HealthEquity · 1 day ago
Sr. Project Manager
United States
Full-time
Remote
Senior Level, Lead/Staff
$92K/yr - $130K/yr
8+ years expHealthEquity is committed to saving and improving lives by empowering healthcare consumers. The Sr. Project Manager will lead strategic programs and initiatives that generate revenue and reduce expenses, while providing support to cross-functional teams to ensure program success.
Financial ServicesHealth CarePayments
Responsibilities
Develop, launch, and provide ongoing support of complex programs and initiatives across relationship management, sales, and partner teams
Organize programs and initiatives usings tools such as Monday.com, Smartsheet, etc. to ensure key activities and stakeholder deliverables are executed in the most efficient manner while meeting targets and goals
Implement various tracking and measurement frameworks to evaluate efficacy of programs and identify opportunities for optimization
Serve as a central point of contact to routinely relay, facilitate and keep stakeholders apprised of the program’s status and respond to questions or inquiries regarding the program
Create and deliver effective training programs that equip Leaders and Individual Contributors with the knowledge and skills required to be successful participants in programs
Partner with end-users and the Enterprise Apps team to ensure that CRM and other systems are configured to support stakeholder engagement and program reporting
Leverage data and analytics to monitor program and initiative success, crafting and delivering on-going leadership updates
Operate closely with cross functional teams such as Marketing, Product, People, and Technology to ensure initiative deliverables are executed on-time
Apply a rigorous prioritization framework that ensures optimal utilization of resources to advance programs and drive growth
Provide recurring program updates and forecasts across all levels of the organization – from Teammates on the front line supporting Relationship Management, Sales, and Partnerships, to the Executive Leadership Team
Other duties as assigned
Qualification
Required
Bachelor's degree in related field; or equivalent work experience
8+ years of related experience
Demonstrated ability to lead cross-functional teams and collaborate with senior executives across revenue driving teams
Strong proficiency in program and initiative management
Exceptional ability to analyze data, provide strategic insights, and inform executive decision-making
Strong interpersonal skills, with an ability to inspire, and lead teams towards a common goal and cultivate strong internal relationships
Excellent communication skills and the ability to communicate across all levels of an organization, connecting the dots between multiple initiatives and their impacts to stakeholders
Ability to create and tell a succinct story using PowerPoint
Experience creating strategic roadmaps to articulate the vision of program delivery
Self-starter with the ability to drive and influence others to achieve goals and perform with high quality
Ability to develop creative solutions and workarounds when confronted with a challenge; possessing a 'how can we do this?' mindset
History of successfully managing and deploying multiple projects at the same time, ensuring key milestones are achieved by deadline, and creating transparency and accountability
Preferred
4+ years previous experience building and running successful growth or retention programs within Sales, preferably within the Health Plan, Employer Benefits, or Financial Services space
Project Management Professional (PMP) certification a plus
Agile certification(s) a plus
Benefits
Medical, dental, and vision
HSA contribution and match
Dependent care FSA match
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