non-public information for internal and external boards, executives, and organizations. - Displays the ability to see challenges in advance by being proactive versus reactive. - Builds cross-functional relationships at all levels of the company to ensure understanding of the business, leaders, and workflow. - Regularly coordinates meetings and manages logistics for business and other travel arrangements for the executive. - Proactively manages calendar for executive and prioritizes and schedules own work. - Composes internal and/or external correspondence; maintains and updates office records; compiles information for reports and presentations. - Answers telephone calls and emails; files expense reports; purchases office supplies; handles invoicing. - May assist the executive with personal matters. - Serves as a lead/mentor to other Executive Assistants in the office and may coordinate the work of other Administrative Assistants. Qualifications - High school diploma, required. - Associate's or Bachelor's degree in related field, preferred. - 7 or more years related administrative assistant experience, including at least 4 years of recent experience supporting a C-Level executive. - Public company experience, preferred. - Decision-making skills to evaluate, recommend, and implement solutions to work processing and office management problems. - Excellent verbal and written communication skills to correspond and interact with all levels of management, external company executives, external Boards, customers, and other contacts. - Ability to proofread own work and work of others for content and format accuracy. - Intermediate mathematical calculation skills. - Expert ability to operate personal computer and business software including MS Office Suite (Word, Excel, PowerPoint). - Ability to train and lead other administrative Team Members in all aspects of office administration. - Work requires normal range of hearing, vision, and verbal communication skills, with or without a reasonable accommodation. - Must be able to use a telephone or headset equipment and operate a keyboard and other office equipment, with or without reasonable accommodation. - Must be able to spend prolonged periods of each workday on the phone. - The ability to perform work at a computer station for 6-8+ hours a day and function in an environment with frequent interruptions is required. - Must be able to lift and move material weighing up to 20 lbs. - May experience elevated levels of stress during periods of increased activity and with work entailing multiple deadlines. Requirements - Occasional travel to attend training or meetings may be required. Benefits - Medical, dental, and vision. - HSA contribution and match. - Dependent care FSA match. - Full-time team members receive a minimum of 18 days of annual PTO and 13 paid holidays per year. - Paid parental leave. - 401(k) match. - Personal and healthcare financial literacy programs. - Ongoing education & tuition assistance. - Gym and fitness reimbursement. - Wellness program incentives.

Title: Enterprise Client Relationship Executive Location: Remote, United States Job Description: 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 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 Enterprise Client Relationship Executive 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. What you will need to be successful - 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 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) #LI-Remote This is a remote position. Salary Range $110500.00 To $130000.00 / year Benefits & Perks 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 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 transcribe screening interviews between candidates and their direct Talent Partner for note taking and interview summaries. By scheduling a screening interview with us, you consent to Microsoft Copilot’s AI technology recording and transcribing your interview with your Talent Partner. This information will be reviewed for accuracy and then used by HealthEquity to summarize the interview, ensure accuracy, and facilitate our hiring process. We take privacy seriously. You have the option to opt out. If you wish to opt out of this Microsoft Copilot transcription, please notify your Talent Partner in advance of the interview. If we do not receive an opt-out request from you, we will assume that you consent to the use of Microsoft Copilot. At HealthEquity, our goal is to save and improve lives by empowering healthcare consumers. This shared purpose inspires everything we do, including how we approach hiring. Our process is designed to get to know the real you: your skills, experiences, and potential to make a difference. We value honesty, originality, and the courage to do the right thing, even when it is not the easiest path. Showing up as your authentic self reflects these values and helps us build something truly remarkable together. As AI is becoming a common tool throughout the application process, we want to be clear about its appropriate use at HealthEquity. Using AI to support resume writing, research, or interview preparation is perfectly acceptable, provided the content is accurate and genuinely represents your qualifications and skills. For other key parts of our interview process, however, it is important that the ideas, communication, and work you share reflect your own voice, experiences, and thinking. We ask that you participate in our live interviews and complete any assessments without AI assistance unless instructions explicitly indicate otherwise or a specific exception is discussed and approved in advance. This approach ensures fairness, celebrates your individuality, and allows your authentic perspective to shine. Behaviors that do not align with these guidelines may result in disqualification from the hiring process or termination of employment if later discovered. We appreciate your understanding and look forward to learning about the unique contributions only you can bring to HealthEquity. HealthEquity is committed to your privacy as an applicant for employment. For information on our privacy policies and practices, please visit HealthEquity Privacy.

Title: Senior Revenue Contracts Administrator Location: Remote, United States Job Description: 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 Sr Contracts Administrator prepares, negotiates, reviews, and administers revenue contracts and related agreements, including confidentiality and data agreements. This role reports to the Sr Manager of Contracts Administration and partners closely with attorneys and senior team members. What you’ll be doing - Prepare standard and custom contracts as well as oversee the contracts signed by the company. - Draft, negotiate and amend contracts when needed. - Compare and review contracts to ensure alignment to company policy and services sold. - Develop and maintain digital and paper system of contracts, records, and other documentation - Monitor contract deadlines and conditions. - Proactively identify, manage and advise on risks associated with contracts, to enable the organization to attain maximum value from the contract while meeting compliance requirements. - Support the Sr Manager of Contracts Administration and lawyers with review of all relevant contract language and client facing web-based legal terms. - Support internal teams in reviewing and preparing bid documents. - Interpret and explain contracts to senior management and internal business partners. - Support the Sr Manager of Contracts Administration with audits as it relates to internal and external audits and SOX reporting. - This is a remote position; however, light travel is required (approximately 5 days per trip, 3–4 times per year). What you will need to be successful - Knowledge of contracts administration or a closely related field as normally obtained through the completion of a bachelor’s degree in Business or related major. - The ability and skill to read, write and analyze contracts as described as normally obtained through a minimum 5 + years’ experience in contract administration. Experience in the Federal Acquisition Regulations (FAR) is preferred - General knowledge of contractual agreement language and law is essential. - Knowledge of Salesforce or any other CRM software is also required. - A strong customer service orientation is essential. - Demonstrated ability to adapt to the changing demands of business is a must. - Proficiency with business and communications software (preferably Word, Excel, PowerPoint, common Windows operating systems, and Outlook) is required. A strong, hands-on knowledge of Salesforce or any other CRM software is preferred - Work requires normal range of hearing and eyesight. Incumbent must be able to use a telephone or headset equipment and operate a keyboard and other office equipment. The ability to perform work at a computer terminal for 6-8 hours a day and function in an environment with frequent interruptions is required. - Ability to work independently - Ability to work in a high pressure time sensitive deadline driven environment. - Ability to maintain confidentiality #LI-Remote This is a remote position. Salary Range $72,000.00 To $91,500.00 / year Benefits & 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 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 transcribe screening interviews between candidates and their direct Talent Partner for note taking and interview summaries. By scheduling a screening interview with us, you consent to Microsoft Copilot’s AI technology recording and transcribing your interview with your Talent Partner. This information will be reviewed for accuracy and then used by HealthEquity to summarize the interview, ensure accuracy, and facilitate our hiring process. We take privacy seriously. You have the option to opt out. If you wish to opt out of this Microsoft Copilot transcription, please notify your Talent Partner in advance of the interview. If we do not receive an opt-out request from you, we will assume that you consent to the use of Microsoft Copilot. At HealthEquity, our goal is to save and improve lives by empowering healthcare consumers. This shared purpose inspires everything we do, including how we approach hiring. Our process is designed to get to know the real you: your skills, experiences, and potential to make a difference. We value honesty, originality, and the courage to do the right thing, even when it is not the easiest path. Showing up as your authentic self reflects these values and helps us build something truly remarkable together. As AI is becoming a common tool throughout the application process, we want to be clear about its appropriate use at HealthEquity. Using AI to support resume writing, research, or interview preparation is perfectly acceptable, provided the content is accurate and genuinely represents your qualifications and skills. For other key parts of our interview process, however, it is important that the ideas, communication, and work you share reflect your own voice, experiences, and thinking. We ask that you participate in our live interviews and complete any assessments without AI assistance unless instructions explicitly indicate otherwise or a specific exception is discussed and approved in advance. This approach ensures fairness, celebrates your individuality, and allows your authentic perspective to shine. Behaviors that do not align with these guidelines may result in disqualification from the hiring process or termination of employment if later discovered. We appreciate your understanding and look forward to learning about the unique contributions only you can bring to HealthEquity. HealthEquity is committed to your privacy as an applicant for employment. For information on our privacy policies and practices, please visit HealthEquity Privacy.