AVP of Workforce Strategy & Forecasting jobs in United States
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HealthEquity · 8 hours ago

AVP of Workforce Strategy & Forecasting

HealthEquity is dedicated to empowering healthcare consumers and is seeking a visionary leader for the role of AVP of Workforce Strategy & Forecasting. This position is responsible for unifying and modernizing workforce operations, driving innovation, and leading a high-performing team to enhance service delivery and operational efficiency.

Financial ServicesHealth CarePayments
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Growth Opportunities

Responsibilities

Set the vision for workforce strategy, unifying and modernizing forecasting, management, and outsourcing to deliver exceptional service while balancing team member needs
Champion the adoption of cutting-edge tools and AI-driven solutions, moving us beyond spreadsheets to scalable, automated excellence
Collaborate with leaders across sales, marketing, product, and tech—your insights will shape forecasts, staffing, and strategic decisions that impact the entire organization
Lead initiatives that boost customer satisfaction, teammate engagement, and operational controls, always seeking new ways to gain efficiencies and remove barriers
Build and mentor a high-performing team, developing hiring plans and resource strategies that keep us ahead of the curve
Ensure we consistently meet or exceed SLAs, especially in telephony and service center metrics, while driving cost savings and process improvements
Be the go-to partner for cross-functional alignment, budget planning, and contingency strategies—your leadership will be felt across every corner of the business

Qualification

Workforce management toolsService center operationsCross-functional leadershipCall center expertiseProcess improvementInnovationCommunication skillsTeam mentoring

Required

Bachelor's degree in Business Management or related field
7–10 years' experience leading service center operations in high-volume, fast-paced environments
7+ years in workforce management, with at least 3 years at the Director level
Deep expertise in call centers, card volume, claims, and client services
Mastery of workforce management and forecasting tools (Verint, Salesforce, Google, etc.)
Proven ability to lead cross-functional teams
Communicate with impact, and thrive under pressure while driving results
A track record of innovation, process improvement, and scaling operations across multiple sites

Preferred

MBA a plus
Experience in digital payments, banking, or credit unions is a strong plus

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

Company

HealthEquity

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HealthEquity connects health and wealth by administering Health Savings Accounts (HSAs) and other consumer-directed benefits.

Funding

Current Stage
Public Company
Total Funding
$12.5M
2014-07-31IPO
2011-09-09Private Equity· $12.5M

Leadership Team

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James Lucania
Chief Financial Officer
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Garett Kitch
Senior Vice President, Client Sales & Relationship Management
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Company data provided by crunchbase