Lead client advocate throughout the implementation while maintaining project management standard methodologies to keep leadership and key partners informed of progress, risk assessments and executive summaries, as appropriate. Proactively identify factors jeopardizing the project and leverage internal resources, and client contacts to assess and mitigate further issues before looping in internal leadership.
Develop unique project specifications and objectives from initiation to delivery for implementation projects of moderate complexity with standard and non-standard solutions for both new and existing clients.
Own the discussion through a consultative approach and suggest solutions with key partners for standard and customized plan design. Collaborate with clients and/or cross-functional teams to produce functional specifications, design documents, and other blueprints for the project. Define scope of efforts required to meet objectives and create comprehensive project timelines. This includes analyzing, reviewing, and forecasting project expenditures and mitigating scope creep.
Responsible to drive project team and partners down the critical path by preparing and regularly maintaining project plans after aligning on necessary project steps, activities, the sequence of events, critical success paths, dependencies, and the duration of tasks with all partners.
Identify and acquire appropriate resource needs, ensuring availability to support and complete project deliverables. Manage resources within respective departments, other internal departments, outside service providers as well as materials committed to the projects. This may include collaboration with functional department managers to assemble project teams.
Identify, assign, and align on project responsibilities ensuring that activity, integration, and productivity are employed in the most efficient manner while still meeting project targets. Manage resources within respective departments, other internal departments, outside service providers as well as materials committed to the projects to ensure that project breakthroughs are met and completed on time.
Perform various implementation tasks including plan requirement completion, business and technical data gathering, complete system configuration, communications strategy consultation and materials delivery, and web-based system demonstrations and training sessions.
What you will need to be successful
3-7 years of client service experience; benefits industry
1-4 years of experience with special projects, possesses project management skills and effective project tracking
Bachelor’s degree or equivalent work experience
Experience with project management tools required, such as Workfront and Monday.com
Direct client facing and implementation/project management delivery experience
Always maintains a professional composure
Ability to work in a fast-paced, high stress and high-demand environment especially during peak times
Multi-tasking ability with an attention to detail
Capable to develop and maintain strong relationships
Passionate and dynamic about making a difference for our clients in their health plans
Adept at learning new products and services to deliver remarkable results consistently
Ability to transition quickly to new responsibilities and changes in process
Active listener, ability to ask probing questions and capable of influencing
Effective in written and verbal communications, able to offer professional coaching to our clients on effective use of our online tools
Capable to work independently, self-motivated and organized and can problem-solve complex problems
Prioritizes to accomplish work in a timely and successful manner
#LI-Remote
This is a remote position.
- Salary Range
- $60000.00 To $90000.00 / year
Benefits & Perks
The actual compensation offer is determined based on job-related knowledge, education, skills, experience, and work location. This position will be eligible for performance-based incentives as part of the total compensation package, in addition to a full range of benefits including:
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
Onboarding & Travel
This is a remote role, with an in-person onboarding training component. New team members must participate in Trailhead, HealthEquity’s immersive onboarding experience Trailhead is designed to foster meaningful connections, support your integration into the organization, and equip you with a strong understanding of our business. Trailhead participation is a key expectation of this role. Trailhead is held onsite at our headquarters once per quarter. HealthEquity covers all required travel and accommodations.
This role may begin with a virtual, self-paced onboarding experience, followed by a mandatory onsite Trailhead session at a later date.
HealthEquity is committed to providing reasonable accommodations to team members with qualifying disabilities. Should you be selected for this role and require an accommodation, we will put you in touch with our Benefits Team so you can begin the accommodation request process.
Why work with HealthEquity
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. Click here to learn more.
You belong at HealthEquity!
HealthEquity, Inc. is an equal opportunity employer, and we are committed to being an employer where no matter your background or identity – you feel welcome and included. We ensure equal opportunity for all applicants and employees without regard to race, age, color, religion, sex, sexual orientation, gender identity, national origin, status as a qualified individual with a disability, veteran status, or other legally protected characteristics. HealthEquity is a drug-free workplace. For more information about our EEO policy, or about HealthEquity’s applicant disability accommodation, drug-free-workplace, background check, and E-Verify policies, please visit our Careers page.
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At HealthEquity, our goal is to save and improve lives by empowering healthcare consumers. This shared purpose inspires everything we do, including how we approach hiring. Our process is designed to get to know the real you: your skills, experiences, and potential to make a difference. We value honesty, originality, and the courage to do the right thing, even when it is not the easiest path. Showing up as your authentic self reflects these values and helps us build something truly remarkable together.
As AI is becoming a common tool throughout the application process, we want to be clear about its appropriate use at HealthEquity. Using AI to support resume writing, research, or interview preparation is perfectly acceptable, provided the content is accurate and genuinely represents your qualifications and skills. For other key parts of our interview process, however, it is important that the ideas, communication, and work you share reflect your own voice, experiences, and thinking. We ask that you participate in our live interviews and complete any assessments without AI assistance unless instructions explicitly indicate otherwise or a specific exception is discussed and approved in advance. This approach ensures fairness, celebrates your individuality, and allows your authentic perspective to shine. Behaviors that do not align with these guidelines may result in disqualification from the hiring process or termination of employment if later discovered. We appreciate your understanding and look forward to learning about the unique contributions only you can bring to HealthEquity.
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