Director, Strategy & Monetization
We started Lively because we believe no one should have to sacrifice their personal health for their financial health. Lively is bringing HSAs and FSAs into the modern era so it’s easy to save on the costs of healthcare today, and plan for the costs of tomorrow. We’ve made it our mission to inspire people to confidently embrace a healthy future.
With offices in San Francisco, Boise, and remote team members throughout the nation, we’re a company that’s passionate about simplifying and improving how people save and spend their healthcare funds. Come be a part of changing how Americans can maximize their healthcare spending!
About the Role
We are seeking a Director, Strategy & Monetization to drive Lively’s vision and mission by managing, overseeing, and advancing the company's revenue goals. You will be responsible for driving Lively’s revenue forward through the development of a revenue roadmap and execution of strategic projects, that span across the organization. You will identify areas of opportunity, build business cases for revenue growth, and execute on approved projects. Your scope will span across the entire organization from CX and Product to Sales & Finance.
The ideal candidate will have had proven experience influencing cross-functional teams and have managed special projects to successful completion. You are a problem solver, and creatively complete complex assignments. You should be dedicated to meeting expectations and requirements; by getting first-hand information and using it to identify and propose improvements to systems, processes, and services. You believe that communication is key and are someone who actively engages and works with teams to discuss and plan through all possibilities. You are a great listener, persistently work through details, and have the ability to drive impact. When faced with a challenging opportunity, you know who to connect with and when. People know you as a true collaborator who is direct, truthful, and trustworthy. Your efforts will directly lead to higher market share, more users, greater revenue, and better margins.
Partner with Finance to development and maintain Lively’s revenue models
Explore new revenue opportunities and develop business cases for pursuit
Lead strategic initiatives that drive revenue by partnering with various Executive team members and broader leadership
Develop revenue reporting that measure our current revenue and the impact of strategic initiatives
Actively participate in strategic planning for the organization bringing thoughtful and vetted ideas to the table
Manage relationships with depository institutions and other retail investment partners
Drive the continued development of our strategy with our Non-Bank Trustee (NBT) IRS designation
Skills & Experience
10+ years of experience, with at least 5 years leading special projects/initiatives
Bachelor’s degree from an accredited college or university or MBA preferred
Hands on experience leading complex, cross-functional initiatives
Knowledge of the HSA, FSA, and other employee benefit products
Outstanding analytical skills and comfortable with: return on investment analyses, identification and measurement of program critical metrics, and technical aspects of systems and processes
Experience in interacting with, presenting to, and influencing all levels of leadership
Excellent presentation, written, verbal communication and interpersonal skills
Ability to facilitate collaboratively in cross-functional decision-making environments
Must have excellent written and oral communication skills, and ability to effectively influence key decision makers
A good sense of humor and a down-to-earth personality. We work hard, have fun, and treat people with respect.
Applicants must be currently authorized to work in the United States on a full-time basis with no sponsorship needed now, or in the future.
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.
Benefits & Perks
We offer competitive salaries, stock options, medical, dental, vision, life and disability coverage, HSA with employer contribution, FSA, flexible vacation, commuter benefits, a 401k plan, 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!