Meridio

Role Description Meridio is a remote-first company on a mission to make health benefits for small businesses simple, affordable, and accessible. We’re looking for a driven, curious, and hands-on Associate Account Executive to help grow our customer base by generating new opportunities, managing inbound leads, and supporting the full sales cycle from first contact to close. This role reports to the Director of Sales. This is a scrappy, high-impact role for someone who thrives in fast-moving environments and is motivated by building something meaningful from the ground up. You’ll join a small, collaborative team where every conversation, call, and idea moves the needle. Genuine curiosity, empathy, and initiative are essential—you’ll spend your days learning about small business owners, their teams, and how Meridio can make their lives easier. If you’re excited by early-stage growth, learning by doing, and contributing to a mission that helps real people, this role is for you. What You’ll Do - Pipeline Generation & Lead Qualification - Identify, research, and qualify new business opportunities through inbound and outbound outreach. - Engage prospective clients with curiosity—ask thoughtful questions to understand their challenges and goals. - Partner with Marketing to develop creative outreach campaigns that drive awareness and quality conversations. - Sales Support & Coordination - Conduct discovery calls and demos that clearly communicate Meridio’s value in human, relatable terms. - Support deal execution by preparing proposals, managing follow-ups, and ensuring smooth handoffs to Client Success. - Maintain accurate, up-to-date records in HubSpot and contribute to process improvements that make the team more efficient. - Relationship Management & Reporting - Build trust-based relationships with prospects and partners through consistent, transparent communication. - Track key performance metrics (activity, conversions, close rates) and share insights to improve the overall sales motion. - Collaborate with the Director, Sales on pipeline forecasting, reporting, and strategic planning. - Cross-Functional Collaboration - Work closely with Marketing, Operations, Products, and Client Success to refine how we attract and onboard new clients. - Share field learnings to inform campaigns, messaging, and product priorities. - 30/60/90 Outcomes - 30 days: Learn Meridio’s mission, products, and client segments. Shadow calls and become comfortable in HubSpot and sales workflows. Begin preparing to obtain your Health & Life insurance license (paid for by Meridio). - 60 days: Manage your own qualified pipeline from outreach through close, while studying for and earning your Health & Life insurance license. Contribute ideas to improve outreach messaging and conversion. - 90 days: Operate independently across the full sales cycle; meet or exceed your activity and conversion goals; and help refine playbooks as we scale. What Great Looks Like (Metrics) - Strong conversion rates from discovery to demo and from demo to close. - Consistent pipeline activity aligned with weekly and monthly targets. - High-quality CRM data and visibility into pipeline health. - Positive feedback from peers, clients, and leadership. - Timely completion of required licensing and training milestones. Qualifications - Must-haves - 1–3 years of experience in sales, business development, or account management (SaaS, benefits, or fintech a plus). - Genuine curiosity and active listening—comfortable asking “why” and exploring client pain points deeply. - Entrepreneurial mindset: proactive, adaptable, and energized by building within a startup. - Strong communication skills (verbal and written) and ability to build rapport quickly. - Detail-oriented, organized, and committed to follow-through. - Must be able to obtain a Health & Life insurance license (paid for and supported by Meridio). - Nice-to-haves - Experience selling to small businesses, HR, or benefits decision-makers. - Familiarity with HubSpot or other modern CRMs. - Background in health insurance, benefits, or HR tech. - Experience in early-stage or growth startup environments. What This Role Is Not - Not a structured corporate role—things move quickly, and priorities evolve as we grow. - Not a call-center job—you’ll build real relationships, not just make dials. - Not static—this is your chance to shape Meridio’s sales playbook and help define how we scale. Benefits - 401(k) with match. - Discretionary Time Off (DTO). - 100% employer-paid health insurance premiums for employees. - Equity. - Remote-first with purposeful on-sites. - High-ownership, high-candor culture—we value clarity, empathy, and action.

• Own and evolve our data infrastructure, including pipelines into our data warehouse • Manage and improve cloud infrastructure and DevOps workflows • Ensure platform reliability so product and design teams aren’t pulled into backend or operational firefighting • Support internal applications that rely on trusted, accessible data • Partner closely with Product on roadmap planning, scoping, and technical tradeoffs • Identify and resolve platform bottlenecks before they slow the team down • Share progress, risks, and improvements early and clearly

• Build core utilities for B2B and B2C users • Create a framework that makes both feel like one seamless product • Anchor engagement so users can go deeper without being forced • Watch real people use what you build and turn feedback into better experiences • Leverage third-party integrations to remove friction • Collaborate with Product on roadmap, scoping, and prioritization • Share updates early and often • Own the architecture and reliability of our core systems as we scale

• Own and evolve our data infrastructure, including pipelines into our data warehouse • Manage and improve cloud infrastructure and DevOps workflows • Ensure platform reliability so product and design teams aren’t pulled into backend or operational firefighting • Support internal applications that rely on trusted, accessible data • Partner closely with Product on roadmap planning, scoping, and technical tradeoffs • Identify and resolve platform bottlenecks before they slow the team down • Share progress, risks, and improvements early and clearly

• Build and maintain internal tools for viewing and managing accounts, members, and operational data • Create and improve internal interfaces so teams can self-serve without engineering help • Automate workflows across tools and systems to reduce manual work • Stitch together APIs, scripts, and modern automation platforms • Experiment with emerging tools (including AI agents) where they add real leverage • Partner with Product, Ops, and Engineering to identify high-impact automation opportunities • Move quickly, iterate often, and improve tools over time