Sales Strategy Jobs in Ohio (NOW HIRING)

Capital Community Bank is launching a full-spectrum Health Savings Account (HSA), Flexible Spending Account (FSA), Health Reimbursement Arrangement (HRA), and wellness benefits program. To drive this expansion, the Bank is seeking a dynamic, highly experienced leader to build and run the entire Consumer-Directed Healthcare (CDH) business line.

This is a leadership role with full P&L accountability, not a single-function seat. The right leader owns the strategy, go-to-market, vendor relationship, team, budget, and numbers. The role will set direction for the program, build the sales engine that fuels it, and operate the cross-functional team—vendor coordination, sales & marketing, and reporting.

• Program Strategy & General Management (20%)
  • Own the CDH/HSA business line and collaborate with Bank leadership on strategic direction, annual operating plan, and multi-year roadmap.
  • Shape product, pricing, and positioning—including rate-card strategy, fee structure, and competitive value proposition.
  • Translate the Bank’s deposit and margin economics into a go-to-market strategy and balance growth, profitability, and risk.
  • Assist in recruiting and building the broader CDH team, including the 1099 agent network.
  • Deliver regular reporting on deposit growth, revenue projections, expense and margin performance, pipeline, and competitive intelligence.
• Sales Leadership & Team Management (50%)
  • Recruit, onboard, train, and manage a national network of 1099 independent sales agents (target: 4–8 agents within the first 12 months).
  • Set sales strategy, performance expectations, KPIs, and activity metrics; conduct ongoing pipeline reviews and performance coaching.
  • Develop and implement the HSA Sales Playbook, including value propositions, competitive positioning, objection handling, and broker/employer presentation materials.
  • Personally develop and close employer group, broker channel, and TPA relationships, particularly in the Mountain region.
  • Represent the Bank at industry conferences, benefits trade shows, and broker association events.
  • Negotiate and execute client and channel partner agreements in coordination with Bank leadership and counsel.
  • Partner with external recruiters and other resources to identify and vet 1099 sales candidates.
• Operations, Vendor Management, Marketing & Compliance (30%)
  • Manage the relationship with the bank's CDH solution provider—software, onboarding, call‑center service—ensuring implementation, onboarding workflows, broker‑portal configuration, service levels, and escalations.
  • Collaborate with Marketing and the solution provider to develop and refine program branding, collateral, broker kits, and digital marketing campaigns.
  • Coordinate across Bank functions—compliance, risk management, deposit operations, and finance—to ensure program operations meet UDAAP, BSA/AML, KYC/CIP, and IRC §223 regulations.
  • Manage the CDH/HSA program’s budget, including 1099 agent compensation, marketing spend, CRM tools, and travel.

• Required
  • 8–10+ years of progressive experience in consumer‑directed healthcare (HSA, FSA, HRA), employee benefits, health plan administration, or TPA/custodian services, including sales or business function leadership.
  • Demonstrated track record of building and running a business line, sales organization, or P&L—ideally creating something new in the benefits or financial services space.
  • Experience building and managing independent or distributed sales forces.
  • Deep knowledge of HSA and other CDH regulatory requirements (IRC Section223, HDHP rules, contribution limits, ERISA).
  • Experience selling through broker/consultant distribution channels; established relationships with benefits brokers, TPAs, health plans, or PEOs preferred.
  • Strong understanding of bank deposit products, net interest margin economics, and competitive positioning in the HSA custodian market.
  • Proven ability to develop go‑to‑market strategies, sales playbooks, compensation plans for new product launches, and manage vendor and partner relationships.
  • Comfort operating with broad scope and shifting priorities—moving between strategy, selling, and operations as needed.
  • Excellent public speaking, presentation, and negotiation skills.
  • Self‑directed work style with the ability to operate independently and manage remote teams.
  • Must pass a background check, credit check, and drug screen.
• Preferred
  • Previous employment or direct sales experience with a top‑20 HSA custodian.
  • Experience at a bank or financial institution in a sales, general management, or relationship management capacity.
  • Familiarity with CDH Software Solution Providers or comparable HSA administration platforms.
  • Bachelor’s degree in business, finance, economics, or related field; MBA or industry designation (e.g., CFC, CEBS) a plus.

• Competitive salary and commission with override on sales from downstream team.
• Health, dental, and vision insurance (coverage begins first of the month following 30 days of employment).
• 401(k) with Bank match up to 5% of salary (eligible after four months of service).
• 26 days PTO per calendar year, accrued per pay period.
• 13 paid holidays per year (Federal Reserve schedule plus Utah Pioneer Day).
• Employee Assistance Program.

• HSA deposit balance growth (first12months target: $25M–$50M in new deposits).
• Number of new employer groups onboarded (first12months target: 50–100 groups).
• 1099 sales team build‑out (first12months target: 4–8 producing agents).
• Broker channel activation (first12months target: 15+ active broker relationships).
• Revenue per account, cost of acquisition, and program contribution to margin.
• Program P&L performance against the operating plan.
• Compliance adherence: zero UDAAP violations, complete CIP/BSA documentation.
• Stakeholder satisfaction scores from DataPath, broker channel relationships, and employer clients.

This offer is contingent on satisfactory background check, drug screen, credit check, and execution of a confidentiality agreement. The candidate must provide documentation for I-9 verification purposes.

SAFE Act Compliance: The Secure and Fair Enforcement for Mortgage Lending Act (SAFE Act) requires Residential Mortgage Loan Originators (MLO) employed by the Bank to register with the Nationwide Mortgage Licensing System and Registry within 30 days of hire, if applicable to your role.