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Account Executive - #1747

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. 

#LI-REMOTE

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Average salary estimate

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$75000K
$95000K

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What You Should Know About Account Executive - #1747, MeridianLink

Are you looking to take your sales skills to the next level? Join MeridianLink as an Account Executive, where you’ll have the opportunity to develop and implement strategic plans for our amazing clients, including Credit Unions, Banks, and Finance Companies. In this dynamic role, you’ll be the key influencer driving customer growth through up-selling and cross-selling our core products. You’ll collaborate with clients to explore innovative solutions, all while ensuring a delightful customer experience. We’re looking for someone with strong account management skills who thrives in a fast-paced environment. You’ll manage the sales cycle, meet ambitious goals, and actively contribute to our continuous improvement initiatives. If you’re ready to make an impact by building strong, trusting relationships and identifying new business opportunities within your portfolio, this is the role for you! At MeridianLink, we value a healthy work-life balance and offer robust benefits, including insurance coverage, flexible paid time off, and opportunities for growth within the company. Come be part of a culture that values each person’s contributions and promotes from within, and help us redefine what’s possible in the financial industry!

Frequently Asked Questions (FAQs) for Account Executive - #1747 Role at MeridianLink
What are the responsibilities of an Account Executive at MeridianLink?

As an Account Executive at MeridianLink, your primary responsibilities will include developing strategic plans for assigned accounts, driving customer growth through up-selling and cross-selling, and managing the sales cycle effectively. You'll work closely with clients to build strong relationships, understand their needs, and identify opportunities for new products and services that meet their requirements.

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What qualifications do I need to become an Account Executive at MeridianLink?

To become an Account Executive at MeridianLink, you typically need a Bachelor's Degree or equivalent experience, along with 2-4 years of experience in sales or account management, particularly within Credit Unions, Banks, and Finance Companies. Strong communication skills, business development expertise, and a self-motivated attitude are also essential for success in this position.

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How does MeridianLink support Account Executives in their role?

MeridianLink supports its Account Executives by fostering a collaborative environment, providing access to important tools such as Salesforce and Gong, and encouraging continuous improvement initiatives. Additionally, the company has an open-door policy with management that enables employees to share ideas and feedback, reinforcing a culture of support and growth.

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What skills are essential for an Account Executive at MeridianLink?

Successful Account Executives at MeridianLink possess strong interpersonal skills, the ability to connect with clients easily, and excellent presentation capabilities. They are also adept negotiators, self-motivated, and driven by success. Being highly efficient in managing business development pipeline and skilled in delivering a customer-focused sales process are key attributes necessary for the role.

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What does the career path look like for an Account Executive at MeridianLink?

At MeridianLink, we believe in promoting from within, providing a clear career path for Account Executives. Success in this role could lead to more senior sales positions or management opportunities. Our commitment to employee development and a robust work culture allows for plenty of opportunities for growth in your career.

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Common Interview Questions for Account Executive - #1747
Can you describe your experience with account management in the financial industry?

Highlight specific achievements and responsibilities that demonstrate your ability to manage client relationships and drive business growth in the financial sector. Use examples of how you've identified client needs and successfully implemented solutions.

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What strategies do you use for up-selling and cross-selling products to clients?

Discuss methods you've employed in your previous roles, emphasizing your understanding of customer needs and how you present the value of additional products. Tailor your response to show how you can leverage MeridianLink's offerings.

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How do you handle challenges when managing client relationships?

Provide examples of previous challenges you've faced, including how you resolved issues while maintaining positive relationships. Highlight your communication skills and willingness to listen to customer feedback.

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What tools and technologies are you familiar with in sales?

Mention your experience with tools like Salesforce, Gong, and Outreach, explaining how you've used them to enhance your productivity and track sales activities effectively. Emphasize your adaptability to new technologies.

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Describe a successful project where you led a sales initiative.

Share a detailed example of a sales project where you played a pivotal role, illustrating your approach, the challenges you faced, and the outcomes achieved. Quantify your success with metrics such as revenue growth or new accounts acquired.

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How do you prioritize and manage your time in a sales environment?

Talk about techniques you use to stay organized, such as task prioritization, setting daily goals, or using scheduling tools. Illustrate how this has contributed to meeting or exceeding sales targets.

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What is your approach to building rapport with clients?

Discuss how you create meaningful connections with clients, highlighting the importance of trust and understanding their unique challenges. Include specific methods you use during interactions, such as active listening or personalization.

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How do you identify new business opportunities within your existing client portfolio?

Explain the process you use to research and analyze client needs, along with how you utilize sales data to uncover new opportunities for growth. Mention any tools or strategies you've found effective.

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Can you give an example of how you've contributed to a team's success?

Give a specific instance where your contributions positively impacted your team, either by driving sales, sharing insights, or supporting team members. Highlight the collaborative spirit that aligns with MeridianLink's culture.

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What motivates you to succeed as an Account Executive?

Share your personal motivation for being in sales, linking it to your desire to meet client needs, achieve goals, and be part of a dynamic company like MeridianLink that values growth and integrity.

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DATE POSTED
April 22, 2025

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