Director, Automation Operations

HealthEquity, Inc.; Utah; Hybrid; USD 144,000 - 191,000; Full time

Benefits offered by this job

Medical, dental, and vision

HSA contribution and match

PTO and holidays

Parental leave

401(k) match

Education assistance / tuition support

Gym and wellness reimbursement

Wellness program

Job summary

HealthEquity, Inc. is seeking a Director of Automation Operations to lead AI-powered support experiences within Member Services. The role oversees automation health, efficiency, and governance while building scalable, low/no-code automation capabilities to improve member and agent outcomes.

The position is remote with onsite onboarding in Utah, offering significant travel (20–30%). A strong blend of leadership, operational excellence, and stakeholder collaboration is essential.

Qualifications

• Bachelor's degree preferred.
• 7+ years of leadership experience in customer operations, automated operations, or related fields.
• Experience with AI-enabled customer support and support automation.
• Experience leading operational transformation initiatives.
• Ability to govern low/no-code solutions.
• Deep understanding of customer support operations and performance metrics.

Responsibilities

• Own operational performance of deployed Member Services AI support experiences.
• Monitor AI health, containment, resolution quality, escalation accuracy, and member outcomes.
• Establish rhythms for AI performance inspection, defect review, and improvement.
• Create and manage improvement backlogs for AI agents and automated workflows.
• Lead development and optimization of low/no-code support automation solutions.
• Build automation to improve team productivity and streamline service delivery.
• Establish governance, testing, documentation, and quality standards for automations.
• Mentor team in low/no-code development and AI agent optimization.

Skills

AI in customer support

Automation operations

Leadership

Operational governance

Stakeholder management

Data analysis

Regulatory/compliance awareness

Education

Bachelor's degree in Business, Information Systems, Operations Management, Computer Science, or related discipline

Tools

Low/No-code platforms

AI automation tools

Job description

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

The Director, Automation Operations is responsible for establishing and leading the Automated Operations capability within Member Services. This role serves as the operational owner of deployed AI support experiences, low/no-code support automation, and team member productivity solutions. As HealthEquity transitions to an AI-first support model, this leader oversees the ongoing health, performance, accuracy, and continuous improvement of AI-powered supportexperiences while developing internal capability to build, maintain, and optimize automation solutions that improve member experience and operational efficiency. The Director partners closely with Member Services Strategic Programs, Human Support Operations, Product, Engineering, Digital Experience, Operations Excellence, and Operational Analytics to ensure AI and automation capabilities achieve measurable business outcomes and improve the support experience for both members and internalteam members.

What you’ll be doing

• Own operational performance of deployed Member Services AI support experiences.
• Monitor AI agent health, containment, resolution quality, escalation accuracy, repeat contact impact, and member outcomes
• Establish operational rhythms for AI performance inspection, defect review, prioritization, and improvement.
• Create and manage improvement backlogs for AI agents and automated support workflows.
• Analyze conversational data, escalation trends, and frontline feedback to identify optimization opportunities.
• Lead the development, deployment, and optimization of low/no-code support automation solutions for Member Services.
• Build automation capabilities that improve team member productivity, reduce manual work, and streamline service delivery.
• Establish governance, release management, testing, documentation, and quality standards for Member Services ownedautomations.
• Develop reusable automation patterns, operating standards, and implementation playbooks
• Partner with Human Support Operations to improve AI-to-human handoffs, escalation logic, and exception routing.
• Ensure automation experiences prepare human teams for complex, highly regulated, high-value, or sensitive member interactions.
• Improve agent experience through team member-facing automation, agent assist capabilities, workflow simplification, and support tooling.
• Build a scalable Automated Operations capability inside Member Services.
• Develop role profiles, skill paths, qualification standards, and training plans for future automated operations contributors.
• Mentor team members in low/no-code development, AI agent optimization, automation testing, and operational governance.
• Reduce dependence on external technical resources where appropriate while maintaining alignment to enterprise technology standards.
• Lead Automated Operations analysts, automation specialists, or other assigned team members.
• Develop a culture of innovation, experimentation, accountability, and continuous improvement.
• Establish performance management, coaching, and development practices for the function.
• Build strong collaboration across business, technical, and operational teams.
• Partner with Member Services Strategic Programs on launch readiness, automation requirements, and support design requirements.
• Translate business and member experience requirements into technical operational solutions and prioritized improvement work.
• Influence roadmap decisions using operational data, member experience insights, and support performance outcomes.
• Support enterprise AI and automation initiatives impacting Member Services.
• Other duties as assigned.

What you will need to be successful

• Bachelor’s degree in Business, Information Systems, Operations Management, Computer Science, or related discipline preferred.
• 7+ years of leadership experience in customer operations, automated operations, support automation, contact center technology, or related fields.
• Demonstrated experience with AI-enabled customer support, support automation, workflow automation, or digital firstservice models.
• Experience leading operational transformation initiatives in a complex environment.
• Experience building or governing low/no-code solutions preferred.
• Deep understanding of customer support operations and support performance metrics
• Experience with conversational AI, virtual assistants, agent assist, knowledge systems, and support automation.
• Strong analytical and operational problem-solving skills.
• Ability to translate business requirements into technical operational solutions.
• Strong stakeholder management and influencing capability across Product, Engineering, Operations, and Digital Experience.
• Understanding of compliance, quality, and governance needs in regulated support environments preferred.

Physical/Mental Requirements and Demands:

• Work requires normal range of hearing, vision and verbal communication skills, with or without a reasonable accommodation.
• Must be able to use a telephone or headset equipment and operate a keyboard and other office equipment, with or without reasonable accommodation.
• Must be able to spend prolonged periods of each workday on the phone.
• The ability to perform work at a computer station for 6-8+ hours a day and function in an environment with frequent interruptions is required.
• Must be able to lift and move material weighing up to 20 lbs.
• May experience elevated levels of stress during periods of increased activity and with work entailing multiple deadlines.
• To help you succeed in your role and ensure member information stays protected, we require that you maintain a secure and stable work environment, i.e., safeguard client information, cameras on during work meetings, and provide a current updated photo. This is a core value of our culture and an essential job function for each of us.

Travel Requirements:

• Moderate travel may be required (20-30%).

#LI-Remote

This is a remote position.

Salary Range

$144000.00 To $191000.00 / 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
• Full-time team members receive a minimum of 18 days of annual PTO and 13 paid holidays per year
• 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 Member Services Specialists whom have been in employed with us for 6 months 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 in Utah. HealthEquity covers all required travel and accommodations.

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 by2030 we will make HSAs as wide-spread and popular as retirement accounts.Weare 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. Clickhereto 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 ourCareers 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 serious. 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.

HealthEquity uses Pindrop Pulse during certain interviews to support identity verification, interview security, and fraud prevention. By scheduling and participating in an interview where Pindrop Pulse is enabled, you acknowledge that Pindrop's technology may analyze information such as voice, video, device, network, and location‑related signals to identify potential impersonation, deepfake activity, and other security risks. This information may be reviewed by HealthEquity's Talent Acquisition and Security teams to support a secure hiring process. All alerts and risk indicators are reviewed by trained personnel, and HealthEquity does not make hiring decisions based solely on automated analysis.We take privacy serious. You have the option to opt out of Pindrop analysis. If you wish to opt out, please notify your Talent Partner in advance of the interview. If we do not receive an opt-out request before the interview, we will assume that you consent to HealthEquity's use of Pindrop Pulse for security verification purposes during the hiring process.

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 visitHealthEquity Privacy.