Full-Time

Deal Desk Manager

Posted on 9/23/2024

Meridian Link

Meridian Link

501-1,000 employees

Cloud-based software solutions for financial institutions

Data & Analytics
Fintech

Compensation Overview

$71k - $100.2kAnnually

+ Equity-Based Awards

Senior

Remote in USA

Category
Project Management
Strategy Development
Business & Strategy
Required Skills
Sales
Salesforce
Data Analysis
Excel/Numbers/Sheets
Requirements
  • 5+ years of experience in contract management, revenue operations, or a related role within a technology or SaaS company.
  • Strong analytical and problem-solving skills with a keen attention to detail.
  • Proven track record of successfully managing complex, high-value deals.
  • Strong understanding of sales, legal, finance, and operational processes.
  • Proven experience with contract lifecycle management (CLM) software and CRM tools (e.g., Salesforce).
  • Advanced skills in Microsoft Excel and experience with data analysis and reporting.
Responsibilities
  • Oversee the entire lifecycle of deal programs, from inception to completion.
  • Develop and manage detailed project plans, timelines, and milestones.
  • Coordinate with sales, legal, finance, operations, and other relevant teams to ensure smooth deal execution.
  • Ensure all deals comply with company policies and legal standards.
  • Continuously evaluate and improve deal management processes while adhering to company controls.
  • Implement best practices and standardized procedures to enhance efficiency and effectiveness.
  • Gather and analyze feedback to drive process enhancements.
  • Prepare detailed reports and presentations for senior leadership and other stakeholders.

MeridianLink provides cloud-based software solutions tailored for financial institutions, including banks and credit unions. Their main products include loan origination systems that assist in managing the loan process from application to approval, and automated decisioning engines that leverage data for quick lending decisions. By offering a subscription-based service model, clients pay recurring fees to access these tools, ensuring a consistent revenue stream for the company. MeridianLink stands out from competitors by integrating various financial processes into a single platform, which enhances operational efficiency and supports data-driven decision-making. The company's goal is to improve digital banking experiences through advanced technology that streamlines operations and elevates customer service.

Company Stage

IPO

Total Funding

$616.7M

Headquarters

Costa Mesa, California

Founded

1998

Simplify Jobs

Simplify's Take

What believers are saying

  • Partnership with Automatic enhances lender-dealership connectivity in automotive lending.
  • Integration with Shastic provides AI-powered workflow automation for financial institutions.
  • Recognition in IDC Global FinTech Rankings Top 50 highlights strong market position.

What critics are saying

  • Emerging fintech startups offer similar solutions at lower costs, threatening market share.
  • Rapid technological advancements may outpace MeridianLink's platform updates, risking obsolescence.
  • Economic downturns could reduce lending activities, impacting revenue from loan origination systems.

What makes Meridian Link unique

  • MeridianLink offers comprehensive SaaS products for loan origination and decisioning.
  • The company integrates various financial processes into a single cloud-based platform.
  • MeridianLink's subscription model ensures steady revenue and continuous product updates.

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