[Remote] Customer Operations Specialist
Note: The job is a remote job and is open to candidates in USA. Meridio is a remote-first company dedicated to simplifying health benefits for small businesses. They are seeking a proactive Customer Operations Specialist to enhance client experiences and support operational processes, ensuring smooth business operations.
Responsibilities
- Deliver a high-quality customer-facing experience through responsiveness, clear communication, and strong follow-through
- Serve as a primary point of contact for customer and partner inquiries while ensuring a timely, accurate, and thoughtful experience
- Manage and prioritize incoming support requests, operational tasks, and customer follow-up activities
- Investigate and troubleshoot customer issues, escalating complex matters when appropriate
- Partner with internal teams to coordinate customer needs and resolve issues efficiently
- Monitor customer workflows and proactively identify potential issues before they impact the customer experience
- Support operational processes that ensure customers receive accurate and timely service
- Identify opportunities to streamline workflows and reduce manual work
- Contribute to scalable processes that support company growth
- Help ensure consistency and operational excellence across the customer experience
- Communicate customer feedback, recurring issues, and operational insights that help improve our business
- Support special projects and operational initiatives as Meridio continues to grow
- Contribute to a collaborative, accountable, and customer-focused culture
Skills
- 2–4 years of experience in customer support, customer operations, client services, benefits administration, or a related field
- Strong written and verbal communication skills
- Exceptional attention to detail and organizational skills
- Ability to manage multiple priorities in a fast-paced environment
- Demonstrated ability to take ownership of work and operate independently
- Strong problem-solving skills and a proactive mindset
- Commitment to delivering an outstanding customer experience
- Experience supporting employee benefits, insurance, healthcare, HR technology, or fintech customers
- Experience with eligibility, enrollment, or benefits administration workflows
- Experience creating SOPs, process documentation, or knowledge-base resources
- Familiarity with HubSpot, Rippling, Notion, or similar operational platforms
- Experience working in startup or high-growth environments
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
Company Overview