Manager, Business Transformation

Summary

Join MeridianLink as Manager, Business Transformation (Finance) and play a critical role in supporting the execution of transformation initiatives across General & Administrative (G&A) functions. Partner with business stakeholders and transformation leaders to enhance operational effectiveness, efficiency, and scalability. Assess current-state operations, contribute to future-state solution design, and support initiative execution for measurable improvements. The ideal candidate possesses cross-functional project experience, understands G&A processes in SaaS environments, and can guide teams through change. This role involves supporting planning and execution of initiatives, collaborating with stakeholders, designing future-state processes, contributing to project execution, facilitating working sessions, supporting change management, defining key metrics, and leveraging best practices.

Requirements

• Bachelor’s degree in business, finance, or a related field
• 4–6 years of experience in business transformation, operations, or consulting roles, ideally with exposure to G&A functions in a B2B SaaS or technology-driven company
• Experience supporting cross-functional projects involving systems, processes, or organizational change
• Familiarity with Q2C and common and G&A processes (e.g., billing, financial planning, HR operations, IT service delivery, legal workflows)
• Strong organizational and problem-solving skills, with a bias toward action and results
• Ability to collaborate effectively across functions and levels of the organization
• Strong written and verbal communication skills

Responsibilities

• Support the planning and execution of cross-functional transformation initiatives within G&A functions, with a focus on operational effectiveness, process improvement, and scalable infrastructure
• Collaborate with stakeholders across Finance, Accounting, HR, Legal, IT, and other G&A departments to document existing workflows, identify pain points, and develop improvement opportunities
• Assist in the creation of future-state process designs, business requirements, and implementation plans aligned with strategic goals
• Contribute to structured project execution by helping develop project plans, tracking milestones, and supporting issue and risk management
• Help facilitate cross-functional working sessions and support stakeholder engagement to ensure alignment and progress
• Support change management efforts including communications, training, and stakeholder outreach to drive adoption of new tools, processes, or ways of working
• Help define and track key success metrics for transformation initiatives and contribute to analysis of program impact
• Leverage best practices, templates, and structured delivery methodologies to support consistency and quality across transformation efforts

Preferred Qualifications

• Exposure to change management and process improvement methodologies (e.g., Lean, Six Sigma) is a plus
• Comfort working in a dynamic, fast-paced environment and managing multiple priorities

Benefits

• 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