Solutions Consultant - West (PST + MST)

About the Role

We're seeking a sales team Solutions Consultant to be the technical backbone of our sales organization, bridging the gap between our product capabilities and our customers' needs. In this role, you'll work closely with our sales team to demonstrate the value of Lively's benefits solutions, while gathering crucial insights to drive product and process improvements. Your success will directly impact the success of the entire sales team.

Responsibilities

• Partner with Sales reps on all customer and broker-facing demonstrations, providing technical expertise and product knowledge
• Become a subject matter expert on Lively's complete product suite, including platform capabilities, configurations, and integration possibilities
• Capture and analyze customer feedback, synthesizing insights for product, enablement, and customer success teams
• Identify patterns in customer conversations to help improve our sales process and product roadmap
• Support sales representatives through technical coaching and product positioning guidance
• Document common technical questions and create resources to improve team efficiency
• Collaborate with cross-functional teams to resolve complex customer requirements
• Provide technical validation of customer use cases and implementation scenarios
• Provide feedback and insight to sales managers, sales reps, product marketing, and product

Skills & Experience

• 3+ years of experience in a sales engineering, solutions consulting, or similar customer-facing role. Preferably in SaaS or a technology adjacent industry
• Bachelor's degree or equivalent practical experience
• Basic understanding of the employee benefits industry and HSA landscape
• Strong analytical and problem-solving capabilities
• Excellent verbal and written communication skills
• Proven ability to explain complex technical concepts to non-technical audiences
• Experience working with cross-functional teams and stakeholders
• Familiarity with benefits administration platforms and HR technology
• Experience with customer relationship management (CRM) systems
• Self-motivated with a strong desire to win and help others succeed
• Natural curiosity and eagerness to learn new technologies
• Comfortable working with AI and emerging technologies
• Resilient and persistent in finding solutions to complex problems
• Ability to thrive in a fast-paced, dynamic environment
• Excellent presentation skills - written and verbal
• Strong attention to detail and organizational skills
• Collaborative mindset and team-first attitude

This position has a base salary of $90k - $120k, with on target annual earnings of $120k - $150k.