Customer Success Representative, MeridianLink
Critical Priority Response
$64.5-91.1k
+ Potential For Equity-Based Awards
Digital lending platform for every financial institution
Job no longer available
Digital lending platform for every financial institution
501-1000 employees
Job no longer available
$64.5-91.1k
+ Potential For Equity-Based Awards
501-1000 employees
Company mission
To be the most trusted financial services technology platform.
Role
Who you are
- This position requires a candidate that currently has a deep understanding of our MeridianLink products, the financial industry, and a proven ability to effectively manage and resolve customer issues and concerns
- This is a position that requires excellent communication (written and verbal), relationship-building, problem-solving, business acumen, and organizational skills to foster strong, long-lasting connections with our customers
- Exceptional communication, both written and verbal, and interpersonal skills
- Demonstrated ability to analyze and solve complex problems
- Strong organizational and project management abilities with highest standards of accuracy and precision
- Proficient with Word, Excel, PowerPoint, MS Teams, Salesforce, Soft Phones, NetSuite and other software systems common to supporting and communicating with others virtually
- Ability to empathize with clients’ challenges
- Persuasive speaking skills
- Adaptability
- Capably engage with senior leadership in regular business discussions
- Bachelor’s degree in Finance, Business Administration, Communications, or 2-4 years in relevant field
- Gainsight and Salesforce experience
- Proven experience in a customer success or account management role
- Experience working in Banks, Credit Unions, or finance companies
- Experience working in SaaS companies in the finance, lending, or banking sector
- Certification in customer success or related field
What the job involves
- We are seeking a dynamic and results-oriented Customer Success Representative who will play a crucial role in ensuring the success and satisfaction of our valued customers
- Customer dispute resolution
- Contract negotiation
- Improve customer satisfaction
- Help customers achieve their business goals
- Improve customer retention
- Effectively manage and prioritize multiple customer escalations simultaneously
- Maintain accurate and up-to-date records and communication history within the Salesforce ticketing system
- Expertly build and present executive summaries of customer escalations for review by leadership
- Liaison between customers and MeridianLink
- Manage and resolve customer escalations promptly and effectively, based on specific rules of engagement
- Work closely with technical support, product management, and development to address and solve complex issues acting as project manager to proactively facilitate resolution of the case when multiple internal stakeholders are involved
- Analyze escalation trends to identify root causes and work cross-functionally to implement proactive solutions
- Maintain an in-depth understanding of MeridianLink products and its features
- Stay informed about product updates, enhancements, and industry trends
- Number of escalations resolved
- Case resolution efficiency
- Monthly review of escalations
- Monthly review with accounts receivable and collections
Our take
MeridianLink provides modern software platforms for financial institutions and consumer reporting agencies. Specifically, it powers digital lending and account opening for the former and data verifications for the latter.
The company has been trusted for over 20 years and has remained adaptable and open to change with the industry, such as its recent addition of engagement features that offer new ways to help financial services drive growth, reach target audiences and adjust campaigns to meet business and customer needs. It has therefore maintained a number of impressive customers, from BankPlus and American United to FirstBank and TwinStar.
Building on this track record, MeridianLink was recently acquired by Centerbridge Partners, marking an important step forward. Going private in this $2B deal gives the company flexibility to accelerate innovation, expandi ts platform, and leverage AI and data more effectively. With Centerbridge's support, MeridianLink is in a good position to strengthen its competitive edge and continue helping financial institutions grow in a rapidly evolving market.
Freddie
Company Specialist at Welcome to the Jungle
Insights
1% employee growth in 12 months
Company
Company HQ
Irvine Technology Center, Irvine, CA
Leadership
Larry Katz
(CEO, President & Board Director)Larry joined MeridianLink in 2023 as CFO and became CEO in 2025.
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