• Work in a fast-paced, growing industry to help families and professional referral sources with seniors urgently needing to be discharged into a community meeting their needs or with a home care agency as they transition out of a hospital or skilled nursing facility • Deliver on your target quota of families selecting a senior care option each month by generating daily qualified patient referrals from your assigned market plan accounts • Currently maintains a portfolio of clients (social worker, case managers, and discharger planners) specifically in hospitals and skilled nursing centers within this open territory • Develop, own, and grow your book of accounts to increase referral volume in your territory • Cultivate new contacts within each account through networking, cold calls, and service presentations, following up with each referral source on discharge outcomes to reinforce the value A Place for Mom delivers • Educate families on their care options and how they will work with you and a Healthcare Senior Living Advisor to find the right senior living option as they are discharged • Work with your partner Healthcare Senior Living Advisors to deliver on your target quota of families in moving into a community or hiring in home care • Leverage and analyze reports in our CRM and internal structure to develop and manage your pipeline • Pilot new initiatives, tests, and processes (e.g., account scoring, CRM changes) in your territory and provide feedback to improve the tools and resources at your disposal

• Own the full business development lifecycle for Tier-1 global institutions, focusing on high-value partners that align with our long-term growth strategy. • Serve as a credible consultant to C-level executives at global banks, digital wallets, and brokerage firms, aligning DriveWealth’s infrastructure with their broader commercial goals. • Lead the negotiation of complex, multi-year commercial agreements, ensuring that terms are mutually beneficial, operationally viable, and legally sound. • Intelligence-gathering and execution of go-to-market strategies in priority international regions to establish a dominant local presence. • Act as the voice of the enterprise partner internally, working with Product, Engineering, and Legal teams to ensure our roadmap supports the requirements of the world’s most sophisticated financial entities. • Represent DriveWealth at executive-level industry events and conferences to strengthen our market position and cultivate a high-quality pipeline.

Role Description We are seeking a motivated and dynamic Account Executive to join our growing sales team. The Account Executive will play a crucial role in driving the growth of Levanta by managing and closing new business opportunities, fostering long-term relationships with clients, and contributing to our overall sales strategy. This position is ideal for an ambitious individual looking to advance their career in sales within a fast-paced, innovative company. Key Responsibilities: - Client Acquisition and Management: - Identify and engage potential clients through research, networking, and inbound leads. - Conduct effective sales presentations and product demonstrations to prospective clients. - Develop and maintain strong, long-lasting client relationships. - Sales Strategy and Execution: - Manage the entire sales cycle from prospecting to closing deals. - Collaborate with the sales development team to ensure a seamless handover of qualified leads. - Develop and implement sales strategies to meet or exceed revenue targets. - Pipeline Management: - Maintain a robust pipeline of opportunities and manage the stages of the sales process efficiently. - Use CRM software to track and manage sales activities, ensuring accurate and up-to-date information. - Market and Product Knowledge: - Stay updated on industry trends, market conditions, and competitors. - Provide feedback to the product and marketing teams to enhance Levanta's offerings and market positioning. - Team Collaboration: - Work closely with marketing and product teams to align sales strategies with business goals. - Participate in regular sales meetings and contribute to team knowledge sharing and improvement. Qualifications - 2+ years of sales experience within the affiliate marketing industry preferred. - Proven track record of meeting or exceeding sales targets. - Strong communication, negotiation, and interpersonal skills. - High level of motivation, drive, and enthusiasm. - Ability to work independently and as part of a team. - Experience with CRM software (e.g., Salesforce, HubSpot) is a plus. - Bachelor’s degree in Business, Marketing, or a related field (preferred but not required). - Must have a permanent address in one of our hub states: California, Florida, New York, Ohio, Utah, Texas, Michigan, or Washington. Benefits - A dynamic and supportive work environment where innovation and creativity are encouraged. - Competitive salary and benefits package. - Open vacation and sick policy, take the time you need. - Opportunity for professional growth and advancement within a rapidly expanding startup. - A culture that values diversity, inclusion, and the impact of every team member on our success.

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.