Lively

👥 501-1000💰 $7,000,000 Debt Financing over 12 years agoWirelessMobileHealth CareSoftware💼 Private Company
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Lively is a company seeking to expand its sales operations, currently hiring for key positions such as Regional Sales Director for Mid-Market and Sales Operations Manager in Portugal.

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📍 United States

💸 105000.0 - 135000.0 USD per year

  • 5+ years relevant experience in payment operations/debit cards.
  • Ability to effectively manage projects, including management methodologies, timelines, and stakeholder communication.
  • Experience identifying, assessing, and mitigating risks related to payment operations, compliance, and vendor performance.
  • Understanding of relevant regulations related to debit card operations and payment processing (e.g., PCI DSS, KYC/AML).
  • Experience ensuring compliance alongside ability to stay up-to-date with regulatory changes.
  • Understanding of Fiserv systems (Mainframe, Service Center, Web Portal, etc..).
  • Ability to implement new processes and tools with rigorous change management compliance.
  • Strong analytical skills with the ability to interpret complex data sets to identify fraud patterns and trends.
  • Proficiency in data analysis and reporting tools (e.g., Excel, SQL, or specific fraud analysis platforms).
  • Experience developing and utilizing data-driven fraud strategies.
  • Ability to train other team members on new processes and systems with experience developing supporting materials.
  • Experience collaborating effectively with Product, Engineering, Member Support, and Finance.
  • Serve as the primary point of contact for all debit card operations, addressing inquiries and issues from both internal and external stakeholders across the company.
  • Collaborate with the Product team on the design and implementation of debit card pilots and new payment initiatives.
  • Own and manage relationships with key vendors, including card processors, card printers, BIN sponsors, and other critical service providers, to ensure the successful operation of debit card programs.
  • Oversee the debit card supply chain, including collateral ordering, in conjunction with third-party vendors to guarantee timely card issuance to members.
  • Act as the primary systems administrator for all card processing platforms, working closely with processor partners to troubleshoot and resolve issues across the organization, maintaining smooth operation of card programs.
  • Manage and resolve cardholder disputes within the card processor system, ensuring timely and accurate resolution.
  • Proactively identify and implement opportunities to streamline processes and improve the efficiency of debit card operations, reducing operational costs and improving service delivery.
  • Create and maintain comprehensive internal documentation for all debit card related processes, ensuring knowledge sharing and consistency.
  • Develop, implement, and manage fraud rules and strategies to minimize financial losses while maintaining a positive customer experience.
  • Oversee, evaluate, and optimize tooling related to debit card operations, including fraud monitoring and reporting tools, ensuring the use of the most effective technologies.
  • Monitor fraud trends, analyze data, and implement proactive measures to mitigate risks and prevent fraudulent activity.

Project ManagementSQLData AnalysisComplianceRisk ManagementData visualization

Posted 1 day ago
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📍 United States

🧭 Full-Time

💸 110000 - 130000 USD per year

🔍 Employee benefits

  • 5+ years of experience in an outbound sales role in HR-tech or employee benefits industries.
  • Proven track record of meeting or exceeding quota and outperforming activity metrics.
  • Proficiency in Salesforce CRM and other sales automation software.
  • Working knowledge of health insurance (Consumer Driven Health) or employee benefits.
  • Experience in building out a territory and creating new business opportunities.
  • Strong presentation skills with the ability to influence various audiences.
  • Interpersonal, solutions-oriented, and analytical skills.
  • Positive outlook and accountability for successes and failures.
  • Ability to communicate clearly and inspiringly with customers.
  • Demonstrated adaptability in a fast-paced, rapidly changing environment.
  • Sense of humor and down-to-earth personality.
  • Drive new HSA and other benefits product sales within your territory.
  • Manage all day-to-day sales activities in your assigned territory.
  • Conduct proper discovery, handle objections, and close employer business.
  • Meet or exceed personal sales quotas and activity metrics.
  • Conduct inbound and outbound phone and email sales discussions.
  • Cultivate new employee benefit broker relationships.
  • Map out decision-makers and influencers to close deals.
  • Manage broker-generated sales pipeline effectively.
  • Partner with marketing and product departments to execute sales strategies.
  • Provide market feedback to refine the ideal customer profile.

LeadershipBusiness DevelopmentCross-functional Team LeadershipGoCommunication SkillsNegotiationPresentation skills

Posted 3 months ago
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📍 US

🧭 Full-Time

💸 110000.0 - 130000.0 USD per year

🔍 HR-tech, employee benefits

  • 5+ years of experience in an outbound sales role in HR-tech or employee benefits, with a focus on the broker channel.
  • Proven track record of meeting or exceeding sales quotas and activity metrics.
  • Proficient in Salesforce CRM and other sales automation tools (Gong, ZoomInfo).
  • Working knowledge of health insurance and employee benefits.
  • Experience in building territories and creating new business opportunities.
  • Strong presentation and communication skills.
  • Interpersonal, solutions-oriented, and analytical.
  • Ability to thrive in a fast-paced, rapidly changing environment.
  • Drive new HSA and other benefits product sales within your territory.
  • Manage all sales activity in your assigned territory daily.
  • Conduct discovery, create contracts, handle objections, and close employer business.
  • Meet or exceed personal sales quotas and activity metrics, including calls, emails, and meetings.
  • Conduct inbound and outbound sales discussions with brokers.
  • Cultivate broker relationships and engage decision-makers to close deals.
  • Manage broker-generated sales pipeline.
  • Partner with marketing and product teams to execute sales strategy.
  • Provide market feedback to refine the ideal customer profile.

LeadershipBusiness DevelopmentSalesforceCross-functional Team LeadershipCommunication SkillsAnalytical SkillsCollaborationPresentation skillsInterpersonal skills

Posted 4 months ago
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