Chief of Staff to CCO

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

How you can make a difference

The Chief of Staff (CoS) to the Chief Customer Officer (CCO) and Customer Leadership Team is a senior leadership force multiplier-amplifying impact, accelerating decision-making, and elevating the operating rhythm of the Customer Organization. As a strategic advisor and operating-model architect, the Chief of Staff brings structure to complexity, drives tighter alignment, and ensures disciplined execution at scale. This role toggles seamlessly between enterprise strategy and hands-on delivery, converting vision into sustained results and enabling the organization to move faster, with greater clarity and cohesion.

What you'll be doing

Partner with the EVP & CCO to shape, prioritize, and advance the Customer Organization's strategic agenda.
• Translate Customer Organization strategy into clear operating plans, outcomes, milestones, and accountable owners.
• Maintain continuous transparency into progress, risks, interdependencies, and decision needs across priority initiatives.
• Lead cross functional execution of CCO sponsored initiatives, ensuring momentum, accountability, and delivery.
• Architect and run the Customer Leadership Team operating cadence, including agendas that drive decisions, effective prereads, and disciplined followthrough.
• Strengthen alignment on priorities, tradeoffs, and outcomes across leaders.
• Serve as an integrator reducing friction, resolving ambiguity, and increasing cohesion across the leadership team.
• Ensure the CCO's time is focused on the highestvalue strategic work by improving decision quality and readiness.
• Prepare concise, decisionready materials that synthesize insights, options, risks, and recommendations.
• Represent the CCO's perspective functionally to advance decisions and execution, escalating when necessary.
• Serve as connective tissue across Product, Technology, Sales, Finance, Legal, Operations, Communications, and People partners.
• Anticipate issues early, surface risks proactively, and drive resolution across organizational boundaries.
• Ensure customer insights, performance metrics, and experience signals are incorporated into enterprise plans and decisions.
• Identify recurring coordination, escalation, and decision friction-and convert that work into durable operating infrastructure, including Clear decision rights and ownership models Escalation paths
• Governance forums and operating cadences Visibility and accountability mechanisms
• Treat excess reliance on the Chief of Staff as a diagnostic signal and systematically design those gaps out of the organization
• Leverage data, AI, and automation to reduce coordination load and increase execution throughput (e.g., dashboards, workflow automation, closedloop followthrough).

What you will need to be successful

Education and Experience:

• Bachelors degree in Business, Strategy, Operations, Communications, or a related field required.
• Master's degree (MBA or equivalent) preferred.
• 10+ years of experience in strategy, operations, consulting, transformation, or general management roles.

Specialized Knowledge, Skills, and Abilities:

• Demonstrated success supporting and influencing senior executives and driving crossfunctional execution in complex environments.
• Exceptional strategic thinking is paired with strong execution discipline.
• Ability to operate with authority and influence without formal leadership.
• Executivelevel communication skills-clear, concise, and persuasive.
• Strong analytical ability and comfort operating in ambiguity.
• High emotional intelligence, sound judgment, and discretion with sensitive information.
• Proven ability to bring order, clarity, and momentum to ambiguous, complex environments.
• Moderate travel may be required (20-30%)

#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 and restricted stock units 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.

HealthEquity is committed to your privacy as an applicant for employment. For information on our privacy policies and practices, please visit HealthEquity Privacy.