Full-Time

Deal Desk Manager

Confirmed live in the last 24 hours

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. Clients access these services through a subscription model, which ensures ongoing updates and improvements. What sets MeridianLink apart from competitors is their comprehensive integration of various financial processes into a single platform, allowing clients to operate more efficiently and enhance customer service. The company's goal is to improve digital banking experiences by streamlining operations and enabling data-driven decision-making.

Company Stage

N/A

Total Funding

$616.7M

Headquarters

Costa Mesa, California

Founded

1998

Simplify Jobs

Simplify's Take

What believers are saying

  • MeridianLink's partnerships with numerous credit unions and financial institutions demonstrate its strong market presence and customer trust.
  • The company's advanced decisioning capabilities and configurable point-of-sale solutions enhance client operations, leading to improved customer experiences and operational efficiency.
  • Winning multiple industry awards underscores MeridianLink's innovative edge and potential for continued growth.

What critics are saying

  • The recent CFO transition could lead to strategic and operational uncertainties, impacting company stability.
  • The competitive FinTech landscape requires MeridianLink to continuously innovate to maintain its market position.

What makes Meridian Link unique

  • MeridianLink's comprehensive suite of SaaS products, including loan origination systems and automated decisioning engines, sets it apart by offering end-to-end solutions for financial institutions.
  • Their subscription-based model ensures a steady revenue stream, allowing for continuous updates and improvements, unlike competitors with less predictable income.
  • Recognition in prestigious awards like the American Business Awards and HousingWire Tech100 highlights their commitment to innovation and industry leadership.

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