Sales Support Specialist, Employer Benefits

Overview

We are CONNECTING HEALTH AND WEALTH. Come be part of remarkable.

How You Can Make a Difference

With general supervision and some review of work in progress, this position provides logistical, administrative and sales support to territory Sales Representatives and Senior Sales Representatives. The Sales Support Specialist will provide the required day to day support for all aspects of a sales opportunity and corresponding contracts, organize required documentation for sales meetings, coordinate appropriate product marketing materials, and provide administrative support as necessary for the Request For Proposal (RFP) team and related projects.

What You’ll Be Doing (Job Duties & Responsibilities)

• Acquires and maintains a strong working knowledge of the product offering and contracting process.
• Works closely with the Sales and RFP teams to provide specialized Salesforce and Apttus support for sales as necessary based on the stage of the sale.
• Performs other duties as assigned or apparent.
• Documents and tracks all client contact(s) in Salesforce.
• Supports RFP creation and corresponding client follow-up questions as needed.
• Engages daily with members of the Sales and RFP Teams.
• Act as a back up to aligned sales and relationship managers as needed
• Occasional travel to attend training or meetings may be required. (approx. 20-40% of the time depending on client commitments and sales events).
• Other administrative support for sales as needed.
• Organizes and updates sales materials as directed.
• Creates, organizes, and updates proposal documents as directed. This may include client agreements, obtaining signatures, and other items needed.

What you will need to be successful (Skills, Knowledge, & Experience)

• Ability to think strategically and accept change
• Demonstrated ability to adapt to the changing demands of business is a must.
• 3-4 years of experience with sales support or related field support roles.
• Familiarity with Consumer Directed Benefit, Healthcare and Commuter product understanding, FSA, HRA, HSA, ESP products in particular.
• Superior engagement skills, including the ability to build and manage internal customer relationships.
• Positive attitude and deep customer service orientation. Fundamentals include being: friendly and engaging, professional, reliable, responsive and proactive.
• Strong written and verbal communication skills, including editing and writing skills.
• Knowledge of general sales and marketing concepts or a closely related field as normally obtained through the completion of a Bachelor’s Degree.
• Strong analytical, organizational, and prioritization skills.
• Strong attention to detail while managing multiple concurrent projects.
• Ability to work independently in a faced-paced environment
• Experience with business and functional requirements.

This is a remote position.

Benefits & Perks

• Medical, Dental, Vision
• Paid Parental Leave
• Full-time team members receive a minimum of 18 days of annual PTO and 13 paid holidays per year.
• Award Winning Wellness Program
• Gym/Fitness Reimbursement
• 401(k) match
• HSA contribution and match
• Ongoing Education & Tuition Assistance
• Dependent Care FSA match

Come be your authentic self

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 .

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