Sr Engagement Mgr

HealthEquity

1d•$96,500 - $123,000•Remote

About The Position

Our Mission Our mission is to SAVE AND IMPROVE LIVES BY EMPOWERING HEALTHCARE CONSUMERS. Come be part of remarkable. Overview How you can make a difference Reporting to the Director of Consumer Engagement Marketing, the Senior Engagement Manager leads strategy and execution of owned-channel lifecycle marketing that helps members confidently spend HSA and FSA dollars in a smart, compliant way—optimizing benefit value and increasing long-term engagement. This role owns end-to-end program performance, delivering the right message to the right member at the right moment, with a strong focus on behavioral nudges, education, and measurable outcomes.

Requirements

5–7 years of consumer marketing experience, including at least 1+ year in direct to consumer ecommerce industry.
Bachelor’s degree or equivalent experience
Demonstrated success building behavior-changing spend-centric campaigns across owned channels.
Strong experience establishing KPIs, managing performance targets, and extracting insights from data.
Proven ability to build and run structured test-and-learn programs (hypothesis-driven experimentation and optimization).
Comfortable working cross-functionally; able to manage multiple simultaneous deliverables.
Exceptional written, verbal, and interpersonal communication skills; able to simplify complex topics into member-friendly language.
Comfort with monday.com and Microsoft tools (Outlook, PowerPoint, Excel, Teams).
Work requires typical hearing, vision, and verbal communication abilities; ability to operate a computer workstation for extended periods; and ability to manage multiple deadlines in a dynamic environment.

Responsibilities

Owned-Channel Lifecycle Strategy & Execution Develop and execute integrated owned-channel campaigns and journeys that drive member spending behaviors (e.g., education, reminders, decision support, and “next best action” nudges).
Translate HSA/FSA “spend” objectives into a cohesive lifecycle roadmap (seasonal, timely reminders, administrative notifications, and product/feature education), aligned to the broader consumer communications approach.
Create member-centered messaging that improves benefit literacy and helps members understand qualified medical expenses and smart spending habits.
Segmentation, Personalization, and Experimentation Implement audience segmentation strategies, personalization rules, and test plans for targeted content, creative, cadence, and channel orchestration.
Build and maintain a rigorous experimentation and optimization framework (A/B, multivariate where appropriate, holdouts, and incremental lift approaches) to improve engagement and spending outcomes.
Apply behavioral insights to reduce friction and drive action—optimizing message timing, copy, and UX pathways within owned channels.
Measurement, Analytics, and Performance Management Partner with analytics to develop reporting mechanisms that provide real-time program visibility and enable performance optimization across owned channels.
Own KPI definition and performance management for spend-focused programs (e.g., first-time spenders, repeat spend, conversion rates from owned channels, and downstream revenue where applicable).
Identify insights through data and analytics, turning learnings into prioritized optimizations and new test hypotheses.
Content & Creative Development Oversee the creation, packaging, and continuous improvement of owned-channel member engagement materials, ensuring clarity, usefulness, and actionability.
Coordinate content themes and channel mix so the right communication type maps to the best owned placements (email/SMS/app/portal/in-product/direct mail), minimizing fatigue and improving relevance.
Cross-Functional Leadership & Operational Excellence Collaborate with Product, CX/Support, Compliance/Legal, and Technology partners to launch and maintain compliant, high-performing journeys and in-product communications. (Compliance/controls alignment is expected in regulated environments.)
Provide owned-channel and lifecycle marketing expertise to internal teams via enablement, training, and go-to-market support.
Manage external agencies and internal resources to deliver programs, creative, and campaign operations that hit business goals and quality standards.