Business Optimization Sr Manager

Job title: Business Optimization Sr Manager in USA at HealthEquity

Company: HealthEquity

Job description: OverviewHow you can make a differenceThe Business Optimization, SR. Manager is responsible for a wide range of functions. This role focuses on driving efficiency and effectiveness across both Product, Technology and IT (PT&I) while ensuring alignment with overall business objectives. This role will report to the PT&I Operations business unit and support the CTO in executing key initiatives, managing operational cadence, and leading special projects.What you’ll be doing

• Prepare and develop CTO presentations for the board of directors, and other management meetings.


• Prepare and develop content for newsletters and articles


• Track key performance indicators (KPIs) for PT&I and report on them monthly


• Track PT&I action items, ensuring owners are completing tasks in a timely manner


• Manage critical cross-team business priorities and operational processes to ensure seamless integration between sales, operations, and marketing.


• Support the CTO by leading the development of strategic meeting agendas and cadences, including weekly leadership meetings and quarterly business reviews (QBRs).


• Manage special projects, often involving cross-functional teams, to address critical business needs or opportunities.

What you will need to be successful

• Bachelor’s degree


• 5+ years proven experience in sales operations, marketing, or supporting senior executives.


• Excellent PowerPoint skills, with demonstrated experience developing presentations for C-Suite


• Excellent written and oral communication skills


• Strong organizational


• Excellent communication and interpersonal skills, with the ability to influence and collaborate across all levels of the organization.


• Experience in developing and managing operational cadences, including business reviews and leadership meetings.


• Ability to manage multiple priorities in a fast-paced, dynamic environment.

#LI-RemoteThis is a remote position.Salary Range$127000.00 To $137,000.00 / yearBenefits & PerksThe 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

• 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 HealthEquityWhy work with HealthEquityHealthEquity 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 to learn more.You belong at HealthEquity!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. 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 .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.HealthEquity is committed to your privacy as an applicant for employment. For information on our privacy policies and practices, please visit .

Expected salary: $127000 - 137000 per year

Location: USA

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