• Manage the review and approval process for non standard enterprise deals • Support custom pricing structures, savings plans, multi year agreements, and volume discounts • Establish and maintain Deal Desk SLAs with the Sales organization • Own CPQ implementation and administration in partnership with Revenue Operations and Finance • Maintain pricing rules, discount matrices, approval workflows, and product catalogs • Partner with Finance on bookings definitions and revenue recognition requirements • Maintain pricing precedent and deal history records • Build operational systems supporting renewals, amendments, and expansion workflows • Ensure deal structures and contract values are accurately reflected in CRM systems • Support quarterly close processes and booking accuracy • Leverage AI tools for contract review, workflow automation, pricing analysis, and approval routing • Stay current on AI driven commercial operations best practices

• Create and manage a structured onboarding program for all new employees across Engineering, Product, GTM, Finance, and Operations • Partner with cross functional stakeholders to maintain onboarding materials and ensure information stays accurate and current • Build scalable onboarding systems and feedback loops to improve the employee onboarding experience • Track onboarding completion metrics and new hire ramp performance • Develop onboarding programs for Account Executives, SDRs, and Customer Success Managers • Define role specific ramp milestones and time to productivity benchmarks • Continuously improve onboarding content based on product changes, pricing updates, and competitive shifts • Build sales playbooks for both PLG and enterprise sales motions • Create frameworks for discovery, qualification, messaging, objection handling, and deal progression • Partner with Sales leadership to operationalize sales methodologies such as MEDDPICC • Develop Customer Success onboarding, expansion frameworks, and QBR resources • Create expansion and upsell playbooks to support NRR growth • Partner with Customer Success leadership on enterprise account enablement strategies • Maintain competitive positioning resources and battle cards against infrastructure competitors • Gather feedback from Sales and Customer Success teams to improve messaging and objection handling • Partner with Product and Marketing to keep competitive materials current • Run recurring training programs focused on product updates, sales methodology, and role specific skills • Build self service enablement content libraries and coaching frameworks for managers • Track onboarding effectiveness, ramp metrics, win rates, conversion rates, and expansion metrics • Partner with Revenue Operations and People teams to build reporting infrastructure • Continuously improve programs using data and feedback • Leverage AI tools to scale onboarding, content creation, and competitive intelligence • Implement AI assisted coaching and conversational intelligence platforms • Develop scalable AI driven enablement systems that reduce operational overhead

• Own CRM architecture, data governance, and GTM systems across Sales, Marketing, and Customer Success • Build scalable analytics frameworks covering lead generation, pipeline conversion, retention, and expansion • Maintain revenue reporting models supporting ARR, MRR, NRR, CAC, LTV, and forecasting metrics • Evaluate and implement revenue technology systems including CRM, CPQ, BI, and forecasting tools • Design and manage revenue forecasting processes across enterprise and PLG motions • Lead weekly pipeline reviews and establish CRM hygiene standards • Build dashboards and reporting infrastructure for executive and board level visibility • Partner with Finance and executive leadership on compensation planning and territory design • Build scenario planning models for quota capacity and headcount forecasting • Ensure compensation plans and payouts are accurate and transparent • Provide strategic oversight for Deal Desk and Enablement functions • Partner on CPQ implementation, onboarding infrastructure, and GTM playbook development • Serve as the operational bridge between Sales, Marketing, Finance, Legal, and Customer Success • Partner with Finance on revenue recognition and ARR reporting standards • Partner with Legal on contract workflows and governance • Implement AI tools and workflow automation across Revenue Operations • Evaluate AI assisted forecasting, pipeline scoring, and automation platforms • Build scalable operational systems that improve efficiency without requiring proportional headcount growth

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.