Remote Client Services Lead: Elevate Team Performance

HealthEquity, Inc.; Mission, Northern (TX, KY); Hybrid; USD 64,000 - 79,000; Full time

Benefits offered by this job

Medical, dental, and vision

HSA contribution and match

Dependent care FSA match

Uncapped paid time off

Paid parental leave

401(k) match

Education assistance

Gym reimbursement

Wellness program

Job summary

HealthEquity, Inc. is seeking an experienced Team Lead/Supervisor for our Client Services team. This remote role involves guiding a team of direct reports, ensuring service excellence, and overseeing EDI-related case types and processes.

You will hire, schedule, train, evaluate, coach, and manage performance, while fostering an engaging culture and clear communication. This role requires strong leadership in a remote environment and a passion for client service.

Qualifications

• 4+ years related experience in a customer service, operations, call center, email support, or client services environment.
• Bachelor’s degree preferred.
• Extensive experience with HealthEquity platforms and products preferred.
• Excellent verbal and written communication skills.
• Quick learner, and must be technologically savvy.
• Experience with Teams, Outlook, Power BI, OneNote, Planner, Copilot preferred.
• Motivated and able to work in a fast paced, high-stress environment while still providing stellar service.
• Must be passionate about Client Services mission to provide service that delights and drives loyalty to HealthEquity.
• Must have the ability to keep team morale high, particularly through busy season.

Responsibilities

• Manages and carries out the personnel actions for direct reports, including hiring, scheduling, training and evaluating; coaching and performance management.
• Observe individual team members and provide regular encouragement and support recognizing success and identifying areas for improvement.
• Provide on the spot performance coaching and create an engaging culture that empowers team members.
• Communicate daily with team members to establish expectations and update on changes impacting roles.
• Manage a team in a remote environment and support Manager with career goals for team members.
• Develop motivating ideas to keep team morale high and focused on service objectives.
• Raise the bar in service to Employers and Brokers through ongoing education of products and services.
• Attend and contribute to ongoing education classes and cross-functional projects.
• Handle escalated calls from Employers and Brokers and oversee customer satisfaction results.

Skills

Experience 4+ yrs

Bachelor's degree

HealthEquity platforms

Communication skills

Tech-savvy

MS 365 tools

Fast-paced

Client Services focus

Team morale

Education

Bachelor’s degree (preferred)

Tools

Teams

Outlook

Power BI

OneNote

Planner

Copilot

Job description

HealthEquity, Inc. is seeking an experienced Team Lead/Supervisor for our Client Services team. This remote role involves guiding a team of direct reports, ensuring service excellence, and overseeing EDI-related case types and processes.

You will hire, schedule, train, evaluate, coach, and manage performance, while fostering an engaging culture and clear communication. This role requires strong leadership in a remote environment and a passion for client service.