Customer Growth Executive

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

How you can make a difference  

The Customer Growth Executive is responsible for driving Health Savings Account (HSA) growth within the SDM client base through a data-driven, consultative sales approach. This role focuses on engaging senior account decision makers—including CHROs, CFOs, and other executives—across direct and indirect channels to increase account volume and contributions. This role will partner closely with brokers, consultants, and internal teams to deliver affordability analyses, identify growth opportunities, and support successful implementation. Success in this role will be measured by achieving defined HSA and HPA growth targets, maintaining consistent client engagement, and providing regular reporting on progress and activities. This role typically reports to the VP, Field Sales

What you’ll be doing 

• Develop and execute strategies to drive HSA growth in accounts and contributions within the SDM client base.  
• Identify and pursue top opportunities in collaboration with the SDM and Consultation Organizations.  
• Engage with senior account contacts to consult on the value of affordability analysis, discovery process and playbook for growth.  
• Working closely with brokers and consultants to deliver comprehensive analysis and recommendations.  
• Support the closing of Growth Opportunities and ensure successful implementation of solutions.  
• Provide regular reports on activity and account progress, including weekly briefings and Gong recordings.  
• Maintain a high level of client engagement through regular calls and analysis delivery.  

 What you will need to be successful

• Bachelor’s degree in Business, Marketing, Finance, Healthcare Administration, or a related field required.  
• Advanced degree (MBA or equivalent) preferred but not required.  
• 8+ years of proven success in consultative sales or strategic account management, ideally within healthcare, financial services, or employee benefits.  
• Demonstrated ability to sell to senior decision makers (CHRO, CFO, SVP Benefits, etc.) and navigate complex client organizations.  
• Strong background in Health Savings Accounts (HSA), Health Plan Accounts (HPA), and healthcare/benefits fundamentals.  
• Experience working with senior account contacts and brokers/consultants.  
• Ability to analyze data and provide actionable insights.  
• Excellent communication and interpersonal skills.  
• Proficiency in data analysis and affordability modeling to support client recommendations.  
• Strong organizational skills with the ability to manage multiple opportunities and stakeholders simultaneously.  
• Ability to work independently and as part of a team.  
• Skilled in using CRM platforms (e.g., Salesforce) and productivity tools (Microsoft Office Suite).  

Travel requirements: up to 30% of the time

#LI-Remote

This is a remote position.

The actual compensation offer is determined based on job-related knowledge, education, skills, experience, and work location. This position is also eligible for additional annual sales incentive commissions, and details regarding these additional sales incentive commissions will be provided after hire. This position will further be eligible for a full range of benefits including:  

• Medical, dental, and vision 
• HSA contribution and match 
• Dependent care FSA match 
• Uncapped paid time off 
• Paid parental leave 
• 401(k) match 
• Personal and healthcare financial literacy programs 
• Ongoing education & tuition assistance 
• Gym and fitness reimbursement 
• Wellness program incentives

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.

HealthEquity uses Microsoft Copilot to transcribe screening interviews between candidates and their direct Talent Partner for note taking and interview summaries. By scheduling a screening interview with us, you consent to Microsoft Copilot’s AI technology recording and transcribing your interview with your Talent Partner. This information will be reviewed for accuracy and then used by HealthEquity to summarize the interview, ensure accuracy, and facilitate our hiring process. We take privacy seriously. You have the option to opt out. If you wish to opt out of this Microsoft Copilot transcription, please notify your Talent Partner in advance of the interview. If we do not receive an opt-out request from you, we will assume that you consent to the use of Microsoft Copilot.

At HealthEquity, our goal is to save and improve lives by empowering healthcare consumers. This shared purpose inspires everything we do, including how we approach hiring. Our process is designed to get to know the real you: your skills, experiences, and potential to make a difference. We value honesty, originality, and the courage to do the right thing, even when it is not the easiest path. Showing up as your authentic self reflects these values and helps us build something truly remarkable together.

As AI is becoming a common tool throughout the application process, we want to be clear about its appropriate use at HealthEquity. Using AI to support resume writing, research, or interview preparation is perfectly acceptable, provided the content is accurate and genuinely represents your qualifications and skills.  For other key parts of our interview process, however, it is important that the ideas, communication, and work you share reflect your own voice, experiences, and thinking. We ask that you participate in our live interviews and complete any assessments without AI assistance unless instructions explicitly indicate otherwise or a specific exception is discussed and approved in advance. This approach ensures fairness, celebrates your individuality, and allows your authentic perspective to shine. Behaviors that do not align with these guidelines may result in disqualification from the hiring process or termination of employment if later discovered. We appreciate your understanding and look forward to learning about the unique contributions only you can bring to HealthEquity.

HealthEquity is committed to your privacy as an applicant for employment.  For information on our privacy policies and practices, please visit HealthEquity Privacy.