HealthEquity · 1 day ago
Benefits Strategy Principal Consultant
United States
Full-time
Remote
Senior Level, Lead/Staff
$127K/yr - $165K/yr
8+ years expHealthEquity is a company dedicated to empowering healthcare consumers. The Benefits Strategy Principal Consultant plays a critical role in assisting clients with their benefits program objectives and ensuring long-term account growth through data-driven insights and strategic advisory services.
Financial ServicesHealth CarePayments
Responsibilities
Serve as a strategic benefits consultant and trusted advisor to employer clients, helping drive adoption and growth of High Deductible Health Plans (HDHPs) and Health Savings Accounts (HSAs)
Lead and support data-driven consultative engagements in collaboration with HealthEquity’s Enterprise Account Executives, Sales (Enterprise and Regional), and Service Delivery Management teams to deliver measurable results for clients
Develop and nurture strong relationships with top consultants and leaders from HealthEquity’s Top 30 benefits consultancy partners to influence market strategy and improve collaboration
Analyze client data and industry benchmarks to assess plan performance, identify opportunities, and deliver actionable insights that advance client program goals and elevate employee financial wellness
Deliver compelling, insight-driven presentations to clients, including C-suite stakeholders—demonstrating the value of HSA adoption, employee engagement strategies, and program optimization
Partner with Product and Technology teams by sharing market trends, client feedback, and usage patterns that inform innovation and enhance HealthEquity’s competitive positioning
Actively participate in and support sales pursuits, RFPs, finalist presentations, and strategic account planning efforts to drive new business and expand existing relationships
Provide training, coaching, and mentorship to internal team members on benchmarking, analytics, and consultative strategies that differentiate HealthEquity in the marketplace
Collaborate with Marketing leadership to translate insights into impactful client communications, education campaigns, and thought leadership content that promotes program engagement
Conduct ongoing market and competitive analysis, financial modeling, and trend forecasting to support client strategy development and organizational decision-making
Drive high client satisfaction and retention by proactively identifying risks and opportunities, solving problems collaboratively, and aligning solutions to each client’s unique goals
Qualification
Required
Bachelor's degree strongly preferred (related fields: business, engineering, analytics, finance)
Typically, 8+ years in health benefits including relationship management or client service experience consulting (Senior Consultant to Principal level)
Experience with Consumer Directed Benefits (HSA, FSA, Etc.)
High proficiency in analytics, statistics, and financial modeling
Highly proficient excel skills
Strong project management and client engagement experience, including across global markets
Ability to work independently and manage multiple priorities
Skilled in facilitating and contributing to business planning sessions, with a focus on evaluating key performance metrics related to health benefits plan utilization and effectiveness
Bring creative, strategic thinking to client challenges, going beyond traditional approaches to deliver innovative solutions that increase employee understanding and adoption of benefits programs
Proficient in interpreting plan-level analytics and uncovering drivers behind performance data, using insights to guide strategy and recommend improvements
Preferred
SQL experience or familiarity is a 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
HealthEquity connects health and wealth by administering Health Savings Accounts (HSAs) and other consumer-directed benefits.
1001-5000 employees
H1B Sponsorship
HealthEquity has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (15)
2024 (8)
2023 (31)
2022 (3)
2021 (1)
2020 (2)
Funding
Current Stage
Public CompanyTotal Funding
$12.5M2014-07-31IPO
2011-09-09Private Equity· $12.5M
Leadership Team
James Lucania
Chief Financial Officer
Garett Kitch
Senior Vice President, Client Sales & Relationship Management
Recent News
2025-12-18
2025-12-04
2025-12-04
Company data provided by crunchbase