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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: Strategic Accounts Manager

Status & Salary: Full Time Exempt, Negotiable

Deadline: March 13

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

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: Operations Director

Status & Salary: Full Time Exempt, Negotiable

Deadline: March 3

Purpose

To plan, direct and coordinate the operations of HealthSavings with responsibility for ensuring and improving the performance, productivity, efficiency and profitability of departmental and organizational operations through the provision of effective methods and strategies

Essential Functions

  • Understand the full scope of operations to generate new ideas that improve quality and the customer experience and create scale for rapid growth
  • Monitor the work of various departments in the organization involved in production to understand the operational workings of each department in detail and serve as a go-to resource for all operational matters
  • Coordinate between all the different departments, assist with planning with each department and implement those strategies
  • Improve processes and policies in support of organizational goals; formulate and implement departmental and organizational policies and procedures including implementing best practices to maximize output in timely matter with minimal error
  • Supervise the operation department including establish organizational structures; delegate tasks and accountabilities, establish work schedules, monitor and evaluate performance, conduct performance reviews and make recommendations for merit increases and promotions
  • Organize recruitment and placement of required staff
  • Manage quality and quantity of employee productivity. Manage maintenance of equipment. Provide technical support where necessary.
  • Monitor, manage and improve the efficiency of support services and facilitate coordination and communication between support functions
  • Serve as a member of the HealthSavings leadership team and provide strategic input. Assist in the development of strategic plans for operational activity. Implement and manage operational plans. Make plans and strategies to improve the overall performance in the company.
  • Make reports for executive management regarding the operations of the company
  • Responsible for department metrics with a focus on volumes processed per hour
  • Responsible for quality metrics with a focus on error rates per 1,000
  • Review the finances of operations
  • Assist in solving any disputes that arise within the company between different departments
  • Monitor adherence to rules, regulations and procedures
  • Collaborate closely with the President and other members of the HealthSavings team
  • Follow HealthSavings’ brand standards
  • Other duties as assigned
  • Some travel required (approximately two weeks per year)

Essential Skills

  • Proven track record of managing and growing a highly effective operations department
  • Knowledge and experience with organizational effectiveness and operations management
  • Knowledge of business and management principles and practices
  • Knowledge of human resource principles and practices
  • Information technology 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
  • Experience developing and presenting proposals to executive management enabling well informed operations-related decision making
  • Experience driving consensus across multiple stakeholders and working with cross-functional teams
  • Pro-active, enthusiastic and proven rapid learning capabilities
  • Ability to work independently and as part of a team
  • Strong knowledge of Microsoft Office, particularly Word, Excel and Visio

Qualifications

  • Bachelor’s degree
  • 5+ years of operations management experience for a rapidly scaling organization
  • Experience in the financial services or retirement industry 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.