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Lively

HSA platform for managing accounts and investments

Regional Sales Director - Mid-Market

Account ExecutiveConfirmed live in the last 24 hours
Full-timeRemote in USA

About the Job

Requirements

  • At least 3 years of experience as an account executive in SaaS, human resources technology, or benefits industries, including prior selling through employee benefits brokers.
  • Experience with full-cycle selling, from generating opportunities through closing business.
  • A proven track record of meeting or exceeding quota and outperforming activity metrics.
  • Proficiency in Salesforce CRM and sales automation software, including Gong and LinkedIn Sales Navigator.
  • Working knowledge of health insurance (consumer-driven health) or employee benefits.
  • Impeccable presentation skills and the ability to influence and engage various audiences.
  • Experience building a territory and creating new business opportunities.
  • Ability to communicate with customers clearly and memorably.
  • Ability to work effectively in a fast-paced, rapidly changing environment.
  • Must be currently authorized to work in the United States on a full-time basis.
  • Must be part of the NYC metro ecosystem for consideration.

Responsibilities

  • Drive new business sales within the assigned territory.
  • Manage day-to-day sales activity in the assigned territory.
  • Meet or exceed personal sales quotas and activity metrics.
  • Conduct outbound phone and email sales discussions with prospective employee benefits brokers and employers.
  • Develop and expand employee benefits broker channel relationships to drive sales strategies.
  • Map decision-makers and influencers needed to close deals, engage them, and win new business for Lively.
  • Manage a pipeline of leads and opportunities to identify, engage, and develop broker relationships.
  • Partner with marketing and product departments to execute sales strategy as existing solutions are enhanced and new products are released.
  • Provide market feedback to help refine the ideal customer profile across industries within the employee benefits broker channel.
  • Identify, source, and close suitable employer prospects, including contacting warm inbound leads.
  • Conduct discovery and online and mobile product demonstrations, handle objections, negotiate contracts, and close business.
  • Execute a territory plan to deliver maximum revenue potential.
  • Adapt sales approaches to transactional and solutions-oriented prospecting motions.

Desired Qualifications

  • Previous brokerage and/or consultant experience is a plus.

About the Company

Lively

HSA platform for managing accounts and investments

Lively provides a platform for managing Health Savings Accounts (HSAs) for individuals, families, and employers, helping them save and plan for healthcare costs with tax benefits. Contributions go into a cash balance that is FDIC/NCUA insured through partner banks, and the balance earns interest based on the APY; users can choose to invest portions of the balance. There are no hidden fees, and the pricing is transparent and tied to the cash balance APY, with funds carrying over year after year and eligible for penalty-free 65+ non-medical withdrawals. Lively aims to simplify HSA administration for workplaces and maximize tax savings and flexibility for users.

Company size
51-200
Company stage
Series C
Total funding
$122.5M
Headquarters
San Francisco, CA
Founded
2016

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