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
Education Bachelor’s Degree or experience equivalent
Experience 2-4 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.
Meridianlink offers:
Insurance coverage (medical, dental, vision, life, and disability)
Robust 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.
MeridianLink runs a comprehensive background check, credit check, and drug test as part of our offer process.
Base Salary range of $75 -$95K with 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 including geographical location.
Potential For 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.
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What We Do
Pioneering Technologies for Your Financial Institution
Since 1998, we have been creating innovative technologies that transform the way financial institutions operate by solving complex problems with streamlined, user-friendly solutions. Our robust and secure technologies empower lenders and consumers to get reliable, accurate information every time, at any time. As well-established industry leaders, we continue to set the industry standard for web-based credit reporting and lending for financial institutions of every size.
