Solutions Consultant - West (PST + MST)

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. About The Role We're seeking a sales team Solutions Consultant to be the technical backbone of our sales organization, bridging the gap between our product capabilities and our customers' needs. In this role, you'll work closely with our sales team to demonstrate the value of Lively's benefits solutions, while gathering crucial insights to drive product and process improvements. Your success will directly impact the success of the entire sales team. Responsibilities

• Partner with Sales reps on all customer and broker-facing demonstrations, providing technical expertise and product knowledge
• Become a subject matter expert on Lively's complete product suite, including platform capabilities, configurations, and integration possibilities
• Capture and analyze customer feedback, synthesizing insights for product, enablement, and customer success teams
• Identify patterns in customer conversations to help improve our sales process and product roadmap
• Support sales representatives through technical coaching and product positioning guidance
• Document common technical questions and create resources to improve team efficiency
• Collaborate with cross-functional teams to resolve complex customer requirements
• Provide technical validation of customer use cases and implementation scenarios
• Provide feedback and insight to sales managers, sales reps, product marketing, and product

Skills & Experience

• 3+ years of experience in a sales engineering, solutions consulting, or similar customer-facing role. Preferably in SaaS or a technology adjacent industry
• Bachelor's degree or equivalent practical experience
• Basic understanding of the employee benefits industry and HSA landscape
• Strong analytical and problem-solving capabilities
• Excellent verbal and written communication skills
• Proven ability to explain complex technical concepts to non-technical audiences
• Experience working with cross-functional teams and stakeholders
• Familiarity with benefits administration platforms and HR technology
• Experience with customer relationship management (CRM) systems
• Self-motivated with a strong desire to win and help others succeed
• Natural curiosity and eagerness to learn new technologies
• Comfortable working with AI and emerging technologies
• Resilient and persistent in finding solutions to complex problems
• Ability to thrive in a fast-paced, dynamic environment
• Excellent presentation skills - written and verbal
• Strong attention to detail and organizational skills
• Collaborative mindset and team-first attitude

This position has a base salary of $90k - $120k, with on target annual earnings of $120k - $150k. The base salary listed is a range for this position. Actual pay will depend on the candidate’s location and experience. $90,000—$120,000 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. 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