Account Manager
Core
Primary commercial and relationship owner for a portfolio of existing MeridianLink customers, driving net revenue retention (NRR) through renewals, expansions, cross-sell, and upsell activities.
Role type
Senior Account Manager (SaaS/FinTech)
Builds
Long-term customer partnerships and revenue growth for MeridianLink's post-land coverage model
Domain
Financial Technology (FinTech) / SaaS
Required skills
consultative selling, account planning, opportunity management, pipeline management, forecasting, CRM proficiency, SaaS product knowledge, stakeholder management, risk mitigation
Preferred skills
executive-level relationship building, strategic business reviews, deal structuring, product roadmap alignment
Technologies
Salesforce, CRM systems, sales enablement tools
Responsibilities
Serve as primary commercial owner and point of contact for assigned accounts; lead regular account check-ins and strategic business reviews; own revenue outcomes across renewals, expansions, cross-sell, and upsell; identify, qualify, and close growth opportunities; maintain accurate opportunity, pipeline, and forecast data; monitor customer usage and sentiment to assess account health; partner with internal stakeholders to support customer adoption and value realization.
Seniority
Mid-Senior, independent execution