Supervisor Client Services

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

How you can make a difference  

HealthEquity’s Client/Employer Services team is seeking an experienced Team Lead/Supervisor. This Team Lead/Supervisor will collaborate with the Manager to ensure that each team member is equipped with the right tools, knowledge and education that supports the ongoing service of clients and brokers. This team oversees EDI-related case types and processes. 

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
• Observe individual team members and provide regular encouragement and support in a manner that recognizes success and stellar performance as well as identifies areas of improvement in a positive manner.
• Provide on the spot performance coaching.
• Create an engaging culture that empowers all team members thrive in.
• Communicate to team members on a daily basis in order to establish clear expectations, recognition their performance and to keep your team updated on organizational changes that impact their roles.
• Ability to manage a team in a remote environment.
• Provide support to Manager, which should include defining and developing team members’ career goals and objectives.
• Create motivating ideas and functions to keep team morale high and focused on company service objectives.
• Raise the bar when it comes to the service we provide to our Employers and Brokers, through ongoing education of our products and services.
• Attend and contribute to ongoing education classes.
• Represent Client Services in cross functional teams and projects as required.
• Take escalated calls from Employers and Brokers
• Oversee Customer Satisfaction Results and address escalated cases in within 1-2 business days.
• Other duties as assigned by Manager. 

What you will need to be successful

• 4 + years related experience in a customer service, operations, call center, email support, or client services environment. 
• Bachelor’s degree preferred.
• Extensive experience with one or more of HealthEquity platforms and products preferred.
• Excellent verbal and written communication skills.
• Quick learner, and must be technologically savvy.
• Experience with Teams, Outlook, Power BI, OneNote, Planner, Copilot preferred.
• Motivated and able to work in a fast paced, high-stress environment while still providing stellar service to employers, brokers, and team.
• Must be passionate about Client Services mission to provide service that delights and drives loyalty to HealthEquity.
• Must have the ability to keep team morale high, particularly through busy season.

#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 

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.

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.