Sr Mgr CIS

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

How you can make a difference  

The Senior Manager of Client Integration Solutions (CIS) is responsible for providing leadership oversight and mentorship for teams of individuals responsible for implementation, integration and maintenance of HealthEquity products, services and integrated solutions. This role determines short and long-term goals for the respective teams. Navigates highly complex organizational or client scenarios and drives resolution on behalf of CIS. Mentors and builds the skill set of leaders and team members in CIS, supports and encourages leaders and team members to build an engaging work environment for their teams. This role works collaboratively with internal partners to identify areas of efficiency and make changes that support better throughput, leads or plays a key role in organizational projects, guides leaders through complex challenges with internal and/or external customers to drive resolution, and drives business needs with executive leadership. This role will assist with establishing short and mid-term business unit goals. This role is also responsible for direct leadership of leaders and/or team members. 

What you’ll be doing 

• Manages and carries out the personnel actions for direct reports, including but not limited to hiring and scheduling; training and evaluating; coaching and managing performance; making salary, merit, or other compensation recommendations for team of direct reports; and making recommendations and/or taking corrective or disciplinary action as appropriate.  
• Provide senior leadership oversight for   CIS teams. Maintain full accountability for the performance of the team; this includes preparing and setting short, mid-term and annual goals as aligned with department and corporate targets/goals.  
• Manage procedures, policies or methodologies for the respective teams and ensure cost containment. 
• Mentor and guide leaders and team members to successfully execute job responsibilities and provide opportunities for professional growth; provide constructive, clear and transparent feedback. 
• Manage and oversee the activities of leaders and team members to ensure that projects remain on track and aligned with organizational objectives; this includes schedules, budgets, key project objectives, teams and individual capacity and project methodology. 
• Consistently monitor and assess metrics and operational performance to ensure optimal efficiency for the respective teams and take action to redirect activities as appropriate and by adjusting and flexing resources as needed.  
• Review reports, risk assessments, executive summaries and business plans to identify areas of improvement; directly lead or assign oversight responsibilities to act on identified initiatives. 
• Review client/partner feedback to help provide team and/or individual guidance. 
• Establish effective communication with leaders and executives across technical and non-technical departments to identify key plan tasks, risks, issues and due dates. 
• Collaborate with leaders and peers to define strategic direction and elements of tactical execution for CIS. 
• Provide strategic ideas and identify tactics to improve efficiency and customer satisfaction not only for Client Integration Solutions teams but for the broader HQY organization as a whole. 
• Assist senior leadership with special projects.
• Support senior leadership to help ensure defined strategic directions are being executed. 
• The ability to have flexible working hours is essential. 
• Ability to identify and delegate tasks as appropriate to individual contributors. 

What you will need to be successful

Education and Experience: 

• Experience of 10+ years in the benefits or financial services industries and/or 4+ years as a Manager, or equivalent work experience.
• Knowledge and understanding of business and technology as normally obtained through the completion of a Bachelor’s Degree in a business or technology related major, or equivalent work experience. 
• Master’s Degree preferred. 
• Education or training in project management and/or operational practices, theories, and processes. 

Specialized Knowledge, Skills, and Abilities: 

• Manage multiple responsibilities and quickly adapt/shift to changing priorities. 
• Plan, organize, and manage multiple projects in a professional manner is essential. 
• Superb attention to detail. The ability to define problems, collect data, establish facts to help provide resolution for escalated client/partner and system issues. 
• Maintains the highest-level of communication skills, both verbal and written, and interpersonal skills. 
• Excellent understanding of the   requirements of implementation projects including system scope and project objectives. 
• Proven leadership skills, a high degree of organizational skill and the demonstrated ability to effectively lead, influence, plan and manage oversight of multiple projects. 
• Proven written presentation and verbal communication skills are required. 
• Strong application knowledge and understanding of company programs, services and products. 
• Thorough knowledge and understanding of all business operations and an aptitude for systems and technical capabilities. 
• Occasional travel may be required.   

#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 will be eligible for performance-based incentives as part of the total compensation package, in addition to 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.

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