Engagement Consultant II
US-Remote
careers
Req #: 7029
Type: Regular Full-Time
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Overview: We are CONNECTING HEALTH AND WEALTH. Come be part of remarkable. How you can make a difference Are you a client-facing marketer seeking an organization that values people over profits - and sincerely believes that helping people take control over the healthcare, childcare and commuting expenses is good for the world, while also being good for business? This could be the right place for you. While families across America are struggling to pay for healthcare, childcare, and commuting costs, many people don't know they can negotiate prescription and treatment costs, or that their employer may help subsidize some of these expenses. If you are feeling compelled to make a difference - and use your Marketing superpowers to help companies improve their employees' lives, HealthEquity may be the place for you. HealthEquity was founded with a noble vision of radically transforming healthcare benefits by putting individuals, like you and me, in the driver's seat of their finances. The pandemic brought many Healthcare and personal finances issues to light - and our services are needed now more than ever. HealthEquity Engagement Consultants serve a critical role in raising awareness and empowering families across America to take control of their expenses through compelling educational and marketing programs. We work directly with enterprise employers alongside relationship managers and service delivery managers to strategize, build, and optimize member engagement to help employees spend, save and invest for healthcare expenses. The Engagement Consultant II will report to the Senior Manager, Enterprise Consumer Engagement. What you'll be doing The Engagement Consultant II is responsible for developing strong relationships with a roster of top tier clients, guiding them through onboarding, implementation, and lifecycle communications, advising on best practices, and delivering industry leading, actionable data about their members' journey In this role, you will work closely with our Engagement Strategy, Relationship Management, and Marketing teams to acquire new HSA members and drive ongoing engagement and behavioral change. You'll share and promote our industry leading lifecycle and acquisition programs, develop robust communication strategies, and find creative ways to drive engagement, one client at a time. Essential Duties and Primary Responsibilities: * Relationship Management: Establish and maintain substantial and influential relationships with key client stakeholders. Advocate on behalf of the Marketing team internally and HealthEquity externally. * Marketing Strategy and Execution: Analyze client member behaviors and demographics to develop segmentation, optimization, and test strategies. Lead the development and direction of client-specific programs and assets, including webinars, flyers, and other collateral. Promote best practices in member engagement and acquisition to enterprise clients. * Measurement: Evaluate clients' engagement program results across multiple criteria, sharing actionable data and advising on best practices. * Team Culture: Support other Engagement Consultant teammates through peer training, shadowing, and other peer support mechanisms as needed. Contribute to a positive, inclusive environment in accordance with HealthEquity leadership competencies. What you will need to be successful * Bachelor's degree in a related discipline or equivalent years of military service * 3+ years in a client-facing marketing role; consulting or agency experience a plus, experience in regulated industries, such as finance, insurance or company benefits preferred * Successful track record of client engagements * Working knowledge of integrated marketing and CRM disciplines (including primary research, customer segmentation, targeting, direct marketing) * Experience coordinating multiple strategic projects across internal teams and clients * Ability to prepare and present clear and concise, client-ready presentations and write documents effectively for executive-level audiences * Comfort establishing KPIs, managing to performance targets and sourcing and extracting insights from data * Experience working in an entrepreneurial or start-up firm and comfort wearing the hats of many marketing disciplines * Exceptional verbal, written and interpersonal communication skills * Comfort with Microsoft products such as Outlook, PowerPoint, Excel, and Teams * Occasional travel to attend training or meetings may be required. #LI-Remote This is a remote position. Responsibilities: 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 Qualifications: 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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