Lively, Inc.

Data Scientist

• Own data exchanged between Lively and partners, including formats, cadence, contracts, and failure handling
• Own AI agent experiences for data onboarding, field mapping, error detection, explanations, and recommended fixes
• Define when AI agents act, advise, or require human approval
• Own the enrollment and eligibility data lifecycle, including changes, corrections, exceptions, and reconciliation
• Own platform reliability, throughput, latency, availability, recovery, data integrity, failure handling, capacity planning, and AI validation accuracy
• Set the multi-year integration strategy, target architecture, migration path, AI role, and build/buy/partner decisions
• Translate partner needs, customer commitments, and regulatory constraints into complete requirements
• Support technical partner onboarding from specification through go-live
• Serve as the primary subject matter expert for implementation, customer success, sales, leadership, partners, and internal teams
• Sequence complex multi-quarter integration work into milestones
• Define and monitor integration health, onboarding effort, and AI agent accuracy metrics
• Use AI tools for research, specification, data analysis, and prototyping
• Track benefits, payroll, and data-interoperability trends and identify partnership and standardization opportunities

Senior Product Manager, Data Integrations

Customer Success Manager

• Serve as the primary point of contact for a portfolio of customers for all account needs
• Advocate for and assist customers in leveraging modern tools, including AI-powered solutions, to optimize benefit administration processes and reporting
• Increase value and drive revenue from existing Lively employers by cross-selling other Lively products
• Onboard and implement new employer customers from sign-up through funding of accounts
• Build and maintain relationships with customers’ third-party vendors, benefits consultants, and brokers
• Facilitate recurring meetings with customers and brokers as requested
• Educate customers on Lively configuration options for benefit enrollment, payroll, and reporting
• Provide client administrators with ongoing enrollment and contribution processing support
• Respond to employer inquiries within 1–2 business days
• Work cross-functionally to resolve customer needs and identify trends for Lively product and operations teams
• Create bug reports in Jira for reproducible product issues
• Facilitate bulk asset transfers from third-party HSA providers to Lively