Enterprise Client Relationship Executive

HealthEquity•Remote,

2d•Remote

About The Position

The Enterprise Client Relationship Executive is responsible for leveraging strategic consulting and sales skills to manage and grow HealthEquity's existing Enterprise Accounts. This role acts as the client's advocate, aims to increase client and member satisfaction, identifies client needs and aligns those needs with HealthEquity administrative services, and serves as the strategic point of contact for select national clients. Success in this position will be measured by client retention, growth, and personal development. Enterprise Client Relationship Executives are expected to fully understand each client’s business and benefits framework strategy, Consumer Directed Healthcare (CDH) and strategic initiatives. To develop this comprehensive knowledge about your clients, it is expected to have frequent client interactions at various levels of the client’s organization including senior leadership and the C-suite, as well as with the consultants and brokers and health plan partner account teams.

Requirements

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

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.