Regional Sales Manager

3 weeks ago


Portland, United States HealthEquity Full time

Regional Sales ManagerOur mission is to SAVE AND IMPROVE LIVES BY EMPOWERING HEALTHCARE CONSUMERS. Come be part of remarkable.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 growth. We invite you to express your interest in HealthEquity, a fast-growing company where your drive, communication skills, and passion for solving customer problems can thriveThe 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 revenueParticipates in territory seminars that may include Continuing Education (CE) creditsCultivates and grows broker relationships in territory to explain joint HSA / CDB solutionParticipates in sales meetings with partners as the Subject Matter Experts on HSA / CDBPerforms sales presentations & demos via phone and online conference callsConsults with employers & brokers to determine the best mixture of HealthEquity's bundle of products, pricing, and partnersApplies 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.comCollaborates 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 preferredExperience working with Salesforce.com or similar CRMExperience working with Outreach.io or similar sequence/cadence systemsAbility to multi-task, prioritize, and manage time effectivelyAbility to work independently and manage their own schedule. Schedules may vary and include sales calls, prospecting, follow ups, contracting, introduction and OE meetingsComfortable with multiple & changing technology requirementsExcellent oral & written communication skillsExperience working within multi-state territories preferredExtensive knowledge of the group health industry & HealthEquity products (HSA, FSA, HRA, COBRA, Commuter, Wellness, etc)Highly detail-orientedProven B2B phone sales experience in a closing roleStrong phone presenceTrack record of over-achieving quotaTravel Requirements: Occasional overnight travel required, about 10% of the timeSalary Range: $59000.00 To $76500.00 / yearBenefits & Perks:Medical, dental, and visionHSA contribution and matchDependent care FSA matchUncapped paid time offPaid parental leave401(k) matchPersonal and healthcare financial literacy programsOngoing education & tuition assistanceGym and fitness reimbursementWellness program incentivesHealthEquity 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.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.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.



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