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Solutions Manager
Solutions ManagerHealthEquity • Milwaukee, WI, US
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Solutions Manager

Solutions Manager

HealthEquity • Milwaukee, WI, US
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  • [job_card.full_time]
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Client Integration Solutions Manager

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

The Client Integration Solutions (CIS) Solutions Manager is responsible for ensuring and supporting the successful pre-implementation, implementation, and post-implementation of solutions, through process documentation, training and project solutioning. This role demands a combination of technical expertise, strategic thinking, and strong interpersonal skills.

The ideal candidate for the Solutions Manager role is someone who thrives in a dynamic and collaborative environment. They have a technical background combined with excellent consultation, communication, and project management skills. Individual is proactive, detail-oriented, and capable of driving both strategic and operational initiatives to enhance client satisfaction and organizational efficiency.

What you'll be doing :

  • Responsible for creating and maintaining Process and Procedure documentation for Client Integrations Solutions.
  • Develops, maintains and delivers training sessions for Client Integrations Solution team members.
  • Represent the organization in finalist meetings, providing demo assistance and showcasing product expertise, ensuring clients understand the value and functionality of the product.
  • Engage in defining product or process improvements, considering impacts on operational activities.
  • Support leadership, Principal Enterprise and Enterprise Solution Managers in development activities, focusing on skills expansion and coaching team members and engage in creative solutioning for operational impacts and consider extended impacts on marketing, documentation, operations, servicing, and client experience.
  • Serve as a subject matter expert (SME) and mentor within the CSE (Customer Success Engineering) organization, offering consultation, client assistance, and research support.
  • Provide resource support for Solutions Engineering with platform, product, and process expertise.
  • Serve as SMEs to help drive custom workstreams and identify impacts on other areas of integration, including files, configuration, implementation lifecycle and timeline, scalability in the SMB (Small and Medium Business) space, and renewal considerations.
  • Provide support on complex client or partnership implementations.

What you will need to be successful :

Education and Experience :

  • Bachelors degree in relevant field, or equivalent work experience
  • 5+ years of combined client service experience in the consumer directed benefits industry and within HealthEquity implementation or client servicing teams.
  • 3+ years of experience with special projects, possesses project management skills and effective project tracking.
  • Specialized Knowledge, Skills, and Abilities :

  • Experience working with diverse administrators preferred
  • Ability to execute detailed configurations, integrations, and implementations.
  • Strong consultation skills with the ability to engage clients and internal stakeholders effectively.
  • Excellent communication skills, capable of explaining complex technical details in an understandable manner.
  • Experience in managing and contributing to cross-functional projects.
  • Ability to consider and manage impacts on timelines, workflows, and operational activities.
  • Proven track record of supporting leadership in development activities.
  • Experience in coaching and mentoring team members, fostering a culture of continuous learning and improvement.
  • Ability to deliver solutions that enhance client satisfaction and operational efficiency.
  • Experience in developing and maintaining communication channels and standards to support client interactions.
  • Strong problem-solving skills with a creative approach to addressing operational impacts.
  • Ability to foresee and manage extended impacts on various functions such as marketing, documentation, and servicing.
  • Certifications, Licenses, Registrations :

  • HSAe, CFC or FCS certifications a plus.
  • Salary Range : $75500.00 To $92900.00 / year

    Benefits & Perks :

  • 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
  • Why work with 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.

    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.

    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.

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