Account Executive

Summary

Join MeridianLink as an Account Executive and develop strategic plans to upsell and cross-sell core products to Credit Unions, Banks, and Finance Companies. You will build and execute joint business plans, collaborating with customers to identify new product and service opportunities. This role requires strong account management skills, the ability to manage workflows in a fast-paced environment, and a commitment to continuous improvement. You will drive customer growth, present a value-based approach to existing customers, and manage the sales cycle to meet revenue objectives. MeridianLink offers a supportive culture with opportunities for professional growth and a focus on work-life balance.

Requirements

• Bachelor’s Degree or experience equivalent
• 2-4 years’ experience in sales or account management with Credit Unions, Banks and Finance Companies is preferred
• 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

Responsibilities

• Identify, action and/or provide advice on how to improve business input metrics that drive growth and enhance 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

Benefits

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