Sales Support Specialist at HealthEquity

Sales Support Specialist

US-Remote

Overview

Our mission is to SAVE AND IMPROVE LIVES BY EMPOWERING HEALTHCARE CONSUMERS. 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)

• Engages daily with members of the Sales and RFP Teams.
• 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.
• Documents and tracks all client contact(s) in Salesforce.
• Act as a back up to aligned sales and relationship managers as needed
• Acquires and maintains a strong working knowledge of the product offering and contracting process.
• Other administrative support for sales as needed.
• Creates, organizes, and updates proposal documents as directed. This may include client agreements, obtaining signatures, and other items needed.
• Organizes and updates sales materials as directed.
• Supports RFP creation and corresponding client follow-up questions 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).
• Performs other duties as assigned or apparent.

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

• Knowledge of general sales and marketing concepts or a closely related field as normally obtained through the completion of a Bachelor’s Degree.
• 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.
• Strong written and verbal communication skills, including editing and writing skills.
• Positive attitude and deep customer service orientation. Fundamentals include being: friendly and engaging, professional, reliable, responsive and proactive.
• Experience with business and functional requirements.
• Strong analytical, organizational, and prioritization skills.
• Strong attention to detail while managing multiple concurrent projects.
• Ability to work independently in a faced-paced environment
• Ability to think strategically and accept change
• Demonstrated ability to adapt to the changing demands of business is a must.

This is an hourly/non-exempt position: At this time we are unable to hire hourly roles within the following areas: Alaska, California, Hawaii, Nevada, New Jersey, New York, Oregon & Rhode Island.

This is a remote position.

Salary Range

$26.44 To $39.42 / hour

Benefits & Perks

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
• Full-time team members receive a minimum of 18 days of annual PTO and 13 paid holidays per year
• 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