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Regional Enterprise Sales Director – West
Lively, Inc.. Sell Lively’s benefits solutions, including HSA, FSA, HRA, Lifestyle Spending Accounts, Commuter, and COBRA .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in full-cycle sales processes, including lead generation, contract negotiation, and closing deals within the benefits solutions sector. Proven ability to build and maintain relationships with brokers and employers while effectively communicating value propositions to diverse audiences.
Highest-signal resume keywords
5+ Years Account Executive ExperienceFull-Cycle Selling ExperienceProficiency in Salesforce CRMSignificant Outbound Sales Activity ExperienceWorking Knowledge of Health Insurance
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales Pipeline ManagementContract NegotiationLead GenerationQuota AchievementTerritory Planning
Soft Skills
Strong Presentation SkillsInterpersonal CommunicationAnalytical ApproachSolutions-Oriented MindsetAbility to Influence Audiences
Tools & Technologies
Salesforce CRMGongBenefitsFlow
Industry Keywords
Employee BenefitsHealth Savings Account (HSA)Flexible Spending Account (FSA)Health Reimbursement Arrangement (HRA)Consumer Driven Health
About the role
Key responsibilities & impact- Sell Lively’s benefits solutions, including HSA, FSA, HRA, Lifestyle Spending Accounts, Commuter, and COBRA
- Win employer clients with more than 3,000 benefits-eligible lives through benefits brokers, consultants, and direct-to-employer named-account strategies
- Identify, source, and close good-fit employer prospects
- Conduct discovery, online and mobile demos, objection handling, contract negotiation, and deal closing
- Drive self-sourced leads and manage the sales pipeline
- Execute a territory plan to maximize revenue potential
- Coordinate with employer prospects’ benefits consultants to create win-win solutions
- Drive new business sales and manage all sales activity in the assigned territory
- Meet or exceed personal sales quotas and activity metrics
- Conduct outbound phone and email sales discussions with benefits brokers and employers
- Educate prospects on how Lively can reduce healthcare costs and increase employee engagement
- Develop and expand employee benefits broker and consultant channel relationships
- Map decision-makers and influencers to close new business
- Follow up promptly on generated leads
- Conduct outbound activities for named accounts, including calls and campaign sequences
- Partner with marketing and product teams on sales strategy, solution enhancements, and new product releases
- Provide market feedback to refine Lively’s ideal customer profile
Requirements
What you’ll need- Candidate must be located in the PST or MST time zone
- 5+ years of experience as an account executive in SaaS, HR-tech, or benefits industries
- Previous experience selling through employee benefits brokers
- Full-cycle selling experience from generating opportunities through close-winning business
- Proven track record of meeting or exceeding quota and outperforming activity metrics
- Significant outbound sales activity experience, including calls, emails, in-person meetings, and events
- Ability to map influencers and decision-makers and handle complex sales processes
- Proficiency in Salesforce CRM and other sales automation software, including Gong and BenefitsFlow
- Working knowledge of health insurance (Consumer Driven Health) or employee benefits
- Previous brokerage and/or consultant experience is a plus
- Strong presentation skills and ability to influence and engage varied audiences
- Experience building a territory and creating new business opportunities
- Analytical, solutions-oriented, and interpersonal approach
- Ability to communicate with customers clearly, memorably, and inspirationally
- Ability to work effectively in a fast-paced, rapidly changing environment
Benefits
Comp & perks- Competitive salaries
- Stock options
- Medical coverage
- Dental coverage
- Vision coverage
- Life coverage
- Disability coverage
- HSA with employer contribution
- FSA
- Paid parental leave
- Medical travel benefits
- 401(k) plan
- Flexible vacation policy
- Lifestyle spending accounts