Inbound Sales Specialist, Lively

West

$71-120k

OTE

$70-85k

BASE

This role comes with a competitive base salary, as well as up to $35,000 additional compensation based on activity and performance

Junior and Mid level

Remote from US

More information about location

Health savings account provider

Be an early applicant

Health savings account provider

101-200 employees

HealthcareB2CB2BFinancial Services

Be an early applicant

$71-120k

OTE

$70-85k

BASE

This role comes with a competitive base salary, as well as up to $35,000 additional compensation based on activity and performance

Junior and Mid level

Remote from US

More information about location

101-200 employees

HealthcareB2CB2BFinancial Services

Company mission

To help people optimize their healthcare spending, maximize their savings, and better their livelihood.

Job

Company

Role

Who you are

2+ years of experience in a sales, customer experience, or similar external facing role
Strong product and market knowledge of Lively and our customer base
Comfort conducting outreach via phone, email, and chat
An ability to address prospect questions and concerns in a rapid manner
Excellent communication and interpersonal skills with an aptitude for building strong client relationships
Strong relationships with sales team members and leadership
Understanding of Lively’s sales cycle and opportunity creation criteria

What the job involves

The Inbound Sales Specialist is the first point of contact for all inbound leads for Lively’s services. This role will manage all early communications with inbound B2B prospects with the goal of qualifying and moving the prospect to the appropriate sales team or channel in order to drive closed won opportunities
Inbound channels: Promptly reply to leads who express interest in Lively through our Drift chatbot, the sales inbox, list uploads, leads passed from Regional Sales Directors, and unassigned form submissions
Email automation: Serve as the sender for nurture emails implemented by the marketing team and promptly reply to any leads who directly reply to the nurture stream in your territory
Demos: Perform demos for groups under 250 benefits eligible life (BEL) companies and drive employer account signups with those groups including running the RFP process
Lead qualification: Perform discovery on inbound leads using sales criteria to pass on only highly qualified leads to the sales team for closing or to close yourself if under 250 BEL
High intent accounts: Perform outbound outreach to accounts demonstrating high intent during periods of low inbound activity
Subject matter expert: Serve as internal thought leader on product configurations and pricing rules to help get the sales team the answers they need in a prompt manner

Application process

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

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.

The startup will use its sizeable investment funding and revenue to build more consumer tools, scale its team and further expand its offerings to financial institutions and employers, exemplified by a 2021 deal to provide accounts via BMO Harris.

While the platform’s product-first approach has seen it successfully achieve $500m AUM faster than any other HSA provider, it is ultimately a savings account provider. That means market turbulence could hurt the company’s bottom line. Despite this, its continual addition of diverse sets of customers and diversity of products should ensure Lively’s growth.

Freddie

Company Specialist at Welcome to the Jungle

Insights

Top investors

53% employee growth in 12 months

Glassdoor (3.9)

Trustpilot (4.5)

Company

Funding (last 2 of 5 rounds)

Oct 2021

$80m

SERIES C

Oct 2019

$27m

SERIES B

Total funding: $122.4m

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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