Teams at MeridianLink

Generate qualified sales opportunities through inbound lead follow-up and targeted outbound outreach. Identify and qualify prospects, uncover business needs, nurture relationships, educate buyers, address objections, and partner with Account Executives to advance opportunities. Maintain accurate CRM activity records while tracking market trends, competitors, and financial services developments. Success depends on producing sales-accepted leads, building prospect trust, and improving conversion performance in a metrics-driven environment.

Own the roadmap and end-to-end delivery for a mortgage lending product area. Lead customer discovery, define requirements, prioritize backlogs, manage agile delivery, and measure product KPIs. Collaborate with engineering, design, sales, customer success, compliance, and financial institution partners. Drive API-first experiences and explore AI/ML, automation, and real-time data capabilities while incorporating mortgage lending regulations and market trends.

Provide implementation and managed services for MeridianLink Admin Pro customers, configure and administer software, conduct system reviews, gather and validate business and API integration requirements, lead advisory sessions, manage ongoing client relationships, identify optimizations, and deliver consultative recommendations while adhering to SLAs and internal methodologies.