Client Success Account Manager Jobs in Oregon (NOW HIRING)

Our mission is to SAVE AND IMPROVE LIVES BY EMPOWERING HEALTHCARE CONSUMERS. Come be part of remarkable.

How you can make a difference

With general direction and considerable latitude for independent judgment and discretion, the Account Manager is the primary point of contact for assigned client accounts. The Account Manager manages inquiries regarding the administration of HealthEquity's products. They are responsible for building trust and rapport with our valued clients. They support day-to-day operational functions. Their goal is to help clients understand the products and services offered to their employees. Additionally, the Account Manager will improve client loyalty through flawless execution. This role engages clients from onboarding through ongoing service management.

What you'll be doing

• Services and owns relationship for clients with lower to moderate levels of complexity and size. (500+ Benefit Eligibles)
• Own the process and outcomes for resolving client issues. Takes full ownership to manage and resolve client issues ranging from simple to moderate. Leverages existing processes, escalates when needed, ensures issue closure.
• Lead regular client meetings and maintain action logs.
• May own project plans to manage low to moderate complex projects.
• Oversee file processing and account activities to ensure client satisfaction and SLA adherence.
• Responsible for client documentation and to provide internal teams with client specific processes, procedures, and alerts.
• Lead annual review meetings (onsite as needed).
• Advocate client needs and requests with internal stakeholders.
• Educate clients on the tools and resources available on HealthEquity's systems.
• Assists client in understanding their plan design options, the impacts of those decisions to HealthEquity's administration of the client's plan(s) and the impact to their employees and the resulting member experience.
• Explains HealthEquity's administrative capabilities as a result of these decisions, including claims adjudication and payment; debit card functionality; payroll, enrollment and eligibility file interactions; carrier integrations; compliance changes, etc.

What you will need to be successful

• Knowledge of healthcare plans, banking, the CDHP - Consumer Directed Health Plan - industry or a closely related field as normally obtained through the completion of a High School Diploma / Bachelor's Degree.
• 5+ years experience in benefits/financial services roles or direct business to business service experience.
• A strong customer service orientation is essential.
• Able to communicate, present and influence credibly and effectively at all levels of internal and external organizations. Tailor communications to the targeted audience.
• Well organized and detail attentive in both quality and accuracy.
• Strong work ethic and able to handle a workload of 15+ highly complex clients.
• Demonstrate effective meeting management and presentation skills.
• Proven track record of success leading enterprise size clients through leadership and exceptional service.
• Adept at developing and maintain relationships.
• Able to operate independently with minimal supervision.
• Proficiency with business and communications software (preferably Word, Excel, PowerPoint, common Windows operating systems, and Outlook) is required. Salesforce and project management experience is highly desired.

#LI-Remote

This is a remote position.

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.

HealthEquity has a vision that by2030 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.

HealthEquity uses Microsoft Copilot to transcribe screening interviews between candidates and their direct Talent Partner for note taking and interview summaries. By scheduling a screening interview with us, you consent to Microsoft Copilot's AI technology recording and transcribing your interview with your Talent Partner. This information will be reviewed for accuracy and then used by HealthEquity to summarize the interview, ensure accuracy, and facilitate our hiring process. We take privacy seriously. You have the option to opt out. If you wish to opt out of this Microsoft Copilot transcription, please notify your Talent Partner in advance of the interview. If we do not receive an opt-out request from you, we will assume that you consent to the use of Microsoft Copilot.

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.

HealthEquity is committed to your privacy as an applicant for employment.  For information on our privacy policies and practices, please visit HealthEquity Privacy.