Enterprise Client Relationship Executive

Overview

Enterprise Client Relationship Executive

Location:

US-Remote

Our Mission

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

• Expand the number of accounts (Health Savings, 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, 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 Health Equity 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
• Prepare for and participate in new business meetings and on-site visits (culture training, audits, etc.)
• Provide feedback to other Health Equity 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

• 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

20-30% of the time

$79,500.00 To $ / year

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. Details regarding these additional commissions will be provided after hire. This position will be eligible for 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

Health Equity 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.

Health Equity, Inc. is an equal opportunity employer. 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, disability, veteran status, or other legally protected characteristics. Health Equity is a drug-free workplace.

For more information about our EEO policy, or about Health Equity s applicant disability accommodation, drug-free-workplace, background check, and E-Verify policies, please visit our Careers page.

Health Equity uses Microsoft Copilot to transcribe screening interviews. By scheduling a screening interview with us, you consent to Copilot s AI technology recording and transcribing your interview with your Talent Partner. This information will be reviewed for accuracy and then used by Health Equity to summarize the interview, ensure accuracy, and facilitate our hiring process. You have the option to opt out.

If you wish to opt out, please notify your Talent Partner in advance of the interview.

As AI is becoming a common tool throughout the application process, we are clear about its use. We encourage authentic, individual contributions. We ask that you participate in live interviews and complete assessments without AI assistance unless explicitly instructed otherwise.

Health Equity is committed to your privacy as an applicant. For information on our privacy policies and practices, please visit Health Equity Privacy.