Deal Desk Manager, MeridianLink

$71-100.2k

Potential For Equity-Based Awards

Excel

Salesforce

Senior level

Remote from US

Digital lending platform for every financial institution

Job no longer available

Digital lending platform for every financial institution

501-1000 employees

FintechB2BMortgagesLendingFinancial Services

Job no longer available

$71-100.2k

Potential For Equity-Based Awards

Excel

Salesforce

Senior level

Remote from US

501-1000 employees

FintechB2BMortgagesLendingFinancial Services

Company mission

To be the most trusted financial services technology platform.

Job

Company

Role

Who you are

This role requires a strategic thinker with exceptional organizational skills, a keen eye for detail, and the ability to work cross-functionally to ensure the seamless execution of deals
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

What the job involves

The Deal Desk Manager will play a pivotal role in driving the success of our strategic deals by overseeing the end-to-end management of complex deal programs
The Deal Desk Manager has experience working in Deal Management and will be responsible for coordinating internal stakeholders, managing timelines, and ensuring all aspects of deal execution align with company goals, client expectations, and regulatory requirements
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

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

Glassdoor (3.5)

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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