The purpose of the Account Manager (AM) 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 Managers 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 AM 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.
- Support/mentor AM team to improve their performance and reach targets.
- 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.
- Collaborate & participate & represent the Account Management Team in cross-functional Pods and Operating Rhythm meetings, in order to support AM Leadership & the organization
QUALIFICATIONS
- EDUCATION Bachelor’s Degree Is Preferred Not Required
- EXPERIENCE 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
- Excellent negotiator and closer
- Self-motivated and driven by success, strong work ethic and integrity
- MeridianLink 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.
