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.

Apply Now


Current Openings

Investment Systems & Process Solutions Analyst

Salesforce Administrator & Integration Developer

Senior Accountant

Business Relations Representative

Marketing Manager


Job Title: Investment Systems & Process Solutions Analyst

Status & Salary: Full-Time Exempt, Negotiable

Deadline: August 31

Purpose

We are seeking a Business Process Solutions Analyst with Health Savings Account (HSA), and/or similar retirement expertise (IRA, 401k, etc.).  This individual will serve as a HSA process expert supporting the operations, integration, and analysis of corporate data and technology resources.

Primary Duties and Responsibilities

  • Serve as subject matter expert in retirement product systems and processes
  • Support HSA process documentation and optimization
  • Provide compliance and regulatory analysis of HSA processes and procedures
  • Support reporting and statement development for clients and regulatory agencies.
  • Maintain operational oversight of vendors supporting HSA processes
  • Assists in maintaining daily, weekly and monthly quality controls of HSAs.
  • Perform analysis on account and operational data
  • Make recommendations to management regarding process enhancements as appropriate
  • Identify opportunities for application and process optimization, integration, redesign, or development

Essential Skills

  • Consultant mindset – identify, communicate, and act on issues and initiatives
  • Understand and effectively within the intersection of technology, processes, and systems
  • Health Savings Account (HSA) operational domain knowledge and process experience highly preferred
  • Investment Provider Xchange (IPX) experience highly preferred
  • Strong financial retirement product (HSA/IRA/401k) knowledge and financial institution experience
  • Displays strong financial acumen, including knowledge of banking industry, products, and regulatory understanding
  • Knowledge of rules and regulations applicable to IRAs and Health Savings Accounts (Bank Secrecy Act, Anti-Money Laundering, Bank Bribery Act, NCUA Privacy Regulations, Reg DD, Reg E, Reg CC, Reg Z, Reg B, FCRA/FACTA, and Service Members Civil Relief)
  • Maintain current knowledge and consistent compliance with regulations and bank policies and procedures related to the position, including but not limited to Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements
  • Detailed oriented, with the ability to plan, prioritize, and meet deadlines in a fast-paced environment.
  • Ability to communicate professionally and effectively, both written and verbally, particularly when under pressure.
  • Ability to work independently, as well as part of a team

Qualifications

  • Bachelor’s Degree in Information Technology or related field; or an equivalent combination of education and experience sufficient to successfully perform the key accountabilities of the job required
  • 3-5 years of relevant experience
  • Prior financial services experience working with IRAs and/or HSAs
  • Proficiency in SQL and data analysis highly preferred
  • High degree of proficiency MS Office Suite and Internet applications
  • Strong problem-solving skills, data and software applications

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.

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. This job description is not a contract.


Job Title: Salesforce Administrator & Integration Developer

Status & Salary: Full-Time Exempt, Negotiable

Deadline: August 31

Purpose

The Salesforce Administrator will work towards ensuring that we are maximizing efficiency and capitalizing on the full features and benefits of the Salesforce.com platform based on the needs of our business.  We are seeking an individual with excellent technical and communication skills who can interface with functional analysts and internal stakeholders to understand business needs in order to administer, enhance, and integrate the Salesforce platform.

Primary Duties and Responsibilities

  • Manage daily support and maintenance tasks
  • Manage all support requests and users’ administrative needs
  • Design and maintain fields, views, reports, dashboards, campaigns and other Salesforce objects and functions as needed
  • Design and manage data integration between Salesforce and other applications
  • Manage Salesforce data integration with cloud data stores (AWS/Azure)
  • Identify opportunities for application optimization, integration, redesign, or development
  • Maintain security including sharing rules and security levels
  • Maintain system documentation and Salesforce policies and procedures
  • Manage and document ongoing Salesforce customization and integration projects
  • Make recommendations to management regarding implementations as appropriate
  • Be the company subject matter expert on Salesforce.com
  • Provide support and training for company Salesforce users

Essential Skills

  • Strong Salesforce data object management and data integration skills required
  • Relational database and SQL experience required
  • Excellent comprehension skills, with the ability to listen to and understand information and ideas presented through verbal and written communication.
  • Ability to communicate professionally and effectively, both written and verbally, particularly when under pressure.
  • Financial, banking, and/or Health Savings Account (HSA) experience highly preferred
  • Detailed oriented, with the ability to plan, prioritize, and meet deadlines in a fast-paced environment.
  • Strong reporting background using standard Salesforce functionality
  • Ability to work independently, as well as part of a team

Qualifications

  • Bachelor’s Degree in Information Technology or related field; or an equivalent combination of education and experience sufficient to successfully perform the key accountabilities of the job required
  • 3-5 years of experience performing Salesforce.com Sales Cloud and Service Cloud configuration and administration
  • Salesforce Administrator Certification Strongly preferred
  • Proficiency in SQL and relational database design
  • Understanding and experience with data integration tools and ETL
  • High degree of proficiency MS Office Suite and Internet applications
  • Strong problem-solving skills, data and software applications
  • Jira experience preferred

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.

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. This job description is not a contract.


Job Title: Senior Accountant

Status & Salary: Full-Time Exempt, Negotiable

Deadline: August 21

Purpose

This is a great opportunity to build an accounting function in a fast-growing company as this responsibility is being moved in-house from our sister company. Responsible for the general accounting function including preparing journal entries, maintaining balance sheet schedules and ledgers and account and bank reconciliations. Complete monthly closings and account analysis and supporting the Director of Finance in carrying out the responsibilities of the Accounting department.

Essential Functions & Responsibilities

  • Monthly Close / General Ledger – Independently complete Company’s monthly close process. Process monthly journal entries. Analyze trial balance for accuracy.
  • Accounts Payable – enter invoices, process checks, monitor accounts payable balance for accuracy, maintain organized record-keeping system, handle discrepancies as necessary, accrue amounts in general ledger and set up prepaids as necessary. Monitor accounts payable regularly to ensure accuracy.
  • Payroll – Communicate with external benefits administrator to ensure integrity and accuracy of payroll system. Make Payroll entries and reconcile.
  • Financial Statements & Analysis – Prepare monthly Board report financial statements, analyze and explain variances. Assist in preparation of quarterly forecast updates.
  • Remote Deposits – Process daily administrative fee payments that come in via remote deposit. Maintain accurate and organized records of these funds.
  • Processes – Identify procedures and processes in need of updating. Draft written documentation of processes and guidelines.
  • Maintain a positive team environment that promotes self-empowerment and provides a high level of customer satisfaction
  • Budget – work closely with the Director of Finance to assist in drafting the company’s budget. Work with managers in other departments to gather their input for their respective budget amounts.
  • Tax Returns – Prepare annual Chesterfield County Business Property & Business License Tax returns for Director of Finance’s review and signature. File with supporting documentation for the information it reports.

Essential Skills

  • Extensive knowledge of US GAAP.
  • Knowledge of Microsoft Office, with proficiency in Excel; Great Plains accounting software highly desired, and the ability to quickly learn IPX and Phoenix database systems.
  • Extreme attention to detail is necessary; ability to work independently, and to analyze complex situations and see them to resolution.
  • Account reconciliation and analysis.
  • Ability to work with highly sensitive and confidential information.
  • Must be able to work with all levels of company staff.
  • Excellent organizational, problem-solving, and communication skills.
  • Ability to adapt to changes in processes and analyze information to improve processes.

Qualifications

  • B.S. in Accounting with CPA certification or on track to gaining CPA certification
  • At least 3-5 years of experience working as an accountant
  • Very good computer skills, with effective working knowledge of the primary Microsoft Office programs
  • Ability to successfully pass a background check and other pre-employment screening

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.

This job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. This job description is not a contract.


Job Title: Business Relations Representative

Status & Salary: Full-Time Non-Exempt, Negotiable

Deadline: July 16

Purpose

Support multi-levels of clients including Sales and Human Resource Executives, Account Managers, Advisors, Employer Groups and HSA Participants for HealthSavings Administrators.

The Business Relations Representative (BRR) acts as the first point of contact for HealthSavings’ business customers, including producers and their clients. The BRR is responsible for ensuring an extraordinary customer experience maintaining relationships and providing prompt and accurate service.

The BRR will drive customer retention and growth through accurate posting of daily work through Salesforce, IPX and other technology systems, handling customer complaints and inquiries, a commitment to accuracy, and strong organization skills.

Essential Functions

  • Commitment to provide excellent service to HealthSavings’ business relationships, listening and providing solutions on a case-by-case, client-by-client basis which may include policy, procedure, process, compliance and risk assessment.
  • Retain existing relationships via reactive servicing through phone queue or email correspondence by providing exceptional problem solving, ownership and follow through.
  • Product knowledge expert on health savings accounts (HSAs)
  • Ability to work within multiple systems — Salesforce, IPX, TSYS, etc. — while addressing, researching and determining a solution to resolve the customer’s concerns and questions.
  • Maintains Salesforce database activities, such as communications, customer inquiries, customer response, case status and other important updates.
  • Maintain awareness of call center statistics (e.g., call volume, abandonment rate, speed to answer, etc.) to achieve high performance and ensure adherence to SLA’s and company quality standards
  • Maintain a positive team environment that promotes self-empowerment and provides a high-level of customer satisfaction
  • Ensure positive cross-departmental communications.
  • Utilize internal resources to respond to customer inquiries accurately and in a timely manner.
  • Process client requests and respond to product and service inquiries in a responsible, timely and accurate manner.
  • Ability to effectively communicate and reinforce changes in operational policies and procedures.
  • Take ownership of escalated issues and report system or policy issues to appropriate parties.
  • Act as an advocate for the customer by submitting feedback through appropriate channels.
  • Follow HealthSavings’ brand standards
  • Other duties as assigned

Essential Skills

  • Excellent business relationship service and communication skills
  • Excellent time management and organization skills
  • Excellent verbal and written skills
  • Ability to communicate with high-level executives regarding HSA products
  • Ability to exercise good judgement and solve problems
  • A natural concern for people; empathic, positive and patient
  • Reliable
  • Results-driven
  • Knowledge of Microsoft Office, particularly Word, Excel, Access and Outlook
  • Knowledge of Salesforce (or working in a CRM database) is a plus
  • Experience using a case-based approach to resolve customer issues
  • Experience using databases/different software platforms
  • Ability to work independently and as part of a team

Qualifications

  • High school diploma or equivalent; Associates Degree preferred
  • 2‒5 years’ experience within a progressive customer care/call center environment
  • Typing speed 40WPM
  • Ability to successfully pass a background check and other pre-employment screening

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.

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. This job description is not a contract.


Job Title: Marketing Manager

Status & Salary: Full Time Exempt, Negotiable

Deadline: July 16

Purpose

To lead, manage and implement marketing activities that strengthen the HealthSavings brand and boost sales and conversion

Essential Functions

  • Build marketing programs to support specific marketing objectives across different channels and segments in support of our overall strategic marketing plan
  • Execute marketing programs from start to finish, driving collaboration with the stakeholders and leveraging the right internal processes
  • Leverage marketing automation software (e.g., Pardot) to create lead generation and automation campaigns
  • Understand HealthSavings’ products and translate technical details into customer benefits and clear processes
  • Work with marketing and sales teams to identify key messages and create collateral to support product marketing campaigns and sales efforts
  • Leverage product marketing metrics, Voice of the Customer (VOC) and market trends to position products; work closely with Market Research Analyst to track and report results
  • Assist with onboarding clients by completing their branded set-up, as needed
  • Champion products with internal sales team and other staff members; help train, support and build awareness and understanding
  • Manage tradeshows and other events, including registration, pre-event and post-event communications, booth development, sales collateral, etc.
  • Provide marketing support for Sales Directors, such as custom emails/templates, PowerPoint slides, channel partner support and communication, etc.
  • Create, manage, and track annual marketing budget
  • Test product features and adjust marketing plans, as needed
  • Measure and report on the success of marketing campaigns and efforts
  • Ensure the accuracy of content
  • Follow and champion HealthSavings’ brand standards
  • Collaborate closely with the Vice President, Marketing & Communications; Marketing & Communications Director, and other members of the HealthSavings team, including outsourced agencies and freelancers
  • Other duties as assigned

Essential Skills

  • Excellent communication skills
  • Excellent verbal communication skills
  • Excellent time management, project management, organization and planning skills
  • Excellent attention to detail
  • Excellent understanding of marketing trends
  • Strong knowledge of Microsoft Office, particularly Word, PowerPoint and Excel
  • Strong knowledge of website content management systems (e.g., WordPress)
  • Strong knowledge of social media platforms (e.g., LinkedIn, Twitter, YouTube)
  • Strong knowledge of marketing automation platforms (e.g. Pardot) and strategies
  • Experience building complex marketing programs and reporting on the results
  • Experience with digital and direct response marketing
  • Experience with CRMs (e.g. Salesforce)
  • Experience in market analysis
  • Experience using web analytics tools (e.g., Google Analytics)
  • Experience working with design agencies, freelancers, printers, mail shops and other vendors
  • Ability to think creatively and analytically / quantitatively
  • Ability to work independently and as part of a team
  • Proven capability to work in a fast-paced environment, responding to shifting priorities
  • Pro-active, enthusiastic and proven rapid learning capabilities

Qualifications

  • Bachelor’s degree in marketing, communications or similar field
  • 5+ years of product marketing management experience for a rapidly scaling organization
  • Experience in the financial services or healthcare 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.