AVP Relationship Management - Enterprise Clients

Our mission is to SAVE AND IMPROVE LIVES BY EMPOWERING HEALTHCARE CONSUMERS. Come be part of remarkable.

How you can make a difference

HealthEquity is on a mission to transform how consumers engage with their health and financial well-being-and we're determined to make HealthEquity the #1 brand in the marketplace.The AVP, Relationship Manager - Enterprise Clients is responsible for knowing team's book of business, understand the potential growth and retention opportunities, be versed in the health care industry and financial industry - including but not limited to industry forums and conferences, consultant/broker market, employer business and benefits framework strategy, Consumer Directed Healthcare (CDH) and strategic initiatives and share that knowledge with your team. The AVP, RM Enterprise Client provides strategic leadership to a team of Account Executives, driving the growth of HealthEquity's account base and custodial assets with existing employer partners. This role champions strong client relationships, develops market-driven strategies, and ensures the team delivers consultative support and exceptional service. This role also focuses on team development, cross-functional engagement, and advocating for both client and team needs.

What you'll be doing

Managing and carrying out the personnel actions for direct reports, including but not limited to hiring and scheduling; training and evaluating; coaching and managing performance; making salary, merit, or other compensation recommendations for team of direct reports; and making recommendations and/or taking corrective or disciplinary action as appropriate.
• Supporting your team members in achieving their goals to expand the number of accounts (Health Savings Reimbursement Accounts, Lifestyle, Commuter, COBRA and Direct Bill) and custodial assets for existing employer partners
  • Supporting your team in establishing and maintaining strong relationships with their clients and their client's consultant/broker, as well as other ecosystem vendor partners.
  • Providing leadership to account executives in securing and building business partnerships with their selected customer base.
• Working with the team to gather information, analyze and develop strategies concerning dynamics that may affect their area of responsibility, such as changes in customer ownership or new affiliations; current market share and targets of opportunities for new growth; customers' changing requirements; and competitor strengths and weaknesses. And continually communicating strategies to the SVP, Enterprise Client Relationships.
• Serve as an escalation point for your team members, in partnership with the SVP, Enterprise Client Relationships when advocating internally on behalf of the employer partner.
  • Provide oversight to your team, to guide each member on consultative strategic activities with employer partners (such as overall corporate and benefits strategies benefit plan review, CDH account adoption best practices, financial health, RFPs).
  • Support the team in developing and reporting when asked for client financial performance including renewal planning, negotiation and profitability levels.
  • Provide guidance for and oversight to your team members to ensure HealthEquity is delivering the service, support, and overall solution to our clients.
  • Impart your healthcare industry knowledge as well as knowledge of your client's industry.
  • Be proactive in advocating the needs of your team members related to program/product needs.
  • Engage with other leaders and teams across the business on cross-functional initiatives
  • Seek out and hire top talent, develop and promote existing talent, and build strong leaders.
  • Actively engage in internal HealthEquity operational and leadership meetings to support our business.
• Other duties as assigned

What you will need to be successful

• Proven track record of over 7+ years of strategic and consultative selling and partnering with senior-level executives including but not limited to CHRO, CFO and EVP, SVP and VP Compensation and Benefits and retirement within the Insurance or Finance industry in the Enterprise space
• Bachelor Degree
• Expert relationship management skills including negotiation, collaboration, and listening skills
• Familiarity with Health Insurance Industry and all types of Health Accounts
• Presentation Skills including messaging and positioning information to meet and influence client need
• Prior management experience preferred
• Proactive problem solving
• Proven leadership skills
• Strong working knowledge of employer benefits framework and plan design
• Occasional travel to attend training or meetings may be required.

#LI-Remote

This is a remote position.

The actual compensation offer is determined based on job-related knowledge, education, skills, experience, and work location. This position is also eligible for additional annual 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

HealthEquity has a vision that by2030 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.