Teams at MeridianLink

Leads the Account Management and Customer Sales teams, overseeing sales strategy, revenue growth, forecasting, quotas, territories, resource allocation, and client relationships. Drives new business and expansion within existing accounts while managing departmental objectives, P&L performance, hiring, coaching, cross-functional collaboration, and executive stakeholder communication.

Customer-facing pre-sales professional who translates financial-institution needs into MeridianLink solution strategies. Responsibilities include discovery, solution design, demonstrations, presentations, process mapping, ROI and business-case development, technical discovery, RFP/RFI responses, stakeholder coordination, and competitive positioning. The role requires strong consultative communication, software knowledge, analytical ability, and collaboration across Sales, Product, Professional Services, Customer Success, and technical teams.

Generate qualified sales opportunities through inbound lead follow-up and targeted outbound outreach. Identify and qualify prospects, uncover business needs, nurture relationships, educate buyers, address objections, and partner with Account Executives to advance opportunities. Maintain accurate CRM activity records while tracking market trends, competitors, and financial services developments. Success depends on producing sales-accepted leads, building prospect trust, and improving conversion performance in a metrics-driven environment.