## 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

Picture this: Your product is fast, modern, and vaulted to the top of a traditional industry in only four years. Your competitors are older, slower, and have been around for a long time. They look the same, talk the same, and basically offer the same experience. But your product—it’s truly different, and your users constantly affirm that’s why they love it. How do you bring all of this to life through simple and cohesive brand expression so more people come to know and trust your product?

This Visual Designer position will focus on Lively marketing design, and will ensure our brand lives true to our company values. Your ability to communicate our brand values in our creative offering sets the trajectory for the company. No matter the creative format - ads, events, social, website, or sales collateral, our brand is consistent, clean, and direct. The ideal candidate is eager to contribute to and grow our design presence at every point. This role reports to our Sr. Director of Brand & Strategy.

__Responsibilities__

- Produce creative content and deliver not just the visual elements, but the rationale behind them (including but not limited to: web illustrations, ad campaigns, brand elements and collateral design)
- Have an established design process to move projects efficiently and effectively
- Internalize, master, expand and contribute to an evolving brand system so the elements of the brand should work together like a system
- Manage timelines and creative expectations in a collaborative setting to ensure design consistency and achieve shared project goals
- Able to make informed decisions in the face of ambiguity using combination of strong design sense, brand acumen, and data-driven insights
- Serve as SME and advisor on all things brand identity within the Marketing team and partner closely with Product Design team
- Stay up to date with design trends across the B2C and B2B spaces, starting with healthcare and fintech but always looking beyond.

Visual Designer

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

This Visual Designer position will focus on Lively marketing design, and will ensure our brand lives true to our company values. Your ability to communicate our brand values in our creative offering sets the trajectory for the company. No matter the creative format - ads, events, social, website, or sales collateral, our brand is consistent, clean, and direct. The ideal candidate is eager to contribute to and grow our design presence at every point. This role reports to our Sr. Director of Brand & Strategy.

Visual Designer (Marketing) | San Francisco, CA

## 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 strategic operations leader to join our Product & Strategy team! As the Director of Product Operations, you’ll be responsible for developing repeatable processes and business controls to optimize our development lifecycle, and ensure effective communication from Product to our internal stakeholders. Project management is a key responsibility for you and your team. You will be responsible for managing strategic projects that drive Corporate and Product specific initiatives.

__Responsibilities__

- Manage existing Product process & documentation
- Develop department reporting and communications to internal stakeholders
- Assist with capacity planning and scaling the Product & Strategy team
- Facilitate the onboarding and training of new team members
- Optimize stakeholder experience with Product Vendor Partners
- Prioritize and lead Corporate and Product-specific projects

Director, Product Operations

We are looking for a strategic operations leader to join our Product & Strategy team! As the Director of Product Operations, you’ll be responsible for developing repeatable processes and business controls to optimize our development lifecycle, and ensure effective communication from Product to our internal stakeholders. Project management is a key responsibility for you and your team. You will be responsible for managing strategic projects that drive Corporate and Product specific initiatives.

Director, Product Operations | San Francisco, CA or Remote in Pacific + Mountain Timezones

## 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.

## About the Role

The Treasury Operations Analyst will be a key member of the treasury and banking operations team supporting money movement, partner reporting, operational processes, and problem resolution This will support projects as they are related to revenue enhancements, treasury operations, and process workflow tools. This position will also provide functional knowledge of treasury processes and practices. The Treasury Operations Analyst will work closely with the finance team to identify process improvements and work with the legal team to maintain compliance and procedure documentation. This role is critical to the daily funding and cash positioning process and crucial to creating a smooth operation with our external partners. The position reports into the Head of Finance.

__Responsibilities__

- Own the daily funding and cash positioning process related to our high yield product offering
- Monitoring and review of daily cash movements and requirements to ensure compliance with guidelines created by the Lively Investment Strategy group
- Develop knowledge and competence in all banking operations processes at Lively and be a point of contact for our external partnerships
- Assist with growth projects as new banking partners are onboarded
- Identify opportunities to streamline processes and surface data for reporting purposes
- Partner with both internal and external teams to problem solve
- Accurately record data in our systems and ensure consistency in data entry processes

Treasury Operations Analyst

The Treasury Operations Analyst will be a key member of the treasury and banking operations team supporting money movement, partner reporting, operational processes, and problem resolution This will support projects as they are related to revenue enhancements, treasury operations, and process workflow tools. This position will also provide functional knowledge of treasury processes and practices. The Treasury Operations Analyst will work closely with the finance team to identify process improvements and work with the legal team to maintain compliance and procedure documentation. This role is critical to the daily funding and cash positioning process and crucial to creating a smooth operation with our external partners. The position reports into the Head of Finance.

Treasury Operations Analyst | Boise, ID or Remote in Pacific and Mountain Time Zones

## 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.

## About the Role

The Banking Operations Associate will be a key member of the banking operations team, supporting money movement, partner reporting, operational processes, and problem resolution. This role will work closely with the finance team to identify process improvements and work with the legal team to maintain compliance and procedure documentation. This role is critical to the daily reconciliation process and crucial to creating a smooth channel of communication with users about their transactions and account funding. The position reports into the Banking Operations Manager in the finance department.

 Banking Operations Associate

Banking Operations Associate | San Francisco, CA

## 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 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

Open Roles

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