HealthEquity, Inc.

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Onboarding Specialist Team Lead

Onboarding Specialist Team Lead

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


How you can make a difference


HealthEquity is looking for a strong leader who is analytical, people oriented and a self-starter to join the Onboarding leadership team. This position will be primarily allocated to managing our Onboarding team members. The position will occasionally be required to perform Onboarding duties.  They will also be responsible for scaling the Onboarding role through coordinated training, guidance for team members and standardizing the tools and processes used by the team.

A successful applicant will have a proven track record of great attention to detail and the ability to stay two steps ahead on project tasks and timelines. The applicant will be required to manage multiple tasks at once. The combination of technical know-how, interpersonal communication, leadership skills, a strong sense of initiative and drive to get the job done well will be critical to the applicant’s success.



What you’ll be doing

  • Assist in the hiring of new Onboarding Specialists
  • Training new Onboarding Specialists; continuous training and refining of team members
  • Resource for questions and guidance for team members
  • Leadership responsibilities including:
    • Onboarding assignments, scoping and tracking
    • Advocate for team members
    • Track performance, process and growth metrics
    • Hold monthly one-on-one meeting with Onboarding Specialists
    • Serve as an escalation point for team needs and onboarding tasks
    • Perform Onboarding tasks to assist with volumes during peak season
  • Responsible for improving efficiencies with the team by:
    • Supporting the Onboarding Team Manager’s efforts to build processes
    • Holding Onboarding Specialists accountable to the processes in place
    • monitoring and maintaining team process documentation
    • Work in close collaboration with Group Setup Leadership


What you will need to be successful

  • Bachelor’s degree and/or 2 + years related experience
  • Reimbursement Account and Health Savings Account knowledge
  • A willingness to go above and beyond for our Clients
  • Strong attention to detail
  • Strong self-starter and self–motivator
  • Ability to work well on cross functional team
  • Flexible and adaptable based on the needs of the team
  • A willingness to go above and beyond to support the team’s success
  • Able to acquire the expertise, knowledge and information to effectively solve customer’s issues.


Benefits and perks

  • Medical, Dental, Vision
  • 401(k) match
  • Paid Maternity/Paternity leave
  • Ongoing education 
  • Tuition Assistance
  • Gym/Fitness Reimbursement
  • Purple with Purpose (paid volunteer time off)
  • HSA contribution and match
  • On site Lunch and Learns
  • Award winning Wellness Program
  • Consumer 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 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.