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 specifically designed 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 utilize data to make quick lending decisions. This software operates on a subscription-based model, allowing clients to pay recurring fees for access to their services. What sets MeridianLink apart from competitors is their comprehensive suite of tools that integrates various financial processes into a single platform, enabling clients to operate more efficiently and enhance customer service. The company's goal is to improve digital banking experiences by streamlining operations and providing advanced technological solutions.

Company Stage

IPO

Total Funding

$616.7M

Headquarters

Costa Mesa, California

Founded

1998

Simplify Jobs

Simplify's Take

What believers are saying

  • Partnership with Shastic boosts operational efficiency through AI-powered workflow automation.
  • Recognition in IDC FinTech Top 50 enhances industry credibility and client attraction.
  • Integration with Voxtur expands capabilities in real estate technology solutions.

What critics are saying

  • Emerging fintech startups may offer similar solutions at lower costs, eroding market share.
  • Rapid technological advancements require continuous R&D investment, straining financial resources.
  • Economic downturns could reduce financial institutions' spending on new technology solutions.

What makes Meridian Link unique

  • MeridianLink integrates AI-powered workflow automation, enhancing efficiency for financial institutions.
  • The company offers a comprehensive suite of SaaS products for loan origination and decisioning.
  • MeridianLink's subscription-based model ensures steady revenue and continuous product updates.

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