Manager, Sales Support

Our mission is to SAVE AND IMPROVE LIVES BY EMPOWERING HEALTHCARE CONSUMERS. Come be part of remarkable.

How you can make a difference

The Manager, Sales Support is a people leader who is responsible for leading a team of Sales Support specialists. This position also works collaboratively with all members of the Sales and Relationship Management team, RFP team, Marketing team, Client Integration Solutions (CIS) team, and the Legal/Compliance teams. This role typically reports to the Director of Sales Operations

What you'll be doing

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.
• Supervises, coaches & develops direct reports, maintains employee documentation, & conducts annual performance reviews.
• Acts as a manager approver in key systems such as Salesforce and ADP for direct reports.
• Shares SME process knowledge with the team to ensure consistent support for Sales & Relationship Management team members and leaders.
• Processes Time Cards, Manage PTO, and My Learning in ADP.
• Manages email boxes related to direct and broker sales opportunities and ensure these inquiries are answered and/or properly answered.
• Updates training materials and review with direct reports
• Monitors Salesforce reports, NBNF's, Integrated Partner Fallout, Signature Declines, Stale Opportunities for accuracy and prompt processing.
• Performs Salesforce User Acceptance Testing (UAT)
• Owns and leads special projects as needed.
• Handles escalated issues and other duties as assigned.

What you will need to be successful

• Knowledge of general sales and marketing concepts or a closely related field as normally obtained through the completion of a Bachelor's Degree.
• 2+ years of related work experience preferably with a background in telephone sales and/or insurance sales
• 2+ years' experience in a leadership position
• A strong customer service orientation is essential.
• Ability to persuade others to change their minds and bring others together to reconcile differences.
• Deductive and inductive reasoning abilities, being able to apply general rules to specific problems to produce answers that make sense and to combine pieces of information to form general rules or conclusions.
• Demonstrated ability to adapt to the changing demands of business is a must.
• Experience working in the healthcare industry, specifically with brokers and other key clients
• Familiarity with principles and methods for showing, promoting, and selling products and services, including educating others regarding products and services.
• Strong active listening skills, giving full attention to others, asking appropriate questions.
• Strong written and verbal communications skills, including business presentation skills and ability to create effective visual aids.
• Occasional travel to attend training or meetings may be required

#LI-Remote

This is a remote 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

• Paid parental leave

• 401(k) match

• Personal and healthcare financial literacy programs

• Ongoing education& tuition assistance

• Gym and fitness reimbursement

• Wellness program incentives

HealthEquity has a vision that by2030 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.

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