Beam Benefits

Account Executive

• Establish and expand partnerships with brokerages
• Use cold calling, email campaigns, web conferencing, and in-person networking
• Attend events and networking opportunities to deepen relationships
• Maintain accurate sales data to inform process improvements
• Track and analyze activity and sales metrics to ensure alignment with goals
• Use Salesforce to meticulously track all opportunities, leads, activities, forecasts, and related data

Sales Executive, Employee Benefits

Full-stack Engineer

• 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.

Senior Software Engineer

Financial Planning and Analysis

• 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

Principal Financial Analyst

Customer Success Manager

• 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

Sales Executive, Employee Benefits

Senior Software Engineer

Principal Financial Analyst

Senior Client Success Manager – Central/Mountain/Pacific Time Zones