Employer Benefits Regional Sales Manager

Job Locations US-Remote
Sales & Relationship Management


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



How you can make a difference


With general direction and considerable latitude for independent judgment and discretion, this position will be responsible for selling HealtheEquity’s core products in a defined region. This is inclusive of prospect identification, pipeline development and contract closing for distribution into HealthEquity’s current partner base and direct to employers.  This role supports small groups (with 2-100 US Based Employees).  Additional tasks include sales presentations attending / leading conferences trainings, and cultivating relationships with brokers, partners, and employers in their assigned region.     


What you’ll be doing 


HealthEquity’s Regional Sales Manager will be responsible for end-to-end sales cycle for small to mid-sized employers & driving revenue through:


  • Participating in territory seminars that may include Continuing Education (CE) credits
  • Cultivating and growing broker relationships in territory to explain joint HSA / CBD solution
  • Participating in sales meetings with partners as the Subject Matter Experts on HSA / CBD
  • Giving sales presentations & demos via phone and online conference calls
  • Taking a consultative approach with employers & brokers to determine the best mixture of HealthEquity’s bundle of products, pricing, and partners
  • Applying business acumen to close the sale and determine the best plan and partnership for each individual opportunity
  • Leveraging sequence and cadence tools to drive efficiency during sales cycle
  • Managing a large pipeline of opportunities through Salesforce.com
  • Collaborating heavily with Regional Sales Directors & internal stakeholders
  • Creating, tracking, and maintaining a strategic plan and updating internal systems for proper reporting, including but not limited to SalesForce CRM
  • Having specific knowledge of Health Savings Account (HSA), Consumer Director Benefits (CBD) accounts, COBRA, Wellness Products and the internal processes that HealthEquity uses to administer the various accounts.


What you will need to be successful


  • Extensive knowledge of the group health industry & HealthEquity products (HSA, FSA, HRA, COBRA, Commuter, Wellness, etc)
  • Proven B2B phone sales experience in a closing role
  • Track record of over-achieving quota
  • Strong phone presence
  • Experience working with Salesforce.com or similar CRM
  • Experience working with Outreach.io or similar sequence/cadence systems
  • Ability to work independently and manage their own schedule. Schedules may vary and include sales calls, prospecting, follow ups, contracting, introduction and OE meetings
  • Excellent oral & written communication skills
  • Comfortable with multiple & changing technology requirements
  • Ability to multi-task, prioritize, and manage time effectively
  • High school diploma or equivalent, 4-year degree a plus
  • Highly detail-oriented
  • Experience working within multi-state territories preferred





This is a remote position.

Benefits & Perks

  • Medical, Dental, Vision
  • HSA contribution and match
  • Dependent Care FSA match
  • Unlimited Paid Time Off
  • 401(k) match
  • Paid Parental Leave
  • Ongoing Education& Tuition Assistance
  • Gym/Fitness Reimbursement
  • Award Winning Wellness Program

Come be your authentic self

Why work for HealthEquity 


HealthEquity has a vision thatby 2030 we will make HSAs as wide-spread and popular as retirement accounts.We are passionate about providing a solution that allows American families toconnect health and wealth. Join us and discover a work experience where the person is valued more than the position. Click here to learn more. 


Come be your authentic self


HealthEquity, Inc. is an equal opportunity employer that is committed to inclusion and diversity. We take affirmative action to ensure equal opportunity for all applicants 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.


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