• Provide intensive account management of existing customers to achieve high customer satisfaction • Identify and close additional potential for license revenue and services • Achieve high maintenance/support contract coverage • Work closely with the Services team and IBS Marketing to ensure regular customer contact and the provision of relevant information, as well as with external partners and agencies • Develop strategies for individual sales opportunities and implement targeted outreach strategies for customer development based on product marketing • Responsible for timely reporting of all sales activities and producing regular sales forecasts

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Regional Sales Executive is responsible for selling HealthEquity’s core products in a defined region. This includes: - Prospect identification - Pipeline development - Contract closing for distribution into HealthEquity’s current partner base and direct to employers This role supports small, medium, and large groups (251 to 3,500 US Based Employees) and typically reports to an Associate Vice President (AVP) Regional Sales. The assigned region is TN, AL, MS, LA, and AR, with a preference for applicants in the TN area and/or Northern Alabama. What you’ll be doing: - Drive sales growth by collaborating with partners, brokers, and employers in an assigned territory. - Support enablement of partners’ sales and account management personnel on the HealthEquity Solution. - Develop support materials for partners, brokers, and employers. - Collaborate with marketing and account management to maintain the Sales website. - Plan and participate in territory seminars and webinars. - Have specific knowledge around HSA, CDB accounts, COBRA, Wellness Products, and internal processes. - Cultivate and grow broker relationships within the territory. - Work collaboratively with internal cross-functional teams. - Serve as the Subject Matter Expert (SME) on HSA/CDB in sales meetings. - Attend open enrollment meetings to increase HSA/CDB adoption. - Support responses to RFPs, coordinating with the AVP Regional Sales and RFP team. - Work with AVP to identify key employer prospects with US-based employees. - Present at finalist meetings to prospects. - Identify, attend, and lead sales and marketing efforts at regional conferences. - Create, track, and maintain a strategic plan and update internal systems for reporting. Qualifications - Documented history of successful sales and/or account management. - Sales experience with health, group, life, disability, or ancillary insurance products. - Established relationships with brokers and general managing agents in key markets. - Direct sales experience with CDHP/CDB and HSA products. - Comprehensive knowledge of HSA, HRA, FSA, commuter, COBRA, 401k, and wellness products. - Bachelor's degree from an accredited college or university, preferably in healthcare or employee benefits. - 3+ years of experience in the employee benefits and healthcare industry. - Demonstrated commitment to exceptional customer service. - Proven adaptability to evolving business demands and market changes. - Exceptional interpersonal skills for building and maintaining relationships. - Strong track record of achieving and exceeding sales targets. - Ability to effectively train and enable health plan sales and account management teams. - Capacity to strategically engage with top brokers and benefit consultants. - Experience as a broker or consultant and/or strategically selling to brokers. - Strong work ethic, effective time management, and clear personal communication skills. - Commitment to continuous learning and staying abreast of industry trends. - Excellent oral and written communication and presentation skills. - Robust negotiation skills to secure favorable outcomes. - Hold active insurance license in life/health, desired. Requirements - Overnight travel, up to 50% of the time. 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.

• Define the ICP (Ideal Customer Profile) for resellers and implement hunting programs • Structure and lead the channel management team, designing growth plans and ambitious targets • Create variable compensation models and manage the end-to-end lifecycle of SME customers • Monitor sell-out KPIs, conversion funnel and financial health • Manage the migration of products and contracts from legacy models to the EFX structure

• Own and manage a defined portfolio of SI partners , including hyperscaler‑adjacent and Tier 2 SIs • Build and execute joint plans that produce measurable results: pipeline development, partner‑sourced opportunities, enablement, marketplace alignment, and GTM activities • Drive cross‑functional alignment with Sales, Product, Delivery, and Marketing to ensure partner efforts support active opportunities • Maintain strong operating rhythm with partners, ensuring predictable engagement and follow‑through • Track and report progress using practical metrics such as active opportunities, completed GTM actions, and executed enablement sessions.