Sr Engagement Mgr

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

How you can make a difference

Reporting to the Director of Consumer Engagement Marketing, the Senior Engagement Manager leads strategy and execution of owned-channel lifecycle marketing that helps members confidently spend HSA and FSA dollars in a smart, compliant way-optimizing benefit value and increasing long-term engagement. This role owns end-to-end program performance, delivering the right message to the right member at the right moment, with a strong focus on behavioral nudges, education, and measurable outcomes.

What you'll be doing

1) Owned-Channel Lifecycle Strategy & Execution

Develop and execute integrated owned-channel campaigns and journeys that drive member spending behaviors (e.g., education, reminders, decision support, and "next best action" nudges).
• Translate HSA/FSA "spend" objectives into a cohesive lifecycle roadmap (seasonal, timely reminders, administrative notifications, and product/feature education), aligned to the broader consumer communications approach.
• Create member-centered messaging that improves benefit literacy and helps members understand qualified medical expenses and smart spending habits.

2) Segmentation, Personalization, and Experimentation

• Implement audience segmentation strategies, personalization rules, and test plans for targeted content, creative, cadence, and channel orchestration.
• Build and maintain a rigorous experimentation and optimization framework (A/B, multivariate where appropriate, holdouts, and incremental lift approaches) to improve engagement and spending outcomes.
• Apply behavioral insights to reduce friction and drive action-optimizing message timing, copy, and UX pathways within owned channels.

3) Measurement, Analytics, and Performance Management

• Partner with analytics to develop reporting mechanisms that provide real-time program visibility and enable performance optimization across owned channels.
• Own KPI definition and performance management for spend-focused programs (e.g., first-time spenders, repeat spend, conversion rates from owned channels, and downstream revenue where applicable).
• Identify insights through data and analytics, turning learnings into prioritized optimizations and new test hypotheses.

4) Content & Creative Development

• Oversee the creation, packaging, and continuous improvement of owned-channel member engagement materials, ensuring clarity, usefulness, and actionability.
• Coordinate content themes and channel mix so the right communication type maps to the best owned placements (email/SMS/app/portal/in-product/direct mail), minimizing fatigue and improving relevance.

5) Cross-Functional Leadership & Operational Excellence

• Collaborate with Product, CX/Support, Compliance/Legal, and Technology partners to launch and maintain compliant, high-performing journeys and in-product communications. (Compliance/controls alignment is expected in regulated environments.)
• Provide owned-channel and lifecycle marketing expertise to internal teams via enablement, training, and go-to-market support.
• Manage external agencies and internal resources to deliver programs, creative, and campaign operations that hit business goals and quality standards.

What you will need to be successful

Culture / Mindset

• Desire to build rich connections and a sense of community with team members.
• Strong member-first orientation and motivation to make a positive impact on the people served.
• Growth mindset-driven to learn, improve, and elevate team performance.

Skills & Background

• 5-7 years of consumer marketing experience, including at least 1+ year in direct to consumer ecommerce industry.
• Bachelor's degree or equivalent experience
• Demonstrated success building behavior-changing spend-centric campaigns across owned channels.
• Strong experience establishing KPIs, managing performance targets, and extracting insights from data.
• Proven ability to build and run structured test-and-learn programs (hypothesis-driven experimentation and optimization).
• Comfortable working cross-functionally; able to manage multiple simultaneous deliverables.
• Exceptional written, verbal, and interpersonal communication skills; able to simplify complex topics into member-friendly language.
• Comfort with monday.com and Microsoft tools (Outlook, PowerPoint, Excel, Teams).
  

Physical / Mental Requirements

Work requires typical hearing, vision, and verbal communication abilities; ability to operate a computer workstation for extended periods; and ability to manage multiple deadlines in a dynamic environment.

#LI-Remote

This is a remote 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

• 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

Onboarding & Travel

This is a remote role, with an in-person onboarding training component. New team members must participate in Trailhead, HealthEquity's immersive onboarding experience Trailhead is designed to foster meaningful connections, support your integration into the organization, and equip you with a strong understanding of our business. Trailhead participation is a key expectation of this role. Trailhead is held onsite at our headquarters once per quarter. HealthEquity covers all required travel and accommodations.

This role may begin with a virtual, self-paced onboarding experience, followed by a mandatory onsite Trailhead session at a later date.

HealthEquity is committed to providing reasonable accommodations to team members with qualifying disabilities. Should you be selected for this role and require an accommodation, we will put you in touch with our Benefits Team so you can begin the accommodation request process.

HealthEquity has a vision that by2030 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.

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 Careers page.

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.

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.

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