Partner Success Manager
Apply NowCompany: MeridianLink, Inc.
Location: Costa Mesa, CA 92627
Description:
You enjoy building business relationships to create win-win situations. Traveling to meet and work with clients is second nature to you, and you're happiest when you can help solve client business issues with the optimal use of our software solutions. With your expertise in our clients' industry and your knowledge of our solutions, our clients perceive you as a key component in their ongoing success.
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
Required:
Preferred:
Account management and software training background
Proven sales record
BA/BS degree
enables entrepreneurs and consumers to achieve the American dream by creating technological solutions that fuel the engine for financial growth. Our top notch solutions create the premier customer experience every time. We believe in the principles of empowerment, collaboration, individual achievement, and innovation.
At MeridianLink, we work together to design, implement, test, and deliver state-of-the-art web applications for the financial services industry, using the latest technologies including cloud computing, mobile development, responsive design, ASP.NET, JavaScript, C#, VB.NET, and SQL Server.
OUR CULTURE
Our low turnover is a testament to our 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, and we promote from within. We have an open door policy with direct access to executives; we want to hear your ideas and what you think. We believe 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, and we honor their personal commitments.
SALARY AND BENEFITS
In addition to a competitive salary, MeridianLink also offers:
A cool and exciting work environment that includes a casual dress code, company lunches, holiday parties, after-work sports activities, free office snacks, and video, arcade and table games.
Opportunities to advance your career. You own your career, and we will help you through on-site development opportunities (e.g., on-site Toastmasters at our HQ location). Each employee receives assignments that are aligned with their experience, passions, and strengths with the intentions of enhancing their professional career.
Additional perks at our headquarters include a fully-equipped gym, access to wellness classes and activities and healthy salad bar.
Excellent benefits: 401(k) retirement plan with company match and sick leave for all employees. In addition, full time employees are eligible for medical, dental, vision and life insurance, and vacation time.
LOCATION
We are an Equal Opportunity Employer. We do not discriminate on the basis of race, religion, color, sex, age, national origin, disability or any other characteristic protected by applicable law.
We run a comprehensive background check, credit check and drug test as part of our offer process.
ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
- Help our clients accelerate trust with the their customers through the proficient use of our solutions
- Consistently provide high levels of customer service through training, consultation, and the sale/deployment of additional products
- Develop and manage client relationships, from "C" level to administrative, with a focus on retention, relationship, revenue, and reference ability
- Manage statements of work, add on module sales, consulting opportunities, and enterprise migration sales opportunities
- Gain expertise and remain current on the capabilities and functionality of all aspects of MeridianLink products
- Extensive travel to trade shows, customer meetings, customer events you lead and organize, and client locations to retrain employees, improve business relationships and upsell additional products
- Facilitate or organize training utilizing a variety of delivery formats, including face-to-face classroom, hands on, and conference calls with appropriate training experts
- Gather, prioritize, and communicate product improvement feature requests and client issues through detailed analysis of customer operations
- Periodically review with senior management the strategic direction and goals related to the client
- Update CRM with client notes on visits and follow up items, and advise management on client issues.
Required:
- 2-3 years of financial institution lending experience, and experience managing client relationships and expectations
- Experience working with support, development and implementation teams in a dynamic technology environment
- Ability to manage multiple customer relationships at multiple stages simultaneously
- Strong customer service background
- Sales experience
- General understanding of Hardware/Software concepts
- Exceptional written, verbal and interpersonal communications skills
- Proficient with Microsoft Office products
Preferred:
Account management and software training background
Proven sales record
BA/BS degree
enables entrepreneurs and consumers to achieve the American dream by creating technological solutions that fuel the engine for financial growth. Our top notch solutions create the premier customer experience every time. We believe in the principles of empowerment, collaboration, individual achievement, and innovation.
At MeridianLink, we work together to design, implement, test, and deliver state-of-the-art web applications for the financial services industry, using the latest technologies including cloud computing, mobile development, responsive design, ASP.NET, JavaScript, C#, VB.NET, and SQL Server.
OUR CULTURE
Our low turnover is a testament to our 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, and we promote from within. We have an open door policy with direct access to executives; we want to hear your ideas and what you think. We believe 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, and we honor their personal commitments.
SALARY AND BENEFITS
In addition to a competitive salary, MeridianLink also offers:
A cool and exciting work environment that includes a casual dress code, company lunches, holiday parties, after-work sports activities, free office snacks, and video, arcade and table games.
Opportunities to advance your career. You own your career, and we will help you through on-site development opportunities (e.g., on-site Toastmasters at our HQ location). Each employee receives assignments that are aligned with their experience, passions, and strengths with the intentions of enhancing their professional career.
Additional perks at our headquarters include a fully-equipped gym, access to wellness classes and activities and healthy salad bar.
Excellent benefits: 401(k) retirement plan with company match and sick leave for all employees. In addition, full time employees are eligible for medical, dental, vision and life insurance, and vacation time.
LOCATION
We are an Equal Opportunity Employer. We do not discriminate on the basis of race, religion, color, sex, age, national origin, disability or any other characteristic protected by applicable law.
We run a comprehensive background check, credit check and drug test as part of our offer process.