Full-Time
Solutions Consultant
West, Pst + Mst
Confirmed live in the last 24 hours
Lively
51-200 employees
Health savings account management platform
Compensation Overview
$90k - $120kAnnually
Mid
Remote in USA
- 3+ years of experience in a sales engineering, solutions consulting, or similar customer-facing role. Preferably in SaaS or a technology adjacent industry
- Bachelor's degree or equivalent practical experience
- Basic understanding of the employee benefits industry and HSA landscape
- Strong analytical and problem-solving capabilities
- Excellent verbal and written communication skills
- Proven ability to explain complex technical concepts to non-technical audiences
- Experience working with cross-functional teams and stakeholders
- Familiarity with benefits administration platforms and HR technology
- Experience with customer relationship management (CRM) systems
- Self-motivated with a strong desire to win and help others succeed
- Natural curiosity and eagerness to learn new technologies
- Comfortable working with AI and emerging technologies
- Resilient and persistent in finding solutions to complex problems
- Ability to thrive in a fast-paced, dynamic environment
- Excellent presentation skills - written and verbal
- Strong attention to detail and organizational skills
- Collaborative mindset and team-first attitude
- Partner with Sales reps on all customer and broker-facing demonstrations, providing technical expertise and product knowledge
- Become a subject matter expert on Lively's complete product suite, including platform capabilities, configurations, and integration possibilities
- Capture and analyze customer feedback, synthesizing insights for product, enablement, and customer success teams
- Identify patterns in customer conversations to help improve our sales process and product roadmap
- Support sales representatives through technical coaching and product positioning guidance
- Document common technical questions and create resources to improve team efficiency
- Collaborate with cross-functional teams to resolve complex customer requirements
- Provide technical validation of customer use cases and implementation scenarios
- Provide feedback and insight to sales managers, sales reps, product marketing, and product
Lively provides a platform for managing health savings accounts (HSAs) that helps individuals and families make informed financial and healthcare choices. The platform is free to use, secure, and user-friendly, with no hidden fees. Users can manage their HSA funds, which are insured through financial institution partners, and benefit from features like triple tax savings, the option to invest their savings, and penalty-free withdrawals for non-medical expenses after age 65. Lively stands out from competitors by offering a transparent pricing model based on the annual percentage yield of the cash balance in the HSA. The company's goal is to empower users to take control of their healthcare savings while simplifying the process for employers and benefits administrators.
Company Stage
Series C
Total Funding
$118.9M
Headquarters
San Francisco, California
Founded
2016
6 month growth
↑ 2%1 year growth
↓ -7%2 year growth
↑ 0%
Simplify's Take
What believers are saying
- Lively's clients boast 2x investing and 17% higher account balances than the industry average, indicating strong user engagement and financial growth.
- The company's $80 million Series C funding round led by B Capital Group and Telstra Ventures highlights its robust financial backing and growth potential.
- Lively's strategic integration with Selerix and expansion of its nationwide benefits network enhance its service offerings and market reach, providing more value to clients.
What critics are saying
- The competitive landscape of HSA providers is crowded, requiring Lively to continuously innovate to maintain its market position.
- Rapid expansion and the introduction of new benefits could strain operational resources and affect service quality.
What makes Lively unique
- Lively offers a free, user-friendly HSA platform with no hidden fees, setting it apart from competitors who often have complex fee structures.
- The company's transparent pricing model based on the annual percentage yield (APY) of the cash balance in a client's HSA ensures clients' funds are FDIC or NCUA insured, providing an added layer of security.
- Lively's recent addition of commuter benefits and Lifestyle Spending Accounts (LSAs) demonstrates its commitment to addressing the evolving needs of modern employees, unlike traditional HSA providers.
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