Overview

We are CONNECTING HEALTH AND WEALTH. Come be part of remarkable.

How You Can Make a Difference

This position navigates the completion of routing tasks and all operational aspects of the client implementation process from initiation to transition. The Implementation Specialist works to support the Implementation Manager(s) during the implementation lifecycle, using combination of interpersonal communication, the ability to navigate software systems and a strong sense of initiative to successfully execute. Implementation activities performed include all product offerings across platforms.

This role is task-driven and works on operational tasks for the Implementation Managers, client implementation audits, cases, and funding.

What You'll Be Doing

Manage and route Salesforce cases for implementation-related administrative requests including: crosswalk configurations, plan setup audits, file load enablement, funding agreement activations, credit/debit memo generation and special requests.
Complete plan configurations in all HealthEquity systems for all product lines.
Update process documentation as new functionality or processes are deployed. Make additional documentation updates as requested and ensure process manuals are current.
Prepare, maintain and update sample project plans used by the Sales organization.
Manage the RFP and Finalist requests through Salesforce, routing the request to the appropriate leader.
Monitor new project activity to ensure the defined process is followed. Run weekly reports to identify project assignments and resource capacity and provide to leadership team.
Prepare plans for routine audit and/or complete the defined project audit steps for plan configuration and system of record updates.
Provide supporting documentation as requested for internal HealthEquity, SOC and SOX audit cycles.
Perform various implementation tasks as requested by the Implementation Managers. These tasks may include an understanding and completion of plan surveys, system set up, communications and materials delivery.
Monitor projects through a series of reports to ensure key activity takes place including: project and plan configuration auditing, post-implementation survey execution, agreement and asset line item completion, plan document preparation and fulfillment data.
Train supporting offshore team(s) on revised or new processes. Ensure documentation used by supporting administrative teams is current and detailed with step-by-step instructions.
Prepare and distribute weekly newsletter for extended team that includes key highlights from across the organization (development activity, changes in procedure, upcoming deliverables, critical dates)

Education

What you will need to be successful

Bachelors

Work Experience Or Related Experience

Knowledge of HealthEquity systems is preferred.

Consumer Directed Benefits Industry Or Financial Experience Is Ideal

Experience of 1+ years in an operational role.

Specialized Knowledge, Skills & Abilities

Ability to work well autonomously and as a part of a cross functional team

Strong attention to detail

Strong self-starter and self-motivator

Flexible and adaptable based on needs of team and evolution of the role

Ability to quickly and effectively redirect attention

Willingness to go above and beyond to contribute to the team’s success

Equipment

Proficiency with business and communications software (Teams, Word, Excel, PowerPoint, common Windows operating systems, and Outlook) is required. Experience with Workfront, Salesforce, Visio and other project management tools is preferred.

This is a remote position.

Salary Range

$19.75 To $28.50 / hour

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
Full-time team members receive a minimum of 18 days of annual PTO and 13 paid holidays per year
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

Come be your authentic self

Why work for 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.

Come be your authentic self

HealthEquity, Inc. is an equal opportunity employer that is committed to inclusion and diversity. We take affirmative action to ensure equal opportunity for all applicants 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 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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Implementation Specialist