Open Positions

Training Analyst

Costa Mesa, CA, US

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Executive Assistant

Costa Mesa, CA, US

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Associate Business Consultant

Atlanta, GA, US

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Salesforce Developer/Administrator

Costa Mesa, CA, US

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Data Engineer

Costa Mesa, CA, US

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Software Development Engineer

Costa Mesa, CA, US

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Business Development Director

Costa Mesa, CA, US

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Director of Product

Costa Mesa, CA, US

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Project Manager for PMO

Costa Mesa, CA, US

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Software Development Manager

Costa Mesa, CA, US

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Director of Vendor Operations

Costa Mesa, CA, US

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Software Deployment Coordinator

Costa Mesa, CA, US

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Software Deployment Consultant

Costa Mesa, CA, US

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Accounts Receivable Specialist

Costa Mesa, CA, US

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Financial Analyst

Costa Mesa, CA, US

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Sr. Project Manager M&A

Costa Mesa, CA, US

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VP of Product

Costa Mesa, CA, US

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Director of Vendor Ops

Costa Mesa, CA, US

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Data and Reporting Manager

Atlanta, GA US

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Junior Statistical Data Analyst

Atlanta, GA US

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Inside Sales Account Executive

Costa Mesa, CA, US

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Partner Success Manager

Costa Mesa, CA, US

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Vice President, Inside Sales

Costa Mesa, CA, US

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Strategic Partnership Manager

Costa Mesa, CA, US

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JOB SUMMARY 

You love to keep up with business and technology, and enjoy passing your knowledge on to others. Your creative flair for designing and delivering training, your superior writing and presentation skills, and your desire to help educate others, demonstrate your passion as a Training Analyst. In this role, you will empower external clients and internal employees through online learning solutions. You will perform all phases of e-Learning from planning, requirements, learning objectives, designing, prototyping, development, quality assurance, evaluation and fine-tuning. You will also implement methods for assessing and certifying end-users on MeridianLink’s products.  

  

ESSENTIAL DUTIES AND RESPONSIBILITIES 

  • Participates in needs analysis studies to determine the training needs of the organization 
  • Creates and maintains learning content for MeridianLink’s products, industry domain knowledge, and internal tools. Learning content includes interactive e-learning courses, video tutorials, info-graphics, and exams and assessment tools.
  • Confers with Subject Matter Experts to develop course content and learning objectives
  • Revises design of training content and curricula to meet changing business needs and to improvement effectiveness
  • Administers the Learning Management System to support the business needs including but not limited to training item creation, structure creation, maintenance, and reporting
  • Supports all departments in organizing and optimizing their training content in the LMS, and facilitates company leaning efforts via effective project management and L&D best practices.
  • Maximizes the value of the LMS and e-learning content to the company and clients
  • Builds and maintains proficiency with MeridianLink products, account and loan origination domain knowledge, and internal tools to maximize effectiveness of e-learning course offerings 

 QUALIFICIATIONS    

  • A 4-year degree plus a minimum of 3 years experience in a Learning and Development position that included instructional design, development, and assessment
  • Strong analytical skills to synthesize complex or diverse information, collect and research data, and design work flows and procedures, while using intuition and experience to complement data
  • Strong technical skills to quickly learn new software and develop training on complex systems
  • Excellent written communication skills including the ability to present complex and voluminous information in a concise and understandable manner
  • Demonstrated ability to influence management, business groups, and Subject Matter Experts toward a recommended action
  • Familiar with instructional theories and methodologies
  • Experience with: 
    • Course Design software such as Articulate Storyline, Adobe Captivate, and Camtasia
    • Multimedia software such as Adobe Photoshop, Premiere, and Audition
    • Business software, including MS Word, Excel, and PowerPoint
    • Planning/Organizing   

JOB SUMMARY 

You’re an extremely organized and efficient professional who can maintain your cool with a smile when needed. You take pride in providing the highest level of customer service to the company internally, as well as to our partners externally. Your experience with office tools is essential when creating quality reports and presentations, and you’re a stickler for documentation. You thrive in an environment where there are a variety of tasks, and enjoy being the go-to person in support of our executives. 

RESPONSIBILITIES 

  • Primary point of contact between the executives and internal/external clients 
  • Maintain master corporate calendar of all all-hands events, conferences, holidays and vacations 
  • Receive incoming calls and emails; take messages, respond appropriately and route correspondence to the appropriate executive of staff member 
  • Handle requests, feedback and queries quickly and professionally 
  • Maintain daily electronic journal, arrange meetings and appointments and provide reminders as needed 
  • Arrange executive travel, hotel and dining arrangements as needed 
  • Take meeting minutes, accurately enter notes and distribute 
  • Produce professional quality reports, presentations and briefs 
  • Develop and carry out an efficient documentation and filing system for both paper and electronic records 
  • Delegate tasks as appropriate to other members of the team 

QUALIFICATIONS  

  • High school diploma required. Bachelor’s degree from accredited university strongly preferred 
  • Minimum 2 years of experience as an Executive Administrative Assistant, Senior Executive Assistant, or other secretarial position  
  • Discretion with personal and confidential information 
  • Full knowledge of office management systems and procedures 
  • Strong client, internal and external, centric approach to working style  
  • Strong command of the English language with the ability to effectively communicate in written and verbal form  
  • Exemplary planning and time management skills  
  • Ability to stay calm and on-task in high-stress situations  
  • Current in today’s office technology, and computer software including MS Office  
  • Ability to multitask and prioritize daily workload  
  • Basic math skills
      

enables entrepreneurs and consumers to achieve the American dream by creating technological solutions that fuel the engine for financial growth. Our top notch solutions create the premier customer experience every time. We believe in the principles of empowerment, collaboration, individual achievement, and innovation.

At MeridianLink, we work together to design, implement, test, and deliver state-of-the-art web applications for the financial services industry, using the latest technologies including cloud computing, mobile development, responsive design, ASP.NET, JavaScript, C#, VB.NET, and SQL Server.    

LOCATION 

Costa Mesa, Orange County, California   

To apply for this position, please email your resume to career2@meridianlink.com and include the position title in the subject line. 

MeridianLink is an Equal Opportunity Employer. We do not discriminate on the basis of race, religion, color, sex, age, national origin, disability or any other characteristic protected by applicable law. MeridianLink runs a comprehensive background check to include drug screening, as well as a potential credit check as part of our offer process.  

JOB SUMMARY

You’re known for your intellectual curiosity and outstanding analytical skills, and enjoy being part of a dynamic environment learning important and fundamental topics related to the financial industry. You like to dig into areas like data management, credit risk management, business process optimization, data analytics and reporting. Frequent interactions with important national financial institutions make good use of your strong relationship building and communication skills. While your start in this role is in data reporting, you may have opportunities to switch to data analytics or consulting as you gain experience.

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES:

  • Analyze client documents
  • Import data into SQL server, and manipulate data into the required output for use in reporting and analytics
  • Acquire very deep expertise on MerdianLink’s software solutions
  • Travel to client sites and conduct assessments
  • Map clients’ processes and procedures
  • Create reports for financial institutions to monitor and optimize their credit processes
  • Play a consultative role in interpreting reporting deliverables and in making recommendations that bring improvement to lending practices
  • Prepare PowerPoint documents and all appropriate project documents
  • Prepare the project tools in Microsoft office technology (Access + Excel)
  • Prepare Meeting Reports for steering committee meetings
  • Prepare Work Progress Reports to provide quantitative evidence for senior management and C-level executives
  • Assist in conducting software testing
  • Maintain a good business relationship with clients (both internal and external)

QUALIFICATIONS

Required

  • Strong relationship building skills
  • Excellent negotiation and communication skills
  • High degree of flexibility and attention to details
  • Able to perform well individually or as part of a team, and in a fast-paced environment
  • Microsoft Office expertise, including excellent skills in Excel with pivot tables and other advanced functionality
  • Ability to define problems, collect data, establish facts, and draw valid conclusions
  • Ability to relate numerical insights to business recommendations
  • Strong analytical skills, including the ability to evaluate complex business problems
  • Ability and willingness to travel up to 70%

Preferred

  • 1+ years’ experience working with Financial Institutions
  • Computer skills with: VBA, SQL,
  • Statistical Software Knowledge: SAS,WPS, R, STATA

MeridianLink is an Equal Opportunity Employer. We do not discriminate on the basis of race, religion, color, sex, age, national origin, disability or any other characteristic protected by applicable law.

MeridianLink runs a comprehensive background check, credit check and drug test as part of our offer process.

POSITION SUMMARY   

Transform the world around you by unleashing your skills and crafting the next generation of technology-enabled solutions that give Financial institutions the Power to Connect to Better. Put your passion for excellence to work with the leading provider of enterprise business solutions for financial service organizations. We are looking for a senior software developer and administrator with implementation and integration experience of the Sales, Service, Marketing and Community clouds.     

*To perform this job successfully, an individual must be able to perform each essential function satisfactorily, with or without accommodation. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

 ESSENTIAL FUNCTIONS AND RESPONSIBILITIES:   

  1. 5+ years as Salesforce Senior Developer in Apex
  2. 5+ years as Salesforce Senior Administrator for an organization greater than $150M in sales
  3. 4+ years with middleware and integration experience (Jitterbit, Dell Boomie, etc)
  4. 4+ years with Sales Cloud, Service Cloud and Lightning Community Cloud experience
  5. 4+ years of MSsql, Excel, Json, APIs & Connectors to SF, knowledge of Web Services, testing tools and environments, release processes and management
  6. 3+ years coordinating and supporting 3rd party Apps (Conga, DocuSign, Identity Manager, etc.)
  7. Experience working in an Agile environment 

ADDITIONAL FUNCTIONS AND RESPONSIBILITIES:  

Provides system administration support of internal and customer-facing Salesforce environment, especially related to configurations, customized applications, user permissions, security settings, custom objects, triggers and workflows. Develops SF reports for Sales, Marketing and Support. Achieves 90% (or more) Apex Unit test class coverage.   

QUALIFICATIONS:     

  • Bachelor’s degree in a technical field from an accredited college/university with a 3.0 or higher major GPA, or equivalent job experience  
  • Understanding of web applications, web servers, application firewalls, frameworks and protocols with respect to web application development, deployment, and operation  
  • Understanding of an enterprise .NET software development environment and related tools  
  • Experience using web application security testing tools, e.g. Burp suite  
  • Hands-on admin experience in a Microsoft Windows Server environment (including IIS)  
  • CISSP or GIAC security certification  
  • Experience with coding, code reviews, and static code analysis tools is a big plus   

Job Overview

We are looking for a savvy Data Engineer to join our growing team of analytics experts. The hire will be responsible for expanding and optimizing our data and data pipeline architecture, as well as optimizing data flow and collection for cross functional teams. The ideal candidate is an experienced data pipeline builder and data wrangler who enjoys optimizing data systems and building them from the ground up. The Data Engineer will support our database architects, data analysts and data scientists on data initiatives and will ensure optimal data delivery architecture is consistent throughout ongoing projects. The right candidate will be excited by the prospect of optimizing or even re-designing our company’s data architecture to support our next generation of products and data initiatives. 

 

Responsibilities for Data Engineer

  • Create and maintain optimal data pipeline architecture,
  • Assemble large, complex data sets that meet functional / non-functional business requirements.
  • Identify, design, and implement internal process improvements: automating manual processes, optimizing data delivery, re-designing infrastructure for greater scalability, etc.
  • Build the infrastructure required for optimal extraction, transformation, and loading of data from a wide variety of data sources using Microsoft, Open Source, and Google technologies.
  • Build analytics tools that utilize the data pipeline to provide actionable insights into customer acquisition, operational efficiency and other key business performance metrics.
  • Create data tools for analytics and data scientist team members that assist them in building and optimizing our product into an innovative industry leader.
  • Work with data and analytics experts to strive for greater functionality in our data systems. 

Qualifications for Data Engineer

  • Working Knowledge or familiarity with the following: GO, Docker, Kubernetes, Big Query, Azure, SQL, Python, ETL, as well as working familiarity with a variety of databases.
  • Experience building and optimizing ‘big data’ data pipelines, architectures and data sets.
  • Experience performing root cause analysis on internal and external data and processes to answer specific business questions and identify opportunities for improvement.
  • Strong analytic skills related to working with unstructured datasets.
  • Build processes supporting data transformation, data structures, metadata, dependency and workload management.
  • A successful history of manipulating, processing and extracting value from large disconnected datasets.
  • Working knowledge of message queuing, stream processing, and highly scalable ‘big data’ data stores.
  • The ideal candidate will have 3+ years of experience in a Data Engineer role, who has attained a Graduate degree in Computer Science, Statistics, Informatics, Information Systems or another quantitative field. They should also have experience/familiarity using/with the following software/tools:
  • Experience with big data tools: Hadoop, Spark, Kafka, etc.
  • Experience with relational SQL and NoSQL databases.
  • Experience with data pipeline and workflow management tools: Azkaban, Luigi, Airflow, etc.
  • Experience with Google Cloud (Big Query), Azure, etc.
  • Experience with stream-processing systems: Storm, Spark-Streaming, etc.
    Experience with object-oriented/object function scripting languages: GO, Python, Java, C++, Scala, etc. 

JOB SUMMARY

You enjoy being part of a talented and collaborative Software Engineering team immersed in designing, developing and installing software solutions. You build high-quality, innovative and fully performing software in compliance with coding standards and technical design. Your focus includes development, writing code, and documenting functionality, and you can approach technical projects with a touch of creativity.

 

ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Write secure, robust, and easy to maintain code that meets or exceeds industry best practices.
  • Analyze, design and engineer technical solutions to challenging problems; take risks, and challenge the unknown.
  • Collaborate with team members and help to grow overall team expertise.
  • Learn and apply cutting edge, full stack software development practices.
  • Perform other duties as assigned in a timely fashion.

 

JOB SKILLS, QUALIFICATIONS, AND EXPERIENCE

  • Bachelor’s or Master’s degree from an accredited college/university in Computer Science, Information & Computer Science, or Computer/Software/Electrical Engineering with major GPA of 3.4 or higher
  • Ability to develop in an object oriented language (eg: C++, C#, Java, vb.net)
  • Ability to solve problems, and to understand and learn new programming languages and technologies
  • Skills in these areas are preferred, but not required:
    • Database design and tuning
    • Front end development
    • Performance and security practices
    • Automated testing methodologies
    • Systems design patterns
    • Agile/scrum development
    • AI, data mining, machine learning

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES   

  • Develop new business by presenting MeridianLink solutions to financial institutions  
  • Articulate the vision of how MeridianLink solutions accelerate trust and deliver value in the financial institution market  
  • Build and maintain a pipeline large enough to meet or exceed annual sales quota  
  • Present value to banking executives  
  • Self-generate leads and support lead follow up generated through partnerships and marketing  
  • Utilize excellent listening skills to identify issues and present solutions  
  • Ensure that established territorial goals are met  
  • Develop overall strategic approach to assigned territory or market  
  • Build credible relationships with prospects  
  • Analyze software configurations, develop proposals and demonstrate software  
  • Understand a financial institution’s loan/deposit workflow and the specific challenges facing CEOs and their management teams  
  • Perform the duties and support other territories in the absence of the assigned Business Development Manager when required  
  • Attend tradeshows when assigned  
  • Always maintain the highest levels of professionalism representing MeridianLink to the marketplace  
  • Work alongside Partner Success Managers to help ensure client satisfaction is maximized  
  • Help clients by promoting maximum utilization of the solution  
  • Update and maintain contact management system (CRM)  
  • Work closely with the EVP of Sales on strategy and revenue growth  
  • Exceed annual sales quota   

QUALIFICATIONS   

  • 7+ years of professional software sales experience  
  • Sales performance documentation over the last 3 years  
  • Financial institution lending experience is ideal, but not required  
  • Credit union/financial institution background helpful  
  • Experience selling loan origination software preferred  
  • Contacts in bank, credit union, finance company market ideal, but not required  
  • The ability to skillfully demonstrate software and articulate the features, advantages and benefits that are in line with the customer’s buying criteria  
  • Experience working from a virtual office  
  • Exceptional written, verbal and interpersonal communication skills  
  • Proficient with Microsoft Office products  
  • Bachelor’s degree in Business, Finance or related field  
  • Ability to travel nationwide up to 70%   

We are an Equal Opportunity Employer. We do not discriminate on the basis of race, religion, color, sex, age, national origin, disability or any other characteristic protected by applicable law. 

We run a comprehensive background check, credit check and drug test as part of our offer process.  

Responsibilities

  • Assumes an ownership / GM mindset and drives cross-functional tasks across Engineering, Marketing, Sales, Operations, and others to execute the product management lifecycle from vision to launch
  • Develops and evangelizes overall product vision, product strategy, and product roadmap across horizons in alignment with company objectives
  • Develops a robust market, customer, and competitor fact base to inform and validate product strategy by championing the voice of the customer, establishing close relationships with key market constituents, and conducting market research
  • Sets operating priorities and resource allocation across products and development project types (major / minor enhancements / product support)
  • Partners closely with Engineering leadership to transform, harden, and scale product development processes
  • Owns monetization strategy and assessment for products, including business model, pricing, and business case evaluation.
  • Owns innovation agenda facilitating the development of new solutions driving company growth
  • Works closely with Corporate Development to make buy / build / partner decisions
  • Conducts recurring product business reviews with executive team and cross-functional leads
  • Provides executive support for select complex and lucrative sales and partnership opportunities

Qualifications

  • Proven track record of developing, evangelizing, and executing ‘winning’ product/GTM strategies and roadmaps with quantifiable results over a meaningful time horizon.
  • Understanding of how a multi-function business comes together to have success in the marketplace.
  • Proven track record of managing and scaling product management teams, products, and processes
  • Proven track record of launching high quality products that delight customers while meeting scheduling commitments
  • Strong P&L management experience with and ability to translate financial metrics into clear operational clear actions

Personal Characteristics

  • Impeccable integrity
  • High pace change agent with ability to identify gaps and mobilize a team to drive continual operating improvements with appropriate foresight on
  • Exceptional analytical skills and effectively leverages data to inform opinions and solve problems. Values building an approach based on detailed analysis.

High intellectual curiosity and passion for identifying and solving customer problems

  • Sound business judgment with the ability to make logical decisions quickly and effectively
  • Is passionate about coaching and developing team members to achieve their career goals
  • Strong organizational and project management skills with a belief that attention to detail is a source of competitive advantage
  • Is willing to roll up sleeves as needed

Suggested Profile / Experience

  • 10+ years of experience in product management, and/or GTM roles including ideally at least 5 in high growth SaaS companies. Private equity experience a plus.
  • Experience in loan origination or related fin-tech and system of record companies

 

MeridianLink is seeking a Project Manager to join its Project Management Office (PMO) team at its headquarters in Costa Mesa, CA. The PMO team is a small, core group of professionals who drive the pre-merger integration planning and post-merger integration execution for all company M&A activity. The team also is responsible for driving key corporate strategic initiatives. 


ESSENTIAL SKILLS or KNOWLEDGE:
•    Deep understanding of Business and Operating Models in the high-tech industry
•    You are a clear thinker, inquisitive, structured, organized, creative, story-teller, with a high sense of urgency, who is flexible, resilient and self-motivated
•    Ability to find resolution of abstract/complex business problems
•    Performs project plan creation and updating, weekly status reporting, quarterly business reviews, retrospectives, etc.
•    Continuously tracks project activities, risks and issues to ensure the integration progresses on schedule and budget to achieve the synergies and provides formal report
•    Ensures the prioritization and balance of the Integration activities to minimize any disruption of the existing business of the acquired company, while also driving necessary changes to achieve committed synergies
•    Works directly with the internal/external teams and functional leadership when needed to drive issues to closure, and/or escalates issues and mitigation recommendations to upper management when necessary
•    Drives resources towards timely task and deliverables completion while tracking issues and risks and developing remediation plans to quickly recover from timeline slippage
•    Build out and maintain integration information repository in project management system
•    Supports integration budget process, including creation, tracking, reporting, and measuring
•    Identifies areas where we can implement process improvements and add efficiencies – ensuring consistent playbooks, developing templates, maintaining PMO business process inventory, etc.
•    Assists in building presentations, supporting deal-related workshops
•    You are comfortable with Finance concepts/management

EDUCATION and OTHER CONSIDERATIONS:
•    Education: Business or Engineering degree. MBA is desirable.
•    PMP or other Project/Program Management Certifications preferred
•    You are an exceptional performer in your current role with a strong record of achievement as Project Manager in an active M&A group
•    Experience in streamlining integration process
•    You will have 3+ years of experience in an M&A function and 5+ years of Project Management experience in tuck-in transactions and transformational projects.
•    You possess strong project management skills with the ability to complete multiple, simultaneous, time-critical projects
•    Excellent knowledge of MS Office products with advanced skills and experience using MS Excel and MS PowerPoint.
•    Can present in front of various levels of MeridianLink management
•    Be very detail oriented and enjoy working in a fast paced, dynamic, results-oriented environment
•    Strong written and verbal communications skills is essential
•    Will possess strong collaboration and strong problem-solving skills
•    FinTech industry experience/knowledge a plus

 

To apply, please submit your resume to Career2@meridianlink.com

 

JOB SUMMARY

Managing engineers is a difficult task that requires people and technical skills. As a Software Engineering Manager, you’ll be working with engineers that constantly challenge the norm and you. You’ll be responsible for growing and serving the team to be more productive and forward thinking. The successful incumbent will lead the team in providing software solutions to business problems, being accountable for the team’s design and implementation efforts.

RESPONSIBILITIES

  • Manage and oversees the design and development of software applications.
  • Direct the work of engineers to ensure the best practices around software development
  • Provide technical guidance to members of the team as appropriate
  • Perform code reviews
  • Ensure that implemented systems are cost effective, scalable, high performance and reusable
  • Lead the recruitment and hiring of new software engineers
  • Provide input to the Product Owner on the product strategy and vision
  • Provide support and assistance to development teams
  • Provide coaching, and career development opportunities and guidance to team-members.
  • Stay abreast of internal and external technology development
  • Help structure teams for maximum effectiveness
  • Handle performance reviews
  • Partner with cross-functional teams to thoroughly define business requirements and build strong partnerships to help meet company objectives

SKILLS & EXPERIENCE

  • Good verbal and written communication skills
  • Bachelor’s or Master’s degree from an accredited college/university in CS, ICS, or CSE major GPA of 3.4 or higher.
  • Experience in agile development methodologies
  • Demonstrate ability to learn and teach others
  • Ability to develop in an object oriented language (eg: C++, C#, Java, vb.net)
  • Mastery in these areas is a plus:
  • Database design and tuning
  • Front end development
  • Full stack development
  • Performance and Security practices
  • Automated testing methodologies
  • Systems design patterns
  • Artificial intelligence, data mining, machine learning
  • Project management and business analysis

MeridianLink is an Equal Opportunity Employer. We do not discriminate on the basis of race, religion, color, sex, age, national origin, disability or any other characteristic protected by applicable law.

MeridianLink runs a comprehensive background check, credit check, and drug test as part of our offer process.

JOB SUMMARY

Meridianlink is hiring a Director of Vendor Operations to work with our strategic partners to ensure these partnerships are effective in propelling Meridianlink’s growth. Strategic partners for MeridianLink include innovative builders of services that enhance the loan origination process as part of ML’s core product suite. In this role, you will lead the underpinning operations, vendor support programs, sales enablement, and be a key stakeholder in building the strategy of the broader program.
 
The Meridianlink Vendor Program is one of the most successful loan origination focused partner programs in North America. Our ecosystem partners have made millions of dollars through MeridianLink Marketplace. You'll be a great fit if you’re passionate about this ecosystem, have excellent operational and go-to-market execution capabilities, plus an ability to build and cultivate relationships with strategic partners.

Responsibilities:

-Develop a market strategy for each partner category

-Develop how we are supporting, measuring, reporting on these relationships

-Evaluate and execute partnerships.

-Build new relationships with potential partners.

-Develop best practices, and present the partner strategy and updates to Meridianlink executives

 
Qualifications:

-7-10 years of experience in a business/program ownership role, including specific experience building a go-to-market approach with the accompanying cross-functional support plan.

-Proven track record in running new business programs.

-Fluency with a range of aspects of running a business including accounting, contracts, sales.

-Someone who drives pace and wants to grow in your career.

-A bias for action with an analytical mindset - you should enjoy working in an agile and data driven way

-A relevant product background: Experience in communicating to highly technical and business audiences, including crafting compelling messaging and value positioning

-Demonstrated ability to think strategically and execute efficiently and effectively

-Excellent written and verbal communication, teamwork, and organizational skills

-MBA and experience in financial services a plus

JOB SUMMARY

Your team is the starting point for our clients on their implementation projects. You jump on the opportunity to set the right tone for the project and to continue to shape the client’s positive impression of our company. You use both project management and customer service skills to onboard new clients, and your primary purpose is to ensure a smooth and successful deployment by preparing clients and setting appropriate expectations. You work with clients to assess their requirements and close gaps prior to their deployment of the software systems licensed by MeridianLink. You enjoy employing strong organizational skills and assisting team members to complete projects successfully.

 

ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Oversee all aspects of assigned projects which includes setting deadlines, assigning responsibilities and monitoring the progress of each client
  • Determine the client’s expectations, requirements, and third party providers to ensure project scope alignment
  • Organize tasks to maximize the productivity and efficient utilization of internal resources and software on a daily basis
  • Consistently and accurately update client information in Company’s tracking systems
  • Educate clients about system knowledge and provide best practices
  • Provide the highest level of customer service in response to client questions and requests
  • Complete other tasks/duties as assigned in a timely manner

 

SKILLS & EXPERIENCE

  • Bachelor’s degree from an accredited college/university in related field
  • 1 year of experience in customer service; financial services industry experience is a plus
  • Strong organization skills and the ability to manage multiple tasks simultaneously
  • Superior listening, verbal and written communication skills
  • Computer proficiency is essential, including Excel, Word, and XML knowledge and typing skills

 

MeridianLink is an Equal Opportunity Employer. We do not discriminate on the basis of race, religion, color, sex, age, national origin, disability or any other characteristic protected by applicable law. 

MeridianLink runs a comprehensive background check, credit check and drug test as part of our offer process.

JOB SUMMARY

You’re customer service and customer satisfaction oriented, with an upbeat and enthusiastic personality. You possess superior verbal and written communication skills and are comfortable speaking to groups remotely from our office. You have a knack for organization, are self-motivated, like to problem solve, and find leading team projects through to successful completion rewarding. From our office, you remotely lead the full life cycle of initial and subsequent client deployments for software licensed by MeridianLink. This includes managing client expectations, meeting timelines, acting as a liaison between the client and other company departments, and educating clients on software capabilities. A key requirement is the ability to translate verbal or written customer needs into product features through a detailed understanding of our product and its variety of flexible features that can be tailored to specific situations.

ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Manage all aspects of software implementation projects to ensure successful deployments, including but not limited to the following:
  • Have a thorough understanding of MeridianLink’s licensed software and its capabilities in order to educate and provide best practice recommendations to client stakeholders on system implementation, configuration, testing methodology and training
  • Adhere to deployment/project schedules and effectively meet timelines
  • Serve as the focal point to facilitate interaction between clients and other MeridianLink departments
  • Be responsible for innovation and leadership in developing and implementing initiatives that support client goals and objectives
  • Manage internal and external stakeholder communications and expectations through the deployment cycle
  • Organize tasks to maximize productivity and efficient utilization of internal resources and software
  • Maintain a positive attitude, and provide the highest level of customer service in response to client questions and requests
  • Be proactive at Identifying potential issues and facilitate sensible resolutions before they become escalation items
  • Perform other projects/duties as assigned; occasional travel to clients as needed

SKILLS & EXPERIENCE

  • Financial industry experience or a bachelor’s degree from an accredited college/university in a related field is required, or instead of financial industry experience, we will consider a minimum of two years of experience in a job related field, exhibiting knowledge of project management, organizational skills, problem resolution, and business analytical skills.
  • Proven experience exhibiting business analytical skills and a deep understanding of industry practices
  • Ability to provide insight and creativity into solving business process challenges
  • High level of organizational skills and the ability to manage multiple projects simultaneously
  • Computer proficiency including Microsoft Word, Excel and Powerpoint
  • Knowledge of customer service principles and practices

Preferred:

  • Two years of experience in the financial industry working for credit unions and/or banks
  • Experience and understanding of the deposit account opening process and/or lending background

JOB SUMMARY

We are looking for a self-driven and competent Accounts Receivable Specialist to join our team! You will operate in a key role as the businesses primary Accounts Receivable Specialist. You’re great at employing tact when communicating with others and pride yourself on not letting things fall through the cracks. You enjoy working with clients and internal teams to resolve AR issues, and are experienced with data entry. We are expecting you to be professional, trustworthy and to be able to work independently.

 

RESPONSIBILITIES

  • Reach out to clients via email and telephone regarding past due invoices and work with them to bring their accounts current
  • Work with internal teams to resolve customer issues as they arise
  • Aid in resolution of customer billing and credit issues
  • Assess late fees and interest based on management’s guidelines
  • Provide regular updates to management on past due amounts
  • Continue to build on systematic approaches to get invoices paid timely
  • Prepare and present reports on collection activities and progress

 

QUALIFICATIONS

  • Great communication skills
  • Proven experience in similar role - 2+ years experience
  • Knowledge of billing procedures and various collection techniques
  • Working knowledge of MS Office and databases
  • Great at following up internally and externally to get billing issues resolved
  • Detail oriented
  • Experience utilizing NetSuite and SalesForce a plus

Financial Analyst

Position Type: Full Time

 JOB SUMMARY

You have the ability to use numbers to see the bigger picture and enjoy using your creativity when devising ways to look at and report data. You’re able to work effectively with non-finance teams to forecast revenues and expenditures and advise on future budgeting. You ensure our financial planning is accurate and aligns with business objectives.

RESPONSIBILITIES

  • Review and analyze past results, prepare regular reporting, perform variance analysis, update forecasts in line with trends and business objectives
  • Report on financial performance on a regular cadence (monthly, quarterly, annually) and prepare for regular leadership reviews
  • Maintain and update financial forecasts, and track operational metrics
  • Utilize Anaplan, NetSuite, and Excel to prepare and revise management reporting as needed
  • Leads regular reviews of financial performance with senior management and budget owners
  • Develop financial models for monthly reporting and ad hoc requests
  • Have an understanding of the business, including key drivers of historical performance and utilize that knowledge to drive good assumptions for forecasting and future planning
  • Identify and drive process improvements, including the creation of standard and ad-hoc reports
  • Coordinate with the FP&A team on long-term financial planning
  • Contribute to annual budget planning and other projects or one-time analytical projects as requested
  • Maintain confidentiality of all information including with respect to headcount planning, compensation, and all other financial information

QUALIFICATIONS

  • 2+ years of proven work experience as a Financial Analyst, or similar role
  • Familiarity with Anaplan a huge bonus
  • Understanding of Enterprise Resource Planning systems (ERP) and good data management practices
  • Expertise in MS Excel (creating spreadsheets and using advanced formulas)
  • Excellent analytical and data gathering skills
  • Ability to present financial data using detailed reports and charts
  • Ability to communicate effectively and confidently to non-financial business leaders
  • Demonstrable problem-solving skills
  • Demonstrable professional maturity, especially with respect to confidentiality of sensitive information and communications with senior and executive leadership
  • Attention to detail, commitment to accuracy
  • BS degree in Finance, Accounting or Economics
  • MBA is a plus but not required

 

Sr. Project Manager – M&A Integration

MeridianLink is seeking a Senior Project Manager to join its Project Management Office (PMO) team at its headquarters in Costa Mesa, CA. The PMO team is a small, core group of professionals who drive the pre-merger integration planning and post-merger integration execution for all company M&A activity. The team also is responsible for driving key corporate strategic initiatives.  As a key member of this team, this role will report to the VP of the PMO and support the team in M&A projects and other key strategic initiatives.

ESSENTIAL SKILLS or KNOWLEDGE:

  • Deep understanding of Business and Operating Models in the high-tech industry
  • You are a clear thinker, inquisitive, structured, organized, creative, story-teller, with a high sense of urgency, who is flexible, resilient and self-motivated
  • Ability to lead a group in finding resolution of abstract/complex business problems
  • Demonstrates ownership for the end-to-end plan through all phases of the M&A transaction lifecycle from ensuring day 1 readiness to post-mortem transition, including all the cross-functional dependencies
  • Performs project plan creation and updating, weekly status reporting, quarterly business reviews, retrospectives, etc.
  • Continuously tracks project activities, risks and issues to ensure the integration progresses on schedule and budget to achieve the synergies and provides formal report
  • Ensures the prioritization and balance of the Integration activities to minimize any disruption of the existing business of the acquired company, while also driving necessary changes to achieve committed synergies
  • Works directly with the internal/external teams and functional leadership when needed to drive issues to closure, and/or escalates issues and mitigation recommendations to upper management when necessary
  • Is a liaison with the leadership team to ensure the strategic rationale of the deal is realized. Key partners include: MeridianLink Executives, Corporate Development, Functional SMEs, Corporate Functions, target company, etc.
  • Drives the Functional Integration Leads / Functional SMEs towards timely task and deliverables completion while tracking issues and risks and developing remediation plans to quickly recover from timeline slippage
  • Build out and maintain integration information repository in project management system
  • Supports integration budget process, including creation, tracking, reporting, and measuring
  • Identifies areas where we can implement process improvements and add efficiencies – ensuring consistent playbooks, developing templates, maintaining PMO business process inventory, etc.
  • Assists in building presentations, supporting deal-related workshops
  • You are comfortable with Finance concepts/management

 

EDUCATION and OTHER CONSIDERATIONS:

  • Education: Business or Engineering degree. MBA is desirable.

 

  • PMP or other Project/Program Management Certifications preferred
  • You are an exceptional performer in your current role with a strong record of achievement as Project Manager in an active M&A group
  • Experience in streamlining integration process
  • You will have 3+ years of experience in an M&A function and 5+ years of Project Management experience in tuck-in transactions and transformational projects.
  • You possess strong project management skills with the ability to complete multiple, simultaneous, time-critical projects
  • Excellent knowledge of MS Office products with advanced skills and experience using MS Excel and MS PowerPoint.
  • Can present in front of various levels of MeridianLink management
  • Be very detail oriented and enjoy working in a fast paced, dynamic, results-oriented environment
  • Strong written and verbal communications skills is essential
  • Will possess strong collaboration and strong problem-solving skills
  • FinTech industry experience/knowledge a plus

Responsibilities

  • Assumes an ownership / GM mindset and drives cross-functional tasks across Engineering, Marketing, Sales, Operations, and others to execute the product management lifecycle from vision to EOL.
  • Develops and evangelizes overall product vision, product strategy, and product roadmap across horizons in alignment with company objectives
  • Develops a robust market, customer, and competitor fact base to inform and validate product strategy by championing the voice of the customer, establishing close relationships with key market constituents, and conducting market research
  • Establishes a world-class product management team by recruiting, developing, coaching, and retaining elite talent and promoting a culture of accountability and collaboration
  • Sets operating priorities and resource allocation across products and development project types (major / minor enhancements / product support)
  • Partners closely with Engineering leadership to transform, harden, and scale product development processes
  • Owns monetization strategy and assessment for products, including business model, pricing, and business case evaluation.
  • Owns innovation agenda facilitating the development of new solutions driving company growth
  • Works closely with Corporate Development to make buy / build / partner decisions
  • Conducts recurring product business reviews with executive team and cross-functional leads
  • Provides executive support for select complex and lucrative sales and partnership opportunities

Qualifications

  • Proven track record of developing, evangelizing, and executing ‘winning’ product strategies and roadmaps with quantifiable results over a meaningful time horizon.
  • Understanding of how a multi-function business comes together to have success in the marketplace.
  • Proven track record of managing and scaling product management teams, products, and processes
  • Proven track record of launching high quality products that delight customers while meeting scheduling commitments
  • Strong P&L management experience with and ability to translate financial metrics into clear operational clear actions

Personal Characteristics

  • Impeccable integrity
  • High pace change agent with ability to identify gaps and mobilize a team to drive continual operating improvements with appropriate foresight on

High intellectual curiosity and passion for identifying and solving customer problems

  • Outstanding, executive level communicator and presenter that conveys clear goals and can successfully advocate and collaborate with a diverse set of stakeholders
  • Sound business judgment with the ability to make logical decisions quickly and effectively
  • Exceptional analytical skills and effectively leverages data to inform opinions and solve problems
  • Is passionate about coaching and developing team members to achieve their career goals
  • Strong organizational and project management skills with a belief that attention to detail is a source of competitive advantage
  • Is willing to roll up sleeves as needed

Suggested Profile / Experience

  • 10+ years of experience in product management, including ideally at least 5 in high growth SaaS companies
  • 5+ years in a senior product leadership role with experience operating in diverse corporate contexts and strategies
  • 5+ years in go-to-market roles / leadership position
  • Experience in loan origination or related fin-tech field is a strong plus

 

Meridianlink is hiring a Director of Vendor Operations to work with our strategic partners to ensure these partnerships are effective in propelling Meridianlink’s growth. Strategic partners for Atlassian include innovative builders of services that enhance the loan origination process as part of ML’s core product suite. In this role, you will lead the underpinning operations, vendor support programs, sales enablement, and be a key stakeholder in building the strategy of the broader program.

 

The Meridianlink Vendor Program is one of the most successful loan origination focused partner programs in North America. Our ecosystem partners have made millions of dollars through Atlassian Marketplace. You'll be a great fit if you’re passionate about this ecosystem, have excellent operational and go-to-market execution capabilities, plus an ability to build and cultivate relationships with strategic partners.

 

This Director of Vendor Operations role requires experience in managing third party relationships and alliances, and a person who can drive measurable results. Reporting to the Head of Vender Programs, this position is for someone who likes to listen, think and do, from aligning partners to your plan to executing internally and externally integrated campaigns.

 

In this role, you'll get to:

-Develop a market strategy for each partner category

-Develop how we are supporting, measuring, reporting on these relationships

-Evaluate and execute partnerships.

-Build new relationships with potential partners.

-Develop best practices, and present the partner strategy and updates to Meridianlink executives

 

More about you

 

On your first day, we'd love if you to have:

-7-10 years of experience in a business/program ownership role, including specific experience building a go-to-market approach with the accompanying cross-functional support plan.

-Proven track record in running new business programs.

-Fluency with a range of aspects of running a business including accounting, contracts, sales.

-Someone who drives pace and wants to grow in your career.

-A bias for action with an analytical mindset - you should enjoy working in an agile and data driven way

 

-A relevant product background: Experience in communicating to highly technical and business audiences, including crafting compelling messaging and value positioning

-Demonstrated ability to think strategically and execute efficiently and effectively

-Excellent written and verbal communication, teamwork, and organizational skills

 

It's not required, but great if you have:

 

-Experience developing and productizing new growth opportunities for partners

-Ability to optimize and scale existing programs

-Real passion for developing compelling content that drives conversion

-MBA and experience in financial services a plus

POSITION SUMMARY

The role will be under the MLX Consulting Business Unit. The person will be part of a multidisciplinary team working on projects with a deep focus in analytics, data management and databases, statistics and risk management.  Their leadership skills enable them to successfully lead the data and reporting practice, lead data projects, and lead presentations and client meetings.

The person will utilize their strong background in Database knowledge and SQL Queries, credit risk data, credit management, and deep knowledge of credit processes during their frequent interactions with important national financial institutions. The person will be proud to play a part in enhancing client satisfaction and in strengthening the relationships with MeridianLink’s clients

*To perform this job successfully, an individual must be able to perform each essential function satisfactorily, with or without accommodation. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES:

  • Lead the Data and Reporting practice in the creation of reports and analytical deliverables focused around credit processes
  • Organize of all the deadlines for all the different Reveal Pro services
  • Delegate and coordinate efforts across multiple resources while maintaining a hands-on approach
  • Request Data extraction for the different origination platforms
  • Interact with the all Reveal Pro clients for the data extraction
  • Manage the deliveries, deadlines, and people who generate the reports
  • Support of the day-to-day data problems
  • Manage the Unify DB (data queries, data extract, data processing, data quality, data import, troubleshooting, etc.)
  • Generate the Reveal Pro reports
  • Present reports with clients (conference calls) providing a consultative approach in interpreting reporting deliverables, and make recommendations that bring improvement to lending practices
  • Support the analytics and consulting team during projects that involve data
  • Support the team on how to interpret data
  • Set up the data infrastructure for new analytical services
  • Set up data infrastructure for new clients
  • Review every deliverable in order to ensure top-notch quality
  • Help perform and optimize the process of importing data into SQL server, manipulating data into the required output for use in reporting and analytics
  • Supervise the activity of preparing PowerPoint documents and all appropriate project documents
  • Lead/Present the main reporting package through conference calls or onsite visits with clients, focusing on recommendations that bring improvements to lending practices
  • Develop statistical models for credit risk management and loan pricing
  • Organize knowledge sharing sessions concerning important projects
  • Enhance client satisfaction and deepen the relationship with MeridianLink through add-on services and products
  • Prepare meetings and reports to support quantitative analysis for senior management and C-level executives
  • Serve as liaison between the MeridianLink Analytics & Business Consulting senior management and customers (both internal and external)

 

ADDITIONAL FUNCTIONS AND RESPONSIBILITIES:

  • Participate in cross-training and professional development with internal team members.
  • May lead projects aimed at performing quantitative analyses and optimizing the credit risk framework throughout the credit lifecycle of financial institutions
  • May lead projects aimed at building statistical models to predict credit risk, credit expected loss, pricing of loans

QUALIFICATIONS:  

  • Master’s degree in Economics, Finance, Statistics, or related field plus 7 years of experience with financial institutions or consulting firms
  • Strong capabilities in working with SQL, MS Visual Basic
  • Strong skills in working with SAS, WPS, STATA, RStudio and other statistical software
  • Strong statistical skills
  • Strong knowledge of the credit industry
  • Business development expertise in the identification of new opportunities
  • Strong relationship building skills and excellent communication skills
  • Ability to handle a fast-paced environment and high-level of stress
  • Strong analytical skills, including the ability to evaluate complex business problems

Preferred:

  • Credit Bureau Data knowledge
  • Statistical analysis experience in building models
  • Knowledge of loan origination systems and credit decision platforms 
  • Financial industry experience;
  • Experience in banking analytics and using BI reporting tools such as QlikView,Tableau or SAS;
  • Knowledge of US regulations regarding lending practices;
  • Experience in using Credit Bureau data and alternative data sources;

POSITION SUMMARY

The Statistical Data Analyst Junior position will guarantee the development of credit analytics projects, applying the latest methodologies and projects standards.

*To perform this job successfully, an individual must be able to perform each essential function satisfactorily, with or without accommodation. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES:

  • Guarantee the design and development of analytics projects, applying the appropriate statistical methodologies.
  • Develop statistical models aimed at assessing credit risk (PD, LGD EAD)
  • Assess predictiveness of credit variables
  • Capture, manipulate and manage data
  • Interface directly with customers in order to gather the data, share the methodology and transfer the project results and know-how having a consulting approach.
  • Participate in the internal processes in order to elaborate new analytical methodologies and deployment into SW for process automation.
  • Participate in the internal processes of knowledge sharing and product/service innovation.

ADDITIONAL FUNCTIONS AND RESPONSIBILITIES:

  • Participate in cross-training and professional development with internal team members.
  • Role potentially growing into research and product development depending on experience and performance

QUALIFICATIONS:  

  • Minimum of 1-3 years of related Statistical Analysis experience;
  • Bachelor’s Degree in Computer Science, Statistics, Economics, Finance or Mathematics;
  • Advanced Degree preferred;
  • Strong skills in SAS, R or related statistical modelling tools;
  • Strong capabilities in working with SQL, MS Excel, Visual Basic;
  • Knowledge of US laws regarding lending practices;
  • Credit Risk Management solutions / strategy development;
  • Knowledge and experience using advanced modelling and machine learning techniques;
  • Team work attitude, flexibility and ability to manage different phases of a project;
  • Market experience preferred-consulting, financial services;
  • Strong communication and presentation skills
  • Must be a fluent English speaker

Preferred:

  • Advanced Degree;
  • Financial industry experience;
  • Experience in banking analytics and using BI reporting tools such as QlikView,Tableau or SAS;
  • Knowledge of US regulations regarding lending practices;
  • Experience in using Credit Bureau data and alternative data sources;

Pioneering Technologies for Financial Institution’s Since 1998:

We have been creating innovative technologies that transform the way financial institutions operate by solving complex problems with streamlined, user-friendly solutions. Our robust and secure technologies empower lenders and consumers to get reliable, accurate information every time, at any time. As well-established industry leaders, we continue to set the industry standard for web-based credit reporting and lending for financial institutions of every size.

  • Prospect, develop, and close new customers for MeridianLink’s entire suite of solutions.
  • Utilize multiple sales software technologies daily in order to efficiently manage and maximize your sales prospecting and full cycle production.
  • Develop and execute on account plans to deliver maximum revenue potential.
  • Create and deliver accurate forecasts.
  • Sell the MeridianLink vision to prospects through product demonstrations, events and target-specific initiatives.
  • Coordinate and work with extended team members.
  • Work closely with Customer Success and Support teams to ensure customer satisfaction.
  • Make our customers successful!



Requirements

We are looking for a highly motivated, over-achieving hunter who flourishes in a fast-paced, dynamic environment.

Also required

  • A minimum of 2-3 years of on-quota, B2B software applications sales experience; hotel / hospitality marketing software sales experience a plus, as is on-demand/SaaS sales experience.
  • A history of selling licenses/subscriptions to large, complex organizations with demonstrated ownership of all aspects of territory management.
  • Skilled at negotiating business terms with line-of-business, senior management and/or C-level executives.
  • History of consistent quota over-achievement in highly competitive markets.
  • Ability to work in a rapidly expanding and changing environment.
  • Teamwork and good communication skills a must.
  • Four-year university/college degree required.

Pioneering Technologies for Financial Institution’s Since 1998:

We have been creating innovative technologies that transform the way financial institutions operate by solving complex problems with streamlined, user-friendly solutions. Our robust and secure technologies empower lenders and consumers to get reliable, accurate information every time, at any time. As well-established industry leaders, we continue to set the industry standard for web-based credit reporting and lending for financial institutions of every size.


Job Summary

The purpose of the Partner Success Manager (PSM) is to up-sell & Cross-sell the core products MeridianLink offers to Credit Unions & Banks. The position will drive new business by presenting a value-based approach to existing customers, while partnering with other key-players to close valuable opportunities. The AM will manage the sales cycle and be responsible for meeting set metrics and goals that align with the company’s revenue objectives.

Essential Job Duties

  • Utilize a customer-focused selling process to identify needs and goals of potential customers.
  • Manage the sales cycle- including prospecting, qualifying existing customer opportunities, and closing those opportunities.
  • Demonstrate and present to existing customer’s product information and features via phone and web,
  • Present value-based selling strategies to customers using MeridianLink’s suite of products.
  • Establish relationships with our customers within the assigned territory.
  • Meet and exceed individual daily, weekly, and monthly targets and goals.
  • Utilize Salesforce to internally track all activities.

 

Job Qualifications

  • Successful track record of generating/closing sales opportunities
  • High workplace efficiency
  • Ability to consistently fill pipeline and drive revenue opportunities
  • Perceptive of interpersonal dynamics with the ability to connect with anyone
  • Skilled presenter and communicator
  • Master negotiator and closer
  • Self-motivated and driven by success, strong work ethic and integrity

 

EDUCATION Bachelor’s Degree Is Preferred Not Required

EXPERIENCE 0-3 years’ experience in sales or account management is preferred but not required

Required Skills

  • Successful business development background with expertise in conquest lead generation
  • High workplace efficiency
  • Ability to consistently fill pipeline and drive revenue opportunities
  • Perceptive of interpersonal dynamics with the ability to connect with anyone
  • Skilled presenter and communicator
  • Master negotiator and closer
  • Self-motivated and driven by success, strong work ethic and integrity

Pioneering Technologies for Financial Institution’s Since 1998:

We have been creating innovative technologies that transform the way financial institutions operate by solving complex problems with streamlined, user-friendly solutions. Our robust and secure technologies empower lenders and consumers to get reliable, accurate information every time, at any time. As well-established industry leaders, we continue to set the industry standard for web-based credit reporting and lending for financial institutions of every size.

Job Summary

The Vice President, Inside Sales will coach a team to develop, pitch, and close partnerships with prospective clients. This critical role will be responsible for helping to develop and manage the business plan and provide the day to day management for this strategic company imperative.

Essential Duties And Responsibilities

  • Coach, mentor, guide, and train a team of Account Executives, overseeing discovery calls, deal execution, negotiations, etc.
  • Manage prospects, metrics, and business opportunities in Salesforce
  • Deliver positive results against quarterly and annual revenue goals
  • Perform product demonstrations both in person and online with clients
  • Work closely with marketing organization to develop demand creation campaigns in support of selling efforts
  • Collect market/client information and provide feedback to leadership
  • Support your sales executives on effective communication, problem solving, and time management
  • Develop and maintain a set of metrics to track progress and success of the team
  • Lead the team to meet and exceed monthly, quarterly and annual team targets by generating a sales pipeline, accelerating active opportunities and driving to close while growing existing client relationships
  • Report on monthly, quarterly and annual sales targets and deliver competitive business insights, trends and analysis to drive ongoing performance improvements
  • Represent the company at industry conferences and events

Education, Experience And Skills

  • Possess Bachelor Degree
  • 5+ years of SaaS sales experience selling SaaS and/or subscription-based software
  • 7+ years in a Saas sales management function, with experience and shown performance as a people manager
  • Proven track record of building and managing professional inside sales teams in a high performing, rapidly growing environment
  • A natural ability to collaborate and work with cross-functional teams
  • Ability to hire, ramp, lead and motivate sales teams around high performance
  • Experience using Salesforce for prospecting, forecasting, and reporting
  • Proven ability to join and support Account Executives on sales calls while coaching them on effective sales processes
  • Strong negotiation, mediation, and conflict resolution skills
  • Excellent creative and strategic thinking to provide solutions to prospective clients
  • Effective oral and written communication
  • Strong analytical, organizational, and time management skills

 

The Strategic Partnership Manager develops and maintains strong relationships with third-party vendors providing products and services to mortgage lenders, working cross-departmentally to ensure delivery of key objectives and optimal effectiveness.

 

 

ESSENTIAL DUTIES AND RESPONSIBILITIES

·        Take complete ownership to develop and build relationships with C-Level Executives at third-party vendors providing products and services to mortgage lenders.

·        Facilitate high level discussions with vendor partners on crafting integrations that allow the full value of their products to be passed into the LendingQB system.

·        Evaluate the value of new and existing industry products to determine product differentiators and the value proposition to LQB clients.

·        Analyze, specific and recommend business requirements for each new and existing product being interfaced with LendingQB.

·        Help LendingQB Sales and Deployment Teams leverage vendors’ products and services in the sales and deployment process.

·        Work closely with the LendingQB’s product design engineers to identify areas where the integration can be improved.

·        Help LendingQB’s Marketing Team work with the vendors’ marketing team to ensure that our messages to common prospects and clients are in-sync.

·        Maintain demo accounts with vendors for use by Sales, Deployment and Support Teams.

·        Present oral and written reports of successes, challenges, and resolutions to appropriate levels of management

 

JOB SKILLS, QUALIFICATIONS, AND EXPERIENCE

·        Solid technical understanding of company products, implementation process, and client needs, as well as of vendor products, services, and strategies

·        Extensive experience through understand of the mortgage lending process

·        Self-starter who has the ability to self-direct, and also works well in an interdependent team environment

·        Excellent communication and customer service skills, verbal and written

·        Solid organizational skills including planning, prioritizing, time management, and attention to detail

·        Five years of project management experience in a technical or customer service environment

·        Strong working knowledge of Microsoft Office

·        Bachelor degree in business or computer science a plus, or related work experience