WageWorks Case Study

PartnerTap helps WageWorks rise above the crowd with larger partners like ADP

WageWorks is an undisputed leader in the administration of Consumer-Directed Benefits – from Health Savings Accounts (HSAs), Flexible Spending Accounts (FSAs) and Health Reimbursement Arrangements (HRAs) to commuter and wellness programs. WageWorks’ saving and spending plans make it easier for people to use pre-tax dollars for healthcare, dependent care, commuting to work, and more– and keep more money in their pockets. Simply put, WageWorks give people power over their physical and financial health. Founded in 2000, WageWorks stands as a key influencer of healthcare reform, leading lobbying efforts on behalf of our clients and participants in Washington.

“We know big companies want to work with innovative companies, but it can be hard to get their attention. PartnerTap makes us stand out with larger companies and engage directly with the thousands of reps at each company.”

– Melanie Hallenback, SVP of Sales, Carrier & Partnerships

WageWorks’ success highlights using PartnerTap to engage with larger partners:


  • Joined PartnerTap to connect automatically with sales teams at their largest partner ADP.
  • Connected PartnerTap directly with internal Salesforce.com CRM system.
  • Account Executives at WageWorks can now connect directly with sales reps across much larger companies to align on mapped accounts, drive new leads, share intel, and collaborate on new deals.

“The HR technology and services brokers in our industry have lots of options for who to work with. Being connected to sales teams at ADP gives us a big advantage and gets us an outsized share of their referrals.”

– Melanie Hallenback, SVP of Sales, Carrier & Partnerships

As a sales leader I know how important our partners are for our current and future revenue growth. PartnerTap helps us prioritize who to partner with on each account, collaborate with sales reps at each of our partners, and co-sell into target accounts.

– Chris Welch, VP Sales, Direct Travel

Partner Ecosystem Platform

Secure partner platform helps channel and sales teams drive more revenue from each partnership

Account Mapping

For everyone that wants to see mutual account overlap with partners

Sharing Controls

Control what data you share on a partner-by-partner basis

Channel Insights

For channel teams to get segment-by-segment insights into partner accounts and opportunities


For sales reps and teams who want to get and share insights with partners on mutual accounts

Ecosystem Analytics

See all the growth opportunities within your partner ecosystem

CRM Integration

PartnerTap is pre-integrated with all the popular CRM applications

Industry Overview




Professional Services

Healthcare & Life Sciences

Banking and Financial Services



HR Tech

Company Overview