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HealthEquity · 2 hours ago

Enterprise Client Relationship Executive

United States

Full-time

Remote

Mid, Senior Level

$80K/yr - $103K/yr

5+ years exp

HealthEquity is a fast-growing company dedicated to empowering healthcare consumers. They are seeking an Enterprise Client Relationship Executive responsible for managing and growing existing Enterprise Accounts, advocating for clients, and ensuring high levels of client satisfaction and retention.

Financial ServicesHealth CarePayments

Growth Opportunities

Responsibilities

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

Qualification

Client relationship managementStrategic sellingHealthcare industry knowledgeSalesforceMS OfficeNegotiation skillsListening skillsCollaboration skillsPresentation skillsProblem solvingTeamwork

Required

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