Beam Benefits

• Lead the accounting close for the company’s more complex areas, including revenue and claims, accounts receivable, equity, intercompany, and partner accounting, ensuring compliance with US GAAP and internal controls • Own technical accounting research, position papers, and policy decisions, including new transactions, contracts, and standards adoption • Manage month-end and year-end close activities for assigned areas, including preparation and review of journal entries, complex reconciliations, and supporting schedules • Partner with FP&A, Legal, Operations, and external auditors on revenue recognition, partner arrangements, intercompany flows, and equity activity • Serve as a coach and mentor to other accounting team members, providing technical guidance and reviewing their work • Identify opportunities for automation and process improvements across the close, implementing scalable solutions • Coordinate and manage external audit requests and PBC deliverables for assigned areas • Develop and maintain accounting policies, procedures, and controls that support the company’s growth and scalability.

• Perform and review accounting tasks across accounts payable and expense, cash, payroll, tax, fixed assets, and capitalized software, ensuring compliance with US GAAP and internal controls • Manage month-end and year-end close processes for assigned operational areas, including preparation and review of journal entries and account reconciliations • Monitor accounts payable and treasury functions to support cash flow management and vendor relationships • Identify opportunities for automation and process improvements, implementing solutions to enhance efficiency • Work cross-functionally with teams across the company to ensure financial processes align with business objectives • Coordinate and manage external audits for assigned areas • Develop and maintain policies and procedures to support the company’s growth and scalability • Partner with HR to support payroll processing and reconciliations, with knowledge of payroll tax implications being a valuable asset • Support tax compliance activities, fixed asset accounting, and the capitalization and amortization of internal-use software

Role Description As an Appointments Specialist, you will be responsible for appointing brokers and brokerages both new and existing who are properly licensed so they can represent Beam to their clients. You will be responsible for doing this process accurately and efficiently all while exceeding our customer support expectations. Additionally, you will be responsible for completing high volumes of appointments accurately and timely, exceeding all SLAs (Service Level Agreements). Qualifications - 1-2 years of experience in operations, compliance or employee benefits - History of exceeding individual and team goals and metrics - Proficiency with Salesforce and DocuSign, or comparable software - Knowledge of Zendesk, Confluence and/or other ticketing or knowledge-base tools - Proven ability to complete responsibilities with the drive to lead the creation of processes and their improvements - Exercise an ability to learn new technology and leverage its benefits to quickly complete a process - Excellent analytical and organizational skills and the ability to balance many competing priorities at once - Highly motivated, driven to troubleshoot and problem solve - Ability to thrive in a fast-paced, dynamic (read: sometimes chaotic) environment Requirements - You are a subject matter expert on Beam's appointment processes, carrier and compliance rules and deadlines, document and contract evaluations, and all system tracking best practices - Partner with the Appointments leaders to align expectations and projections that prepares you to execute volume - Provide additional support to the general Appointment inboxes by routing, troubleshooting or escalating requests through the appropriate channel - Own continuous pipeline of contracting packets from introduction to completion through integrated software, email or phone when needed - Complete contracting responsibilities with the drive to assist with process improvement projects - Effectively communicate with external stakeholders and support them through the Appointment process - Perform other duties/projects as assigned

• Architect and write high-quality production code for complex, user-facing workflows, maintaining a heavy hands-on presence in the codebase. • Serve as a power user of AI tools like Claude Code, Cursor, and Augment to radically increase delivery speed and generate robust automated tests. • Set the standard for validating, refactoring, and simplifying AI-generated output to ensure the long-term reliability and maintainability of our systems. • Exercise high autonomy and thoughtful judgment when tackling mission-critical tasks and complex feature sets. • Build sophisticated product features that empower employers and brokers, reducing manual effort through intelligent, intuitive experiences. • Lead the development of reliable APIs and standardized integrations to ensure our platform connects seamlessly with partners. • Proactively integrate tools like Claude Code into the daily workflow to automate repetitive tasks and focus the team on high-value engineering challenges. • Scale our logging, monitoring, and validation frameworks to ensure all workflows remain stable, predictable, and audit-ready.

• Own the strategic pricing function end-to-end, including the design and governance of our pricing models, deal-level analysis on our largest and most complex accounts, and pricing strategy in partnership with Revenue leadership • Lead long-range planning, annual budgeting, and quarterly reforecasting processes, partnering directly with the CFO, senior leadership, and business unit owners • Serve as the finance lead on our most complex strategic initiatives, including M&A analysis, new product launches, market expansion, and major partnerships, and present recommendations to the executive team and board • Build and maintain our most critical financial and operational models, including unit economics, LTV/CAC, cohort profitability, and capital planning, and set the modeling standards the rest of the FP&A team follows • Deliver executive, board, and investor-ready analyses and narratives that turn complex data into clear recommendations • Mentor and develop analysts across the FP&A team through model review, coaching on analytical approach, and support for professional growth • Partner with Data, Accounting, and Revenue Operations to improve the underlying data infrastructure that FP&A relies on • Identify opportunities to improve the FP&A function itself, including process, tooling, and reporting, and lead those improvements to completion

• Provide proactive client management through managing the onboarding of new groups • Own open enrollment support by leading or participating in meetings • Own client renewals by identifying cross-sell and upsell opportunities • Own a book of business and understand the needs of the brokers and clients • Generate/request reports and derive insights from data • Execute at a high volume with a variety of processes/activities • Collaborate cross-functionally with multiple internal team members

• Establish and expand partnerships with brokerages within your territory • Use tactics such as cold calling, email campaigns, and in-person networking • Maintain accurate sales data to inform process improvements • Stay informed about new product and feature launches • Track and analyze activity and sales metrics

• Tactically apply agentic and generative AI to optimize platform development, operations, and growth • Collaborate with application teams to identify pain points and bottlenecks in workflows • Design, implement, and maintain platform infrastructure that ensures high availability and predictable performance • Drive platform and infrastructure change hands-on, from architecture through implementation • Provide mentorship and technical leadership to other platform engineers • Lead design and architectural discussions for complex platform systems • Contribute to the continuous improvement of platform processes and developer experience

• Support the growth, activation and operational execution of assigned partnerships within our alternative distribution channel at Beam Benefits • Responsible for growing, activating, and optimizing assigned partnerships • Focus on day-to-day partner enablement, sales support, reporting and relationship management • Develop and deliver all partner specific sales training • Help partners understand Beam target markets and develop partner go to market strategies • Establish and expand strong, productive relationships within partner’s sales hierarchy • Develop and maintain accurate partner specific sales performance data • Stay informed about new product and feature launches • Work cross functionally with your CSM, Finance, UW, Product and other team members • Track and analyze activity and sales metrics to ensure alignment with goals.

About Beam Benefits Beam was founded in 2012 by three engineers who saw the opportunity to modernize the dental benefits industry using technology. The first product was the Beam Brush, which was one of the earliest examples of the Internet of Things in healthcare. Today, Beam Benefits is available in 40+ states and has expanded beyond dental. Beam is now simplifying and modernizing a robust suite of ancillary employee benefits through an intuitive digital platform, self-service tools, AI-powered pricing, support from Beam’s helpful representatives, and a unique Beam Perks™ rewards program. This winning combination allows us to deliver a simple, smart, and wellness-focused experience for brokers, employers, and members. This Sales Executive role is specific to the NY Upstate region. Candidates are required to live in or near the area. The Role A Sales Executive (SE) is a pivotal in-market sales role at Beam Benefits. In this role, you will establish and expand partnerships with brokerages within your territory by focusing on building and nurturing lasting relationships. Your goal is to saturate the market with Beam’s presence, working closely with brokerages that align with our Ideal Broker Profile. In some cases you will also support Beam’s national broker partners and general agency partnerships, ensuring alignment and maximizing Beam’s value across all channels. You will use a variety of tactics (e.g., cold calling, email campaigns, web conferencing, and in-person networking) to build trust, educate brokers on Beam’s unique differentiators, and deliver exceptional value. You will be active in your market, attending events and networking opportunities to deepen relationships and expand Beam’s presence. Your success lies in developing a balanced approach—prioritizing high-quality interactions while driving volume through new proposals to win clients. Your ability to drive repeat business and create long-term strategic partnerships will directly support your success and Beam’s continued growth. What Makes You Successful You develop a long-term strategy. You focus on cultivating meaningful broker relationships and consistently aim for quality over sheer quantity both in relationships and in working your pipeline / sales opportunities. You adopt a forward-thinking mindset, always considering how to maximize value for brokers and Beam. You are adaptable to change. As part of a fast-growing company, you thrive in an agile and dynamic environment, embracing change as an opportunity to grow and innovate. You are coachable. You welcome constructive feedback and leverage resources provided by your Sales Director, Sales Enablement, and Revenue Operations to continuously improve and stay ahead of the curve. You are a team player. You actively contribute to Beam’s larger mission by executing new strategies, utilizing sales tools, and embracing talk tracks provided by Sales Leadership and Enablement. You share market insights to improve our go-to-market strategies. You are accountable. Metrics and activity tracking are tools you use to gauge success and stay aligned with goals. You see these as allies in driving both personal and team performance. You are creative. You think outside the box, bringing fresh ideas to the table and exploring innovative approaches. You maximize the use of tools and technology in standard and unconventional ways to achieve success. Your Impact (what you will do) Consistently meet or exceed assigned sales objectives, including monthly, quarterly, and annual booking targets, by executing the full Beam sales process This includes broker prospecting, broker lead generation, qualifying opportunities, scheduling appointments, delivering presentations, understanding employer benefit challenges, developing solutions and proposals, forecasting & pipeline management, and overcoming objections Execute Beam's repeatable sales process to rapidly develop new markets, with a focus on high-activity tactics such as emails, cold calls, and web demos Establish and expand strong, productive relationships with independent and regional, and national brokerage partners, quickly converting those relationships into new Beam clients Maintain accurate sales data to inform process improvements and create efficiencies within the team and across new markets Stay informed about new product and feature launches, ensuring broker partners are up-to-date and equipped to succeed Track and analyze activity and sales metrics to ensure alignment with goals Regularly collaborate with sales leadership to identify trends and ensure both your territory and broker partners are progressing toward success Use Salesforce to meticulously track all opportunities, leads, activities, forecasts, and related data to drive results and improve efficiency Minimum 20% in-market travel required Your Experience 3+ years Voluntary Benefits/ Ancillary sales experience in a high-volume role, with channel sales experience through employee benefits brokers and/or general agencies) Must hold a valid Life & Health license at time of application Experience selling dental, vision, life, disability, and/or supplemental health products Ability to generate and analyze reports to optimize sales performance and enhance the purchasing experience for employee benefits brokers Strong organizational skills combined with exceptional written and verbal communication abilities Ability to quickly learn new ancillary product lines and adapt to dynamic sales processes and tools Familiarity with Salesforce A passion for developing relationships within the employee benefits broker community, with an emphasis on in-person engagement and rapport-building Ability to travel up to 50% of the time within your assigned territory for in-person meetings and events Training and Development Beam provides an in-depth onboarding program designed to set you up for success, with ongoing coaching and resources to support your growth in the role You’ll develop into a nimble sales researcher, highly skilled at discovery and adept at multi-threading to navigate complex sales processes effectively Master industry-specific communication and sales techniques to effectively identify employee benefit broker needs, propose tailored solutions, and close deals with confidence Gain expertise in Beam’s internal administrative tools and leverage the industry’s leading CRM platform, Salesforce, to manage your pipeline and maximize efficiency Beam will cover the cost for you to obtain your Life & Health license, empowering you to become a trusted expert in dental, vision, life, disability, and supplemental health benefits, as well as Beam’s cutting-edge technology, to deliver exceptional value to employers and broker partners The first-year total target compensation for this role is $175,000 - $200,000 (base salary + commission) Compensation and Benefits: Beam offers a competitive base salary paired with an attractive variable compensation structure. Employees benefit from performance-based bonuses and incentives, along with a comprehensive benefits package that includes health, dental, and vision insurance. Additionally, Beam provides a 401(k) plan with company matching, flexible time off, and the opportunity to participate in the equity program. The base pay actually offered will take into account internal equity and budget for the open position and also may vary depending on the candidate’s job-related knowledge, skills, and experience, among other relevant factors. This range does not include an estimated value for any benefits, bonus, or other incentives that may be applicable based on position.