Enterprise Solutions Manager

HealthEquity, Inc.; Mission, Northern (TX, KY); Hybrid; USD 88,000 - 106,000; Full time

Benefits offered by this job

Medical, dental, vision

HSA match

Dependent care FSA

Uncapped PTO

Parental leave

401(k) match

Education assistance

Gym & wellness reimbursement

Wellness program incentives

Trailhead onboarding

Job summary

HealthEquity, Inc. is seeking an ESM to lead day-to-day management of a client-facing team supporting implementation and service delivery. You will evaluate AI solutions, drive operational improvements, and collaborate across product, marketing, and sales to ensure SLAs and customer satisfaction.

The role offers remote work with onboarding and periodic onsite Trailhead sessions, a comprehensive benefits package, and strong opportunities for leadership development and coaching across teams.

Qualifications

• Bachelor's degree or equivalent work experience.
• 5+ years of experience with special projects and project management skills.

Responsibilities

• Evaluate and implement AI-based solutions to improve efficiency, client experience, and product capabilities.
• Represent CIS in cross-functional projects such as product buildout, BR and GTM activities, and EPMO projects.
• Define product or process improvements, considering impacts on operational activities.
• Support leadership and Solution Managers in development activities, focusing on coaching team members.
• Mentor within the CSE organization, offering consultation, client assistance, and research support.
• Provide resource support for Solutions Engineering with platform, product, and process expertise.
• Dive into details required to execute solutions, including configuration, implementation, integration, and servicing.
• Drive custom workstreams and identify impacts on other areas of integration, timelines, and renewal considerations.

Skills

Diverse admins experience

Consultation skills

Communication skills

Cross-functional projects

Solution delivery

Timeline/workflow impact

Leadership development support

Coaching & mentoring

Communication channels

Creative problem solving

Extended impacts planning

Education

Bachelor's degree or equivalent

Tools

Trailhead onboarding

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 ESM role is a critical position responsible for the day-to-day management, development, and performance of a client-facing team that supports implementation and ongoing service delivery. Key responsibilities include process improvement initiatives, cross-functional partnership, and ensuring operational goals and service level commitments are met.

What you’ll be doing

• Evaluate and implement AI-based solutions to improve operational efficiency, client experience, and product capabilities.
• Represent (CIS) in cross-functional and organizational projects such as product buildout and rollout, BR(Business Readiness) and GTM (Go-To-Market) activities, and EPMO (Enterprise Project Management Office)projects.
• Engage in defining product or process improvements, considering impacts on operational activities.
• Support leadership and Solution Managers in development activities, focusing on skills expansion and coachingteam members and engage in creative solutioning for operational impacts and consider extended impacts onmarketing, documentation, operations, servicing, and client experience.
• Serve as a subject matter expert (SME) and mentor within the CSE (Customer Success Engineering)organization, offering consultation, client assistance, and research support.
• Provide resource support for Solutions Engineering with platform, product, and process expertise.
• Dive deeper into details required to execute solutions, including configuration, implementation, integration, andservicing.
• Serve as SMEs to help drive custom workstreams and identify impacts on other areas of integration, includingfiles, configuration, implementation lifecycle and timeline, scalability in the SMB (Small and Medium Business)space, and renewal considerations.
• Provide support on complex client or partnership implementations.
• Represent the organization in finalist meetings, providing demo assistance and showcasing product expertise,ensuring clients understand the value and functionality of the product.

What you will need to be successful

Education and Experience:

• Bachelors degree in related field, or equivalent work experience
• 5+ years of experience with special projects, possesses project management skills and effective project tracking

Specialized Knowledge, Skills, and Abilities:

• Experience working with diverse administrators preferred
• Strong consultation skills with the ability to engage internal stakeholders effectively.
• Excellent communication skills, capable of explaining complex technical details in an understandable manner.
• Experience in managing and contributing to complex cross-functional projects.
• Ability to deliver solutions that enhance client satisfaction and operational efficiency.
• Ability to consider and manage impacts on timelines, workflows, and operational activities.
• Proven track record of supporting leadership in development activities.
• Experience in coaching and mentoring team members, fostering a culture of continuous learning and improvement.
• Experience in developing and maintaining communication channels and standards to support cross-functional interactions.
• Strong problem-solving skills with a creative approach to addressing operational impacts.
• Ability to foresee and with minimal leadership support manage extended impacts on various functions such as training, reporting, governance, solutioning, and sales support.

#LI-Remote

This is a remote position.

Salary Range

$87,500.00 To $106,000.00 / 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 thatby2030 we will make HSAs as wide-spread and popular as retirement accounts.Weare passionate about providing a solution that allows American families to connecthealth 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 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 visitHealthEquity Privacy.