Customer Operations Specialist

Meridio • New York, NY

7d • Remote

About The Position

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 proactive, detail-oriented, and customer-focused Customer Operations Specialist to help deliver an exceptional experience for our clients and their employees while supporting the operational processes that keep our business running smoothly. This role reports to the Customer Operations Lead. This is a high-impact role for someone who enjoys solving problems, improving processes, and helping people navigate complex situations with confidence and empathy. You'll sit at the intersection of customer experience and operations, supporting everything from customer inquiries and benefits administration to process improvements and documentation. No two days will look exactly the same, and you'll play an important role in helping us scale thoughtfully while maintaining the high-touch experience our customers expect. If you're energized by ownership, thrive in fast-moving environments, and enjoy making things work better than they did yesterday, we'd love to meet you. This is a remote role open to candidates based in the United States, Canada, or the Philippines.

Requirements

• 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.

Nice To Haves

• 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.

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.

Benefits

• 401(k) with match
• Discretionary Time Off (DTO)
• 100% employer-paid health insurance premiums for employees
• Equity
• Remote-first with purposeful on-sites

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed