Director of Customer Sales, MeridianLink
$126-160k
+ $140K Commission
Digital lending platform for every financial institution
Be an early applicant
Digital lending platform for every financial institution
501-1000 employees
Be an early applicant
$126-160k
+ $140K Commission
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
- Operational Execution: Execute processes within a subfunction or department, establishing annual objectives and executing tactics to meet those goals
- P&L Responsibility: Manage subfunction/departmental financial performance and P&L responsibilities
- People Management: Responsible for hiring, firing, performance appraisals, and pay reviews while managing the activities of first-level managers and supervisors
- Governance: Guide team activities using functional practices and well-defined management precedents
- Strategic Planning: Execute financials, business planning, organizational priorities, and workforce allocation effectively
- Initiative Delivery: Develop and manage operational initiatives to deliver tactical results
- Cross-Functional Collaboration: Interact frequently with subordinate supervisors, customers, and functional peer group professionals across multiple units
- External Partnering: Partner effectively with key contacts outside own area of expertise and with external stakeholders
- Executive Presentation: Effectively communicate and present results and recommendations across various disciplines
- Education: Bachelor’s degree required
- Experience: 8+ years of relevant sales leadership experience
- Policy & Compliance: Ability to provide guidance to subordinates within the latitude of established MeridianLink policies; recommend policy changes and procedures affecting multiple disciplines
What the job involves
- The Director of Customer Sales plays a pivotal role in driving organizational growth by managing existing key accounts and scaling overall bookings. In this role, you will oversee the strategic direction, operational objectives, and overall management of the Account Management team
- Beyond leading people, you will be directly responsible for accurately forecasting quarterly results and consistently exceeding sales quotas. By building strong, productive relationships with clients and providing high-impact leadership across teams, you will maximize sales revenues and align team performance with overarching corporate objectives
- Sales Support Management: Direct, manage, and supervise the support functions essential to sales force productivity and effectiveness
- Revenue Leadership: Provide leadership to achieve maximum sales revenues and meet corporate targets
- Resource & Territory Allocation: Assign sales territories, train staff, set quotas, and allocate resources to ensure all revenue targets are met
- Account Development: Sell the firm's products and services to new and/or existing clients while actively developing and expanding accounts
- Direct Sales Focus: Specialize in expanding existing accounts within an established geographic territory or product line, selling products or services directly to the end-user
- Client Relationship Management: Maintain strong ongoing relationships with existing accounts while driving new business acquisition
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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