• Make high-volume outbound calls to ACA marketplace prospects (under 65 market) • Work and convert third-party vendor-generated leads • Educate clients on ACA health insurance plans, subsidies, and coverage options • Build rapport quickly and handle objections to close enrollments • Complete accurate ACA enrollments • Ensure policies are properly activated through consistent follow-up • Maintain strong member retention through ongoing client support • Cross-sell ancillary products including dental, vision, accident, and hospital indemnity coverage • Document all client interactions, enrollments, and follow-up activity in CRM systems • Meet or exceed daily KPIs including dials, talk time, enrollments, retention, and ancillary sales

• Build and maintain strong, long-term relationships with C-suite executives and senior leaders to serve as a trusted advisor while ensuring the needs of the day-to-day contacts are being met • Develop and execute multi-year account plans, business plans, and growth initiatives tailored to meet specific client objectives and organizational goals, which may include unique co-creation • Identify and pursue new business opportunities within existing accounts (upsell and cross-sell), manage the entire sales lifecycle from opportunity identification through negotiation and deal closure • Act as the internal "quarterback" for the account, coordinating with cross-functional teams (e.g., Marketing, Clinical, Operations, Product, Legal) to ensure seamless service delivery and problem resolution • Monitor account performance, including P&L, revenue, growth, and retention targets, conducting regular business reviews to ensure value delivery and address performance guarantees • Stay informed on market dynamics and emerging trends (e.g., PBM industry, GLP-1 evolution, cardiometabolic developments) to provide proactive, relevant insights and innovative solutions to clients • Accurately forecast pipeline and revenue using CRM tools like Salesforce, and complete administrative responsibilities on time • Travel as needed (often 30% or more) to client sites, corporate offices, and industry events

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.

• Manage the full sales cycle from initial prospecting and discovery to negotiation and closing. • Conduct high-impact product demonstrations tailored to specific prospect pain points and business goals. • Build and maintain a robust pipeline through a mix of inbound lead follow-up and proactive outbound prospecting. • Partner with internal stakeholders to ensure seamless handoffs and long-term customer success. • Forecast monthly and quarterly sales targets with a high degree of accuracy. • Stay current on industry trends and the competitive landscape to effectively position our unique value proposition.