Regional Sales Director (Mid-Market) - East (NYC Metro)

Lively
United States
RemoteCareer-pivot friendly

Who this role is best for

Strong fit for sales professionals with broker-channel experience who adapt to consultative and transactional sales motions, working remotely in the US.

Best fit for

  • Candidates with prior success in selling through employee benefits brokers and consultative selling experience
    — “having previously sold through employee benefits brokers”
  • Individuals who have experience building and managing a territory with new business opportunities
    — “Experience building out a territory and creating new business opportunities”

Things to consider

  • The role requires a high level of outbound activity, which may necessitate strong time management and persistence
    — “relentless hunter conducting significant outbound activities”
  • Candidates must be currently authorized to work in the United States full-time
    — “Applicants must be currently authorized to work in the United States on a full-time basis”

How to stand out

  • Highlight your track record of exceeding quotas and managing a sales pipeline effectively
    — “Proven track record of meeting or exceeding quota and outperforming activity metrics”
  • Demonstrate your ability to influence and engage various stakeholders during sales cycles
    — “Impeccable presentation skills with the ability to influence and engage various audiences”
  • Showcase your adaptability in handling both consultative and transactional sales approaches
    — “This role is a mix of transactional and solutions-oriented sales motions”
  • Emphasize your experience with health insurance and employee benefits, especially through brokerage channels
    — “Working knowledge of health insurance (Consumer Driven Health) or employee benefits is required”
Pace · Fast PacedCollaboration · MediumAutonomy · MediumDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • win employer clients between 250-3,000 benefits eligible lives
  • drive sales strategies by developing and expanding employee benefits broker channel relationships
Typical background
3+ years of experience as an account executive in SaaS, HR-tech, or benefits industries

Skills & requirements

Required

SalesSaasHr-techBenefits IndustriesSales AutomationCRMHealth Insurance

Preferred

Brokerage Experience

Stack & domain

SalesAccount ExecutiveSaasHr-techBenefits IndustriesFull-cycle SellingSales AutomationHealth InsuranceEmployee BenefitsBrokerageConsultantSales StrategyMarket FeedbackSales MetricsSales QuotasSales Automation SoftwareCrmSalesforceGongLinkedin Sales NavigatorConsultative SellingOutbound ActivitiesRelentless Hunter

About the role

Original posting from Lively via Greenhouse

About Lively

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.

Job Description

We are seeking a driven, ambitious, and intellectually curious Mid-Market Regional Sales Director to sell Lively’s benefits solutions (HSA, FSA, HRA, Lifestyle Spending Accounts, Commuter, COBRA and more)! This role is focused on winning employer clients between 250-3,000 benefits eligible lives and driven through benefits brokers and consultants. You will identify, source, and close good-fit employer prospects using strong consultative selling skills, and contacting warm inbound leads. You will conduct discovery, online and mobile demos, handle objections, negotiate contracts, and close-win business. You’ll drive self-sourced leads for your pipeline, while also partnering closely with internal stakeholders to achieve team goals. This is a location specific role. Candidate MUST be part of NYC metro ecosystem for consideration. 

You will execute on a territory plan to deliver maximum revenue potential. This role is a mix of transactional and solutions-oriented sales motions, so the ideal candidate must be able to adapt based on the prospect.

Responsibilities:

Drive new business sales within your territory

Day-to-day management of all sales activity in your assigned territory

Meet or exceed personal sales quotas and activity metrics

Conduct outbound phone and email sales discussions with prospective employee benefits brokers and employers

Drive sales strategies by developing and expanding employee benefits broker channel relationships

Map out various decision-makers and influencers needed to close deals, effectively engaging all to win new business for Lively

Manage a pipeline of leads and opportunities to identify, engage, and develop relationships with brokers

Partner with marketing and product departments to execute sales strategy as the company introduces enhancements to existing solutions and/or releases new products

Provide market feedback to help further refine our ideal customer profile across industries within the employee benefits broker channel

Skills & Experience

3+ years of experience as an account executive in SaaS, HR-tech, or benefits industries; having previously sold through employee benefits brokers

Full-cycle selling from generating opportunities through close-winning business

Proven track record of meeting or exceeding quota and outperforming activity metrics

You are a relentless hunter conducting significant outbound activities including calls, emails, in-person meetings, events, etc. 

Must be proficient in Salesforce CRM, as well as other sales automation softwares to support a modern sales approach (Gong, Linkedin Sales Navigator)

Working knowledge of health insurance (Consumer Driven Health) or employee benefits is required; previous brokerage and/or consultant experience is a plus

Desire and commitment to do what it takes to be successful in sales

Impeccable presentation skills with the ability to influence and engage various audiences

Experience building out a territory and creating new business opportunities

Highly interpersonal, solutions-oriented, and analytical in nature

Positive outlook and a strong ability to take responsibility for their successes and failures

Ability to communicate with customers in a clear, memorable, and inspirational way

Demonstrated ability to work effectively in a fast-paced, rapidly changing environment

A good sense of humor and a down-to-earth personality. We work hard, have fun, and treat people with respect.

The base salary range listed below for this position is inclusive of all U.S. States and Washington D.C. Actual pay will depend on the candidate’s location and experience.

We encourage you to apply if you do not meet all of the qualifications but feel you would be a good fit for the position.

Applicants must be currently authorized to work in the United States on a full-time basis.

The base salary listed is a range for this position. Actual pay will depend on the candidate’s location and experience.$110,000—$130,000 USDWe 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.

Benefits & Perks

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:

https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf

#LI-Remote

Source: Lively careers (Greenhouse)

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