HSA Bulk Transfers Coordinator @ Alegeus

Do you want to shape the future of fintech and healthtech? Energized by challenges and inspired by bold goals? Ready to elevate your career alongside driven and talented colleagues? If that sounds like you, explore a career at Alegeus today. Opportunity Happens Here.

HSA Bulk Transfers Coordinator

Join our team at Alegeus, where you’ll experience unmatched opportunity and a culture that cares deeply about succeeding together. As a HSA Bulk Transfers Coordinator, you’ll play a critical role in ensuring the seamless transfer of Healthcare Savings Account assets, helping employer groups and participants experience accurate, timely, and successful transitions. Collaborate with dedicated colleagues, embrace a spirit of innovation, and build an enriching career with us.

OPPORTUNITY HAPPENS HERE — REALIZE YOURS

Alongside the best and the brightest, you will regularly:

Take ownership of high-impact HSA transfer projects, guiding them from initiation through completion while ensuring exceptional accuracy, service, and client satisfaction.

Build trusted partnerships with employer groups and prior custodians, serving as a knowledgeable resource throughout the asset transfer process.

Drive successful project outcomes by coordinating key milestones, tracking progress, and ensuring HSA assets are posted, reconciled, and available on schedule.

Identify opportunities to improve processes, eliminate inefficiencies, and support automation initiatives that enhance the team’s effectiveness and customer experience.

Manage priority support requests and internal ticket queues, ensuring timely resolution and adherence to service level commitments.

Contribute to strategic client and departmental initiatives, helping expand engagement in HSA transfer programs and supporting organizational growth.

ESSENTIAL SKILLS FOR CREATING A LASTING IMPACT

Alegeus colleagues are known as problem-solvers, risk-takers, and innovative thinkers. As a HSA Bulk Transfers Coordinator, these skills are essential for success:

Abilities: Highly organized, efficient, analytical, and action-oriented with excellent communication, prioritization, problem-solving, and relationship-building skills. Demonstrates initiative, collaborates effectively across teams, and uses data-driven decision-making to achieve results.
Experience: 2+ years of relevant professional experience preferred. Experience leading or speaking on behalf of teams or business initiatives is preferred. Exposure to project management methodologies such as Lean, Six Sigma, or PMBOK and experience supporting engagement initiatives are a plus.
Education: Relevant education and/or equivalent professional experience preferred.
Location: 25% in-office hybrid (Boston, MA; Orlando, FL; Milwaukee, WI)

#LI-JL1

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BECAUSE WE CARE, WE OFFER:

A flexible work environment

Competitive salaries, paid vacation, and holidays

Robust professional development programs

Comprehensive health, wellness, and financial packages

SHARED AMBITION. INSPIRED FUTURE.

At Alegeus, our success is guided by our aligned vision and values—it is how we work together and collaborate to achieve our goals.

People First. We pride ourselves in bringing talented people together and treating one another with care.

Partner Powered. We are committed to empowering our partners, knowing our success is shared and we win as one.

Always Advancing. We are driven by potential and relentlessly determined to achieve our goals.

“I truly believe that people who are well-skilled and talented can go wherever they want in this company. We want to create the best place anyone has ever worked.” - Alegeus employee

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We are committed to a policy of Equal Employment Opportunity and will not discriminate against an applicant or employee on the basis of race, color, religion, creed, national origin or ancestry, sex, age, physical or mental disability, veteran or military status, genetic information, sexual orientation, marital status, or any other legally recognized protected basis under federal, state or local laws, regulations or ordinances. The information collected by this application is solely to determine suitability for employment, verify identity and maintain employment statistics on applicants.

The posted salary range reflects the minimum and maximum target for this position’s compensation grade and represents a blended range across our three hub locations: Florida, Massachusetts, and Wisconsin. Within this range, individual compensation is determined based on a variety of factors, including but not limited to job-related skills, experience, and education. This range may also be adjusted based on geographic location and market conditions. In addition to base salary, total compensation may include bonuses, incentive plans, and a comprehensive benefits package.

Position Compensation Range:

$53,000.00 - $90,400.00

Alegeus may use AI technology during candidate interviews. The uses include recording, note-taking, and summarizing candidate interviews. The information generated by the AI technology will be used by Alegeus during the hiring process. If you wish to opt out of having AI technology transcribe your interview, please notify your recruiter in advance of the interview. Otherwise, by agreeing to an interview with us, you consent to the use of AI technology during your interview.

About the company

Alegeus offers a SaaS platform that lets partners run consumer-directed healthcare benefits under a white-label solution. The product administers accounts like HSAs, FSAs, HRAs, COBRA, wellness incentives, LSAs, and commuter benefits, with a multi-purpose debit card and consumer engagement tools to manage complex rules and payments for millions of users. Its partner-centric model combines account administration, debit card processing, and engagement in one platform, helping clients scale faster than the market. The goal is to help partners efficiently run tax-advantaged benefit accounts while helping consumers optimize their healthcare spending at scale.

Company Size

501-1,000

Company Stage

Acquired

Total Funding

N/A

Headquarters

Waltham, Massachusetts

Founded

2012

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Simplify's Take

What believers are saying

Alegeus’s 2025 Empower partnership expanded integrated health-and-wealth distribution quickly.
Aptia launched new Spending and COBRA solutions with Alegeus in March 2026.
Alegeus showcased AI-driven platform enhancements at its June 2026 Partner Summit.

What critics are saying

Optum Financial bought Alegeus on July 2, 2026, ending its independence.
Integration into UnitedHealth risks partner defections as competitors now share the same owner.
White-label economics weaken if Optum prioritizes its own branded stack over external partners.

What makes Alegeus unique

Alegeus’s white-label CDH platform powers partners like Optum Financial, Empower, and Aptia.
It manages HSAs, FSAs, HRAs, COBRA, and commuter benefits on one system.
Its long-running debit-card and reconciliation engine handles millions of consumer healthcare payments.

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Benefits

Hybrid Work Options
Professional Development Budget
Flexible Work Hours

Growth & Insights and Company News

Headcount

6 month growth

1 year growth

2 year growth

10%

Tech Funding News

Aug 13th, 2026

CodeRabbit lands $143M at $1.5B valuation as AI-generated code surges.

CodeRabbit lands $143M at $1.5B valuation as AI-generated code surges. August 13, 2026 * CodeRabbit has raised $143 million in Series C funding at a $1.5 billion valuation, co-led by Atomico and Smash Capital, less than a year after its $60 million Series B. * The San Francisco startup is expanding from AI code review into Agentic Change Management, launching Triage, Change Stack and CodeRabbit Security. * CodeRabbit now runs more than two million code reviews a week for over 17,000 customers, including NVIDIA, BMW and Adyen, with revenue up more than fivefold year over year. Developers have spent years reviewing each other's code by hand. Now a growing share of that code is written by AI agents, and nobody has fully worked out who checks their work. CodeRabbit, the AI code review startup, has raised $143 million to build that checkpoint. The Series C was co-led by Atomico and Smash Capital, with new investors BMW i Ventures, Datadog, Hirtle Callaghan and Scenic Management, alongside returning backers CRV, Scale Venture Partners, Flex Capital, Pelion Venture Partners, Harmony Partners and Engineering Capital. It follows a $16 million Series A in August 2024 and a $60 million Series B in September 2025, taking CodeRabbit's total funding to roughly $231 million. From code reviewer to governance layer. CodeRabbit was founded in 2023 by CEO Harjot Gill and COO Gur Singh. Gill previously served as senior director of technology at Nutanix, following its acquisition of his earlier startup, Netsil, in 2018. Singh led engineering teams at healthcare payments company Alegeus before co-founding CodeRabbit. "We pioneered AI code review to give teams an independent system that validates the work before it ships. Agentic Change Management expands that layer to determine what deserves attention, explain each change's impact, and continue monitoring the codebase after it ships," said Gill, co-founder and CEO of CodeRabbit. The company is headquartered in San Francisco and has recently opened a London office as it builds out its European team. The startup works by automatically reviewing code with AI, catching bugs, security flaws and quality issues before they reach production. Its new Agentic Change Management push goes further. Triage decides which pull requests actually need a human's attention, Change Stack explains what a given code change will affect across a codebase, and CodeRabbit Security scans production code on an ongoing basis for vulnerabilities. For example, an engineering team fielding dozens of AI-agent-generated pull requests a day could use Triage to flag the handful that touch sensitive systems, rather than reviewing every change manually. "Security now requires a continuous system that can reason across the repository, verify whether a threat is real, and move the fix back through the development workflow. CodeRabbit Security brings that capability into the same independent control layer teams use to review, understand, and govern software change," said Brad Twohig, founding partner at Smash Capital. A crowded field for AI's quality-control layer. CodeRabbit competes with New York-based Qodo, which raised $70 million in a Series B led by Qumra Capital, as well as Greptile, which raised its Series A at a $180 million valuation, and CodeAnt AI, which closed a $2 million seed round. Those rivals mostly focus on catching bugs and vulnerabilities inside generated code. CodeRabbit wants to be something bigger: a layer that also decides what deserves human attention and keeps tracking changes after they ship. "CodeRabbit's independent review system and deep contextual understanding position it as the control layer for agentic software development. The company's growth and product depth convinced us that CodeRabbit is defining the new and critical field of Agentic Change Management," said Luca Eisenstecken, partner at Atomico, who joins CodeRabbit's board as part of the round. "The digital ambitions of automotive companies depend on highly efficient engineering teams and consistently reliable software. CodeRabbit has become a key technology in helping developers improve code quality and work more effectively," added Kasper Sage, managing partner at BMW i Ventures. Europe is the next growth market. The global code review services market will be valued at $3.04 billion in 2026 and is projected to reach $4.79 billion by 2032, growing at a 7.67% CAGR, according to 360iResearch. The company will use the new capital to expand further into Europe and Asia, including a push into Japan, and to fund research and product development. The startup is also committing more than $10 million over the next 12 months to keep its AI review tools free for open-source maintainers. CodeRabbit's $1.5 billion valuation only makes sense if code review stops looking like a niche developer tool and starts looking like infrastructure - the layer organizations lean on to trust and ship AI-written software at scale. A wave of well-funded rivals chasing the same narrow market says that the vision is far from settled.

HIMSS Media

Jul 7th, 2026

Optum Financial closes acquisition of Alegeus Technologies

The deal expands Optum's health savings, spending and benefits-administration capabilities for employers, plans and financial institutions.

Life Insurance International

Apr 22nd, 2026

UnitedHealth profit edges up in Q1 2026.

UnitedHealth profit edges up in Q1 2026. Quarterly revenue reached $111.7bn, versus $109.6bn in the corresponding period last year. UnitedHealth Group has posted net earnings of $6.48bn for the first quarter of 2026 (Q1 2026), compared with $6.47bn in the same quarter a year earlier. Diluted earnings per share attributable to common shareholders increased to $6.90 from $6.85. Quarterly revenue reached $111.7bn, versus $109.6bn in the corresponding period last year. Within its insurance operations, UnitedHealthcare Employer & Individual recorded revenue of $20.1bn in the quarter, up from $19.8bn a year earlier. UnitedHealthcare Medicare & Retirement generated $42.1bn in Q1 revenue, an increase of 1% from the prior year period, with trend-related repricing partly offset by a decline in the number of seniors served. UnitedHealthcare Community & State reported revenue of $24.1bn, up 4% year-on-year, mainly due to Medicaid rate updates. Operating earnings for the quarter stood at $9bn. The company said the result reflected better operations and ongoing investment. UnitedHealth plans to buy back at least $2bn of its common stock by the end of Q2 2026. Its medical care ratio was 83.9%, including a 20-basis point positive effect from the previously disclosed Optum Health loss contracts reserve. UnitedHealthcare served 49.1 million consumers during the quarter. Operating margin widened by 40 basis points to 6.6%, from 6.2% in Q1 2025. Total operating costs rose to $102.7bn. During the quarter, UnitedHealth agreed to buy Alegeus Technologies, a healthcare technology platform, and completed the sale of its Optum UK business. Reuters reported that over the past year the group has withdrawn from non-US operations and some health plans, reassigned leadership positions, and said it is investing $1.5bn in AI. UnitedHealth Group appointed Stephen J. Hemsley as its CEO in May last year and Wayne DeVeydt as CFO in August. For the full year, the company expects adjusted net earnings of more than $18.25 per share. UnitedHealth said it is continuing measures launched in the second half of 2025 across community engagement, consumer and provider experiences, corporate governance, management, operations and technology. These steps included narrowing its focus to US healthcare by leaving non-US businesses and changing nearly half of its top 100 leadership roles. Hemsley said: "We are continuing to help simplify and modernise healthcare for the people and care providers we serve, bringing greater value, affordability, transparency and connectivity." The company restricted employee salary increases to a range of 0-2% this year, with adjustments tied to performance, Bloomberg reported, citing sources. The limited rises coincide with notifications of layoffs to an unspecified number of staff, according to the report. Give your business an edge with its leading industry insights.

Associated Press

Mar 12th, 2026

Aptia Group launches spending accounts and COBRA solutions on single platform with Alegeus

Aptia Group has launched two new solutions on its AptiaOne platform: Spending & Reimbursement Account Administration and COBRA and Direct Bill solutions. The solutions were developed in partnership with Alegeus, a consumer-directed healthcare administrator with over 30 years of experience. The new offerings enable employers to manage account-based benefits and COBRA administration through a single platform, reducing administrative complexity across previously fragmented workflows. Aptia serves more than 1,100 clients covering over six million people. Alegeus provides white-label platform technology supporting HSAs, FSAs, HRAs, COBRA and related payment solutions. The partnership aims to deliver a more cohesive benefits lifecycle from active enrolment through leave of absence into COBRA administration. The collaboration reflects a broader market shift towards integrated, end-to-end benefits experiences prioritising operational excellence and flexibility.

IANS

May 8th, 2025

Health-E Commerce(R) to demonstrate flexible spending account (FSA) and health savings account (HSA) tools for third-party administrators during Alegeus Partner Summit

The Alegeus Partner Summit is sponsored by Alegeus, a market leader in SaaS-based benefit funding and payment solutions.

Alegeus

HSA Bulk Transfers Coordinator

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