Account Manager

Job not on LinkedIn

🔥 1 minute ago

🇺🇸 United States – Remote

💵 $90k - $100k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💰 Account Manager

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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MeridianLink

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1998

💳 Fintech

🏦 Banking

☁️ SaaS

💰 $485M Post-IPO Debt on 2021-11

Fintech • Banking • SaaS

MeridianLink is a leading provider of SaaS solutions for financial institutions, specializing in loan origination systems and digital transformation technologies. Their end-to-end platform enhances digital experiences through integration with mortgage LOS, deposit account opening solutions, and more. MeridianLink's cloud-based systems improve efficiency in loan processing and collections, data-driven decision-making, and account management. The company collaborates with partners to expand market reach and drive growth in the fintech industry. With over 25 years of experience, MeridianLink is dedicated to supporting banks, credit unions, and other financial service providers through technology and business intelligence.

📋 Description

• Serve as the primary commercial owner and point of contact for assigned MeridianLink customer accounts. • Build and maintain trusted relationships with customer stakeholders, including executive-level contacts. • Lead regular account check-ins and strategic business reviews. • Drive net revenue retention through renewals, expansions, cross-sell, and upsell activities. • Identify, qualify, and close growth opportunities within the existing customer base. • Partner with Renewal and Deal Desk teams to structure pricing, negotiate terms, and execute contracts. • Monitor renewal timelines, identify churn risk, and support mitigation planning. • Apply consultative, value-based selling to diagnose customer needs and position solutions. • Develop and execute account and opportunity plans. • Manage opportunities from identification through close. • Support deal analysis, product demos, and solution scoping. • Maintain opportunity, pipeline, and forecast data in Salesforce and related tools. • Own monthly, quarterly, and annual sales forecasting for assigned accounts. • Maintain knowledge of MeridianLink products, platforms, solutions, roadmap updates, releases, and training. • Support customer adoption and value realization through commercial engagement and targeted enablement. • Coordinate customer support escalations and high-urgency situations across internal teams. • Assist with billing, invoicing, and contract-related inquiries. • Monitor usage, adoption indicators, and sentiment to assess account health. • Identify risk signals and recommend mitigation strategies. • Share customer feedback, insights, and success stories with internal stakeholders.

🎯 Requirements

• Bachelor’s degree and 2–4 years of related experience in account management, sales, customer success, or a comparable customer facing commercial role, or equivalent experience. • Strong knowledge of consultative and value based selling practices. • Understanding of account planning, opportunity management, pipeline management, and forecasting. • Working knowledge of SaaS or technology enabled products and ability to communicate product value to diverse customer stakeholders. • Experience using CRM and sales enablement tools to manage customer relationships and revenue activities. • Strong analytical, organizational, communication, and problem-solving skills. • Ability to manage multiple priorities and operate effectively in a dynamic environment. • Ability to work independently through independent judgment. • Must be legally authorized to work in the United States; application asks whether sponsorship will be required. • Must be at least eighteen years of age or older.

🏖️ Benefits

• Insurance coverage (medical, dental, vision, life, and disability) • Flexible paid time off • Paid holidays • 401(k) plan with company match • Remote work • Commission

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