Solution Consultant
Core
Pre-sales professional translating financial-institution business needs into MeridianLink solution strategies.
Role type
Solution Consultant (Pre-Sales)
Builds
Tailored solution demonstrations, business cases, and ROI narratives for financial institutions.
Domain
Financial Services / Fintech / Banking
Deliverable
product features
Required skills
Solution design, discovery, presentation, process orchestration, RFP/RFI response, technical discovery support, business case development, stakeholder management, ROI analysis.
Preferred skills
Financial services domain expertise, credit union/lending experience, fraud/risk concepts, regulatory knowledge.
Technologies
MeridianLink, APIs, cloud concepts, networking, security systems.
Responsibilities
Partner with Sales to understand customer objectives and pain points; deliver tailored solution demonstrations and presentations; develop business process flows and ROI narratives; support technical discovery and engage subject matter experts; orchestrate end-to-end pre-sales processes; respond to RFP/RFI questions; maintain knowledge of solutions and industry trends.
Seniority
Individual Contributor