Strategic 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
PowerPoint/Keynote/Slides
CategoriesNew
Business & Strategy
Sales & Account Management
Product
Customer Success & Support
Requirements
  • Good understanding of MeridianLink products
  • Knowledge of the financial industry
  • Excellent communication and interpersonal skills
  • Strong organizational and project management abilities
  • Proficiency with Word, Excel, PowerPoint, and other software systems
  • Bachelor’s degree in Finance, Business Administration, Communications, or relevant field
  • Gainsight and Salesforce experience
  • Proven experience in a customer success or account management role
  • Solid knowledge of MeridianLink products
  • Certification in customer success or related field
Responsibilities
  • Help customers adopt the software
  • Improve customer satisfaction
  • Drive customer problem resolution
  • Help customers achieve their business goals
  • Maintain a superior understanding of MeridianLink products and its features
  • Build and nurture strong, positive relationships with key customer stakeholders
  • Effectively manage and prioritize multiple customer accounts simultaneously
  • Manage and resolve customer escalations promptly and effectively
  • Conduct regular check-ins and executive business reviews with customers
  • Understand client’s business goals and needs from a strategic perspective
Desired Qualifications
  • Experience working in Banks, Credit Unions, or finance companies
  • Experience working in SaaS companies in the finance, lending, or banking sector
  • Ability to travel when necessary