Sr. Customer Success Manager
Confirmed live in the last 24 hours
Meridian Link

501-1,000 employees

Industry's first multi-channel loan origination system
Company Overview
MeridianLink stands out as a leading company in the financial technology sector, offering robust digital lending and account opening solutions to financial institutions, while also providing data verification services to consumer reporting agencies. Their unique business model fosters a culture of technical advancement and industry leadership, enabling employees to contribute to the development of critical financial management tools. This focus on continuous improvement and commitment to supporting consumers' financial journeys makes MeridianLink an attractive workplace for those seeking to make a significant impact in the fintech industry.
Financial Services
Data & Analytics

Company Stage

N/A

Total Funding

$533.2M

Founded

1998

Headquarters

Costa Mesa, California

Growth & Insights
Headcount

6 month growth

0%

1 year growth

-1%

2 year growth

19%
Locations
United States
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Communications
Salesforce
CategoriesNew
Sales & Account Management
Customer Success & Support
Requirements
  • Bachelor’s degree in Finance, Business Administration, Communications, or relevant field
  • 4-6 years of relevant experience
  • Gainsight and Salesforce experience
  • Certification in customer success or related field
  • Experience working in Banks, Credit Unions, or finance companies
  • Solid knowledge of MeridianLink products
Responsibilities
  • Help customers adopt the software
  • Improve customer satisfaction
  • Drive customer problem resolution
  • Help customers achieve their business goals
  • Maintain an in-depth understanding of MeridianLink products and its features
  • Stay informed about product updates, enhancements, and industry trends
  • Build and nurture strong, positive relationships with key customer stakeholders
  • Understand client’s business goals and needs from a strategic perspective
  • Effectively manage and prioritize multiple customer accounts simultaneously
  • Manage and resolve customer escalations promptly and effectively
Desired Qualifications
  • Experience working in SaaS companies in the finance, lending, or banking sector
  • Ability to travel when necessary