Benefits Strategy Principal Consultant

Our mission is to SAVE AND IMPROVE LIVES BY EMPOWERING HEALTHCARE CONSUMERS. Come be part of remarkable.

How you can make a difference  

The Benefits Strategy Principal Consultant at HealthEquity plays a critical role in helping our clients achieve their benefits program objectives while contributing to long-term account growth. Leveraging robust data insights, deep expertise in health savings accounts (HSAs) and High Deductible Health Plans (HDHP), and a comprehensive understanding of HealthEquity’s offerings, serving as a strategic advisor to employer groups and their leadership teams. This position will collaborate closely with Relationship Executives, Sales, and internal cross-functional teams to build meaningful relationships with key client stakeholders, including decision-makers, benefits leaders, and C-suite executives. This consultative role demands a strong grasp of each client’s unique business priorities and benefits challenges. Success is measured by anticipating needs, provide proactive solutions, and foster long-term client satisfaction and retention through data-driven guidance and personalized support. This role reports to the Practice Leader Strategy Plan Design.

What you’ll be doing 

• Serve as a strategic benefits consultant and trusted advisor to employer clients, helping drive adoption and growth of High Deductible Health Plans (HDHPs) and Health Savings Accounts (HSAs). 
• Lead and support data-driven consultative engagements in collaboration with HealthEquity’s Enterprise Account Executives (ECRn), Sales (Enterprise and Regional), and Service Delivery Management (ESD) teams to deliver measurable results for clients. 
• Develop and nurture strong relationships with top consultants and thought leaders from HealthEquity’s Top 30 benefits consultancy partners to influence market strategy and improve collaboration. 
• Analyze client data and industry benchmarks to assess plan performance, identify opportunities, and deliver actionable insights that advance client program goals and elevate employee financial wellness. 
• Deliver compelling, insight-driven presentations to clients, including C-suite stakeholders—demonstrating the value of HSA adoption, employee engagement strategies, and program optimization. 
• Partner with Product and Technology teams by sharing market trends, client feedback, and usage patterns that inform innovation and enhance HealthEquity’s competitive positioning. 
• Actively participate in and support sales pursuits, RFPs, finalist presentations, and strategic account planning efforts to drive new business and expand existing relationships. 
• Provide training, coaching, and mentorship to internal team members on benchmarking, analytics, and consultative strategies that differentiate HealthEquity in the marketplace. 
• Collaborate with Marketing leadership to translate insights into impactful client communications, education campaigns, and thought leadership content that promotes program engagement. 
• Conduct ongoing market and competitive analysis, financial modeling, and trend forecasting to support client strategy development and organizational decision-making. 
• Drive high client satisfaction and retention by proactively identifying risks and opportunities, solving problems collaboratively, and aligning solutions to each client’s unique goals. 

What you will need to be successful

• Bachelor’s degree strongly preferred (related fields: business, engineering, analytics, finance). 
• Typically, 8+ years in health benefits including relationship management or client service experience consulting (Senior Consultant to Principal level). 
• Experience with Consumer Directed Benefits (HSA, FSA, Etc.)
• High proficiency in analytics, statistics, and financial modeling. 
• Highly proficient excel skills.
• SQL experience or familiarity is a plus.
• Strong project management and client engagement experience, including across global markets. 
• Ability to work independently and manage multiple priorities. 
• Skilled in facilitating and contributing to business planning sessions, with a focus on evaluating key performance metrics related to health benefits plan utilization and effectiveness. 
• Bring creative, strategic thinking to client challenges, going beyond traditional approaches to deliver innovative solutions that increase employee understanding and adoption of benefits programs. 
• Proficient in interpreting plan-level analytics and uncovering drivers behind performance data, using insights to guide strategy and recommend improvements. 

#LI-Remote

This is a remote position.

Why work with 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. Join us and discover a work experience where the person is valued more than the position. Click here to learn more. 

You belong at HealthEquity!

HealthEquity, Inc. is an equal opportunity employer, and we are committed to being an employer where no matter your background or identity – you feel welcome and included. We ensure equal opportunity for all applicants and employees 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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