HealthEquity, Inc.

Returning Candidate?

Service Coordinator Team Lead

Service Coordinator Team Lead

Job Locations 
Partner Services

More information about this job


How you can make a difference



This position is responsible for leading a team of Service Coordinators who support our client relationships. The position requires teamwork and communication skills. The Service Coordinator Team Lead will guide their team in maintaining a service first culture. The ideal candidate will have knowledge of HealthEquity systems, processes, and products associated with client solutions.

This role requires the candidate to empower team members to solve problems and have the ability to stay ahead on tasks and timelines. The candidate will also have experience leading teams or projects. The applicant will be required to manage multiple responsibilities. The combination of technical skills, interpersonal communication, personal initiative, and a drive to support and develop team members are critical to the applicant’s success.



What you’ll be doing


  • Guide team members to document client processes and activities
  • Hold regular team meetings to provide training and information
  • Conduct regular 1 on 1 meetings with each team member – at least monthly
  • Ensure team members meet established SLAs for all tasks and queues
  • Identify and implement potential improvements in managed processes to enhance the client experience
  • Serve as a backup for the Service Coordinators
  • Receive and manage escalations on behalf of Service Coordinators
  • Execute hiring, onboarding and training, assignment, and team member development activities
  • Use established templates to document and manage all job related processes
  • Monitor and manage quality and efficiency of team member work
  • Organize team member workload to ensure capacity is effectively managed
  • Assist in managing time tracking goals and metrics
  • Manage access requests, time off policies, team member goals, and other HR responsibilities
  • Promote a positive and professional work environment
  • Other responsibilities as assigned


What you will need to be successful



  • 2+ years operational or servicing experience in the consumer-driven health care industry
  • Microsoft Office experience: strong with Excel, Word, and Outlook; Visio a plus
  • Experience with process documentation and maintenance
  • Ability to manage several tasks and competing priorities
  • Ability to communicate effectively
  • Strong attention to detail 
  • Self-starter and self-motivator
  • Ability to lead projects and timelines
  • Ability to resolve conflict
  • Ability to work well on a cross functional team
  • Ability to handle and work with ambiguous instructions
  • Ability to effectively manage and mentor direct reports
  • Knowledge of HealthEquity systems


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.