Sales Systems Manager

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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

As the Sales Systems Manager, you’ll report to the Director of Sales Operations and support the Sales, Business Development, and occasionally the Marketing and Customer Success teams. The ideal candidate thrives on softwares and technology, and how it can impact and improve day-to-day work. You really enjoy helping end users, (primarily sales reps), improve their workflows and processes to be more efficient and effective.

This isn’t simply a tooling evaluation and management role - you will be an integral contributor to the success of the Lively business teams. Helping define success metrics, gaps or overlaps in our tech ecosystem, reducing friction for reps, and more. We are looking for someone who is highly technical, as well as an excellent communicator and trainer. You’ll need to be able to put yourself in the seats of the end users you support, to design the best user experience possible. At the same time, you’ll need to be able to grasp the capabilities of our softwares and tools to automate their experience and process.

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Responsibilities:

  • Work closely with the Salesforce Administrator to make sure we’re getting the most out of our software integrations with Salesforce

  • Own the integration of our company database with Salesforce, optimizing workflows to make the handoff of new customers to our Customer Success team seamless and efficient

  • Partner with marketing on projects like improving our lead handoff process, with both tooling and sales process considerations

  • Design new or improve existing sales workflows within our different tools and systems, to help maximize our sales reps’ time

  • Present trainings of new workflows, process updates, etc. to Sales, Business Development, Marketing, and/or Customer Success teams

Skills & Experience:

  • 4+ years in a tooling management, sales engineering, or other similar role

  • Proven success training end users on tools and/or sales reps

  • Organized, and capable of working on multiple projects at once, with many moving pieces

  • Technical and empathetic

  • Admin level experience in Salesforce a plus

  • Managing integrations with some of our softwares like Tray, Outreach, MixMax, Truly, LeadIQ, and more a plus

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 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, 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!

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