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Hsa Account Manager Jobs in Washington (NOW HIRING)

We are seeking an Account Manager (AM) to develop and close growth opportunities within our ... HSA plan, disability insurance, 401k plan, generous PTO, paid holidays and other benefits.

We are seeking an Account Manager (AM) to develop and close growth opportunities within our ... HSA plan, disability insurance, 401k plan, generous PTO, paid holidays and other benefits.

We are seeking an Account Manager (AM) to develop and close growth opportunities within our ... HSA plan, disability insurance, 401k plan, generous PTO, paid holidays and other benefits.

Health Savings Account (HSA) * 401(k) Savings Plan * Employee Assistance Program (EAP ... Apply today! *LI-AM Department Account Management & Service Required Experience: 2-5 years of ...

As an Automotive Account Manager (F&I & Dealer Development), you'll partner directly with ... Health & Dependent Care Spending Accounts (HSA & DCFSA) * Transportation benefits * Employee ...

Health Savings Account (HSA) * 401(k) Savings Plan * Employee Assistance Program (EAP ... LI-AM Department Account Management & Service Required Experience: 7-10 years of relevant ...

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The Role: Technical Account Manager Every year, FrontStream's workplace giving clients run ... FSA & HSA · No rigid vacation policy, instead FrontStream provides employees with "Responsible ...

Account Manager II

Washington, DC · On-site

$86K - $119K/yr

... CRM updates and accurate forecasting. * Collaborate cross-functionally with Account Executives ... HSA funds, a new fertility offering with stipend, group life and disability, paid parental leave ...

Vision * Flexible and health spending accounts (FSA/HSA) * Supplemental life insurance * 401(k) ... Essential Functions * Assist KeHE Account Manager in the development and execution of company sales ...

Vision * Flexible and health spending accounts (FSA/HSA) * Supplemental life insurance * 401(k) ... Essential Functions * Assist KeHE Account Manager in the development and execution of company sales ...

Vision * Flexible and health spending accounts (FSA/HSA) * Supplemental life insurance * 401(k) ... Essential Functions * Assist KeHE Account Manager in the development and execution of company sales ...

Account Analyst

Bethesda, MD · On-site +1

$55K - $81K/yr

Vision * Flexible and health spending accounts (FSA/HSA) * Supplemental life insurance * 401(k) ... Essential Functions * Assist KeHE Account Manager in the development and execution of company sales ...

... management type capabilities. This role will require customer-facing collaboration focused on ... Health Savings Account (HSA): Interclypse contributes to the employee's HSA account on a bi-weekly ...

... management type capabilities. This role will require customer-facing collaboration focused on ... Health Savings Account (HSA): Interclypse contributes to the employee's HSA account on a bi-weekly ...

... management type capabilities. This role will require customer-facing collaboration focused on ... Health Savings Account (HSA): Interclypse contributes to the employee's HSA account on a bi-weekly ...

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Hsa Account Manager information

What does an HSA Account Manager do?

An HSA Account Manager is responsible for overseeing and managing Health Savings Accounts (HSAs) on behalf of individuals or organizations. Their duties include assisting clients with account setup, answering questions about HSA regulations, ensuring compliance with IRS guidelines, and helping clients maximize the benefits of their HSAs. They may also provide support with contributions, distributions, and reporting, while educating clients about eligible expenses. The goal of an HSA Account Manager is to help clients effectively use their health savings accounts for qualified medical expenses.

What skills and qualifications are needed to be an HSA Account Manager?

To thrive as an HSA Account Manager, you need a solid understanding of health savings accounts, financial services regulations, and account management, often supported by a bachelor's degree in finance or a related field. Familiarity with HSA administration platforms, CRM systems, and compliance software is typically required. Strong communication, problem-solving, and customer service skills help build trust and effectively address client needs. These skills are essential to ensure regulatory compliance, maintain client satisfaction, and drive business growth in the health benefits sector.

What challenges do HSA Account Managers face when helping clients navigate health savings account regulations?

HSA Account Managers often encounter challenges such as explaining complex IRS rules and eligibility requirements to clients, ensuring contributions and distributions are compliant, and keeping up with frequent regulatory changes. Additionally, they must address client questions about qualified medical expenses and provide guidance on maximizing tax benefits while avoiding penalties. Strong communication skills and ongoing industry education are essential for overcoming these hurdles and delivering clear, accurate support.

What is the difference between Hsa Account Manager vs Hsa Customer Service Representative?

AspectHsa Account ManagerHsa Customer Service Representative
CredentialsFinancial certifications, knowledge of HSA productsCustomer service training, basic financial knowledge
Work EnvironmentOffice-based, client-focused, financial institutionsCall centers, customer support centers, financial institutions
Employer & IndustryHealth savings account providers, banks, insurance companiesHealth plan providers, banks, insurance companies
Search & Comparison IntentUnderstanding roles, career differences, job requirementsCustomer support duties, client interaction, troubleshooting

The main difference between an Hsa Account Manager and an Hsa Customer Service Representative lies in their responsibilities and expertise. The Account Manager typically handles client relationships, manages accounts, and requires financial certifications, while the Customer Service Representative focuses on assisting clients with inquiries and troubleshooting basic issues. Both roles are essential in the health savings account industry but serve different functions within organizations.

Can I be an Hsa Account Manager with no experience?

Hsa Account Manager roles typically require some knowledge of health savings accounts, financial services, or customer service, but prior experience is not always mandatory. Entry-level positions may provide on-the-job training and may look for strong communication skills and a willingness to learn. Certifications or relevant coursework can also be beneficial for those new to the field.

What are popular job titles related to Hsa Account Manager jobs in Washington?

For Hsa Account Manager jobs in Washington, the most frequently searched job titles are:

What cities in Washington are hiring for Hsa Account Manager jobs?

Cities in Washington with the most Hsa Account Manager job openings:

Infographic showing various Hsa Account Manager job openings in Washington as of August 2026, with employment types broken down into 100% Full Time. Highlights an 86% In-person, 7% Hybrid, and 7% Remote job distribution.

Account Manager

Arlington, VA • Remote

PerformYard
Software Development • 11 - 50 employees

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 13 days ago


Job description

PerformYard is a profitable, growth-stage B2B SaaS company transforming how organizations manage and measure employee performance. Our AI-enabled platform is widely adopted for its customizable performance processes, ease of use, and measurable business impact. As we scale, PerformYard has significant opportunities to accelerate growth by deepening our partnership ecosystem, expanding into adjacent talent modules, and strengthening the financial strategy that underpins our next phase of expansion.

We are seeking an Account Manager (AM) to develop and close growth opportunities within our existing customer base.  You'll need to build relationships with customers in your territory, identify opportunities for upsell or account expansion, and demonstrate value of additional PerformYard capabilities to drive revenue growth and retention.  The Account Manager will be a member of our sales team, reporting into our Sr. Director of Sales and will directly impact our growing revenue targets and retention goals. 

This is a 100% Remote Position - now & forever

Requirements

What You'll Do:

  • Generate qualified meetings for yourself and partner with Customer Success and Marketing on warm leads
  • Demonstrate the value of additional PerformYard products on a variety of customer meetings
  • Collaborate with Product, Customer Success, and Sales to learn about and be able to demonstrate product releases, enhancements and updates to customers
  • Effectively manage an active sales pipeline of growth opportunities across your territory
  • Build strong relationships with current customers to help identify areas of opportunity for upsell and increased product value
  • Maintain an accurate sales forecast on a weekly/monthly/annual basis and manage your personal sales pipeline
  • Leverage CRM tools and sales automation to constantly make yourself more efficient

What you'll Bring:

  • Bachelor's Degree
  • 3+ years of experience in sales, account executive, business development, or account management roles, preferably in B2B SaaS industry
  • At least 1+ year in a quota carrying account management role, with demonstrated success meeting or exceeding targets
  • Experience managing current customer upsell opportunities and negotiating contract details
  • A demonstrated track record of success in B2B SaaS sales roles
  • Strong internal and external communication skills and the ability to present multiple products seamlessly 

Bonus Points:

  • Experience with QBRs and developing strategic account plans
  • Strong public speaking skills and organizational skills
  • Demonstrated ability to develop and manage Executive relationships
  • Familiarity with renewal processes

Benefits

In addition to your compensation plan we also have medical, dental, and vision health insurance benefits w/ HSA plan, disability insurance, 401k plan, generous PTO, paid holidays and other benefits.