HealthEquity, Inc.

Returning Candidate?

Service Delivery Manager I

Service Delivery Manager I

Job Locations 
Partner Services

More information about this job


We are BUILDING HEALTH SAVINGS. Come be part of remarkable.


How you can make a difference

The Service Delivery Manager is the primary point of contact for assigned employer inquiries regarding the administration of Health Savings, Flexible Spending, Health Reimbursement, and Health Incentive Accounts. They work to build trust and rapport with our valued clients by providing vital solutions to HSA and Reimbursement Account administration. They also support other account administration duties such as enrollment and group maintenance activities. Their goal is to help our clients understand HSA and RA administrative services offered to employees by providing personal and relevant information, professional guidance, and introducing them to our intuitive tools. This group takes the lead in providing a delightful experience. This role begins with the implementation of our products for new clients, and continues with ongoing relationship management for that client as necessary. Consider yourself part implementation/onboarding specialist as well as an ongoing relationship manager.


What you’ll be doing

  • Manage and coordinate new client implementation (working as a conduit between partner/client and internal implementation resources)
  • Primary contact for all issues and opportunities related to the client
  • You will have the opportunity to dive into our product and service offerings learning everything about CDHC and HSAs. You will also gain knowledge of our innovative systems and processes. We ask you to challenge the status quo; if you see areas for improvement, speak up!
  • Solve complex problems and provide professional coaching to our clients on effective use of our online tools
  • Perceive beyond the obvious; possess critical thinking skills enabling you to ask the right questions, anticipate the client's next question, and identify opportunities to drive client adoption of our product suite
    • Influence and persuade clients to change their behavior regarding their health care administration
    • Exhibit passion for delivering superior client service by going above and beyond; doing whatever it takes to ensure each client contact is a positive, enjoyable experience
    • Build client loyalty by delivering excellent follow-through and follow-up to our clients
    • Continually strive to improve your knowledge of HSAs by accessing our on-line tools and attending our education programs
    • Accelerate company growth by thinking beyond the norm and contributing new ideas


What you will need to be successful

The ideal candidate for the Client Relationship Manager is really smart…a bachelor's degree or equivalent work experience, plus 3 to 5 years of client service experience.


  • Track record of maintaining customer accounts through exceptional service
  • Strong interpersonal communications skills and flexibility to appropriately influence others from an internal and external perspective
  • Strong ability to identify customer needs and ability to provide proper decision making for utilizing internal business capabilities to solve the client’s needs
  • Strong team player, well organized and ability to handle multiple assignments and responsibilities simultaneously
  • Self-motivated, and adept at developing internal and external (both partner and distributor) relationships
  • Strong customer service focus, work ethic, and attention to detail are critical to success in this position
  • Previous experience with HSA, FSA, and HRA administration
  • Demonstrated aptitude for superior interpersonal, communication, professional teaming, organizational, and technology skills
  • Exceptional ability to build trust and rapport with clients and fully meet their needs within a specified SLA
  • Strong ability to maintain a high level of accuracy and proficiency in all aspects of account maintenance
  • Bachelor’s degree and/or 4 + years related experience
  • Highly motivated with the ability to work as a team player and also as an individual contributor
  • Able to acquire the expertise, knowledge and information to effectively solve customer’s issues
  • Previous experience working in medical banking institution is an asset
  • Outstanding phone skills a must


Why work for HealthEquity

HealthEquity has a vision to save healthcare. We are passionate about providing a solution that allows American families to 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 dollars.


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.