Derek Grinnell Email & Phone Number

Meridian, ID, US

Boise, Idaho, United States

• Employer-Sponsored Accounts | Compliance Administration | Compliance Solution—Employer-Sponsored Accounts—
• FSA
• HSA
• HRA
• Lifestyle Spending Accounts
• Commuter

Meridian, Idaho, United States

Primary responsible party for generating revenue through outbound and inbound sales efforts leading to closed-won opportunities for Lively’s channel partnerships.Act as the first point of contact for prospective channel partners. Work closely with our Business Development team and cross department teams such as Legal, Finance, Marketing and Product to.

• Lively is the benefits provider that gets it right for employers and account holders. Unlike traditional institutions, Lively’s commitment extends beyond initial onboarding to dedicated, on-going support to our.
• Prospecting | Territory Development | Lead Generation
• Developing sales strategies to draw in potential buyers or to solicit new potential customers
• Initiating contact with potential customers through cold-calling or responding to inquiries generated from advertisements
• Moving solid leads through the marketing funnel, connecting them to a salesperson, and arranging in-person meetings, emails, or phone callsKey Accomplishments:
• Entrepreneurial Spirit to push the organization forward with a Team Leading +200 meetings (75% Outbound)

Boise Metropolitan Area

• Key Accountabilities:
• Provide customer support to Lively end-users via phone, email, and chat during business hours
• Assist customers with complex tasks related to HSAs, including contributions, distributions, and reportingKey Accomplishments:
• Helped build Confluence documentation & SOPs for the MSA team
• Assisted with training and onboarding of new hires to provide exceptional Lively service

Boise, Idaho Area

• Key Accountabilities:
• Responsible for spearheading quality assurance of the eCommerce store and a robust portfolio of digital assets
• Relied upon to seamlessly collaborate across Compliance, Purchasing, Category Management, Marketing, Promotions, Supply Chain and Engineering teamsKey Accomplishments:
• Implemented SEO best practices and strengthened continuity, which resulted in improved SEO ranking and traffic
• Created new workflows and SOPs to support product launches/changes, as well as issue tracking/visibility

Boise, Idaho

• Key Accountabilities:
• Responsible for proficiently managing a digital catalog comprised of thousands of products, which included creating/maintaining brand, product and SKU assets
• Relied upon to contribute strategic insight and define actionable plans aimed at elevating performance outcomes, as well as enhance customer experienceKey Accomplishments:
• Thriven in role as Catalog Manager and was subsequently promoted to Analyst position

Boise, Idaho

• Key Accountabilities:
• Responsible for consulting with customers to align fitness/health goals with ideal product(s), as well as answer questions and resolve issue via phone, email or chatKey Accomplishments:
• Performance resulted in consistently progressing through position tiers and reaching CS IV; recognized as MVP (2015) and Quarterly Top Performer throughout all tier levels: CS Rep, I, II, III and IV (top tier level for.

• Key Accountabilities:
• Responsible for assisting customer with financial services, which included new accounts and issue resolutionKey Accomplishments:
• Performance resulted in progressing through CS levels, as well as becoming Head Teller/Lead/ Vault Teller