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Bethany Smith, Mba Email & Phone Number

Enterprise Client Relationship Executive | Client Advocate | Transform Business Strategy into Informed, Well-Executed Solutions at HealthEquity
Location: Greater Boston, United States, United States 8 work roles 2 schools
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Role
Enterprise Client Relationship Executive | Client Advocate | Transform Business Strategy into Informed, Well-Executed Solutions
Location
Greater Boston, United States, United States
Company size

Who is Bethany Smith, Mba? Overview

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Quick answer

Bethany Smith, Mba is listed as Enterprise Client Relationship Executive | Client Advocate | Transform Business Strategy into Informed, Well-Executed Solutions at HealthEquity, a company with 501 employees, based in Greater Boston, United States, United States. AeroLeads shows a matched LinkedIn profile for Bethany Smith, Mba.

Bethany Smith, Mba previously worked as Enterprise Client Relationship Executive at Healthequity and Route Delivery Volunteer for Seniors at Meals On Wheels Of Hillsborough County. Bethany Smith, Mba holds Mba, Change Management from Bentley University - Mccallum Graduate School Of Business.

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Email format at HealthEquity

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HealthEquity

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Profile bio

About Bethany Smith, Mba

I understand how to elevate service reputation via documented, repeatable processes with best-practice emphasis. Focusing on quality of work and service outputs will increase stakeholder trust internally and externally. I am a strategic decision maker who takes ownership of operational execution. Brilliance is not always in the ideas but in the successful execution of the idea. Understanding customer experience is critical to planning and improving business operations. I am at my best helping make ideas come to life by bringing people together and inspiring them to believe in themselves to achieve and reach beyond boundaries to make what feels impossible possible. Core strengths include:Leader Development | Team Motivation | Service Standards Elevation | Efficiency Focus | Change Management | Performance Management | Vendor Partnerships | Problem Solving Let's work smarter not harder!

Current workplace

Bethany Smith, Mba's current company

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HealthEquity
Healthequity
Enterprise Client Relationship Executive | Client Advocate | Transform Business Strategy into Informed, Well-Executed Solutions
Draper, UT
Employees
501
AeroLeads page
8 roles · 27 years

Bethany Smith, Mba work experience

A career timeline built from the work history available for this profile.

Enterprise Client Relationship Executive

Current

Draper, UT, US

Build and maintain strong relationships with clients and their consultant/broker and other vendor partners. Lead consultative strategic activities with clients on overall corporate and benefits strategies benefit plan review, CDH account adoption best practices and, financial health. Serve as an internal advocate for clients. Ensure HealthEquity is.

Apr 2024 - Present

Assistance Vice President, Health Account Solutions Operations

New York, NY, US

Served as Operational Integration Leader in incorporating team members and systems into Voya culture during acquisition of Benefit Strategies. Disseminated staff, process, systems, and industry information to facilitate seamless integration.

2021 - 2023 ~2 yrs

Executive Vice President

Benefit Strategies, Llc

Played key role as Executive Leadership Team member with oversight of successful business delivery. Led team of 15 managers and 185+ employees onshore and 50+ offshore spanning entire business operations which encompassed Implementation, Customer Contact Center, Processing, Information Technology, Account Management, Learning & Development, Research &.

2008 - 2021 ~13 yrs

Senior Account Manager

US

Responsible for high net worth clients portfolios of self directed IRA accounts. Ensured client satisfactions to promote additional investments. Investments varied from mutual funds, annuities to rental properties.

2006 - 2008 ~2 yrs

Account Manager

Pittsburgh, PA, US

Worked with clients on implementation, renewals and on going serving of Flexible Spending Accounts (FSA), COBRA, Short Term Disability, and Long Term Disability plans. Trained clients and employees on online enrollment benefit tool. Participated in client benefit fair needs to represent and increase participation in Flexible Spending Accounts (FSA).

2005 - 2006 ~1 yr

Flex Manager

Benefit Strategies, Llc

Managed Flexible Spending Account Administration Team of account managers. Team was responsible for phone calls by clients and members, renewals, implementation, claims payment and compliance. Responsible for learning and applying Debit Card Technology to existing service offering to keep up with changes to the industry.

2001 - 2005 ~4 yrs

Account Executive

Adp

Roseland, New Jersey, US

Managed territory, thee Massachusetts towns. Responsible for sales to new clients and adding services to existing clients to meet a monthly and annual quota. Cold calling and foot canvasing was required to build book of business. Worked with many local CPA's to gain referrals.

1999 - 2001 ~2 yrs
Team & coworkers

Colleagues at HealthEquity

Other employees you can reach at healthequity.com. View company contacts for 501 employees →

2 education records

Bethany Smith, Mba education

Mba, Change Management

Bentley University - Mccallum Graduate School Of Business

Bs, Management

Bentley University
FAQ

Frequently asked questions about Bethany Smith, Mba

Quick answers generated from the profile data available on this page.

What company does Bethany Smith, Mba work for?

Bethany Smith, Mba works for HealthEquity.

What is Bethany Smith, Mba's role at HealthEquity?

Bethany Smith, Mba is listed as Enterprise Client Relationship Executive | Client Advocate | Transform Business Strategy into Informed, Well-Executed Solutions at HealthEquity.

Where is Bethany Smith, Mba based?

Bethany Smith, Mba is based in Greater Boston, United States, United States while working with HealthEquity.

What companies has Bethany Smith, Mba worked for?

Bethany Smith, Mba has worked for Healthequity, Meals On Wheels Of Hillsborough County, Voya Financial, Benefit Strategies, Llc, and First Regional Bank.

Who are Bethany Smith, Mba's colleagues at HealthEquity?

Bethany Smith, Mba's colleagues at HealthEquity include Michael Fiore, Asif Hussain, Janine Wilson, Hsae, Amanda Ramirez, and Caitlin Bronson.

How can I contact Bethany Smith, Mba?

You can use AeroLeads to view verified contact signals for Bethany Smith, Mba at HealthEquity, including work email, phone, and LinkedIn data when available.

What schools did Bethany Smith, Mba attend?

Bethany Smith, Mba holds Mba, Change Management from Bentley University - Mccallum Graduate School Of Business.

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