JOB REQUIREMENTS: At HSA Bank, we\'re working toward a world where everyone is empowered to save for a healthy future. Our offerings in the healthcare savings space drive down healthcare costs, increase access, and assist with decision-making for consumers, health plans, partners, and advisors. Are you ready to join us? JOB FUNCTION: The Associate Account Executive (AAE) assists and partners with a designated team of Senior and Strategic Account Executives to facilitate the completion of the back-end tasks and client requests in a timely fashion. Works as a strategic partner and advisor to clients and the overall team by analyzing, initiating, developing, and recommending new opportunities for additional products, services, and process improvements. JOB RESPONSIBILITIES: * Account Management of priority C clients of aligned Account Executive client portfolio * \"Back end\" management of priority A&B clients for aligned Account Executive client portfolio * Conduct virtual Strategic Planning Meetings for assigned C clients with oversight from Account Executive * Manages the submission and confirmed completion of Sales force cases for aligned Account Executive client portfolio * Achieve defined response score in AAE survey * Grow Accounts and Balances for assigned book of C clients with oversight from Account Executive * Proactively identify growth/cross sell opportunities of assigned book of C clients with oversight from Account Executive * Provide or coordinate product training as required to clients to ensure effective utilization of services * Build trusted relationships with client executives through relationship building activities * Pro-actively maintains ongoing communication. Effectively sources and identifies client needs, gains feedback on our service levels. * Follows through with meeting identified needs and/or escalates to management level * Handles confidential and non-routine information * Maintains confidentiality of all corporate, client, and research matters * Presents HSA information in a group setting * Identifies process improvement opportunities, initiates corrective action, and communicates gap for strategic accounts to management * Assists the overall team with product knowledge, processes, tasks and training leading to overall client satisfaction, retention and growth * Tracks activity in Salesforce * Perform other duties as assigned by management * Travel - 5% EDUCATION & EXPERIENCE * High School / GED required. * BS preferred * 2+ years of related experience of Employee Benefits, CDHP * 2+ years of relationship management/account management/executive experience JOB SKILLS / KNOWLEDGE: * Demonstrates flexibility and adaptability. Handles day-to-day challenges confidently and willing to adjust to multiple demands, shifting priorities, ambiguity, and rapid change. * Keen ability to interact with clients at all levels of their organization. * Excellent interpersonal skills needed. * Energetic, results-oriented professional. * Must be \"\"take charge\"\" type that can effectively problem solve. * Possesses the ability to maintain the strictest confidentiality of company and customer information. * Attention to detail and demonstrates high organizational skills * Consistent and accurate The estimated salary range for this position is \$49,500USD to \$60,500USD. Actual salary may vary up or down depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position is eligible for incentive compensation. #LI-BY1 #LI-REMOTE All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. ***** APPLICATION INSTRUCTIONS: Apply Online: https://www.aplitrak.com/?adid=YmJnZW5lcmljLjMwMjA2Ljg3NzBAd2Vic3RlcmNvbXAuYXBsaXRyYWsuY29t