AVP of Workforce Strategy & Forecasting

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

How you can make a difference

At HealthEquity, we lead with heart-and we're looking for a visionary leader to do the same. As our AVP of Workforce Strategy & Forecasting, you'll be the architect of a unified, modern workforce operation that powers elite member and client service. This is your opportunity to drive innovation, break down silos, and elevate a talented team across a diverse, fast-paced portfolio. You'll have considerable latitude for independent judgment, the chance to shape the future of our workforce strategy, and the support of leaders who believe in top talent and bold ideas. If you're ready to make a measurable impact and elevate your career, we want to meet you.

What you'll be doing

Set the vision for workforce strategy, unifying and modernizing forecasting, management, and outsourcing to deliver exceptional service while balancing team member needs.
• Champion the adoption of cutting-edge tools and AI-driven solutions, moving us beyond spreadsheets to scalable, automated excellence.
• Collaborate with leaders across sales, marketing, product, and tech-your insights will shape forecasts, staffing, and strategic decisions that impact the entire organization.
• Lead initiatives that boost customer satisfaction, teammate engagement, and operational controls, always seeking new ways to gain efficiencies and remove barriers.
• Build and mentor a high-performing team, developing hiring plans and resource strategies that keep us ahead of the curve.
• Ensure we consistently meet or exceed SLAs, especially in telephony and service center metrics, while driving cost savings and process improvements.
• Be the go-to partner for cross-functional alignment, budget planning, and contingency strategies-your leadership will be felt across every corner of the business.

What you will need to be successful (Qualification - Skills, Knowledge and Abilities)

• Bachelor's degree in Business Management or related field (MBA a plus).
• 7-10 years' experience leading service center operations in high-volume, fast-paced environments; 7+ years in workforce management, with at least 3 years at the Director level.
• Deep expertise in call centers, card volume, claims, and client services; experience in digital payments, banking, or credit unions is a strong plus.
• Mastery of workforce management and forecasting tools (Verint, Salesforce, Google, etc.), and a passion for leveraging technology to solve complex challenges.
• Proven ability to lead cross-functional teams, communicate with impact, and thrive under pressure while driving results.
• A track record of innovation, process improvement, and scaling operations across multiple sites.

#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

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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