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Implementation Specialist 

resume-library  |  United States  |  

United StatesUnited States (US)
Information Technology/Other
Work Type:
Work Time:
Full Time


Implementation Specialist


How you can make a difference


This position navigates the completion of routing tasks and all operational aspects of the client implementation process from initiation to transition.  The Implementation Specialist works to support the Implementation Manager(s) during the implementation lifecycle, using combination of interpersonal communication, the ability to navigate software systems and a strong sense of initiative to successfully execute.  Implementation activities performed include all product offerings across platforms.  This role is task-driven and works on operational tasks for the Implementation Managers, client implementation audits, cases, and funding.   


What you'll be doing

Manage and route Salesforce cases for implementation-related administrative requests including: crosswalk configurations, plan setup audits, file load enablement, funding agreement activations, credit/debit memo generation and special requests. 

Complete plan configurations in all HealthEquity systems for all product lines. 

Update process documentation as new functionality or processes are deployed.  Make additional documentation updates as requested and ensure process manuals are current.  

Prepare, maintain and update sample project plans used by the Sales organization.   

Manage the RFP and Finalist requests through Salesforce, routing the request to the appropriate leader. 

Monitor new project activity to ensure the defined process is followed.  Run weekly reports to identify project assignments and resource capacity and provide to leadership team.   

Prepare plans for routine audit and/or complete the defined project audit steps for plan configuration and system of record updates.   

Provide supporting documentation as requested for internal HealthEquity, SOC and SOX audit cycles. 

Perform various implementation tasks as requested by the Implementation Managers.  These tasks may include an understanding and completion of plan surveys, system set up, communications and materials delivery.   

Monitor projects through a series of reports to ensure key activity takes place including: project and plan configuration auditing, post-implementation survey execution, agreement and asset line item completion, plan document preparation and fulfillment data. 

Train supporting offshore team(s) on revised or new processes. Ensure documentation used by supporting administrative teams is current and detailed with step-by-step instructions. 

Prepare and distribute weekly newsletter for extended team that includes key highlights from across the organization (development activity, changes in procedure, upcoming deliverables, critical dates) 


What you will need to be successful  






Knowledge of HealthEquity systems is preferred. 

Consumer directed benefits industry or financial experience is ideal 

Experience of 1+ years in an operational role. 



Ability to work well autonomously and as a part of a cross functional team 

Strong attention to detail 

Strong self-starter and self-motivator 

Flexible and adaptable based on needs of team and evolution of the role 

Ability to quickly and effectively redirect attention  

Willingness to go above and beyond to contribute to the team’s success 



Proficiency with business and communications software (Teams, Word, Excel, PowerPoint, common Windows operating systems, and Outlook) is required.  Experience with Workfront, Salesforce, Visio and other project management tools is preferred.   


HealthEquity, Inc. is an equal opportunity employer that is committed to inclusion and diversity. We take affirmative action to ensure equal opportunity for all applicants 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.