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
The Sales Operations Manager will own and build out the processes, technical stack, and strategy to enable our sales and Go-to-market teams’ productivity. You will optimize our Salesforce implementation, streamline lead routing, and ensure data integrity. You’ll build and maintain sales performance reports and dashboards to track progress towards quarterly goals. You’ll be working alongside our primarily remote sales team and will help develop a formal onboarding and training process for new hires.
Even though this position is based in Portugal, you will be working closely with US based employees. You should be fluent in both written and spoken English.
Responsibilities
- Lead the deployment, adoption, and management of sales enablement tools (Gong, Marketo, Salesforce, etc.) to improve sales efficiency.
- Collaborate with sales leadership to identify needs, gaps, and opportunities for sales process improvement.
- Develop and execute strategies to enhance the utilization of sales tools and ensure alignment with overall sales goals.
- Create and maintain comprehensive sales analytics and reporting dashboards to monitor performance metrics.
- Conduct training sessions and provide ongoing support to ensure the sales team effectively leverages sales enablement tools.
- Manage data integrity within Salesforce and other systems to ensure accurate reporting and data.
- Work closely with marketing to align lead generation and nurturing campaigns with sales strategies.
- Assist in the development of sales collateral, scripts, and presentations to support sales activities.
- Monitor and analyze key performance indicators (KPIs) to identify trends, areas for improvement, and growth opportunities.
Skills & Experience
- 3+ years of experience in sales operations, sales enablement, or a similar role.
- Bachelor’s degree in Business, Marketing, or a related field.
- Proficiency with sales & marketing tools such as Gong, Marketo, Salesforce, and other systems.
- Strong analytical skills with experience in data management, reporting, and analytics.
- Excellent communication and presentation skills.
- Proven ability to train and enable sales teams on the effective use of technology and sales processes.
- Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities.
This position is based in Portugal, and candidates are not eligible for the benefits below.
The base salary listed is a range for this position. Actual pay will depend on the candidate’s location and experience.
€35.000—€45.000 EUR
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
#LI-Remote
Top Skills
What We Do
Out-of-pocket healthcare costs are skyrocketing and every day, people all across America are forced to make difficult decisions about their health. Lively was created because we saw through firsthand experience what it means to sacrifice your personal health due to your financial health. We knew there had to be a better way to afford these rising costs and discovered how powerful the Health Savings Account (HSA) is to not only save on the costs of healthcare today, but plan for the costs of tomorrow.
Healthcare is complicated, your HSA doesn’t have to be. We create beautifully designed software with a simple and intuitive user experience to help you get the most out of your HSA.
Go to www.livelyme.com to learn about how HSAs can help you and your team
