## About Lively

Out-of-pocket healthcare costs are skyrocketing each year, forcing people across America to make difficult decisions about their health and money. We started Lively because we believe no one should have to sacrifice their personal health for their financial health. Lively makes it easier to manage rising costs through Health Savings Accounts (HSA) that allow people not only save on the costs of healthcare today, but plan for the costs of tomorrow.

Located in San Francisco, Lively is backed by the top institutional and individual investors including Costanoa Ventures, Y-Combinator, Ally Ventures, The Durant Company, SV Angel, Point Judith Capital, Streamlined Ventures, among others. Lively was recently recognized as one of the Bay Area’s Best Places to Work in 2021 by the SF Business Times.

## Job Description

We are looking for a Sr. Manager of Marketing Operations to join our team. This is a strategic, solutions-oriented role that will help oversee Lively’s marketing automation platform and multiple system integrations. You are driven by process improvement and have an eye for detail that ensures even small changes drive long-term success for marketing programs. You will have the opportunity to create efficiencies that reduce systems, people, and cost overhead while moving the business forward. You relish in what process and interconnectedness data stacks do to optimize revenue conversion. 

This person will work in conjunction with sales and marketing leadership to build a roadmap (systems, people, and budget) to support the current and future business needs required of scaling fintech / healthcare companies.  The ideal candidate utilizes best practices, process, and metrics for success and will combine them with Lively’s customer-centric approach to deliver a flawless and personalized end-to-end user experience. You will be a player/coach which means you will be identifying operational strategy that supports the business goals while executing day-to-day with your team. 

__Responsibilities:__

- Lead a small but growing Marketing Ops team to ensure flawless execution of marketing and product communications.
- Ongoing evaluation and implementation of tools that will enhance our marketing tech stack to support business objectives over time.
- Own marketing data architecture, systems, and QA consistency to ensure proper delivery of programs to audience segments in coordination with key cross-functional stakeholders.
- Analyze existing data to understand effectiveness and efficiencies of current marketing programs (paid and organic) to make recommendations to sales and marketing leadership teams.
- Responsible for audience segmentation, lead lifecycle, attribution, data stewardship, Salesforce integration, and marketing automation configuration.
- Leverage learnings and insights to scale and optimize marketing programs across the lines of business.
- Own end-to end marketing attribution and overall marketing data schema to ensure data quality across the connected platforms.

Sr. Manager, Marketing Operations

PHOTO Lively employee Brianna

“I love that I can have a direct impact on our product and that opinions genuinely matter. All teams work together for one common goal to make the Lively customer experience the best it can possibly be in the market.”

Brianna B. • Customer Success

PHOTO Lively Employee Deanna

“I love collaborating with such bright-minded peers to create user
experiences that enable people to make better healthcare choices. The ownership and impact I have at Lively empowers me to do my best work.”

Deanna N. • Product & Design

We are looking for a Sr. Manager of Marketing Operations to join our team. This is a strategic, solutions-oriented role that will help oversee Lively’s marketing automation platform and multiple system integrations. You are driven by process improvement and have an eye for detail that ensures even small changes drive long-term success for marketing programs. You will have the opportunity to create efficiencies that reduce systems, people, and cost overhead while moving the business forward. You relish in what process and interconnectedness data stacks do to optimize revenue conversion. 


## About

Out-of-pocket healthcare costs are skyrocketing each year, forcing people across America to make difficult decisions about their health and money. We started Lively because we believe no one should have to sacrifice their personal health for their financial health. Lively makes it easier to manage rising costs through Health Savings Accounts (HSA) that allow people not only to save on the costs of healthcare today, but plan for the costs of tomorrow.

Located in San Francisco, Lively is backed by the top institutional and individual investors including Costanoa Ventures, Y-Combinator, Ally Ventures, The Durant Company, SV Angel, Point Judith Capital, Streamlined Ventures, among others.

## Job Description

We are looking for an experienced Operations Analyst to join our Customer Experience team. CX Operations defines, implements, and manages the tools and processes that enable Lively to provide a level of customer experience unparalleled in our industry. This customer experience is a differentiator for Lively, and is a key component of our company strategy. We prefer candidates located in San Francisco, CA or Boise, ID but are open to remote for the right candidate.

__Responsibilities__

- Act as the Voice of the Customer (VoC), presenting relevant statistics to recommend improvements to the product experience.
- Produce and deliver dashboards and monthly reporting for CX leadership, as well as our growing number of banking partners.
- Own all aspects of CX data, including system audits and integrations projects, surfacing ways to improve data quality.
- Document and update standard operating procedures documentation in Confluence and Lessonly LMS.
- Envision, create, and optimize workflow solutions to improve tooling, close process gaps, and scale our support operations.


Operations Analyst

We are looking for an experienced Operations Analyst to join our Customer Experience team. CX Operations defines, implements, and manages the tools and processes that enable Lively to provide a level of customer experience unparalleled in our industry. This customer experience is a differentiator for Lively, and is a key component of our company strategy. This position may be based in either San Francisco, CA or Boise, ID.

Operations Analyst, Customer Experience | San Francisco, CA or Boise, ID

## About

Out-of-pocket healthcare costs are skyrocketing each year, forcing people across America to make difficult decisions about their health and money. We started Lively because we believe no one should have to sacrifice their personal health for their financial health. Lively makes it easier to manage rising costs through Health Savings Accounts (HSA) that allow people not only save on the costs of healthcare today, but plan for the costs of tomorrow.

Located in San Francisco, Lively is backed by the top institutional and individual investors including Costanoa Ventures, Y-Combinator, Ally Ventures, The Durant Company, SV Angel, Point Judith Capital, Streamlined Ventures, among others.

## Job Description

We are looking for a skilled sales support administrator to assist our Broker sales team with administrative and supportive functions. Your duties will include, but not be limited to, performing follow-up tasks on behalf of the Broker sales reps, updating Lively’s CRM (SalesForce) with accurate and timely data, and collaborating with cross-functional teams to ensure open communication. You may also be required to perform some research for information that could be useful to the sales team.

To ensure success, the sales support administrator should have related experience and demonstrable administrative expertise. Outstanding sales support administrators assist sales teams in such a way that it allows them to pursue sales targets, rather than being tied down with additional paperwork.

Sales Support Administrator - Broker Team

We are looking for a skilled sales support administrator to assist our Broker sales team with administrative and supportive functions. Your duties will include, but not be limited to, performing follow-up tasks on behalf of the Broker sales reps, updating Lively’s CRM (SalesForce) with accurate and timely data, and collaborating with cross-functional teams to ensure open communication. You may also be required to perform some research for information that could be useful to the sales team.

Sales Support Administrator - Broker Team 

## About

Out-of-pocket healthcare costs are skyrocketing each year, forcing people across America to make difficult decisions about their health and money. We started Lively because we believe no one should have to sacrifice their personal health for their financial health. Lively makes it easier to manage rising costs through Health Savings Accounts (HSA) that allow people not only save on the costs of healthcare today, but plan for the costs of tomorrow.

Located in San Francisco, Lively is backed by the top institutional and individual investors including Costanoa Ventures, Y-Combinator, Ally Ventures, The Durant Company, SV Angel, Point Judith Capital, Streamlined Ventures, among others. Lively was recently recognized as one of the Bay Area’s Best Places to Work in 2021 by the SF Business Times.

## Job Description

We are looking for an experienced Director of Growth to join our team. As the leader of the Growth team, you’ll be responsible for designing and driving a comprehensive growth strategy, including buyer engagement, acquisition, nurture, and conversion. The ideal candidate thrives on metrics and is an expert at using marketing automation tools to develop marketing campaigns that optimize the conversion of qualified leads. Proven expertise in creating and executing multi-touch, multi-channel marketing programs that leverage inbound and outbound partnership tactics. You and your team will collaborate across the other parts of the marketing team along with other stakeholders across the organization.

You are able to dissect complex and lengthy sales cycles to properly optimize programs, spend and internal resources required to build a B2B demand generation pipeline, at scale. This includes multiple (and growing) audience segments across the healthcare, financial and retirement landscape.  You will also oversee our unique direct to consumer growth efforts. To be successful you'll be highly analytical, entrepreneurial, and results-focused. You'll be excited by startup agility and motivated by our mission to enable consumers to confidently embrace a healthy future. If you succeed, so will Lively. This role is part of our marketing leadership team and reports directly to our COO.

__Responsibilities__

- Lead a small but growing team to execute cross-channel growth strategy (including paid and organic growth, CRM and lead nurture and conversion) and execute on company KPIs
- Lead demand generation campaigns that drive short and long-term acquisition goals, using various online and offline channels
- Own B2C (direct-to-consumer) paid growth and budget forecasting
- Classify, score, and optimization lead generation and conversion funnel with understanding of how to optimize each classification and increase conversion at MCL, MQL and SQL levels 
- Ensure marketing operations is measuring and tracking various growth components along with providing the necessary support needed for broader marketing initiatives
- Properly forecast growth across channels and at conversion level in conjunction with sales leadership
- Own SEO strategy, agency management and website conversion. Expectation of Top 3 placements for key industry terms and 25%+ YoY impression increase
- Responsible for marketing engineering team to continually optimize the marketing website
- Deliver critical reporting and analysis to fuel marketing optimization
- Leverage tools and technology to automate campaigns and reporting with a high degree of quality
- Manage budgeting process for Growth marketing, including forecasting and ROI assessments
- Own end-to end marketing attribution and overall marketing data schema to ensure data quality across the connected platforms 
- Work with various cross-functional stakeholders, specifically product to support growth initiatives 


Director, Growth Marketing

Lively is looking for an experienced Director of Growth to join our team. As the leader of the Growth team, you’ll be responsible for designing and driving a comprehensive growth strategy, including buyer engagement, acquisition, nurture, and conversion. The ideal candidate thrives on metrics and is an expert at using marketing automation tools to develop marketing campaigns that optimize the conversion of qualified leads. Proven expertise in creating and executing multi-touch, multi-channel marketing programs that leverage inbound and outbound partnership tactics. You and your team will collaborate across the other parts of the marketing team along with other stakeholders across the organization.

## About

Out-of-pocket healthcare costs are skyrocketing each year, forcing people across America to make difficult decisions about their health and money. We started Lively because we believe no one should have to sacrifice their personal health for their financial health. Lively makes it easier to manage rising costs through Health Savings Accounts (HSA) that allow people not only save on the costs of healthcare today, but plan for the costs of tomorrow.

Located in San Francisco, Lively is backed by the top institutional and individual investors including Costanoa Ventures, Y-Combinator, Ally Ventures, The Durant Company, SV Angel, Point Judith Capital, Streamlined Ventures, among others.

## Job Description

The Accounting Manager will be responsible for managing and overseeing all aspects of financial operations at Lively. This position reports to the Head of Finance. The Accounting Manager’s responsibilities include the accurate and timely preparation and analyses of all facets of the financial operations of the company, including financial statement preparation, cash management, accounts receivable, accounts payable, and all other fiscally related duties. The Accounting Manager’s responsibilities will also include leading annual audit and developing Lively’s accounting policies and procedures, consistent with GAAP. 

__Responsibilities__
- Manage the monthly financial close process including managing all GL accounts, including prepaids, fixed assets, internal-use software, COGS, operating expenses, etc.
- Prepare and analyze accurate monthly financial and management reports, including income statement, balance sheet, budget and variance, and flux analysis.
- Lead ongoing development/establishment of accounting policies and procedures including the review and implementation of process and business practices. 
- Develop robust internal control and risk frameworks and ensuring compliance with such frameworks and company’s accounting policy according to the latest GAAP requirements.
- Lead annual audit with external auditor including managing deliverables and communicating progress and any issues timely to management for efficient audit.
- Proactive, hands-on manager who will own, in partnership with the Head of Finance, responsibility for a growing Finance and Accounting department.
- Work cross-functionally with Legal, Engineering, Customer Experience, Marketing, Sales, and other functions.


Accounting Manager

The Accounting Manager at Lively will be responsible for managing and overseeing all aspects of financial operations. This position reports to the Head of Finance. The Accounting Manager’s responsibilities include the accurate and timely preparation and analyses of all facets of the financial operations of the company, including financial statement preparation, cash management, accounts receivable, accounts payable, and all other fiscally related duties. The Accounting Manager’s responsibilities will also include leading annual audit and developing Lively’s accounting policies and procedures, consistent with GAAP. 


## About

Out-of-pocket healthcare costs are skyrocketing each year, forcing people across America to make difficult decisions about their health and money. We started Lively because we believe no one should have to sacrifice their personal health for their financial health. Lively makes it easier to manage rising costs through Health Savings Accounts (HSA) that allow people not only save on the costs of healthcare today, but plan for the costs of tomorrow.

Located in San Francisco, Lively is backed by the top institutional and individual investors including Costanoa Ventures, Y-Combinator, Ally Ventures, The Durant Company, SV Angel, Point Judith Capital, Streamlined Ventures, among others.

## Job Description

We are looking for an experienced Quality Engineer to join our engineering team. As an integral member of the development team, you’ll be helping us build a sophisticated, next generation financial services and benefits platform. Our customers trust us with a lot: integrating seamlessly across financial institutions, moving money, tracking balances, helping with their healthcare decisions, and keeping their data extremely secure. In order to take on this mission we're building our applications on a solid web stack based on Node.js/Typescript, React and Postgres.


Quality Engineer

PHOTO Lively Employee Roy

"There is a company-wide respect across all departments and I love being able to bounce ideas off of everyone from front-line customer support representatives, all the way up to the leadership team."

Roy E. • Engineering

We are looking for an experienced Quality Engineer to join our engineering team. As an integral member of the development team, you’ll be helping us build a sophisticated, next generation financial services and benefits platform. Our customers trust us with a lot: integrating seamlessly across financial institutions, moving money, tracking balances, helping with their healthcare decisions, and keeping their data extremely secure. In order to take on this mission we're building our applications on a solid web stack based on Node.js/Typescript, React and Postgres.

Quality Engineer | San Francisco, CA

## About Lively

Out-of-pocket healthcare costs are skyrocketing each year, forcing people across America to make difficult decisions about their health and money. We started Lively because we believe no one should have to sacrifice their personal health for their financial health. Lively makes it easier to manage rising costs through Health Savings Accounts (HSA) that allow people not only save on the costs of healthcare today, but plan for the costs of tomorrow.

Located in San Francisco, Lively is backed by the top institutional and individual investors including Costanoa Ventures, Y-Combinator, Ally Ventures, The Durant Company, SV Angel, Point Judith Capital, Streamlined Ventures, among others.

## Job Description

We are looking for a Full-Stack Senior Software Engineer to join our team. As an integral member of the development team, you will participate in building the next generation of financial services and benefits platform. Our customers trust us with a lot: integrating seamlessly across financial institutions, moving funds, tracking balances, helping with their healthcare decisions, and keeping their data extremely secure. In order to take on this mission we’re building our applications on modern web technologies around HTML/CSS/Javascript/React, NodeJS/Typescript and PostgresSQL.

We are looking for an engineer who wants to create deep and meaningful product engagement experiences for our increasing user base, and are comfortable in contributing to every part of the stack: from UI to API development, to complex integrations with financial institutions and partners. We take great care and pride in building features that will delight our customers. You will be responsible for a lot so you should feel comfortable in a fast paced, growing, and nimble environment, keeping in mind that everything we do is to better the lives of our users!

__Responsibilities__

- Analyze requirements, create and document component/system designs.

- Implement features and functionality with clean and maintainable codes.

- Take pride in software quality through rigorous functional testing and writing automated unit tests.

- Troubleshoot production issues, provide resolutions and recommendations for improvement.

Sr. Full-Stack Engineer

We are looking for a Full-Stack Senior Software Engineer to join our team. As an integral member of the development team, you will participate in building the next generation of financial services and benefits platform. Our customers trust us with a lot: integrating seamlessly across financial institutions, moving funds, tracking balances, helping with their healthcare decisions, and keeping their data extremely secure. In order to take on this mission we’re building our applications on modern web technologies around HTML/CSS/Javascript/React, NodeJS/Typescript and PostgresSQL.

## About

Out-of-pocket healthcare costs are skyrocketing each year, forcing people across America to make difficult decisions about their health and money. We started Lively because we believe no one should have to sacrifice their personal health for their financial health. Lively makes it easier to manage rising costs through Health Savings Accounts (HSA) that allow people not only to save on the costs of healthcare today, but plan for the costs of tomorrow.

Located in San Francisco, Lively is backed by the top institutional and individual investors including Costanoa Ventures, Y-Combinator, Ally Ventures, The Durant Company, SV Angel, Point Judith Capital, Streamlined Ventures, among others.

## Job Description
We are looking to bring on an experienced content marketer to work across our B2B and B2C offering. You will lead the content marketing function to drive consumption and lead generation across all parts of the sales conversion funnel, while also engaging existing customers in ways the industry has yet to do effectively.

In other words, by adding clarity across lethargic and convoluted healthcare topics, you will surface Lively as the leader. Think Buzzfeed meets Hemingway.

You will work very closely with the broader sales, marketing (SEO, PR, growth and product marketing) team to plan, implement, and execute our content marketing strategy, and programs that attract and ultimately convert prospects into customers. You will be responsible for understanding and optimizing our B2B sales funnel, specifically writing engagement content to move prospects from contacts to qualified leads through conversion.

If you thrive in a role where you both own and execute on content strategy, this is the role for you. You will be expected to own strategy but also execute. You are a writer at heart. We are a small ROI-positive marketing team that owns and executes simultaneously, regardless of title.

Content Marketing Lead

We are looking to bring on an experienced content marketer to work across our B2B and B2C offering. You will lead the content marketing function to drive consumption and lead generation across all parts of the sales conversion funnel, while also engaging existing customers in ways the industry has yet to do effectively.

## About

Out-of-pocket healthcare costs are skyrocketing each year, forcing people across America to make difficult decisions about their health and money. We started Lively because we believe no one should have to sacrifice their personal health for their financial health. Lively makes it easier to manage rising costs through Health Savings Accounts (HSA) that allow people not only to save on the costs of healthcare today, but plan for the costs of tomorrow.

Located in San Francisco, Lively is backed by the top institutional and individual investors including Costanoa Ventures, Y-Combinator, Ally Ventures, The Durant Company, SV Angel, Point Judith Capital, Streamlined Ventures, among others.

## Job Description
We are looking for talented Member Support Associates to join our rapidly growing team.  Member Support Associates are on the front line helping our customers gain value from Lively’s product offerings.  At Lively, a key differentiator is our customer experience, and Member Support Associates provide this outstanding experience to our end users.  

This role has multiple shift options ranging from 7AM-4PM MT through 10AM-7PM MT Mon-Fri.

This position is located in Boise, ID.

__Responsibilities__

- Provide customer support to Lively end-users via phone, email, and chat during business hours.
- Provide accurate and timely information to leave each customer that you interact with pleasantly surprised.
- Assist customers with complex tasks related to HSAs, including contributions, distributions, and reporting.
- Create bug reports in Jira for reproducible product issues.
- Create and resolve task incidents in Jira for data reconciliation needs.

Member Support Associate (Various Times)

Lively is looking for talented Member Support Associates to join our rapidly growing team.

Member Support Associate | Boise, ID

[PHOTO] Lively - help shape the future of healthcare spending

Join Lively to change healthcare. Stay with Lively because you’ll see your impact in real-time.

Help shape the future of healthcare spending.

Careers

Lively Benefits

- Competitive salary
- Health
- Dental
- Vision
- Employer HSA contributions
- FSA

- 401(k) plan
- Life insurance (employer paid)
- Commuter benefits
- Equity
- Unlimited vacation policy

Our benefits

PHOTO Lively - who we are

Dreamers, creators, game-changers… we check all those boxes. At Lively, we are passionate about what we do because we are making a meaningful difference in people’s lives. By using technology to modernize disjointed banking and payment infrastructures, we are able to reduce administrative headaches and optimize consumer healthcare.



Who we are

Lively Office Photo

We know the personal impact of sacrificing personal health for financial health. We built Lively to make sure this isn’t an either-or question. Our mission is to help people optimize their healthcare spending, maximize their savings, and better their livelihood.

What we’re doing

Join Lively to change healthcare. Stay with Lively because you will see your impact in real time. Join our team today. See current openings.

Help shape the future of healthcare spending.

Who we are

What we’re doing

Our benefits

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