Search News Posts

Careers

Working at HealthSavings means you’ll be part of an organization that supports its employees and customers. We delight in caring for each other, so we look for new employees who bring that can-do energy to work each day.

We want our employees to solve problems as they arise, and to help the customer beyond what they expect. So if you have initiative, this is your kind of company.

To apply, send your resume, cover letter and salary requirements to: GreatJobs@HealthSavings.com. (No phone calls or agencies, please.) Incomplete applications will not be considered.


Current Openings


Job Title: Client Relationship Manager

Status & Salary: Full Time Exempt, Negotiable

Deadline: May 31

Purpose

To generate revenue by building relationships and penetrating specific national accounts utilizing selling skills, marketing knowledge and analytical ability

Essential Functions

  • Manage a number of key client relationships and achieve revenue goals by identifying client goals and then selling outcome-based program designs that deliver measurable success against the clients’ measure of success
  • Work directly with clients and develop custom business plans including revenue forecasting and the specific programs and campaigns that incorporate HealthSavings’ sales, marketing, product and service capabilities to increase client penetration which leads to incremental revenue growth from its key strategic partners
  • Provide consistent client communication and collaboration to proactively manage, build and retain relationships with key clients through regular email, phone, webinar and face-to-face communication across a broad range of contacts in our key clients’ businesses from frontline staff to executive level; research and provide accurate and timely solutions
  • Support key client questions and queries through a solid understanding of HealthSavings’ value proposition including platform, product and service capabilities along with a strong knowledge of the RIA retirement industry
  • Train clients on the phone, webinar and in person on how to understand and interpret HealthSavings’ suite of products, services and capabilities
  • Analyze facts to design efficient and effective program solutions to help allocate organizational resources to partners that will deliver ROI and accomplish business goals
  • Participate in project work as required such as the strategic roll out of new products, testing reporting and applications, obtaining client feedback and sharing with the Product Manager
  • Proactively ensure the client relationship management system (Salesforce) and all other systems contain accurate information updated on a daily basis
  • Recognize the need for any additional reporting requirements or process improvements which may assist with your role; be willing to make suggestions where appropriate
  • Reactively and pro-actively attend client meetings/events and industry conferences
  • Collaborate closely with members of the HealthSavings team
  • Follow HealthSavings’ brand standards
  • Other duties as assigned

Essential Skills

  • Proven track record of managing key strategic partners and developing relationships with clients, co-workers, vendors and business partners
  • Customer-focused and must possess a genuine desire to go above and beyond in order to exceed client expectations
  • People skills; effective and diplomatic communicator, both in person and on paper
  • Excellent relationship building skills; effective listener; able and willing to share and receive information and keep other members informed about what is happening, as well as assisting colleagues as required
  • Respond to change with a positive attitude and have a willingness to learn new ways to accomplish work activities and objectives; pro-active, enthusiastic and rapid learning capabilities
  • Excellent time management, project management, organization and planning skills with the ability to prioritize tasks and follow through; ability to manage a variety of tasks to a high standard and meet tight deadlines; ability to multi-task and stay highly organized in a fast-paced, dynamic environment
  • High level of professionalism and demonstrate credibility and appropriate verbal and non-verbal behavior with clients and colleagues and adapt personal style where necessary
  • Excellent problem solving skills and willingness to get the job done
  • Excellent communication skills and the ability to interface at all levels of management
  • Strong analytical skills and attention to detail
  • Ability to work independently and as part of a team
  • Able to professionally conduct multi-media presentations
  • Excellent technical expertise; proficient with internal databases, systems and tools that can be utilized to problem solve and service the clients
  • Strong knowledge of Microsoft Office, particularly Word, Excel, and PowerPoint

Qualifications

  • Bachelor’s degree
  • Experience with Salesforce
  • 5+ years of account management experience including 3+ years with strategic account experience
  • 5+ years of experience in the retirement services industry
  • SPARK Accredited Retirement Plan Specialist (ARPS) designation is a plus
  • Permanent U.S. work authorization required

Physical Requirements

This position requires the employee to work indoors in a typical office environment. While performing the duties of this job, the employee is required to have good hand-eye coordination; arm, hand and finger dexterity, including the ability to grasp; and visual acuity to use a keyboard, operate equipment and read. The employee is frequently required to sit, reach with arms, talk and hear. On occasion, the employee may be required to lift, carry or move light to medium weights of 1-40 pounds.


Job Title: IT Support Specialist

Status & Salary: Full Time Exempt, Negotiable

Deadline: June 15

Purpose

To perform a wide range of IT support activities for HealthSavings

Essential Functions

  • Serve as the key point of contact for internal help desk support, coordinating with outsourced IT vendors as needed to resolve technical issues
  • Coordinate the maintenance of office equipment and hardware, arranging for support from external vendors as needed
  • Coordinate and execute technical set ups for new employees, including FTP access and creating new users in SQL
  • Coordinate and execute technical shut downs for terminated or separated employees
  • Provide Salesforce and administrative support
  • Assist with data synchronization and data management in multiple databases
  • Assist with disaster recovery documentation and testing
  • Understand and properly communicate and enforce HealthSavings’ security standards among team members, conducting ongoing training as needed
  • Perform monthly active directory audits
  • Perform quarterly audits of all systems
  • Manage security and hosting for HealthSavings’ website domains
  • Follow HealthSavings’ brand standards
  • Other duties as assigned

Essential Skills

  • Excellent problem solving skills and willingness to get the job done
  • Excellent communication skills
  • Excellent time management, project management, organization and planning skills
  • Excellent attention to detail
  • Proven track record and familiarity with a variety of the field’s concepts, practices and procedures with proven ability to implement best practices
  • Experience with remote desktop application environment and terminal servers
  • Experience with documenting processes and procedures
  • Knowledge of security protocols like HIPAA, PHI, etc.
  • Ability to troubleshoot
  • Ability to rely on experience and judgment to plan and accomplish goals
  • Ability to work independently and collaborate well in a team setting
  • Pro-active, enthusiastic and proven rapid learning capabilities

Qualifications

  • Requires bachelor’s degree in information technology, engineering, computer science or equivalent
  • 3+ years of IT experience in a rapidly scaling organization
  • Strong in depth knowledge of platform software and databases
  • Experience with Salesforce required; Salesforce certification a plus
  • Experience with SQL server a plus

Physical Requirements

This position requires the employee to work indoors in a typical office environment. While performing the duties of this job, the employee is required to have good hand-eye coordination; arm, hand and finger dexterity, including the ability to grasp; and visual acuity to use a keyboard, operate equipment and read. The employee is frequently required to sit, reach with arms, talk and hear. On occasion, the employee may be required to lift, carry or move light to medium weights of 1-40 pounds.