HealthEquity · 2 months ago
Regional Sales Manager
United States
Full-time
Remote
Mid, Senior Level
$59K/yr - $76K/yrHealthEquity is a fast-growing company focused on empowering healthcare consumers. The Regional Sales Manager will be responsible for selling HealthEquity's core products within a defined region, including prospect identification, pipeline development, and closing contracts with partners and employers.
Financial ServicesHealth CarePayments
Responsibilities
Responsible for end-to-end sales cycle for small to mid-sized employers & driving revenue
Participates in territory seminars that may include Continuing Education (CE) credits
Cultivates and grows broker relationships in territory to explain joint HSA / CDB solution
Participates in sales meetings with partners as the Subject Matter Experts on HSA / CDB
Performs sales presentations & demos via phone and online conference calls
Consults with employers & brokers to determine the best mixture of HealthEquity’s bundle of products, pricing, and partners
Applies business acumen to close sales and establish the best plan and partnership for each opportunity
Leverages sequence and cadence tools to enhance efficiency throughout the sales cycle
Manages a large pipeline of opportunities through Salesforce.com
Collaborates extensively with Regional Sales Executives and internal stakeholders
Creates, tracks, and updates internal systems, including Salesforce CRM, for accurate reporting
Maintains specific knowledge of Health Savings Account (HSA), Consumer Directed Benefits (CDB) accounts, COBRA, Wellness Products, and HealthEquity's internal administration processes for these accounts
Qualification
Required
Bachelor's Degree from an accredited college or university in a related field strongly preferred
Experience working with Salesforce.com or similar CRM
Experience working with Outreach.io or similar sequence/cadence systems
Ability to multi-task, prioritize, and manage time effectively
Ability to work independently and manage their own schedule. Schedules may vary and include sales calls, prospecting, follow ups, contracting, introduction and OE meetings
Comfortable with multiple & changing technology requirements
Excellent oral & written communication skills
Extensive knowledge of the group health industry & HealthEquity products (HSA, FSA, HRA, COBRA, Commuter, Wellness, etc)
Highly detail-oriented
Proven B2B phone sales experience in a closing role
Strong phone presence
Track record of over-achieving quota
Preferred
Experience working within multi-state territories
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
HealthEquity connects health and wealth by administering Health Savings Accounts (HSAs) and other consumer-directed benefits.
Founded in 2002
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$12.5M2014-07-31IPO
2011-09-09Private Equity· $12.5M
Leadership Team
Scott Cutler
President and CEO
James Lucania
Chief Financial Officer
Recent News
2025-12-18
2025-12-04
2025-12-04
Company data provided by crunchbase