Account Executive 1800

MeridianLink; Costa Mesa (CA); Remote; USD 70,000 - 100,000; Full time

Job summary

A leading company in financial services is seeking an Account Executive to develop and manage strategic relationships with Credit Unions, Banks, and Finance Companies. The role involves driving growth through effective account management, identifying business opportunities, and achieving set revenue goals. You'll work independently while collaborating with cross-functional teams to enhance service offerings and customer satisfaction.

Benefits

Stock options or equity-based awards

Comprehensive medical, dental, vision, life, and disability insurance

Flexible paid time off

Paid holidays

401(k) plan with company match

Remote work opportunities

Qualifications

• 3+ years’ experience in sales or account management with Credit Unions, Banks, and Finance Companies preferred.
• Successful track record in business development and lead generation.
• High efficiency in a fast-paced work environment.

Responsibilities

• Develop and implement strategic plans for account growth.
• Identify business improvement opportunities and drive results.
• Utilize Salesforce and other tech tools for tracking activities.

Skills

Business development

Lead generation

Negotiation

Communication

Time management

Education

Bachelor's Degree

Job description

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

• Bachelor’s Degree Is preferred not required.
• 3+ 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.

Salary range of (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.

Meridianlink offers:

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

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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