Associate Account Executive
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 & How We Work
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
Apply To This Job
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 & How We Work
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
Apply To This Job