Job Description
Our Mission
Our mission is to SAVE AND IMPROVE LIVES BY EMPOWERING HEALTHCARE CONSUMERS. Come be part of remarkable.
Overview
Are you a motivated, customer-focused sales professional looking to take your career to the next level? While we may not have an open Regional Sales Manager role right now, we’re always looking to connect with top talent for future opportunities.
We invite you to express your interest in a future Regional Sales Manager opportunity with HealthEquity! As a fast-growing organization, we're looking for individuals who are driven, communicate effectively, and are passionate about helping clients and their members solve meaningful challenges around healthcare benefits.
Why Join Our Talent Pipeline?
- Be the first to know when a new Regional Sales Manager role opens.
- Get a head start on our hiring process.
- Stay connected with our team and receive updates about our company and culture.
How to Join Our Talent Network:
After reviewing the job desciption below and should you see a fit, be sure to submit your application, resume, and a brief note about why you're interested in this opportunity with HealthEquity. When a role opens up, we'll 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 consideration.
The Regional Sales Manager is responsible for selling HealthEquity's core products within a defined region. Responsibilities include prospect identification, pipeline development, and closing contracts for distribution to HealthEquity partners and direct employers (primarily small groups of 0-250 US employees). The role also involves sales presentations, conference/training participation, and relationship building with brokers, partners, and employers in the assigned region.
What you’ll be doing
- Responsible for end-to-end sales cycle for small to mid-sized employers & driving revenue
- Participates in territory seminars that may include Continuing Education (CE) credits
- Cultivates and grows broker relationships in territory to explain joint HSA / CDB solution
- Participates in sales meetings with partners as the Subject Matter Experts on HSA / CDB
- Performs sales presentations & demos via phone and online conference calls
- Consults with employers & brokers to determine the best mixture of HealthEquity’s bundle of products, pricing, and partners
- Applies business acumen to close sales and establish the best plan and partnership for each opportunity.
- Leverages sequence and cadence tools to enhance efficiency throughout the sales cycle.
- Manages a large pipeline of opportunities through Salesforce.com
- Collaborates extensively with Regional Sales Executives and internal stakeholders.
- Creates, tracks, and updates internal systems, including Salesforce CRM, for accurate reporting.
- Maintains specific knowledge of Health Savings Account (HSA), Consumer Directed Benefits (CDB) accounts, COBRA, Wellness Products, and HealthEquity's internal administration processes for these accounts.
What you will need to be successful
- Bachelor's Degree from an accredited college or university in a related field strongly preferred
- 5+ years in a selling evironment partnering with brokers and/or B2B directly
- Experience working with Salesforce.com or similar CRM
- Experience working with Outreach.io or similar sequence/cadence systems
- Ability to multi-task, prioritize, and manage time effectively
- Ability to work independently and manage their own schedule. Schedules may vary and include sales calls, prospecting, follow ups, contracting, introduction and OE meetings
- Comfortable with multiple & changing technology requirements
- Excellent oral & written communication skills
- Experience working within multi-state territories preferred
- Extensive knowledge of the group health industry & HealthEquity products (HSA, FSA, HRA, COBRA, Commuter, Wellness, etc)
- Highly detail-oriented
- Proven B2B phone sales experience in a closing role
- Strong phone presence
- Track record of over-achieving quota
Travel Requirements: Occasional overnight travel required, about 10% of the time
Compensation Structure:
Base salary (range noted below) plus monthly uncapped commissions paid through our Sales Incentive Program (SIP). Role is expected to be a 50/50 split with OTE ~$140k.
This is a remote position.
Salary Range
$59000.00 To $76500.00 / yearBenefits & 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
Onboarding & Travel
This is a remote role, with an in-person onboarding training component. New team members must participate in Trailhead, HealthEquity’s immersive onboarding experience Trailhead is designed to foster meaningful connections, support your integration into the organization, and equip you with a strong understanding of our business. Trailhead participation is a key expectation of this role. Trailhead is held onsite at our headquarters once per quarter. HealthEquity covers all required travel and accommodations.
This role may begin with a virtual, self-paced onboarding experience, followed by a mandatory onsite Trailhead session at a later date.
HealthEquity is committed to providing reasonable accommodations to team members with qualifying disabilities. Should you be selected for this role and require an accommodation, we will put you in touch with our Benefits Team so you can begin the accommodation request process.
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.
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