Regional Sales Manager

HealthEquity
Remote

About The Position

Our mission is to SAVE AND IMPROVE LIVES BY EMPOWERING HEALTHCARE CONSUMERS. Come be part of remarkable. The Regional Sales Manager is responsible for selling HealthEquity's core products within a defined region. Responsibilities include prospect identification, pipeline development, and closing contracts for distribution to HealthEquity partners and direct employers (primarily small groups of 0-250 US employees). The role also involves sales presentations, conference/training participation, and relationship building with brokers, partners, and employers in the assigned region. HealthEquity has a vision that by 2030 we will make HSAs as wide-spread and popular as retirement accounts. We are passionate about providing a solution that allows American families to connect health and wealth. Join us and discover a work experience where the person is valued more than the position.

Requirements

  • 5+ years in a selling environment partnering with brokers and/or B2B directly
  • 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
  • Occasional overnight travel required, about 10% of the time

Nice To Haves

  • Bachelor's Degree from an accredited college or university in a related field strongly preferred
  • Experience working within multi-state territories preferred

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 Health Saving Accounts (HSA) / Consumer Directed Benefit (CDB) solutions
  • 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.

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
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