Account Executive, MeridianLink
$155k
OTE
$85k
BASE
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
$155k
OTE
$85k
BASE
501-1000 employees
Company mission
To accelerate and simplify workflows while helping community financial institutions grow, scale and serve their consumers and communities.
Role
Who you are
- Education Bachelor’s Degree or experience equivalent
- Experience 2-4 years’ experience in sales or account management with Credit Unions, Banks and Finance Companies is preferred
- Required Skills
- Successful business development background with expertise in lead generation
- High workplace efficiency
- Ability to consistently fill pipeline and drive revenue opportunities
- Perceptive of interpersonal dynamics with the ability to connect with anyone
- Skilled presenter and communicator
- Master negotiator and closer
- Self-motivated and driven by success, strong work ethic and integrity
- Ability to travel within the U.S. 25%+
What the job involves
- The purpose of the Account Executive (AE) is to develop and implement strategic plans within assigned accounts by up-selling & cross-selling the core products MeridianLink offers to Credit Unions, Banks and Finance Companies.
- In this role, you will be the influencer, building and executing strategic joint business plans with your customers and collaborating with them to explore innovative ways to identify and execute on new products and services.
- The ideal candidate for this role should possess strong account management skills. They should be able to deliver services as per agreed service levels, manage workflows in a fast-paced work environment and actively participate in contributing to continuous improvement initiatives.
- Account Executives are responsible for driving customer growth and delivering a positive experience with MeridianLink.
- The position will drive new business by presenting a value-based approach to our existing customers, while partnering with other key-players to close valuable opportunities.
- The AE will manage the sales cycle and be responsible for meeting set metrics and goals that align with the company’s revenue objectives
- Identify, action and/or provide advice on how to improve business input metrics that drive growth and improve end customer experience
- Drive results in a cross functional environment
- Demonstrate excellent time-management skills and the ability to work independently while using centralized resources, policies and procedures
- Develop and implement strategic plans to manage and grow accounts
- Retain clients and build strong, trusting relationships
- Understand client needs and identify new business opportunities within your portfolio
- Identify opportunities for improvement and propose new tools and processes
- Develop and maintain excellent knowledge and understanding of our business, offerings, competitors, and industry
- Utilize a customer-focused selling process to identify needs, pains and goals of existing customer base
- Meet and exceed individual daily, weekly, and monthly targets and goals for activity, prospecting and booked revenues
- Diligently utilize Salesforce, Gong, Clari, Outreach and other tools in the Sales tech stack to internally track all activities, calls and manage forecast
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, expand its 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 benefits
- Ongoing development: Continuous learning is essential to growth, and we’re committed to helping our employees thrive. You’ll have the opportunity to take part in job-specific training, monthly soft-skill sessions, and leadership classes designed to support your development at every stage.
- Access to executives: Have a good idea? Share it with peers, managers, or executives. Our leadership is approachable and actively involved in supporting your work.
- Health lifestyle: Healthy staff makes us happy. We support our team members with resources and programs that promote financial, physical, and mental health—encouraging balance, self-care, and a lifestyle that helps you feel your best every day.
- Celebrations: All work and no play makes for a dull day. We celebrate holidays, birthdays, work anniversaries, and other milestones with fun activities that bring us together. We also provide channels for employees to recognize and celebrate each other’s achievements, making appreciation a regular part of our culture.
- Community partnering: Take a day off with pay to volunteer where it matters most to you or join the company in various community service projects throughout the year.
Company HQ
Irvine Technology Center, Irvine, CA
Leadership
Larry Katz
(CEO)Larry joined MeridianLink in 2023 as CFO and became CEO in 2025. Prior to this, they were the CFO at StubHub and Genesys as well as a Managing Director at JPMorgan Chase & Co. for 15 years.
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