Regional Enterprise Sales Director, Lively
West (Pacific Time + Mountain Time)
$140-160k
Offers stock options
Health savings account provider
Be an early applicant
Health savings account provider
101-200 employees
Be an early applicant
$140-160k
Offers stock options
101-200 employees
Company mission
To help people optimize their healthcare spending, maximize their savings, and better their livelihood.
Role
Who you are
- 5+ years of experience as an account executive in SaaS, HR-tech, or benefits industries; having previously sold through employee benefits brokers
- Full-cycle selling from generating opportunities through close-winning business
- Proven track record of meeting or exceeding quota and outperforming activity metrics
- You are a relentless hunter conducting significant outbound activities including calls, emails, in-person meetings, events, etc
- Understands how to map out influencers and decision-makers and handle complex selling through the sales process
- Must be proficient in Salesforce CRM, as well as other sales automation softwares to support a modern sales approach (Gong, BenefitsFlow)
- Working knowledge of health insurance (Consumer Driven Health) or employee benefits is required; previous brokerage and/or consultant experience is a plus
- Desire and commitment to do what it takes to be successful in sales
- Impeccable presentation skills with the ability to influence and engage various audiences
- Experience building out a territory and creating new business opportunities
- Highly interpersonal, solutions-oriented, and analytical in nature
- Positive outlook and a strong ability to take responsibility for their successes and failures
- Ability to communicate with customers in a clear, memorable, and inspirational way
- Demonstrated ability to work effectively in a fast-paced, rapidly changing environment
- A good sense of humor and a down-to-earth personality. We work hard, have fun, and treat people with respect
- We encourage you to apply even if you do not meet all of the qualifications, but feel you would be a good fit for the position
What the job involves
- Lively is a remote-first company, headquartered in San Francisco with employees across the US. Come join us and help make getting the value out of your benefits as simple as it should be
- We are seeking a driven, ambitious, and intellectually curious Enterprise Regional Sales Director to sell Lively’s benefits solutions (HSA, FSA, HRA, Lifestyle Spending Accounts, Commuter, COBRA and more)!
- This role is focused on winning employer clients above 3,000 benefits eligible lives driven through benefits brokers and consultants and direct-to-employer through a named accounts strategy
- You will identify, source, and close good-fit employer prospects using strong consultative selling skills, and contacting warm inbound leads
- You will conduct discovery, online and mobile demos, handle objections, negotiate contracts, and close-win business
- You’ll drive self-sourced leads for your pipeline, while also partnering closely with internal stakeholders to achieve team goals
- You will execute on a territory plan to deliver maximum revenue potential
- This role is a mix of transactional and solutions-oriented sales motions, so the ideal candidate must be able to adapt based on the prospect
- Coordinate with an employer prospect’s benefits consultants to create win-win solutions
- Drive new business sales within your territory
- Day-to-day management of all sales activity in your 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
- Educate and guide prospects through the buyer’s journey to help them learn how Lively can drive healthcare cost reduction to their company and drive up employee engagement
- Drive sales strategies by developing and expanding employee benefits broker and consultant channel relationships
- Map out various decision-makers and influencers needed to close deals, effectively engaging all to win new business for Lively
- Follow–up with all generated leads in a timely manner
- Conduct outbound activities including phone calls, campaign sequences, and similar for all named accounts
- Partner with marketing and product departments to execute sales strategy as the company introduces enhancements to existing solutions and/or releases new products
- Provide market feedback to help further refine our ideal customer profile across industries within the employee benefits broker channel
Our take
Lively is a platform offering modern Health Savings Accounts (HSAs). As high-deductible health plans are regularly replacing traditional deductible plans in many employee benefit schemes, Lively is capitalizing by offering their consumer-first, paperwork-light accounts to employers and individuals.
Impressively, the platform’s product-first approach saw it successfully achieve $500 million Assets Under Management (AUM) faster than any other HSA provider. As it is ultimately a savings account provider, market turbulence could hurt the company’s bottom line. But its diverse customers and products should help ensure Lively’s growth.
The startup has raised sizeable funding which has been invested in building more consumer tools, scaling its team and further expanding its offerings to financial institutions and employers. It has now surpassed $2 billion in AUM, reflecting the immense success the ocmpany has had so far.
Freddie
Company Specialist at Welcome to the Jungle
Insights
53% employee growth in 12 months
Company
Funding (last 2 of 5 rounds)
Oct 2021
$80m
SERIES C
Oct 2019
$27m
SERIES B
Total funding: $122.5m
Company benefits
- Health
- Dental
- Vision
- Employer HSA contributions
- FSA
- 401(k) plan
- Life insurance (employer paid)
- Commuter benefits
- Equity
- Unlimited vacation policy
- Paid parental leave
Company HQ
Nob Hill, San Francisco, CA
Leadership
Shobin Utalil
(COO & Co-Founder)Held senior positions at Retroficiency which was acquired by Ecova. Before that, was co-founder of kWhOURS, a field apps company for building engineers.
Alex Cyriac
(CEO & Co-Founder)Alex was Head of Operations at Justworks. Also worked in a number of other senior positions at technology companies, WorldPay, GlobalCollect and Fujitsu.
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