At VyStar, we offer competitive pay, an excellent benefit package that includes a 401(k) Plan, an extensive paid technical and on-the-job training program, and tuition reimbursement--available to all full and part time employees. Part time positions start at a minimum of 30 hours per week.
We encourage you to become a part of VyStar Credit Union's family of employees.
* SELECTION PROCESS:
As part of our preliminary recruiting process, we kindly ask candidates to complete an online assessment sent to their email from our third-party vendor, HireVue. To be considered, please complete the assessment within the allotted time. If you don't receive it after applying, check your spam folder. Assessment results are valid for 6 months.
JOB SUMMARY
The Branch Vice President responsibilities are to coach, develop and lead all branch employees to obtain individual, branch and organizational growth goals while delivering unbelievable member service experiences and maintaining operational excellence. This key position is accountable to create, implement, and maintain branch strategies aligned with VyStar's objectives in a fast-paced environment. They also develop and implement tactical plans and establish objectives for the branch which are documented in the annual business plan. The Branch Vice President must maintain a high level of participation within VyStar Leadership Team and promote, reinforce, and support decisions of the credit union and management. The leader must also establish strong member and partner relationships and engage in community volunteer and leadership opportunities. The overall results and success of the branch team are the direct responsibility of the Branch Vice President.
ESSENTIAL JOB FUNCTIONS:
Ensure day-to-day branch operations, choreography, and implementation result in unbelievable service experiences for members and achieve or exceed organizational strategic goals and profitability requirements.
Train, encourage, enable, and coach employees to embrace VyStar's Standards of Excellence, Behaviors of Excellence, Being Unbelievable, and the Great 8 Member Service Commitments to successfully establish, maintain, and grow strong member relationships.
Model all VyStar Excellence behaviors while performing job duties.
Develop staff for succession planning within the branch network and other lines of business.
Work closely with Human Resources and Training to ensure the recruiting and training curriculum are appropriate, timely, and a positive experience for VyStar employees.
Partner with internal departments that are dependent upon referrals for success.
Establish and validate performance objectives for the branches consistent with VyStar Excellence and branch scorecards.
Reinforce appropriate employee activities and behaviors to achieve personal, branch, and organizational objectives creating consistent expectations and course-correcting when necessary.
Support the ABM in providing ongoing coaching for direct reports including side-by-side evaluations, Member Assist Call assessments, monthly performance reviews, and career progression discussions.
Provide ongoing coaching for ABM including coach-the-coach evaluations, monthly performance reviews, and career progression discussions.
Conduct daily team huddles and weekly sales meetings which include training on products and services and skill practice to increase knowledge and comfort level with making recommendations to members.
Prepare or assist with the preparation and administering of performance appraisals for all levels of Branch Management and indirect reports.
Support and participate in all Credit Union initiatives and campaigns.
Analyze data to determine and implement staffing changes and modifications as needed.
Ensure compliance with regulations, policies, and procedures and perform audits.
Adhere to solid risk management guidelines in a highly regulated environment.
At applicable locations, collaborate with Branch Operations Analysts to ensure compliance.
Exhibit a high degree of integrity, trustworthiness, and professionalism at all times.
Work from home during branch closures, such as during disaster recovery events.
Actively lead by example through community service supporting the VyStar brand.
Create and maintain an inclusive and professional environment where all team members are respected, and diversity is valued.
As applicable, support a high school branch and Collegiate employees, including mentoring, training, and development of the student interns, and ensuring sound branch operations and compliance with rules and regulations.
Resolve member concerns independently and escalate more complex concerns as appropriate.
Provide counseling to members and employees on all financial matters and make appropriate recommendations.
Performs other duties as assigned.
All employees and business units, as first line of defense, are expected to proactively help identify, assess, manage, and report risks within their domain of work. To enhance a healthy risk culture and support our growth for good pillar, employees will maintain vigilance in safeguarding our operations while ensuring compliance with regulatory mandates. The Risk team serves as the second line of defense by providing risk oversight and credible challenge whereas the Audit team serves as the third line of defense by providing risk assurance.
EDUCATION
High School Diploma/GED is required.
Either an Associate's/Bachelor's degree preferred.
EXPERIENCE
4 + years in a customer service, sales, community service, military service, or leadership role is required.
3 + years' experience in lead role within financial institution is required.
KNOWLEDGE, SKILLS & ABILITIES
A congenial attitude, excellent written and verbal communication skills, problem solving skills and the ability to relate well with others are required.
Must possess strong teaching and mentoring skills and a commitment to quality service.
Must be able to work in a fast paced, changing environment and have a strong desire to assist members in meeting their financial needs.
May stand throughout entire shift in order to assist members or other staff.
DISCLAIMERS AND WORK ENVIRONMENT
Nothing in this position description is an implied contract for employment. The position description is intended to be an accurate account of the essential functions. The functions are not all encompassing and are subject to change at any time by management.
The work environment characteristics described are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
As required or requested, may exert up to 50 pounds of force occasionally and/or a negligible amount of force constantly to lift, carry, push, pull or otherwise move objects.
ADDITIONAL JOB DESCRIPTION
Incumbent is expected to demonstrate each of the following VyStar Excellence behaviors in performing the duties and responsibilities of their job.
Focus Focus your full attention by carefully listening to and observing your client or member.
Connect Consistently be friendly and approachable. Demonstrate you care.
Understand Listen empathetically and ask questions. (70%/30%)
Counsel Recommend solutions based on your client's or member's needs and objectives.
Advance Ensure that member's expectations were exceeded. Verify necessary follow-up action.
VyStar Credit Union is not seeking outside assistance or accepting unsolicited resumes from staffing agencies or search firms for employment or contractor opportunities. Any resumes submitted by an outside vendor to any employee at VyStar via e-mail, internet, or directly to hiring managers without a valid written search agreement with the Talent Acquisition / HR department will be deemed the sole property of VyStar Credit Union.
No placement fee will be paid if a candidate is hired as a result of the referral, or through other means.
Thank you for your inquiry regarding our current job opening. Your resume will be carefully reviewed against the position requirements. Should your experience and skills match, you will be contacted by one of our Human Resources department staff members.
Thank you again for your interest in this position!
VyStar Credit Union Human Resources
$69k-83k yearly est. Auto-Apply 37d ago
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Call Center Representative
Affinity Federal Credit Union 4.2
Ridgefield, NJ jobs
In order to continually provide our members with the highest level of service, Affinity FCU is seeking results oriented and service focused individuals to join our digital contact center team. Selected candidates MUST be able to work the following shifts: M-F 8am-4:30pm, 9am-5:30pm, 9:30am-6pm or 10:30am - 7pm with Saturday availability required at least twice per month: 9am-1pm and 1-5pm shifts. 100% remote candidates who meet the requirements are eligible to apply and will be considered.
The starting salary range for a new hire in this role is $48k to $50k. The wage/salary offered to a successful candidate will be dependent on several qualifying factors, including but not limited to: years of relevant experience, years of industry experience, education, etc.
Call Center specialists provide our credit union members with knowledgeable, prompt, accurate and courteous service, while also showing empathy and genuine care for their financial well-being. Responsibilities include communicating with members via digital channels to discuss their individual financial needs, effectively handle inbound calls, seek solutions to problems, identify needs based sales opportunities, and develop long term financial relationships with our members.
Requirements:
Minimum of two years of experience in a customer service capacity, high volume call center experience strongly preferred.
Prior banking experience is preferred.
Prior CRM experience is preferred, but not required.
Qualified candidates must possess excellent communication, interpersonal organizational and problem solving skills. Must be positive, patient and customer focused at all times. The ability to multi-task is essential in this role.
Bilingual, Spanish-speaking helpful, but not required.
Affinity strives to maintain balance between our employees' personal and professional responsibilities. All full-time employees receive a highly competitive and multi-faceted Total Rewards package including competitive pay, target incentive, full medical/ dental/prescription coverage, 401(k) plan, profit sharing, and generous paid time off. Affinity employees are also eligible for discounts on products and services and earn paid time off for volunteering. In addition to these benefits, Affinity provides extensive educational and developmental opportunities as well as access to our formal Tuition Assistance Program.
Affinity Federal Credit Union is an Equal Opportunity Employer
Affinity FCU is committed to creating an inclusive culture and an employment experience that values diversity. Our culture is built on respect - one that recognizes and values the unique talents of everyone on the team. With a genuine commitment to diversity, we've created an environment where employees feel comfortable regardless of race, gender, religion, background, physical ability, or sexual orientation.
Explore career opportunities with Affinity and belong to something better.
Please scroll down and read the Applicant Statement in its entirety.
Applicant Statement
I promise that all information I have supplied in this application and any other form, oral or written, is true and accurate, and I agree that any misstated, misleading, omitted, or false information will result in rejection of this application form, refusal to hire, withdrawal of an offer of employment, or immediate discharge without recourse, whenever and however discovered.
I understand and agree that Affinity Federal Credit Union, any agent acting on its behalf, as well as any other person responding to a reference request pursuant to this application, can and will seek and/or disclose any and all information about me which said corporation, agent, or person may have. I specifically authorize said disclosure and agree to hold all such corporations, agents, or persons harmless.
I understand and agree to the fact that Affinity Federal Credit Union maintains a drug-free workplace and that I will be required to undergo a drug urine screening check. I understand and agree to the fact that Affinity will also conduct a criminal history background and credit report check. I understand and agree that said pre-employment checks are designed to ascertain my suitability for employment. I specifically authorize said disclosure of this confidential information and agree to hold Affinity Federal Credit Union, its agents, managers, officers, and employees harmless from any and all liability in connection with the pre-employment screening/testing. Additionally, I agree to comply with all request for additional testing of any type and at anytime during my employment at Affinity Federal Credit Union.
I understand that all employment offers are made contingent upon satisfactory proof of legal authorization to work in the United States according to the law. I understand that failure to provide satisfactory proof of identity and authorization to work in the United States will disqualify me from employment.
If hired, I agree to abide by the terms and conditions of all Affinity Federal Credit Union policies and procedures. I understand I will not be employed, or my employment will be terminated, if I am or have been convicted of a criminal offense involving dishonesty, breach of trust or money laundering, or if I admit, plead guilty or nolo contender, or have to such an offense or if I agree or have agreed to enter into a pretrial diversion or similar program in connection with a prosecution such an offense.
I understand and agree that my employment will be at will and that I or Affinity Federal Credit Union may terminate this employment relationship at any time, with or without notice, for any or no reason, without recourse by either of us. I also understand that oral representations to the contrary do not change the fact that both the Company and I maintain free to end the work relationship for any or no reason. I further understand that any changes in this employment relationship must be made in writing.
I acknowledge that at anytime during my employment with Affinity Federal Credit Union, the hours and/or days that I am expected to work may be changed to accommodate the needs of the business. In addition, I am also expected to work at various Affinity Federal Credit Union locations.
I acknowledge that I have been advised that Affinity Federal Credit Union is an Equal Opportunity Employer and that Affinity Federal Credit Union administers its employment policies in a nondiscriminatory manner. I specifically authorize Affinity Federal Credit Union to investigate my background, including any and all references, and prior employers, consistent with the position for which I am applying, and release and hold Affinity Federal Credit Union harmless for any and all liabilities arising out of its investigation of my application for employment. I authorize the Company, in its sole discretion, to supply my employment record to any prospective employer, government agency, or other party with an interest that the company deems appropriate.
I understand that this application is not a contract of employment.
If you agree to this disclaimer, you authorize the Company to process the application in accordance with the Company's established hiring practices.
By completing this online application for employment opportunities at Affinity Federal Credit Union, I acknowledge reading, understanding and agreement of the Applicant Statement.
Keywords: Call center, banking, customer service, member service, contact center.
$48k-50k yearly Auto-Apply 60d+ ago
Marketing Specialist
GTE Financial 3.6
Tampa, FL jobs
Come join our GTE Financial team!
We are looking for a highly organized, creative, writer/editor to join as a Marketing Specialist. The Marketing Specialist is responsible for establishing positioning, identifying target audiences and developing marketing and communication plans tied to organizational goals in support of diverse business lines. This individual must be proficient in planning, managing, and crafting compelling content for a multitude of marketing channels and assets including digital, outdoor, print, video and broadcast. This role will proactively research and recommend marketing initiatives that capitalize on market opportunities, factoring in competitive activity. The Specialist will regularly work with leadership, credit union business units as well as third-party vendors to ensure accuracy, timely delivery, relevance and effectiveness.
What does GTE look for in a Marketing Specialist?
Marketing Design:
This is a robust role that will require a highly-organized and flexible leader that is proficient at crafting compliant and compelling messaging for enterprise marketing and communications across a myriad of business lines, products and services - must be open and positive to changes, edits and on-the-fly and re-prioritization. Must also functionally apply regulatory and compliance mandatories within all deliverables.
This individual will need to become a subject matter expert, so they can properly articulate and “sell” marketing and content based on the specific target audience, channel and objective.
Will directly manage (write, edit and proof autonomously with minimal review) communications and projects, working regularly with team members, leadership, department experts, media contacts and third parties to optimize delivery, content, and experience. Must be adept at listening, learning and negotiation to ensure quality output and timely delivery.
Develop and disseminate highly compelling marketing and content for identified target markets and constituents, across formats: traditional, video and digital. This includes planning and coordinating shoots, storyboarding and script writing, as well as leading onsite direction and production when applicable.
Support the development and creation of campaigns, promotions, events and workshops, ensuring organizational readiness, as well as goal setting and evaluation in an ongoing effort to proactively optimize results and to meet enterprise goals.
To develop and manage digital deliverables, collaborating with business lines on content creation in addition to maintaining web and digital assets through utilization of a content management system and/or vendor.
Gather members and market insights to inform marketing and communication strategies, increase conversions and generate more qualified leads, capitalizing on market opportunities, while also factoring in competitive activity.
Working with leadership and project teams,
Support the execution and implementation of new products and product enhancements.
Operational Support:
To support the management and maintenance of a large inventory of continually updated communication assets, including collateral, flyers as well as manual and automated letters/communications, ensuring content is regularly audited, stays up- to-date, conveys the desired branding and tone, and includes the necessary compliance and regulatory language.
Utilize project management best practices and methodologies, responsible for owning projects from start to finish including defining scope, planning and concepting through execution.
Understand key business metrics and organizational goals from a strategic and tactical perspective.
Must demonstrate a functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to: U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act.
Manage social media monitoring and reputation management, with regular off-hours support required to ensure timely responses, address emerging issues, and maintain a positive brand presence across digital platforms.
Required Experience:
Bi-lingual (Spanish) a plus.
Ability to research and compile information for the purpose of recommending marketing and communication opportunities.
Excellent interpersonal and presentation skills to effectively communicate with Executive Management Team, management, staff, and outside contacts.
Excellent writer able to develop effective content quickly and accurately.
Excellent analytical and project management skills.
Ability to work independently and as a team member, while using discretion in decision making and sound judgment in problem solving.
Ability to present a professional image when dealing with members, co-workers, management, and outside contacts.
Ability to change within working responsibilities, be it internal, market or regulatory driven.
Proficient PC skills, with the ability to learn new software.
Additional hours as necessary to accomplish objectives and goals.
Vision (or corrected) to normal range.
Required Qualifications:
Undergraduate degree required.
Min 1-2 years of experience in marketing.
Position Details:
Location: Downtown Tampa - GTE Headquarters
Department Hours: Monday- Friday (8:00 am to 5:00 pm)
Full-time hours required, with additional hours necessary to accomplish objectives, goals, and projects.
Work arrangements (in-office, hybrid, or remote) may be changed at any time by management with appropriate notice if possible.
Required for Remote Work:
A quiet workplace so you can focus on delivering excellent service to our members.
Must live in a location that can leverage an existing high-speed internet service.
Minimum upload speed 5 MB/s, preferred upload speed 25 MB/s.
Minimum download speed 25 MB/s, preferred download speed 50 MB/s.
Candidates must provide and meet all technical requirements before the first day of training.
Hybrids - Candidates must live within driving distance of the office location and be able to commute to and from the office location as needed regularly.
Come and join our award-winning team.
GTE Financial is an Equal Opportunity Employer.
Note: The above statements describe the general nature and level of the work being performed and are not an exhaustive list of all the responsibilities of an employee in this job. GTE reserves the right to revise or change job duties at any time as directed by management. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer.
$37k-47k yearly est. Auto-Apply 15d ago
Partner Services Analyst II
Healthequity 4.3
Remote
Our Mission
Our mission is to SAVE AND IMPROVE LIVES BY EMPOWERING HEALTHCARE CONSUMERS. Come be part of remarkable.
How you can make a difference
This position is responsible for working cases created by internal teams related to eligibility/QLE, contributions, claims, overpayments, and general account maintenance. Complete custom processes and initiatives according to client expectations and SLAs and collaborate with cross-functional internal teams for client issue and/or participant issues for resolution. This position requires cross-functional teamwork skills as well as system and product knowledge associated with client solutions.
What you'll be doing
Assists PSA I team member in the review of more complex intensified participant inquires. Provides any necessary consultation to the PSA 1 team member regarding the development of any process improvements identified in the review.
Creates, maintains, and reports metrics and dashboards to provide visibility and assists in identifying process improvements.
Reports team metrics to provide feedback to Service Delivery Managers as well as Partner Services Analysts.
Resolve cases received in relationship management queues related to eligibility, contributions, claims, overpayments, QLEs and other general account maintenance.
Conduct research and analysis of defects in customer facing processes. Design strategies and solutions for process improvements, implementing or partnering with operations for implementation.
Work with third party premium administrator on refunds, agency updates, enrollment inquiries, and any other inquiries related to participant accounts.
Perform yearly Open Season set up activities including reporting, ER site updates, and other necessary system updates.
Conduct all RM activities for client billing including facilitating receipt of task order numbers, coordinating with Shared Services on invoice delivery, ending participant level detail to appropriate contacts, quality review of output and responding to the client's questions related to billing which includes coordinating research with internal teams.
What you will need to be successful
Knowledge of business, math, and English as normally obtained through the completion of a High School Diploma or equivalent is required. College work is preferred but not required.
The ability and skill to effectively facilitate the resolution of increased customer complaints and problem tackle as described as normally obtained through 4-6 years of customer service, account management, operations, or project management.
A strong customer service orientation is essential.
Excellent organizational and time management skills.
Proficienct in microsoft excel (vlookup and pivot tables).
Experience with Salesforce preferred.
Client facing experience preferred.
Demonstrated ability to adapt to the changing demands of business is a must.
Use proven problem-solving strategies, good judgment, and interpersonal communication to optimally design solutions.
Strong analytical skills. Strong critical thinking skills for complex issues and understanding of interdepartmental impacts to solutions are required.
An excellent and thorough understanding of HealthEquity call center operations and related products, services, technologies, and internal business processes, or the ability to rapidly acquire such understanding, is required to perform the essential functions as described.
Incumbents must be able to demonstrate ownership for intensified customer service issues, investigation and researching those issues, ability to assess and resolve simple to complex issues related to products and communicating resolution.
This is an hourly/non-exempt position: At this time we are unable to hire hourly roles within the following areas: Alaska, California, Hawaii, Nevada, New Jersey, New York, Oregon & Rhode Island.
#LI-Remote
This is a remote position.
Salary Range $23.32 To $33.65 / hour Benefits & Perks
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
Full-time team members receive a minimum of 18 days of annual PTO and 13 paid holidays per year
Paid parental leave
401(k) match
Personal and healthcare financial literacy programs
Ongoing education & tuition assistance
Gym and fitness reimbursement
Wellness program incentives
Why work with HealthEquity
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.
$23.3-33.7 hourly Auto-Apply 13d ago
Workers' Compensation Defense Attorney (Associate House Counsel)
Berkshire Hathaway 4.8
Sacramento, CA jobs
Berkshire Hathaway Homestate Companies is seeking an experienced workers' compensation defense attorney to join its in-house legal department. The ideal candidate will have a solid understanding of California workers' compensation law, excellent communication, negotiation, deposition and litigation skills, and recent trial experience. REQUIRED QUALIFICATIONS
Law degree (JD or LLM) from an accredited law school.
Active California State Bar membership.
A minimum of 3 years of experience defending workers' compensation cases in Northern California.
WHAT WE OFFER
Manageable Caseloads
No Billable Hours Requirement
Work-Life Balance
On-site Collaboration with Adjusting Staff; Opportunities to Train and Provide One-on-One Consultations
Modernized Historical Setting in East Sacramento
Free Lot Parking
BENEFITS
Paid Time Off
Paid Holidays
Retirements Savings Match
Group Health Insurance (Medical, Dental, and Vision)
Life and AD&D Insurance
Long Term Disability Insurance
Accident and Critical Illness Insurance
Flexible Savings Accounts
Paid Community Volunteer Day
Employee Assistance Program
Tuition Reimbursement Program
Employee Referral Program
Diversity, Equity and Inclusion Program
ABOUT USWith more than 50 years in business, BHHC has grown from a regional organization to a national insurance group, offering insurance products from coast to coast. Relationships are the cornerstone of our culture, and we believe in doing the right thing. That means we invest in our business in every way possible to deliver on our mission and demonstrate that people are what powers our success. Our commitment to financial strength and integrity means our customers can rest assured that we will be there when it counts. At BHHC we embrace diversity and foster an environment where our people can be their authentic selves. Our differences make us stronger and better together, which fosters a harmonious workplace-something we truly value. We've created an approachable and collaborative atmosphere. Here you'll find a welcoming workplace where everyone can feel valued, supported, and inspired to do great work. Together, we raise the bar by being curious, remaining customer-focused, and operating with integrity.
DISCLAIMERS
This job posting is not intended as an exhaustive listing of responsibilities and qualifications. A copy of the job description is available upon request. The Work from Home Program is subject to certain eligibility requirements. The salary range is an estimate. The actual salary may be above or below the range depending on experience, skill, and education.
$115k-149k yearly est. Auto-Apply 60d+ ago
Conversational Designer
Healthequity 4.3
Remote
Our Mission
Our mission is to SAVE AND IMPROVE LIVES BY EMPOWERING HEALTHCARE CONSUMERS. Come be part of remarkable.
How you can make a difference
We are seeking a highly collaborative and strategic Conversational Designer to craft intuitive, human-centered experiences across our Intelligent Virtual Assistant (IVA) and chat channels. You will shape the voice, tone, and interaction patterns that guide our members and clients through self-service journeys, ensuring every conversation is meaningful, seamless, and aligned with our brand. This is a unique opportunity to drive innovation in automated service design and help define how we connect with customers across our conversation channels.
What you'll be doing
Design clear, accessible, and effective conversational experiences across IVA and chat that enhance self-service, reduce friction, and improve customer satisfaction.
Partner with cross-functional stakeholders-including CX, product, operations, and engineering-to ensure conversation designs align with business objectives and user needs.
Define and optimize dialog flows, intents, utterances, prompts, and fallback paths to maximize automation success and minimize user frustration.
Define voice and tone guidelines for automated interactions that reflect our brand while adapting to platform modality (voice vs. text).
Use data, transcripts, and user feedback to refine and optimize conversation flows.
Create detailed conversation specs, scripts, prototypes, and documentation, considering accessibility and personalization.
Participate in user testing and collaborate with research to validate conversational solutions.
Monitor performance metrics (e.g., containment rate, escalation rate, CSAT) and use insights to drive continuous improvements
What you will need to be successful
3+ years experience in conversation design, UX writing, or voice interface design
Proven knowledge of conversation principles, psychology, and accessibility standards in conversational interfaces.
Hands-on experience designing for IVAs, chatbots, or other conversational platforms.
Familiarity with natural language understanding (NLU), intent modeling, and dialog management.
Excellent writing skills with a knack for clear, concise, and conversational language.
Experience with dialog flow tools, conversation prototyping and mapping platforms.
Experience creating personas and characters for conversational interfaces that resonate with target audiences.
Experience working in a fast-paced environment and adapting to changing priorities.
Passion for human-centered design and using technology to simplify complex interactions.
#LI-Remote
This is a remote position.
Salary Range $99500.00 To $129500.00 / year Benefits & Perks
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
Why work with HealthEquity
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.
$99.5k-129.5k yearly Auto-Apply 55d ago
Enterprise Client Relationship Executive
Healthequity 4.3
Remote
Our Mission
Our mission is to SAVE AND IMPROVE LIVES BY EMPOWERING HEALTHCARE CONSUMERS. Come be part of remarkable.
Are you a motivated, customer-focused sales professional looking to take your career to the next level? While we may not have an open Enterprise Client Relationship Executive role right now, we're always looking to connect with top talent for future growth.
We invite you to express your interest in HealthEquity, a fast-growing company where your drive, communication skills, and passion for solving customer problems can thrive!
Why Join Our Talent Pipeline?
Be the first to know when a new Enterprise Client Relationship Executive role opens.
Get a head start on our hiring process.
Stay connected with our team and receive updates about our company and culture.
The Enterprise Client Relationship Executive is responsible for leveraging strategic consulting and sales skills to manage and grow HealthEquity's existing Enterprise Accounts, act as the client's advocate, increase client and member satisfaction, identify client needs and align those needs with HealthEquity administrative services, and serve as the strategic point of contact for these select national clients. Success in the Enterprise Client Relationship Executive position will be measured by client retention, growth, and personal development. Enterprise Client Relationship Executives are expected to fully understand each client's business and benefits framework strategy, Consumer Directed Healthcare (CDH) and strategic initiatives. To develop this comprehensive knowledge about your clients, it is expected to have frequent client interactions at various levels of the client's organization including senior leadership and the C-suite, as well as with the consultants and brokers and health plan partner account teams.
What you'll be doing
Expand the number of accounts (Health Savings, and Reimbursement, Commuter, COBRA, Direct Bill and Lifestyle Accounts) and custodial assets for existing clients
Establish and maintain strong relationships with your clients and their consultant/broker and other vendor partners.
Engage in consultative strategic activities with our clients such as overall corporate and benefits strategies benefit plan review, CDH account adoption best practices and financial health.
Plan and execute regular client meetings to deliver program results.
Develop and monitor client financial performance including renewal planning, negotiation and profitability levels.
Serve as the client's internal advocate. Ensure HealthEquity is delivering the service, support, and overall solution per the agreed upon terms.
Demonstrate marketing and technical expertise through the client's broker and consultant meetings.
Preparation for and participation in new business meetings and on-site visits (culture training, audits, etc.).
Provide feedback to other HealthEquity business teams on market trends as represented by our clients.
Ability to assess the approach, resources, and contacts needed to complete RFPs', including renewals.
Maintain a high level of healthcare industry knowledge as well as knowledge of your clients' industry.
What you will need to be successful
Bachelor's degree preferred
5+ years of working with senior-level executives for client relationship management and consultation within the Insurance or Finance industry in the Enterprise Accounts space
3+ years of strategic and consultative selling experience within the Insurance or Finance industry
Ability to work as part of a team and individually
Expert relationship management skills including negotiation, collaboration, and listening skills
Familiarity with Health insurance industry and all types of health accounts
MS Office and Salesforce, preferred
Presentation skills including messaging and positioning information to meet and influence client needs
Problem solving
Strong working knowledge of client benefits framework and plan design
Travel Requirements: 20-30% of the time
Compensation Structure:
Base salary (range noted below) plus semi-annual commissions paid through our Sales Incentive Program (SIP)
How to Join Our Talent Network:
Submit your application, resume, and a brief note about why you're interested in future sales opportunities at HealthEquity. When the right role opens up, we will reach out!
Please keep in mind, we may not have an open opportunity right now; so a response is not guaranteed but submitting your application get's you in our pipeline for future requisitions.
#LI-Remote
This is a remote position.
Salary Range $79500.00 To $103000.00 / year Benefits & Perks
The actual compensation offer is determined based on job-related knowledge, education, skills, experience, and work location. This position is also eligible for additional 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
Why work with HealthEquity
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.
$79.5k-103k yearly Auto-Apply 42d ago
Applications Admin II
Healthequity 4.3
Remote
Our Mission
Our mission is to SAVE AND IMPROVE LIVES BY EMPOWERING HEALTHCARE CONSUMERS. Come be part of remarkable.
How you can make a difference
The Applications Admin will lead the transition and ongoing administration of Monday.com as HealthEquity's consolidated project and program management tool for 600+ users, ensuring smooth migration from multiple legacy apps, owning governance, user access, and permissions, collaborating with IAM and security teams to set up best practices and manage integrations with other apps. You will develop and promote templates, processes, and best practices for diverse teams (marketing, implementations, etc.), driving adoption and effective use across the organization and provide expert support and deliver training to empower users, fostering a culture of learning and continuous improvement while being HealthEquity's Monday.com champion!
What you'll be doing
Platform Administration and Governance
Serve as the primary administrator for Monday.com, managing user access, permissions, groups, workspaces, and license allocation.
Establish and maintain governance policies for workspace creation, naming conventions, automations, and integrations to ensure consistency and efficiency.
Configure and maintain automations, integrations, and templates to support team workflows and company-wide processes
Work with technical teams to integrate Monday.com with other enterprise tools (e.g., Jira, Slack, Salesforce, Power BI, etc.).
Monitor and manage workspace performance, usage metrics, and data integrity across all teams.
Partner with IT and Security to ensure compliance with data privacy, retention, and access control policies.
Conduct periodic system audits to identify inactive users, redundant boards, and unused automations.
Lead system implementation, updates, and optimization efforts.
Operational Support and Optimization
Provide Tier 1 and Tier 2 support for platform users, troubleshooting access, functionality, and workflow issues.
Develop and maintain standard templates, dashboards, automations, and reporting structures to support business processes.
Provide strategic guidance and recommendations for optimizing Monday.com usage across departments
Collaborate with cross-functional teams to identify and implement platform enhancements that improve adoption and productivity.
Training, Communication, and Change Management
Develop and deliver training sessions, quick reference guides, and office hours to build user confidence and platform adoption.
Develop and deliver training sessions, onboarding materials, and best practice guides for end users and team.
Communicate system updates, feature releases, and best practices to users in clear, accessible language.
Assist in developing metrics and KPIs that track platform engagement and efficiency improvements.
Continuous Improvement
Stay current on Monday.com product updates and recommend new features or configurations that support business goals..
Identify and recommend opportunities to enhance system automation, streamline processes, and reduce administrative burden.
Serve as liaison to Monday.com support and HealthEquity's internal IT team for escalations and system improvements.
What you will need to be successful
Education and Experience
3+ years of experience administering Monday.com or similar project management / work management platforms (e.g., Asana, Smartsheet, Jira, ClickUp).
Strong understanding of user and group management, SSO, and SCIM provisioning.
Experience partnering with IT and Security teams on access control and system integrations.
Demonstrated ability to create and maintain governance and process documentation.
Proven track record of developing and implementing system best practices, templates, and scalable configurations.
Excellent communication and stakeholder management skills.
Monday.com Admin or Expert certification preferred (or willingness to obtain).
Specialized Knowledge, Skills, and Abilities
Strong understanding of Monday.com functionality, including dashboards, automations, integrations, and permission structures.
Ability to design scalable board structures and workflows aligned with enterprise governance standards.
Excellent organizational and problem-solving skills, with the ability to translate operational needs into system solutions.
Strong verbal and written communication skills, with a service-oriented approach to user support.
Familiarity with enterprise systems such as Microsoft 365, Salesforce, or Jira
Ability to work independently, prioritize multiple requests, and collaborate across departments.
Familiarity with IT governance principles, change control, and data security practices.
Certifications, Licenses, Registrations
Monday.com Administrator or Workflow Builder certification preferred (or willingness to complete within six months).
#LI-Remote
This is a remote position.
Salary Range $70000.00 To $87000.00 / year Benefits & Perks
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
Why work with HealthEquity
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.
$70k-87k yearly Auto-Apply 14d ago
Loan Servicing Spec I
Space Coast Credit Union 4.3
Melbourne, FL jobs
At Space Coast Credit Union (SCCU), our members are at the heart of everything we do. Since 1951, we've been committed to delivering financial services founded on integrity and a people-first philosophy. As a Loan Servicing Specialist I in our Melbourne Headquarters Loan Servicing Department, you will be responsible for the basic administration and management of loans after origination. You will perform various administrative and member service tasks while handling routine inquiries. Loan Servicing Specialists act as a representative of Space Coast Credit Union and provide exceptional service to all members.
Why Join SCCU?
* Member-Focused Mission: Be part of a not-for-profit organization that reinvests in its members.
* Hybrid and Flexible Schedule Options: This position is Hybrid with 2 days per week required in office; 3 days work from home.
* Career Growth: We prioritize internal promotions and offer on-the-job training.
Loan Servicing Specialist I Key Responsibilities
* Corrects loans as needed by adjusting rate, term, and payment posting errors in order to create an accurate member loan history.
* Answer incoming phone calls within a queue and make outbound phone calls.
* Respond promptly and professionally to member inquiries regarding loan accounts and other related matters. Resolve basic issues or escalate complex cases as needed.
* Work with members to obtain any missing or updated loan documentation.
* Collaborate with internal teams to ensure accuracy and completeness of loan records.
* Review loan documents and data entry with precision and attention to detail.
* Perform quality control and file maintenance reviews on loans.
Loan Servicing Specialist I Requirements
* 1-3 years prior experience in a financial institution or equivalent is required. Loan Servicing experience or equivalent is preferred.
* High school diploma or equivalent experience required.
Loan Servicing Specialist I Compensation
* Starting Salary: $19.68 - $20.85/hour or $40,940 - $43,371/year.
* Bonus Opportunity: Eligible for a 3% ONE SCCU Annual Bonus
SCCU Benefits
* Health & Wellness: Medical, dental, and vision insurance, plus an Employee Assistance Program.
* Financial Perks: 401(k) match (5%), HSA match, and SCCU-paid insurance (short/long-term disability, life insurance).
* Education Support: Tuition reimbursement after one year of service.
* Generous Time Off: 20+ days of PTO, birthday PTO, and 11 federal holidays.
* Exclusive Discounts: Lower rates on loans, credit cards, and no fee SCCU accounts!
Work Schedule
* Monday - Friday: 8:00 a.m. - 5:00 p.m.
* Rotating Saturdays: 9:00 a.m. - 3:00 p.m
About SCCU
Since 1951, Space Coast Credit Union (SCCU) has proudly served our community, growing to over 685,000 members and managing $9 billion in assets. With 67 branches spanning Florida's east coast, we are the third-largest credit union in the state. In 2025, we expanded into Orange County to better serve the growing East Orlando market.
As a not-for-profit financial institution, SCCU is dedicated to putting our members first. Unlike traditional banks, we return profits to our members through better rates, lower fees, and enhanced services. While we offer the same financial products-like checking, savings, and loans-our focus remains on empowering our members and supporting their financial well-being. With local decision-making and a commitment to exceptional service, we strive to make a meaningful difference in the lives of those we serve.
At SCCU, we also prioritize our team members by fostering a supportive and collaborative environment that encourages career growth and development. As we continue to grow, we are seeking talented, member-focused professionals to join our team and help deliver innovative financial solutions and outstanding service.
I UNDERSTAND this application a legal document for purposes of your employment. Upon acceptance of an offer with SCCU, I UNDERSTAND that I will be required to complete background, employment verifications, and drug screening. I UNDERSTAND further that any misstatements or omissions in this application and pre-employment process can be considered falsification and will result in a decision not to hire me, or to discharge me if discovered after I am hired. I UNDERSTAND that the information requested regarding date of birth, race and sex is for the sole purpose of gathering the above information accurately, and will not be used to discriminate against me in violation of any law. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hired.
SCCU is a drug-free workplace. I understand that as a condition of my employment, I will be required to submit to any testing for the presence of drugs, and to submit to any procedure to assess my qualifications for employment. If hired, I ALSO AGREE that if I am hired, my employment is for no definite time and may be terminated at any time without prior notice.
$40.9k-43.4k yearly 25d ago
Financial Advisor - Pinellas Market
GTE Financial 3.6
Tampa, FL jobs
Come join our GTE Financial team!
At GTE Financial, we're looking for an experienced and results-driven Financial Advisor to join us. If you're passionate about helping people achieve their financial goals and have a strong track record in financial services, we want you on our team. As a Financial Advisor at GTE Financial, you'll empower our members by providing personalized financial advice and strategic planning to help them reach their unique financial objectives. We provide the tools, support, and education needed to help turn our members financial needs into reality.
What does GTE look for in a Financial Advisor?
Expertise & Industry Knowledge
Stay current with evolving financial trends, economic conditions, market developments, and emerging products within the financial services industry.
Develop and maintain a deep understanding of federal and state regulatory requirements, including compliance with SEC, FINRA, NCUA, broker-dealer regulations, and credit union policies.
Leverage expertise in personal and business financial planning, guiding members through complex financial decisions such as investments, retirement planning, insurance needs, and wealth management strategies.
Develop personalized plans that reflect each member's goals and risk tolerance, ensuring a holistic approach to their financial health.
Maintain a thorough understanding of a broad range of financial products, including investment vehicles, insurance options, retirement plans, and advisory solutions and tailor strategies that address the unique needs of each member.
Sales & Relationship Building
Follow a consultative sales approach to build and manage a strong book of business.
Uphold the highest standards of honesty, integrity, and transparency in all client interactions.
Foster long-term, meaningful relationships with members, driving loyalty and trust.
Develop strong connections with internal partners, including credit union branch staff and other departments with synergy, to enhance service delivery.
Exhibit exceptional communication skills with members and staff, providing clear and compelling presentations.
Actively prospect for new business opportunities and consistently generate meaningful revenue.
Maintain a balanced product portfolio to meet individual and team goals.
Operations & Compliance
Ensure compliance with all relevant regulatory standards, including SEC, FINRA, and NCUA regulations, as well as internal policies and procedures.
Adhere to broker-dealer practices and FINRA's requirements to maintain accurate records.
Stay informed on key federal regulations, including the Bank Secrecy Act, U.S. Patriot Act, Anti-Money Laundering laws, and the Right to Financial Privacy Act.
Maintain and be up to date on continuing education requirements for all licenses and registrations
Demonstrate problem-solving abilities by analyzing complex data and making informed decisions in line with technical guidelines.
Participate in ongoing trainings and meetings to stay up to date on internal processes, regulatory changes, and other practice management best practices.
Ensure timely and accurate paperwork and handle administrative tasks efficiently.
Additional Skills & Requirements
Bilingual (English/Spanish) is preferred but not required.
Strong proficiency in financial services and regulations, with the ability to interpret complex financial data and instructions.
Demonstrated commitment to a consultative sales approach while genertaing commissions and building a reliable and recurring revenue stream.
Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), TEAMS, and general computer software.
Required Qualifications:
Minimum 5 years of experience in financial services, with at least 2 years of proven success in sales within the industry.
A college degree is preferred, or equivalent relevant professional experience.
FINRA Series 7 and Series 65/66 licenses are required or must be obtained within 90 days of employment.
Life/Health Insurance license is required or must be obtained within 90 days of employment.
LUTCF, CLU, ChFC, CFP, or other relevant certifications are preferred, or actively pursuing these credentials is highly desirable.
Position Details:
Location: Headquarters in Tampa, FL with branch locations serving the following Counties of Hillsborough, Polk, Pasco, Pinellas, Hernando, Citrus, Marian and Sarasota.
Department Hours: Monday - Friday, 9:00 AM to 6:00 PM
Hybrid work schedule with Remote Work Requirements:
A quiet and dedicated workspace
Reliable internet w/minimum upload and download speeds.
Candidates must meet required technical computer skills.
Must live within commuting distance of the office.
Work arrangement (in-office, hybrid, or remote) may be changed at any time by management with appropriate notice if possible.
GTE was named as one of Tampa's Top Workplaces!
Come and join our award- winning team.
GTE Financial is an Equal Opportunity Employer.
Note: The above statements describe the general nature and level of the work being performed and are not an exhaustive list of all responsibilities of an employee in this job. GTE Reserves the right to revise or change job duties at any time as directed by management. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer.
$36k-50k yearly est. Auto-Apply 60d+ ago
Senior Manager Card Operations
Healthequity 4.3
Remote
Our Mission
Our mission is to SAVE AND IMPROVE LIVES BY EMPOWERING HEALTHCARE CONSUMERS. Come be part of remarkable.
How you can make a difference
The Sr Manager of Card Operations is responsible for leading the day-to-day activities of the Card Operations team, driving constant improvement of overall member/employer/plan experience as well as the underlying systems and processes. This role will work with Business Analysts to identify bugs and user stories and provide input on prioritization. Responsible for working closely with card processor for implementation of new features, configuration of current portfolio, and managing open tickets and projects. Interface with vendors for day to day issues and large company initiatives.
What you'll be doing
Essential Management Responsibilities:
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.
Essential Duties and Primary Responsibilities:
Leadership of team of Card Ops Sr Analysts, including delegating and assigning projects, people management,and holding individuals accountable for deliverables and results
Oversee Card Operations processes, procedures, disclosures, and training plans, ensuring ongoing accuracy, compliance and effectiveness through regular review.
Lead cross-departmental projects and initiatives including Service Recovery items
Manage card operational process improvements by collaborating with internal partners and product development to streamline processes and systematic work flows (such as enrollment, activation, or disputes work flows)
Occasionally represent HQY with card specific vendors
Drive card initiatives, encompassing coordination with vendors and internal groups (such as Engineering, to execute large strategic projects and implementations
Manage Sr Card Ops Analysts and guide them through assigned projects/initiatives and processes
Serve as Deep SME on card industry
Serve as Deep SME on internal systems and relational databases
Review and support escalated card operations cases within Operational Level Agreements
Create materials and lead training opportunities for other operations groups and MS and PRM/Account Management
Lead team of Senior Card Analysts in completing necessary duties, performance evaluations, pay actions, and regular coaching
What you will need to be successful
Education and Experience:
Bachelors degree in related field,
10+ years of related work experience, including 5+ years experience with Card Processors and 5+ years experience in Prepaid and Debit Card Industry - including Card Associations, Processing, and card production
5+ years of leadership experience
Card Program Implementations / New Business Development experience for card programs a plus
Specialized Knowledge, Skills, and Abilities:
Demonstrated track record of determining and executing on process efficiencies designed to improve workflow and client experience
Excellent consultative and communication skills
Excellent inter-personal skills, relationship management, account management, or customer service experience a plus
General card industry knowledge including card fraud monitoring and dispute/chargeback management
Health Care Accounts Knowledge: HSAs, FSAs, HRAs, Employee/Employer benefits, Health-Wellness Incentives
Highly adaptable, with the ability to rapidly assimilate new information and translate into team and project implications
Project management and organizational skills, including creating and managing work plans, hosting calls, identifying issues and creating risk mitigation plans
Strong analytical and problem solving skills
Strong data analytics to track team KPIs and staffing model
Proficient at SQL queries and relational database data analysis
Strong SQL and relational database knowledge using Databricks and SQL office suites
Vendor management experience
#LI-Remote
This is a remote position.
Salary Range $83500.00 To $107000.00 / year Benefits & Perks
The compensation range describes the typical minimum or maximum base pay range for this 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
Adventure accounts
Paid parental leave
401(k) match
Personal and healthcare financial literacy programs
Ongoing education & tuition assistance
Gym and fitness reimbursement
Wellness program incentives
Why work with HealthEquity
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.
$83.5k-107k yearly Auto-Apply 25d ago
Associate General Counsel, Privacy & Security
Healthequity 4.3
Remote
Our Mission
Our mission is to SAVE AND IMPROVE LIVES BY EMPOWERING HEALTHCARE CONSUMERS. Come be part of remarkable.
How you can make a difference
We are seeking an experienced attorney with deep expertise in U.S. privacy law, cybersecurity, and emerging technologies. In this role, you will:
Advise on data protection strategies and regulatory requirements.
Guide breach response efforts and support the Privacy team in embedding privacy-by-design principles into business operations.
Strengthen governance frameworks for data and AI risk management.
You will shape legal strategy as we develop new products, capabilities, and AI applications across the enterprise. Acting as a trusted advisor during cyber events and escalated security investigations, you will ensure compliance with all applicable laws governing personal and confidential data. As part of a collaborative team, you will deliver practical, business-oriented legal guidance aligned with privacy, cybersecurity, and data protection best practices. You will partner with business leaders to anticipate needs, craft agile governance frameworks, and align risk management with innovation priorities-addressing unique legal issues at the intersection of employee benefits, healthcare, and financial services.
What you'll be doing
Advise on complex U.S. privacy and data protection laws (GLBA, HIPAA, CCPA/CPRA, etc.) across business functions.
Lead legal reviews of products and features to integrate privacy-by-design principles throughout development lifecycles.
Draft, review, and negotiate agreements related to privacy, data protection, and data use.
Assess legal risk in AI initiatives, participate in AI governance, and recommend safeguards for compliance.
Contribute to enterprise policies and frameworks for security, privacy, and AI aligned with company values.
Monitor regulatory developments impacting privacy, data use, and AI.
Identify privacy and data protection risks and advise leadership on mitigation strategies.
Provide counsel on incident management, remediation, and regulatory inquiries at state, federal, and international levels.
Translate emerging privacy, cybersecurity, and data protection laws into actionable guidance.
Support development and maintenance of policies for privacy, cybersecurity, AI, and data protection.
Partner with privacy, security, and engineering teams to align legal obligations with operational practices.
Interpret and apply agency rules, legislation, and industry best practices to AI use cases.
What you will need to be successful
J.D. from an ABA-accredited law school; active license in at least one U.S. jurisdiction.
10+ years of experience advising on privacy and data protection in a top law firm or in-house.
Deep expertise in HIPAA, GLBA, and state privacy laws (CCPA/CPRA).
Proven experience advising senior leadership, including C-suite and boards, on privacy, security, and risk management.
Strong background in privacy risk assessments, incident response, and policy development.
Experience in banking/finance and healthcare industries.
Exceptional executive communication and advisory skills.
Ability to synthesize complex legal issues into practical risk management advice.
Knowledge of AI, large language models (LLMs), machine learning, generative AI, and emerging AI risk frameworks (e.g., NIST AI RMF).
Familiarity with evolving federal and state AI regulations and ethical principles.
Strategic insight to shape governance structures for emerging technology and data-related risks.
Capacity to quickly understand complex business models and align legal requirements with innovation strategies.
#LI-Remote
This is a remote position.
Salary Range $203,000.00 To $268,500.00 / year Benefits & Perks
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
Why work with HealthEquity
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.
$203k-268.5k yearly Auto-Apply 41d ago
Sr Business Analyst
Healthequity 4.3
Remote
Our Mission
Our mission is to SAVE AND IMPROVE LIVES BY EMPOWERING HEALTHCARE CONSUMERS. Come be part of remarkable.
How you can make a difference
Join the Card Product team here at HealthEquity! A growing strategic segment for the company, the Business Analyst will join a dynamic and growing group of payment professionals.
Gathering requirements and acceptance criteria for top opportunities
Participating in SCRUM cadence meetings to support the team's delivery and ensure designed solution is tracking to meet acceptance criteria
Conduct user acceptance and E2E testing of the final solution
Document solutions to enable training, process development, and service delivery
Support operational and market release readiness activities
Define and track success measurements
Continual communication and stakeholder management
Troubleshoots efforts for potential system and process issues
Identifies and documents system deficiencies and recommends solutions
Supports monitoring and remediation of potential customer-impacting issues
Leads initiative level discovery efforts and GAP analysis
Serves as a domain Subject Matter Expert
Drives the definition of solution use cases
What you will need to be successful
An understanding of healthcare financial accounts (HSA, HRA, and FSA) and healthcare insurance is highly desired OR experience in the Payments industry (Card, Banking, Networks, etc.)
Knowledge of SAFe Agile principles is required
Proven ability to advance an operational unit's strategic direction through identification of risk/opportunity and contributing to the corresponding mitigation/solution
Excellent written and verbal communication skills with the ability to consult with users and understand, assess, and present their needs
Ability to organize and lead Joint Application Design (JAD) sessions with business stakeholders
Ability to build and interpret software solution diagrams including UML, use case/activity, and swim-lane sequence
Ability to translate software solutions into business-friendly process flows and descriptions for organizational understanding
Ability to to work independently and collaboratively in a team environment while adapting to changing priorities and deadlines
Ability to provide project management oversight on small to medium sized enterprise initiatives
Ability to research and identify production defect root cause, establish an operational work-around, and coordinate resolution with affected stakeholders
Ability to navigate relational database structures and query data via SSMS, Oracle, or Databricks
Advanced MS Excel understanding is required
Understanding of UAT and E2E functional testing best practices is required
SAFe POPM certification highly desired
PMI - PBA, IIBA, or equivalant Business Analyst certifications highly desired
PMI - PMP certification highly desired
#LI-Remote
This is a remote position.
Salary Range $87500.00 To $110,000.00 / year Benefits & Perks
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
Why work with HealthEquity
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.
$87.5k-110k yearly Auto-Apply 52d ago
Information Center Member Service Specialist I, Full-Time, Remote (MA, NH, GA only) $20.50/hour
Digital Federal Credit Union 4.6
Massachusetts jobs
. Schedule Monday - Friday 11a-8p, Saturday 10a-7p with a comp day during the week. What You'll Do Summary/Objective: Provide internal and external members with quality service through various communication channels, including phone, email, web chat and social media. Accurately process transactions and other member requests in a timely manner. Understand and explain all DCU products and services, identify members' needs, and cross-sell appropriate products.
Essential Functions:
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* Provide Service Excellence to both external and internal members. Meet service expectations as outlined in the Service Excellence Scorecard
* Meet expectations for all contact center related statistics, including but not limited to measurement of Available Time, Schedule Adherence, AUX time and After Call Work
* Help to meet the financial needs of new and existing members by building strong relationships and recognizing potential referral opportunities and successfully completing qualified referrals of products and services
* Participate in performance development by being receptive to constructive coaching feedback from Performance Leads, Assistant Managers, Managers and Peers
* Foster teamwork and strive to strengthen relationships between the Information Center staff and staff in DCU's support departments
* Accurately process transactions, file maintenance and all other member requests
* Make process improvement recommendations in an effort to improve the efficiency of operations in the Information Center and/or other areas of the Credit Union
* Perform other job-related duties as assigned or requested.
* Complies with regulatory compliance and assigned training requirements.
What You'll Need
Education and Experience Requirements:
* High School diploma or equivalent
* Minimum 6 months of call center or banking experience
Additional Eligibility Requirements:
* Strong interpersonal skills
* PC Skills
* Ability to multitask
* Spanish Speaking a plus
What We Do
DCU is the largest credit union headquartered in New England - serving more than one million members in all 50 states. With over 1,700 team members, we strive to make DCU a great place to work with an excellent work-life balance and a community that cares.
DCU is an equal-opportunity employer, and we value diversity, inclusion, and equity at our company. We evaluate qualified applicants without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.
If you're applying for a job and need a reasonable accommodation for any part of the employment process, please send an email to *************** and let us know the nature of your request and contact information. Please note that only those inquiries concerning a request for reasonable accommodation will be responded to from this email address.
DCU is not currently offering Visa transfer/ sponsorship for this position.
Excepted Pay Range
$20.50
#INDLW
$20.5 hourly 8d ago
Sr. Strategy Marketing Analyst
Healthequity 4.3
Remote
Our Mission
Our mission is to SAVE AND IMPROVE LIVES BY EMPOWERING HEALTHCARE CONSUMERS. Come be part of remarkable.
How you can make a difference
The Sr. Strategy Marketing Analyst is responsible for using advanced analytics to increase Marketing ROI, strengthen customer engagement, and optimize campaign performance. This role serves as a bridge between Marketing strategy and enterprise data capabilities, applying hands-on SQL, data modeling, and measurement frameworks to deliver actionable insights.
Working closely with Marketing, Data Science, Product, and Engineering teams, the Sr. Strategy Marketing Analyst designs and executes analyses that support segmentation, attribution modeling, A/B testing, pipeline alignment, and customer journey optimization. The role ensures that Marketing has the insights, reporting, and predictive capabilities needed to deploy resources effectively and maximize growth opportunities.
What you'll be doing
Translate Marketing hypotheses and business objectives into clear data initiatives, analyses, and measurement plans.
Extract, transform, and analyze data from Databricks, Datacloud, Salesforce, and other sources to support Marketing strategies.
Build and maintain dashboards (Power BI/Excel) that track performance marketing metrics, customer journeys, and pipeline health.
Develop and validate audience segmentation strategies to support personalized, predictive, and prescriptive marketing efforts.
Implement attribution models to measure marketing impact across channels, campaigns, and journeys.
Design and execute experiments (e.g., A/B tests) to evaluate campaign effectiveness and optimization opportunities.
Collaborate with Data Science teams to leverage predictive models for forecasting marketing performance and customer behavior.
Present findings and insights to marketers and stakeholders in a clear, compelling, and actionable manner.
Ensure the quality, accuracy, and integrity of marketing data analyses and models.
Stay current with marketing analytics best practices, tools, and technologies to improve program measurement and efficiency.
What you will need to be successful
Bachelor's degree in Marketing, Business, Economics, Statistics, Computer Science, or a related field required.
7+ years' experience supporting Marketing decision making with reporting & analysis, experience leading a Marketing function directly preferred
Proficiency in SQL and strong hands-on experience with data warehouses (e.g., Databricks, CDP).
Advanced skills in Excel, Power BI, and PowerPoint; experience with Python/R a plus.
Strong knowledge of marketing principles, channels, and tactics, including ROI measurement and attribution.
Experience designing and interpreting A/B tests and other experimental frameworks.
Ability to aggregate, standardize, interpret, and model large, complex datasets.
Excellent communication and visualization skills, with the ability to simplify complex insights for non-technical audiences.
Strong problem-solving skills, attention to detail, and ability to manage multiple projects in a fast-paced environment.
Comfort collaborating with enterprise data teams while advocating for marketing-specific use cases.
#LI-Remote
This is a remote position.
Salary Range $75500.00 To $116500.00 / year Benefits & Perks
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
Why work with HealthEquity
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.
$75.5k-116.5k yearly Auto-Apply 60d+ ago
Sr Project Manager
Healthequity 4.3
Remote
Our Mission
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 Project Manager is responsible for leading the coordination, planning, documentation, and management of medium to complex projects from initiation to delivery. This role oversees multiple internal and external projects, ensuring all scope, quality, budget, and scheduling requirements are met. The position requires broad experience and the ability to resolve complex issues using professional judgment and alignment with company objectives. The Senior Project Manager collaborates with cross-functional leaders and subject matter experts to achieve project goals and deadlines. The role also drives process improvements, fosters a culture of continuous improvement, and ensures consistent communication of project status across the organization.
What you'll be doing
Project Management:
Develops project charters that define scope and objectives for medium to complex projects, from initiation to delivery. This entails interfacing with organizational leaders to define scope to meet objectives, develop project schedules, develop capacity and resource requirements and establish project success criteria.
Drives the project life cycle, including preparing, maintaining, and updating project plans, agendas, and system setups. This includes determining project steps, activities, sequence of events, dependencies, managing project risks, and the duration of tasks by engaging various levels of the organization and subject matter experts. On a regular basis, updates the project plan and provides to project leadership.
Identifies and acquires appropriate resources needed, ensuring availability as necessary for project deliverables. Manages resources within respective departments, other internal departments, outside service providers. This may include collaboration with functional department managers to assemble project teams.
Serves as a central point of contact to routinely relay, facilitate and keep stakeholders apprised of the project's status and respond to questions or inquiries regarding the project. Maintains open communications and relationships with the project team, coordinating and conducting meetings as appropriate. Conducts risk assessment of strategic, technical, financial, or business factors affecting the project. Monitors project deliverables and progress through the duration of the project plan, managing deviations as appropriate, including project scope. Identifies factors jeopardizing the project and escalates issues as appropriate, recommending solutions to senior project team members and leaders.
Conducts post-project reviews (retrospectives) with participation and guidance from management team to capture learnings and identify areas for future improvement and updates to project and program methodology.
Service Excellence:
Analyze current business processes and identify areas for improvement, waste elimination and cost reduction.
Design and implement strategies to enhance productivity and operational efficiency.
Lead and facilitate continuous improvement workshops and prioritization of improvements.
Collect and analyze performance data to monitor effectiveness of improvement initiatives. Prepares reports and presents progress to senior leadership.
Implementation of future state process improvements.
What you will need to be successful
Education and Experience:
• Typically requires a minimum of 8-10+ years experience as a Project Manager.
• Project Management Professional (PMP) certification required, Lean Six Sigma (LSS) preferred
• Bachelor's degree in related field; or equivalent work experience.
• Knowledge of and familiarity with the benefits industry is preferred.
• Knowledge of Service and Operations functions and their interrelationships within an organization.
Specialized Knowledge, Skills, and Abilities:
• Able to gain trust and support with both internal and external stakeholders independent of reporting structure.
• Able to persuade others by understanding their needs and perspectives and ability to build a compelling case for solving the problem, issue, or task at hand.
• Awareness of other's styles and adjust accordingly.
• Brings together the appropriate audience for problem-solving, planning and decision making and adeptly drives cross functional collaboration.
• Demonstrates an elevated level of business acumen and executive presence.
• Comfortable with ambiguity while able to see the full picture and understand the project/problem.
• Excellent communication skills to effectively communicate with internal and external stakeholders at all levels, guide and lead others and provide direction.
• The ability to handle multiple tasks/priorities in a fast-paced environment.
• Proficiency in continuous improvement tools and frameworks such as DMAIC and process mapping.
#LI-Remote
This is a remote position.
Salary Range $80,000.00 To $111,000.00 / year Benefits & Perks
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
Why work with HealthEquity
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.
$80k-111k yearly Auto-Apply 3d ago
Security Operations Analyst II
Healthequity 4.3
Remote
Our Mission
Our mission is to SAVE AND IMPROVE LIVES BY EMPOWERING HEALTHCARE CONSUMERS. Come be part of remarkable.
Overview How you can make a difference
Are you passionate about protecting systems and solving complex security challenges? HealthEquity is looking for a Security Operations Analyst II to join our dynamic Risk & Security Team-a converged program covering cybersecurity, physical security, privacy, fraud, enterprise risk, and incident management. This is your chance to be on the front lines of defense, working with cutting-edge tools and collaborating with a team that values innovation, growth, and impact.
What you'll be doing
Work a four day work week Wednesday - Saturday MT from 9 AM to 7 PM
Detect, analyze, and respond to security events and incidents across cyber, DLP, fraud, and privacy functions.
Operate advanced monitoring and investigation tools.
Perform malware analysis and study attacker tactics, techniques, and procedures.
Improve detection rules and reduce false positives through purple team engagements.
Document incidents, provide reports, and collaborate across teams.
Mentor junior analysts and support insider threat and fraud prevention programs.
Stay ahead of emerging threats and industry trends.
What you will need to be successful
Bachelor's degree in Cybersecurity or related field (or equivalent experience).
2-3 years in information security operations with strong analytical and critical thinking skills.
Ability to triage and respond independently to alerts.
Preferred certifications: CHFI, SANS GIAC, ECIH, CEH, Security+, Network+.
A passion for learning and adapting in a fast-changing environment.
#LI-Remote
This is a remote position.
Salary Range $75,500.00 To $105,000 /year Benefits & Perks
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
Why work with HealthEquity
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.
$75.5k-105k yearly Auto-Apply 33d ago
Enterprise Solutions Manager
Healthequity 4.3
Remote
Our Mission
Our mission is to SAVE AND IMPROVE LIVES BY EMPOWERING HEALTHCARE CONSUMERS. Come be part of remarkable.
How you can make a difference
The Client Integration Solutions (CIS) Enterprise Solutions Manager is responsible for ensuring and supporting the successful pre-implementation, implementation, and post-implementation of solutions, acting as a bridge between various organizational functions and the client. This role demands a combination of technical expertise, strategic thinking, and strong interpersonal skills.
The ideal candidate for the Enterprise Solutions Manager role is someone who thrives in a dynamic and collaborative environment. They possess a strong technical background combined with excellent consultation, communication, and project management skills. They are proactive, detail-oriented, and capable of driving both strategic and operational initiatives to enhance client satisfaction and organizational efficiency.
What you'll be doing
Represent (CIS) in cross-functional and organizational projects such as product buildout and rollout, BR (Business Readiness) and GTM (Go-To-Market) activities, and EPMO (Enterprise Project Management Office) projects.
Engage in defining product or process improvements, considering impacts on operational activities.
Support leadership and Solution Managers in development activities, focusing on skills expansion and coaching team members and engage in creative solutioning for operational impacts and consider extended impacts on marketing, documentation, operations, servicing, and client experience.
Serve as a subject matter expert (SME) and mentor within the CSE (Customer Success Engineering) organization, offering consultation, client assistance, and research support.
Provide resource support for Solutions Engineering with platform, product, and process expertise.
Dive deeper into details required to execute solutions, including configuration, implementation, integration, and servicing.
Serve as SMEs to help drive custom workstreams and identify impacts on other areas of integration, including files, configuration, implementation lifecycle and timeline, scalability in the SMB (Small and Medium Business) space, and renewal considerations.
Provide support on complex client or partnership implementations.
Represent the organization in finalist meetings, providing demo assistance and showcasing product expertise, ensuring clients understand the value and functionality of the product
What you will need to be successful
Education and Experience:
Bachelors degree in related field, or equivalent work experience
5+ years of experience with special projects, possesses project management skills and effective project tracking
Specialized Knowledge, Skills, and Abilities:
Strong problem-solving skills with a creative approach to addressing operational impacts.
Experience in managing and contributing to cross-functional projects.
Excellent communication skills, capable of explaining complex technical details in an understandable manner.
Experience working with diverse administrators preferred
Proven track record of supporting leadership in development activities.
Ability to lead projects with detailed configurations, integrations, and implementations.
Ability to consider and manage impacts on timelines, workflows, and operational activities.
Ability to deliver solutions that enhance client satisfaction and operational efficiency.
Strong consultation skills with the ability to engage clients and internal stakeholders effectively.
Experience in coaching and mentoring team members, fostering a culture of continuous learning and improvement.
Experience in developing and maintaining communication channels and standards to support client interactions.
Ability to foresee and manage extended impacts on various functions such as marketing, documentation, and servicing
Certifications, Licenses, Registrations:
HSAe, CFC or FCS certifications, a plus
PMP certification, a plus
#LI-Remote
This is a remote position.
Salary Range $87500.00 To $103500.00 / year Benefits & Perks
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
Why work with HealthEquity
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.
$87.5k-103.5k yearly Auto-Apply 36d ago
Software Engineer II
Healthequity, Inc. 4.3
Remote
Our Mission Our mission is to SAVE AND IMPROVE LIVES BY EMPOWERING HEALTHCARE CONSUMERS. Come be part of remarkable. How you can make a difference With moderate supervision from Software Engineering leadership, this position is responsible for building and implementing creative and effective software solutions for our customers. Software Engineers research, analyze, design, build, test, maintain and improve critical applications and functionality for our core platform.
What you'll be doing
* Design, develop and deliver high-quality software solutions applying the required specialized knowledge, skills, and abilities discussed below.
* Analyze and select appropriate technology solutions that are scalable, efficient, and secure, while following company and industry standard processes.
* Write and implement efficient code that meets stated requirements while adhering to company, compliance, and security standards.
* Own quality with a "shift-left" testing approach, including implementing automated testing, and partner with other teammates in support of testing solutions for unit, functional, load and integration testing early and throughout the software development lifecycle.
* Perform work in collaborative agile environment with others including Product Owners, Business Analysts, UX designers, Scrum Masters, leadership and architects.
* Maintain and grow technical skills, knowledge and currency via online, printed or in person training and seminars. Collaborate with peers via formal and informal channels such as Guilds.
What you will need to be successful
* Bachelor's degree in Computer Sciences / Software Engineering or relevant experience.
* Minimum 6 years experience in software development with specific experience in the Microsoft technology stack.
* At least 3 years of professional experience in Python development
* Substantial experience developing applications using Microsoft Azure technologies such as Azure App Service, Azure API Management, Azure Service Bus, Azure Application Insights, Azure Application Gateway, Azure Event Grid, Azure Key Vault, and Azure SQL
* Substantial experience with Azure DevOps Services for automated lifecycle management and Git source code version control system
* Hands-on experience with Databricks / Apache Spark for large-scale data processing.
* Experience working with MongoDB, including schema design, indexing, and query optimization.
* Experience using Microsoft software products including .NET, .NET Core, C#, and Microsoft SQL Server
* Experience with HTML, CSS, JavaScript, Angular and Open API/Swagger
* Experience with code productivity, diagnostic, quality and testing tools (ReSharper, Code Rush, NCrunch, Splunk, Dynatrace)
* IAM (Identity Access Management) Familiarity with using secure software development practices for strengthening application security and compliance.
* Familiarity with using secure software development practices for strengthening application security and compliance.
* Customer service focus
#LI-Remote
This is a remote position.
Salary Range
$92000.00 To $117,000.00 / year
Benefits & Perks
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
Why work with HealthEquity
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.
$92k-117k yearly Auto-Apply 29d ago
Director, IT SOX Compliance and Finance System Transformation
Healthequity 4.3
Remote
Our Mission
Our mission is to SAVE AND IMPROVE LIVES BY EMPOWERING HEALTHCARE CONSUMERS. Come be part of remarkable.
How you can make a difference
The Controllership team is responsible for the accounting and reporting function at HealthEquity including financial accounting close, management of ERP and associated financial system as well as the SOX compliance and SEC reporting responsibilities. Reporting to the VP, Corporate Controller, this leader will oversee the IT SOX compliance function as well as the financial system enhancement function to enable both accurate and timely financial reporting with a focus in fostering a scalable accounting close and reporting process.
What you'll be doing
IT SOX Compliance
You will work closely with IT process owners to identify process improvement opportunities and to develop efficient internal controls, support process documentation and control design as the environment changes and partner with teams to address control gaps and deficiencies and drive for timely remediation.
You will work cross-functionally with the IT, database, identify access and management teams to ensure an efficient and effective control environment.
You will also work closely with the SOX Compliance Director to foster an effective SOX framework to support the company's system transformation.
You will leverage strategic thinking, while driving efforts ensure IT SOX compliance. This is an opportunity to have visible impact on the organization, so it will require a high degree of integrity and excellent partnering skills.
You are a leader, have strong experience with Sarbanes-Oxley, COSO framework, PCAOB requirements, external and internal auditors, be detail oriented, have strong technical and communication skills, and be hands-on. The position requires management capabilities to communicate with and educate process owners on internal controls, financial policies, and reporting requirements.
Financial System Transformation
You are a leader guiding the accounting team to identify areas for improvement in terms of efficiency (eliminate manual work), optimization of system capabilities, opportunities for integration and identify areas for enhancing controls and procedures.
You have a deep understanding of other systems that are used by accounting teams in performing their duties and the impact such systems have on accounting functions.
You will guide your financial system team to gather business requirements and translate them into optimal ERP solutions.
You will participate in strategic business planning with ERP IT teams to develop enhancement options addressing specific functional needs or issues.
You will lead the accounting team throughout all phases of project lifecycles (planning, requirement gathering, UAT, go live)
What you will need to be successful
Deep understanding, expertise and experience in PCAOB standards, SOX and COSO Framework
Strong experience in designing control to strive for both compliance and efficiencies for publicly traded companies
Project management skills and the ability to work independently and effectively within a team environment
Strong work ethic and ability to adapt in a fast-paced organization
11+ years of progressive experience including prior Big Four accounting experience required. Financial system enhancement experience in publicly traded companies preferred.
Strong leadership and communication skills, with the ability to influence executives and present to SOX Steering Committees.
Certified Information System Auditor (CISA) required and other professional certifications preferred (Project Management Professional Professional (PMP) and CPA (Certified Public Accountant).
#LI-Remote
This is a remote position.
Salary Range $137,500.00 To $180,000.00 / year Benefits & Perks
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 and restricted stock units 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
Why work with HealthEquity
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.