Teams at Lively, Inc.

Own a portfolio of B2B employer customers, providing onboarding, implementation, ongoing support, relationship management, benefits administration guidance, and cross-functional issue resolution. Drive retention, customer value, upselling, and cross-selling while supporting high-volume enrollment periods. Use AI tools, automation, Jira, Microsoft Office, and Salesforce to improve customer experiences, workflows, reporting, and operational efficiency.

Serve as the compliance SME for HSA, FSA, and HRA products: review marketing and customer content, lead compliance risk assessments (including AI tools), advise product and ops teams on transaction and regulatory issues, monitor regulatory changes, support escalations and audits, and recommend controls and remediation for identified risks.