At MeridianLink, our Business Development Representatives (BDRs) play a critical role in driving growth by helping financial institutions discover smarter ways to serve their customers. As a BDR, you’ll be on the front lines connecting with prospective customers, uncovering real business challenges, and creating high-quality opportunities for our sales team. The Business Development Representative will secure leads by identifying and qualifying sales opportunities and passing them to inside and/or outside sales teams. In this role you will produce qualified prospects by following up on inbound leads from various marketing programs or conducting outbound, proactive calling to target accounts or markets. The role will nurture prospects over time, discover needs, offer relevant resources, and learn where they are in the buying process to help propel the sale forward.

This role is ideal for someone who’s curious, driven, and excited about building relationships, learning the sales craft, and making a direct impact on revenue.

What You’ll Do

Engage new prospects through a mix of inbound leads and targeted outbound outreach

Identify, qualify, and develop sales opportunities that align with MeridianLink’s solutions

Partner closely with Account Executives to move qualified opportunities forward

Ask thoughtful questions to understand a prospect’s business challenges, priorities, and buying stage

Educate prospects by sharing relevant insights, resources, and product capabilities

Maintain accurate activity and opportunity tracking in CRM tools

Stay informed on market trends, competitive offerings, and the financial services landscape

What Success Looks Like

Consistently delivering high-quality, sales-accepted leads

Strong collaboration with Account Executives and Marketing partners

Building trust and credibility with prospects through meaningful conversations

Demonstrating steady improvement in call quality, discovery conversations, and opportunity conversion

What We’re Looking For

2+ years of experience in business development, inside sales, or a customer-facing role

Strong communication skills, you’re comfortable talking with senior-level stakeholders

Curiosity and coachability; you want feedback and use it to get better

Ability to balance activity with thoughtful, personalized outreach to uncover real business needs

Skilled in handling rejection and navigating objections

Comfortable working in a fast-paced, metrics-driven environment

Bachelor’s degree or equivalent relevant experience

Why MeridianLink

Exposure to a growing fintech company serving banks and credit unions nationwide

Growth paths into Account Executive or other sales roles

Collaborative, team-oriented sales culture

Opportunity to make a visible impact on revenue and customer success

About the company

MeridianLink builds cloud software tools that banks, credit unions, mortgage lenders, and consumer reporting agencies use to process applications and manage customer workflows. Its MeridianLink One platform connects consumer and mortgage lending with deposit account opening through shared data and integrations. Staff use the software to collect applicant information, check credit data, apply decision rules, and move applications toward approval or funding. Customers pay subscription and usage fees, with charges tied to applications, searches, or completed loans. Founded in 1998, MeridianLink is headquartered in Irvine, California, United States.

Company Size

501-1,000

Company Stage

IPO

Headquarters

Irvine, California

Founded

1998

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Simplify's Take

What believers are saying

Borrower engagement expands: MeridianLink acquired Credit Mountain in July 2026, adding credit education and coaching technology.
Contracts support continuity: MeridianLink customers typically commit for at least three years, with cancellation penalties.
US consultants receive practical flexibility: MeridianLink's remote Solution Consultant listing includes flexible paid time off and matching retirement contributions.

What critics are saying

Lending activity drives revenue exposure: MeridianLink earns most subscription revenue from application and inquiry fees.
Public equity access ended: MeridianLink's October 2025 privatization terminated its employee stock purchase plan.
Remote sales still requires travel: MeridianLink's US Solution Consultant role includes customer meetings, workshops, and industry events.

What makes MeridianLink unique

Integration breadth anchors the product: MeridianLink Marketplace connects lenders to hundreds of vetted third-party providers.
Screening extends its reach: TazWorks connects background-check agencies with data sources, applicant systems, and drug-screening providers.
Community lending has broad reach: MeridianLink says it serves 78 million US credit union members.

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Benefits

Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Unlimited Paid Time Off
Paid Holidays
401(k) Company Match
Remote Work Options
Stock Options

Growth & Insights and Company News

Headcount

6 month growth

1 year growth

2 year growth

National Mortgage Professional

Oct 9th, 2026

MeridianLink's AI document agent goes live with three lenders.

MeridianLink's AI document agent goes live with three lenders. Oct 09, 2026 Managing Editor MeridianLink has begun testing its AI-powered document agent on live loans, with broader availability planned for later this year MeridianLink has put its AI-powered document processing tool to work at three lenders, moving beyond its initial product announcement and into live loan workflows ahead of a broader rollout later this year. The company's Doc Agent for Mortgage is designed to review borrower documents, extract information, identify missing materials, and simplify document requests, reducing the manual work involved in processing loans. JP Kelly, senior vice president of mortgage at MeridianLink, told National Mortgage Professional that three customers are participating in the company's structured early-access program, with plans to expand access before general availability in late fourth-quarter 2026. For now, the company is still measuring how much time the technology actually saves. "Early Access Program participants are measuring time savings on live loans now, and we'll be able to share results once the evaluation is complete," Kelly said in response to questions from NMP. Get the NMP Daily Essential stories, every weekday. The agent is designed to reduce manual data entry by turning multistep processes into a few clicks, according to Kelly. Credit Union of Colorado is among the early adopters. "Doc Agent helps us improve accuracy for our members by filling in application data our team hasn't always had time to prioritize," said Andrew Kotaska, the credit union's director of mortgage lending and member solutions. "It takes real lift off our mortgage staff, and I'm excited to see how the team responds and the member experience improves." The technology operates within the existing MeridianLink Mortgage platform rather than requiring lenders to use a separate AI application. It can assess documents for completeness and quality, extract information for application updates, and translate lending requirements into borrower-friendly document requests. MeridianLink said every AI-generated output must be reviewed and approved by an employee before it affects a loan file. Staff can compare extracted information with the application, review why documents were flagged, and edit borrower requests before sending them. The company also said it does not use customer and borrower data to train AI models and that processing takes place within its encrypted private network. MeridianLink first introduced its embedded AI capabilities in May, outlining plans to integrate task-specific agents into its lending platform. The latest deployment marks the first customer testing phase of that strategy. The rollout comes as loan origination technology providers increasingly build AI-powered automation directly into their platforms rather than offering it through separate applications. MeridianLink plans to introduce a consumer lending version of Doc Agent in early 2027.

Yahoo Finance

Oct 8th, 2026

MeridianLink launches AI-powered Doc Agent for mortgage lenders to cut manual work

MeridianLink has launched its AI-powered Intelligence Doc Agent for Mortgage with early access customers, with general availability expected in late Q4 2026. The tool, nicknamed "Millie", helps mortgage lenders automate document-intensive processes by reviewing submitted documents, extracting data, and streamlining document requests. Doc Agent is designed to reduce manual work and free up staff to focus on borrowers. It operates within MeridianLink's existing mortgage workflow platform, keeping lending professionals in control whilst handling repetitive tasks in the background. The company plans to expand MeridianLink Intelligence across the lending lifecycle, with Doc Agent for Consumer scheduled for early 2027. Credit Union of Colorado is amongst the early access customers, with its director noting the tool helps improve accuracy and reduces workload for mortgage staff.

Finopotamus

Sep 30th, 2026

Tangenesis announces integration with MeridianLink Collect.

Tangenesis announces integration with MeridianLink Collect. 4 hours ago Tangenesis, the provider of Weeve, an automated self-service delinquency platform, announced that it will be integrated with MeridianLink(R). The integration enables collections teams to operate more efficiently and effectively by delivering highly scalable, automated outreach that empowers account holders to resolve delinquencies quickly and conveniently through digital self-service. "Tangenesis is delighted to partner with MeridianLink," said David Miller, CEO and founder of Tangenesis. "Our secure, seamless integration with MeridianLink enables financial institutions to modernize collections through Weeve's digital-first engagement platform, automating outreach and giving members convenient self-service options to resolve delinquency through the channels they prefer. By combining Weeve's intelligent collections technology with MeridianLink's powerful Collect platform, we can help financial institutions engage members earlier, improve recovery rates, reduce manual workload for collection teams, and ultimately deliver a better member experience. We look forward to a long, successful relationship with MeridianLink." MeridianLink powers digital lending and account opening for financial institutions and provides data verification solutions for consumer reporting agencies. MeridianLink's scalable, cloud-based platforms help customers build deeper relationships with consumers through data-driven, personalized experiences across the entire lending life cycle. Its partner marketplace supports hundreds of integrations for tailored innovation. About Tangenesis Tangenesis is a financial technology and professional services company dedicated to helping credit unions and community financial institutions modernize their technology, streamline operations, and deliver better member experiences. Combining deep financial services expertise with innovative technology, Tangenesis provides strategic consulting, implementation and integration services, as well as Weeve, its digital collections and member engagement platform. Weeve helps financial institutions modernize collections through automated, personalized digital outreach and convenient self-service options designed to engage members earlier, improve recoveries, and reduce the operational burden on collection teams. To learn more, visit Tangenesis.com.

MeridianLink

Sep 21st, 2026

MeridianLink Acquires Credit Mountain to Help Community Financial Institutions Turn Loan Declines into Future Lending Opportunities

Acquisition advances Community Financial Institutions’ mission to support consumers and members on their path to financial health/wellness and achieving their...

Associated Press

Aug 26th, 2026

FirstClose integrates home equity order management with MeridianLink Mortgage LOS

FirstClose, an Austin-based fintech provider, has launched an integration with MeridianLink to bring home equity order management capabilities into the MeridianLink Mortgage loan origination system. The integration helps lenders managing home equity originations within their mortgage divisions by centralising valuation, settlement ordering, and status tracking. The system allows teams to work within their existing workflow without switching between platforms. FirstClose customers using the order management system have reported an 85% reduction in manual processing and home equity turn times dropping to under two weeks, down from 30 to 60 days. "Lenders that run home equity through their mortgage division have had to stitch together the origination process with tools that were never designed for it," said Tedd Smith, chief executive officer of FirstClose.