Inbound Sales Specialist - West

Lively, Inc.; United States; On-site; USD 70,000 - 85,000; Full time

Benefits offered by this job

Stock options

Medical coverage

Dental coverage

Vision coverage

Flexible vacation policy

401k plan

Job summary

A health benefits company is seeking an Inbound Sales Specialist to manage and qualify inbound leads. This role involves performing demos, outreach, and engaging with prospects to drive sales. Candidates should have sales experience, excellent communication skills, and an understanding of the company’s product offerings. Competitive compensation and benefits are provided.

Qualifications

• 2+ years of experience in a sales or customer experience role.
• Strong product and market knowledge of Lively.
• Ability to conduct outreach via phone, email, and chat.

Responsibilities

• Reply to inbound leads from various channels.
• Serve as the sender for nurture emails.
• Perform demos for groups under 250 BEL companies.
• Qualify and pass leads to the sales team.
• Conduct outbound outreach to high intent accounts.
• Serve as internal thought leader on product configurations.

Skills

Sales experience

Customer experience

Communication skills

Interpersonal skills

Product knowledge

Job description

Lively set out to raise the bar on benefit solutions, because we believe no one should have to sacrifice personal wellness for financial wellness. While traditional benefits focus more on transactions and less on the humans using them, Lively harnesses user‑centric design and innovative technology to deliver an effortless experience for employers and account holders alike. Our modern HSA is consistently top‑rated, and we have since expanded our offerings to provide a full suite of other benefits and services for companies, consumers, and financial institutions.

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.

You must be based in PST or MST timezone to be considered for this position.

About the Role

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.

Responsibilities

• 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

Skills & Experience

• 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

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

The base salary listed is a range for this position. Actual pay will depend on the candidate’s location and experience.: $70,000 USD - $85,000 USD

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.

We offer competitive salaries, stock options, medical, dental, vision, life and disability coverage. An HSA with employer contribution, FSA, paid parental leave, medical travel benefits, a 401k plan, flexible vacation policy, lifestyle spending accounts, and more!

At Lively, we believe having diverse teams in which everyone can be their authentic self is key to our success. We encourage people from underrepresented backgrounds to apply. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Come join us in our mission to help people optimize their healthcare spending, maximize their savings, and better their livelihood!

Lively Inc. participates in the E‑Verify program. Learn more about E‑Verify here: