The Account Executive drives account growth and customer satisfaction through strategic planning, sales cycle management, and relationship building with Credit Unions, Banks, and Finance Companies.
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.
Responsibilities
- 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.
Qualifications
- Bachelor’s Degree Is preferred not required.
- 3+ 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.
MeridianLink has a wonderful culture where people value the work they do and appreciate each other for their contributions. We develop our employees so they can grow professionally by preferring to promote from within. We have an open-door policy with direct access to executives; we want to hear your ideas and what you think. Our company believes that to be productive in the long term, we must have a genuine work-life balance. We understand that employees have families and full lives outside of the office. To that end, we honor their personal commitments.
MeridianLink is an Equal Opportunity Employer. We do not discriminate based on race, religion, color, sex, age, national origin, disability, or any other characteristic protected by applicable law.
MeridianLink runs a comprehensive background check, credit check, and drug test as part of our offer process.
Base Salary of $85,000 and $70,000 commission potential. [It is not typical for offers to be made at or near the top of the range.] The actual salary will be determined based on experience and other job-related factors permitted by law.
Meridianlink offers:
Stock options or other equity-based awards
Insurance coverage (medical, dental, vision, life, and disability)
Flexible paid time off
Paid holidays
401(k) plan with company match
Remote work
All compensation and benefits are subject to the terms and conditions of the underlying plans or programs, as applicable and as may be amended, terminated, or superseded from time to time.
#LI-REMOTE
Top Skills
Clari
Gong
Outreach
Salesforce
MeridianLink Costa Mesa, California, USA Office
3560 Hyland Ave, Suite #200, Costa Mesa, CA, United States, 92626
Similar Jobs
.png)
eCommerce • Fintech • Hardware • Payments • Software • Financial Services
As a Principal Product Designer, you will lead design projects, mentor team members, and enhance product experiences through customer-centric methodologies and innovative design tools.
Top Skills:
AIData AnalysisDesign MethodologiesEmerging TechnologiesPrototypingUx Design
Automotive • Professional Services • Software • Consulting • Energy • Chemical • Renewable Energy
The Sales Executive generates sales by approaching new clients, maintaining relationships, and supporting the sales process for UL Solutions TIC services.
Top Skills:
Crm SoftwareMS Office
Artificial Intelligence • Healthtech • HR Tech • Insurance • Software • Telehealth • Generative AI
Lead and develop a high-performing enterprise sales team, implement sales strategies, manage performance, and collaborate cross-functionally to drive results.
Top Skills:
Ai-Driven Saas
What you need to know about the Los Angeles Tech Scene
Los Angeles is a global leader in entertainment, so it’s no surprise that many of the biggest players in streaming, digital media and game development call the city home. But the city boasts plenty of non-entertainment innovation as well, with tech companies spanning verticals like AI, fintech, e-commerce and biotech. With major universities like Caltech, UCLA, USC and the nearby UC Irvine, the city has a steady supply of top-flight tech and engineering talent — not counting the graduates flocking to Los Angeles from across the world to enjoy its beaches, culture and year-round temperate climate.
Key Facts About Los Angeles Tech
- Number of Tech Workers: 375,800; 5.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Snap, Netflix, SpaceX, Disney, Google
- Key Industries: Artificial intelligence, adtech, media, software, game development
- Funding Landscape: $11.6 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Strong Ventures, Fifth Wall, Upfront Ventures, Mucker Capital, Kittyhawk Ventures
- Research Centers and Universities: California Institute of Technology, UCLA, University of Southern California, UC Irvine, Pepperdine, California Institute for Immunology and Immunotherapy, Center for Quantum Science and Engineering
