VP, Client Success

HealthEquity; United States; Remote; USD 194,000 - 256,000; Full time

Benefits offered by this job

Medical, dental, and vision

HSA match

401(k) match

Paid time off

Parental leave

Wellness program

Job summary

HealthEquity seeks a visionary leader to build a proactive, digital-first Client Success organization serving 5,000 mid-market and enterprise clients. You will own strategy, operating model, and outcomes, driving retention, health metrics, and cost-to-serve at scale.

You’ll lead ~250 teammates across COBRA, Reimbursement Accounts, and Public Sector, shaping the next-generation client experience with data-driven decisions and AI-enabled insights.

Qualifications

• Minimum 10+ years leading client service delivery or operations in healthcare, benefits administration, or financial services.
• At least 5+ years in senior leadership roles with enterprise-scale responsibility.
• Strong commercial and financial acumen linked to client experience, retention and value.

Responsibilities

• Set multiyear vision and strategy for next generation Client Success.
• Design service models around client complexity, value, risk, and growth potential.
• Build roles, playbooks, decision rights and operating rhythms for scalable delivery.
• Own client relationships, renewals, and account growth.
• Lead data, automation, and AI roadmap to improve outcomes.

Skills

Client service leadership

Enterprise account management

Data-driven decision making

AI/digital mindset

Education

Bachelor's degree in a related field

Tools

Salesforce

Job description

Location: United States

Our Mission

Our mission is to SAVE AND IMPROVE LIVES BY EMPOWERING HEALTHCARE CONSUMERS. Come be part of remarkable

Overview

Most Client Success leaders are asked to keep things running.

We're asking you to rethink how it runs.

The Opportunity

HealthEquity is changing how we serve our clients and the value we create for them. We need a leader to help shape what comes next for Client Success. As Vice President, Client Success, you'll lead about 250 team members who serve about 5,000 mid‑market and enterprise clients. Those clients represent about 80% of HealthEquity's client revenue. The organization covers COBRA, Reimbursement Accounts, and Public Sector, across our full range of Consumer-Driven Benefits.

You’ll have a clear mandate: build a Client Success organization that is more proactive, strategic, digital, data-driven, and scalable. You’ll own the strategy, the operating model, the financial results, and the client outcomes. Success shows up in retention, client health, service performance, and cost to serve. This role isn't about managing the current model. It's about building the next one.

Why This Role Is Different

Scale: You’ll lead one of the company's largest client‑facing organizations and the relationships behind most of its client revenue.

Mandate: You’ll have room to challenge legacy practices, redesign service models, and solve problems at the source.

Technology: You’ll set the data, automation, and AI vision for Client Success and lead the change that makes it real.

Influence: You’ll be an enterprise leader who brings the client’s voice into product, technology, process, and policy decisions.

What Success Looks Like

Our clients feel the difference. They see a HealthEquity that understands their needs, spots risk early, makes things easier, and keeps proving the value of the relationship. We’ll measure success by:

• Stronger retention, renewal readiness, and protected revenue
• Better Client NPS, Client Health Index (CHI), and executive relationships
• Client risks spotted and resolved earlier
• Fewer escalations, faster resolution, and fewer defects
• Lower cost to serve, with more productivity and capacity
• A scalable service model that is proactive, digital‑first, and built on clear measures
• Strong leaders, real succession depth, and an engaged team

What You’ll Do

Reimagine Client Success

• Set the multiyear vision and strategy for the next generation of Client Success at HealthEquity.
• Design service models built around each client’s complexity, value, risk, and growth potential.
• Build the roles, playbooks, decision rights, and operating rhythms needed to deliver consistently at scale.
• Simplify complexity and retire practices that no longer serve our clients.

Drive Client and Commercial Outcomes

• Own service, executive relationships, renewals, retention, and support for account growth.
• Use client health signals and predictive insights to act before issues become escalations.
• Build trusted relationships with senior client leaders and with brokers, consultants, and partners.
• Turn every signal (survey, operational, or digital) into an owner, a fix, and a verified outcome.
• Make sure clients are ready to deliver on performance guarantees and that commitments are visible to leadership.

Lead with Data, Automation, and AI

• Set the technology and AI roadmap for Client Success.
• Use automation to cut administrative work and free up capacity for strategic client engagement.
• Give teams insights and recommended next steps that make every client interaction more proactive and personal.
• Lead the change needed to make new ways of working stick.

Own the Economics

• Own the budget, workforce plan, technology investments, and cost‑to‑serve strategy.
• Set clear measures for client health, retention, service, productivity, and organizational health.
• Turn operating improvements into measurable gains in protected revenue, cost, and risk.
• Prove that a better client experience and better economics can happen together.

Build an Exceptional Organization

• Lead, develop, and plan succession for directors and senior leaders across the organization.
• Build a high-performance culture grounded in ownership, accountability, and data-driven decisions.
• Create a team that is energized by change and focused on outcomes, not activity.

Lead Across HealthEquity Our clients experience one HealthEquity, no matter how we're organized internally.

• Partner with Commercial, Implementation, Product & Technology, Customer Experience, Finance, and Operations.
• Strengthen the handoff from onboarding to ongoing service so every client starts strong.
• Resolve cross‑functional tradeoffs and drive clear ownership of systemic issues.

The Leader We're Looking For

You’ve transformed an organization, not just managed one.

You bring:

• 10+ years leading client service delivery or operations in healthcare, benefits administration, or financial services, including 5+ years in senior leadership
• A track record of meaningful operating-model transformation and scaling an account management function at an enterprise level
• Strong commercial and financial acumen, and you know how client experience drives retention, growth, and enterprise value
• Experience using data, digital tools, automation, and AI to improve outcomes
• Knowledge of Consumer-Driven Benefits (HSA, FSA, COBRA, Commuter) and the regulations that govern them
• Experience with large employer clients, brokers, and TPAs, plus familiarity with CRM platforms such as Salesforce
• Strong executive presence and the ability to drive results across organizational boundaries
• A record of developing strong leaders, along with a bias for action and real curiosity

If you've rebuilt a service organization and have the results to show for it, we'd like to talk.

Travel Requirements:

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

This is a remote position.

Salary Range

$193500.00 To $256000.00 / 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 and restricted stock units 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 that by2030 we will make HSAs as wide‑spread and popular as retirement accounts. We are 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.

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 our Careers 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, and 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 indicated otherwise or a specific exception is discussed and approved in advance. This approach ensures fairness, celebrates your individuality, and allow ...

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