are CONNECTING HEALTH AND
WEALTH. Come be part of
How you can make a
general direction and considerable latitude for independent
judgment and discretion, the Service Delivery Manager III is the
primary point of contact for assigned client accounts. The Service
Delivery Manager III manages inquiries regarding the administration
of HealthEquity’s products. They are responsible for building trust
and rapport with our valued clients. They support day-to-day
operational functions. Their goal is to help clients understand the
products and services offered to members. Additionally, the Service
Delivery Manager III will improve client loyalty through flawless
execution. This role engages clients from onboarding through
ongoing service management.
What you’ll be
Initiate and coordinate new client onboarding.
Own the process and outcomes for resolving client
Advocate client needs and requests with internal
Educate clients on the tools and resources available on
Identify opportunities to drive client adoption of our full product
Understand the client’s benefits strategy and present clients with
options for improving their strategy. Identify opportunities for
increased member participation and coordinate efforts internally to
Analyze client utilization, trends, and service level
Monitor and manage file processing and account activities to ensure
client satisfaction and SLA adherence.
Maintain client documentation to provide internal teams with client
specific processes, procedures, and alerts.
Maintain appropriate communication with clients, including keeping
them current on all updates related to their products.
Stay current on product and industry knowledge and apply that
knowledge proficiently to support client solutions. Also share that
knowledge with internal stakeholders.
Typically, service clients with 10,000 plus benefit eligible
Collaborate with an Account Executive on long term client strategy
Coordinate and lead annual review meetings (onsite as
Perform operational reviews in order to gain efficiencies in
Coordinate regular client status meetings and maintain action
Maintain project plans to manage moderately complex
What you will need to be
Knowledge of healthcare plans, banking, the CDHP – Consumer
Directed Health Plan – industry or a closely related field as
normally obtained through the completion of a High School Diploma /
Work Experience or Related Experience:
5+ years experience in benefits/financial services roles or direct
business to business service experience.
Specialized Knowledge, Skills & Abilities:
A strong customer service orientation is essential.
Able to communicate, present and influence credibly and effectively
at all levels of internal and external organizations. Tailor
communications to the targeted audience.
Well organized and detail attentive in both quality and
Strong work ethic and able to handle a workload of 15+ highly
Demonstrate effective meeting management and presentation
Proven track record of success leading enterprise size clients
through leadership and exceptional service.
Adept at developing and maintain relationships.
Able to operate independently with minimal supervision.
with Purpose (paid volunteer time off)
contribution and match
winning Wellness Program
Driven Healthcare (CDH) education
Why work for HealthEquity
HealthEquity has a vision that by 2030 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 and build health
savings for life. Through our innovative
technology and superior service delivery, our members gain valuable
insights to better save and spend their healthcare
We firmly believe that our team members drive the success of this
company. We hire passionate contributors who enjoy the thrill of
pioneering their positions to their full potential. Join us and
discover a work experience where the person is valued more than the
position, and where are our purple culture
drives a remarkable experience.
Our advice to you
HealthEquity is fiercely focused on hiring passionate individuals
to contribute to our purple culture. If you speak passion,
excellence, service, ambition, fun… we want to speak with you! We
believe that your personality is as important as your experience
and qualifications so when we do have the opportunity to speak
together, be authentic, be genuine, be you! Showcase your
experience and your passion.
HealthEquity, Inc. is a proud promoter of equal opportunities for
training, compensation, transfer, promotion, and other aspects of
employment for all qualified applicants and employees.
HealthEquity, Inc. support Equal Employment Opportunities without
regard to sex, race, color, religion, national origin, age,
disability, sexual orientation or veteran status when hiring –
under federal, state and local laws.