MeridianLink

Act as first line of defense to accept and resolve customer communications, coordinate with internal teams, document interactions, and manage escalations to resolution. | Requires prior education or experience to perform routine tasks with minimal supervision, good discretion, decision-making, and strong relationship-building skills. | As a Client Support Specialist, you will play a vital role as first line of defense in providing exceptional support to our customers. Your responsibilities encompass accepting and resolving customer communication, addressing inquiries, and ensuring that client issues are efficiently resolved. This role involves responding to incoming client communications, meticulous documentation of interactions in our case management systems, facilitating escalations when necessary and keeping clients informed about ongoing issue resolutions. You will directly resolve client inquiries using established methods, with a commitment to customer satisfaction. Responsibilities · Coordinate with internal departments to resolve issues and through with the client until completion. · Expected to take inquiries from systems and use basic level direction and discretion/decision-making authority as needed to resolve customer issues. · Responsible for assisting in the development of support delivery strategy and related processes, escalation procedures and training. · Provide information about products and/or services, answer questions, and resolve problems and issues. · Complete tasks or activities supporting the implementation of procedures. · Ensuring inquiries are followed up on and provided a resolution. Qualifications: Knowledge, Skills and Abilities: · Prior education or career experience. · You'll apply acquired job skills, company policies, and procedures to complete tasks with little supervision. The position involves performing routine tasks and using a basic skill set and proficiency in the subject area. · Ability to determine a course of action based on guidelines and modify processes as needed. · Exercise judgment within defined procedures to determine appropriate actions. · Build productive internal and external relationships to resolve mutual problems through collaboration. · Preferred: Bachelor's degree and 0-2 years of related experience or equivalent work experience. · Strong relationship-building skills to collaborate on procedures or transactions. This role is ideal for someone who enjoys problem-solving and is passionate about providing excellent customer support. If you're ready to take on this exciting challenge, we'd love to hear from you!

Managing implementation projects, coordinating with teams, and ensuring successful deployment of products. | Bachelor's degree, 2-4 years of experience, proficiency in SQL, MS Excel, and PowerPoint, with a teamwork attitude and ability to manage multiple priorities. | The Implementation Project Manager is responsible for delivering implementation and ongoing managed services, training, and other billable professional offerings to new and existing customers. This position involves providing project management and configuration services, overseeing the full life cycle of initiation and subsequent deployment of company products. It also includes project management responsibilities currently handled by Implementation Analysts. The job requires studying client goals and requirements, observing company processes, identifying challenges, and proposing effective solutions. Expected Duties: -Predict potential problems within projects -Assist in tracking company goals and timelines -Produce or improve documentation -Facilitate communication with ML departments and senior roles -Manage unique company projects by creating implementation strategies, setting goals, scheduling, delegating tasks, and monitoring progress -Provide guidance and troubleshoot issues as they arise Qualifications: Knowledge, Skills, and Abilities -Ability to handle work assignments of increasing complexity under moderate supervision with some latitude for independent judgment -Bachelor’s degree and 2–4 years of relevant experience -Strong proficiency in SQL, MS Excel, and PowerPoint -Teamwork attitude, flexibility, and ability to manage multiple responsibilities and priorities

Lead audits of cloud environments and information systems, develop and monitor controls, and guide stakeholders on security compliance. | Requires 3+ years of audit experience, knowledge of industry frameworks like ISO/IEC 27001, PCI DSS, NIST CSF, and NIST 800-53, and relevant certifications such as CISA or CISSP. | Position Summary: As an Information Security Auditor within the IS and Compliance team, you'll be responsible for safeguarding internal company data and client data through robust information security, compliance, and risk management programs. You'll manage the development, deployment, and execution of controls and defenses to ensure the security and compliance of our technology infrastructure and data assets. This role involves developing and executing security controls, defenses, and countermeasures to prevent attacks on email, data, e-commerce, and web-based systems, as well as administering policies to control access to systems. Expected Duties: -Audit Participation: Facilitate audit testing for SOC 2, PCI DSS, and develop and monitor controls, and assist with remediation guidance. -Cloud & Systems Audits: Lead audits of cloud environments, information systems, and security tools to ensure adherence to frameworks, laws, and regulations. -Security Assessments: Support comprehensive assessments of security controls to determine their effectiveness and ensure they meet security requirements. -Stakeholder Guidance: Guide stakeholders on securing systems and liaise with auditors and compliance teams to implement compensating controls. -Research & Best Practices: Research best practices and trends in information security, ensure execution of required testing, and lead remediation activities for successful security audits/certifications. -Identify Weaknesses: Identify weaknesses in internal controls, provide guidance on improving security compliance processes, and partner with stakeholders to implement solutions. -Policy Alignment: Ensure alignment with internal policies and external regulatory requirements, continuously identify process enhancements, and stay current on changing regulatory requirements and industry frameworks. Qualifications: Knowledge, Skills, and Abilities -Education & Experience: Bachelor's degree with 4-6 years of related experience or equivalent work experience. -Audit Expertise: 3+ years of experience in external/internal audit roles managing and leading AICPA SOC 2, and PCI DSS. -Framework Knowledge: Knowledge of industry frameworks and standards such as ISO/IEC 27001:2013, PCI DSS, NIST CSF, and NIST 800-53. -Security Controls: Experience implementing and/or assessing IT security controls to meet security, compliance, and audit requirements. -Certifications: Possess or be working towards professional security certifications such as CISA, CISSP, CRISC, CCSP, CISM, GIAC, QSA, or similar. -Consensus Building: Expertise in building consensus across business partners and technology leaders, and influencing successful outcomes. -Project Management: Strong project management and communication skills, including the ability to gather relevant data, work in a team environment, and manage conflict. -Cloud Assessments: Experience assessing controls within multi-cloud environments and effectively communicating results to stakeholders. -Control Documentation: Assist with documenting control objectives and procedures in areas such as cybersecurity, cloud security, governance and compliance, DevSecOps, data security and protection, incident response, enterprise security architecture, and technology risk management. -Problem-Solving Skills: Strong business and technical aptitude and problem-solving skills. -Continuous Learning: Enthusiasm to learn through structured, on-the-job, and self-directed training. -Communication Skills: Ability to communicate security-related concepts to a broad range of technical and non-technical staff.

Developing and maintaining scalable web applications, collaborating across teams, and implementing UI/UX improvements. | Requires 6+ years of experience in software development, proficiency in Angular and Java, and familiarity with modern front-end and back-end tools. | ***We are seeking a highly skilled Senior Full-Stack Software Engineer with deep expertise in Angular and solid experience in Java-based back-end development. The role is front-end focused*** This role will focus on building rich, responsive user interfaces while contributing to the full-stack architecture and development lifecycle. This role will collaborate across teams to design, develop, test, deploy, and maintain scalable web applications that power our enterprise solutions. Expected Duties: Lead the development of single-page applications (SPAs) using Angular and modern front-end tooling. Architect and implement reusable UI components and frameworks that support multiple product lines Collaborate with back-end engineers to integrate RESTful APIs and ensure seamless data flow. Mentor junior engineers and act as a technical lead for front-end initiatives. Ensure front-end code quality, performance, accessibility, and cross-browser compatibility. Contribute to architectural decisions that span both front-end and back-end systems Participate in Agile ceremonies and drive continuous improvement in development practices. Qualifications: Knowledge, Skills, and Abilities Bachelor’s degree in STEM or equivalent experience 6+ years of professional software development experience- 4+ years of Angular (2+) development, with mastery of HTML, CSS, ES6, and front-end tooling (e.g., NPM). Experience building SPAs and working with DOM manipulation and browser compatibility. Proven ability to implement design patterns such as observables, flow control, and error handling. 6+ years of Java/J2EE experience, including integration with RESTful services and RDBMS (SQL). Familiarity with automated front-end testing frameworks (e.g., Jasmine). Experience with CI/CD pipelines, Docker, and Kubernetes. Strong problem-solving skills and understanding of object-oriented design and algorithms. Excellent communication and collaboration skills. Experience with Spring Boot, Spring JPA/Hibernate, and Spring Security. Preferred Experience, Qualifications and Skills Exposure to non-relational databases (Redis, Elasticsearch, etc.). Familiarity with DevOps tools like Git, Jenkins, Azure DevOps, Terraform Knowledge of microservices architecture and distributed systems. Scripting experience in JavaScript, Python, or Shell. Prior experience mentoring engineers and driving front-end best practices. This role requires availability for team meetings at 9: 30 AM EST

Manage customer onboarding, satisfaction, and issue resolution to ensure successful product adoption and business outcomes. | Deep understanding of MeridianLink products, financial industry trends, excellent communication, relationship-building, and problem-solving skills, with experience in managing escalations and cross-functional collaboration. | We are seeking a dynamic and results-oriented Senior Customer Success Manager who will play a crucial role in ensuring the success and satisfaction of our valued customers. This position requires a candidate that currently has an understanding of our MeridianLink products, the financial industry, and a proven ability to effectively manage and resolve customer issues and concerns. This is a position that requires excellent communication (written and verbal), relationship-building, problem-solving, business acumen, and organizational skills to foster strong, long-lasting connections with our customers. JOB SUMMARY OBJECTIVES Help customers adopt the software Improve customer satisfaction Drive customer problem resolution Help customers achieve their business goals JOB RESPONSIBILITES AND DUTIES The ideal candidate possesses the following: Knowledge of Products: Develop and maintain an in-depth understanding of MeridianLink products and services. Stay informed about product updates, enhancements, and industry trends. Provide customers with expert guidance on utilizing our products to its full potential. Knowledge of the Industry: Stay abreast of industry trends, best practices, relevant regulations, and emerging technologies. Act as a Subject Matter Expert (SME), providing insights and recommendations based on industry knowledge. Strong Relationship Skills: Build and nurture strong, positive relationships with key customer stakeholders as well as with internal key stakeholders, especially with the sales function. Conduct regular check-ins and executive business reviews with customers to understand their needs, challenges, and goals. Collaborate cross-functionally to ensure a seamless customer experience. Ability to Design and Execute Effective Customer Success Plans: Understand client’s business goals and needs from a strategic perspective. Identify solutions that will help the customer accomplish their goals and meet their needs. Define, drive, and monitor the steps needed to select the proper solution related to each goal through a Success Plan. Strong Organizational Skills: Effectively manage and prioritize multiple customer accounts simultaneously. Maintain accurate and up-to-date customer records and communication history within the Gainsight Customer Success Platform. Expertly build and maintain reports, presentations, and other communications to present the status of the CSM’s projects and assignments. Ability to Successfully Resolve Case Escalations: Manage and resolve customer escalations promptly and effectively, based on specific rules of engagement. Work closely with technical support, product management, and development to address and solve complex issues acting as project manager to proactively facilitate resolution of the case when multiple internal stakeholders are involved. Analyze escalation trends to identify root causes and work cross-functionally to implement proactive solutions. SKILLS AND COMPITENCIES Exceptional communication, both written and verbal, and interpersonal skills. Demonstrated ability to analyze and solve complex problems. Strong organizational and project management abilities with highest standards of accuracy and precision. Proficient with Word, Excel, PowerPoint, Phone systems, Conferencing systems, and other software systems common to supporting and communicating with others virtually. Experience with Salesforce and Gainsight is a plus. Ability to empathize with clients’ challenges. Persuasive speaking skills Adaptability Business acumen to understand the customer’s business goals. Capably engage with senior leadership in regular business discussions.

Lead product management team to execute partner integrations, develop and execute product strategies, manage P&Ls, and align cross-functional teams to drive business impact. | Bachelor’s degree with 6+ years experience, ability to lead teams, interpret financials, develop operational plans, analyze data, and communicate technical information effectively. | We are seeking a strategic and results-driven Manager of Product Management to lead the development and execution of product-level strategies that drive corporate growth and operational excellence. This role is pivotal in shaping product priorities, managing P&Ls, and aligning cross-functional teams to deliver high-impact solutions. Expected Duties: Lead team of independent contributors (ICs) to execute integrations for specific partners Participate in Partner Marketplace discussions to understand pending integrations Partner with product line peers to prioritize integrations Play key role in developing and executing strategy to improve partner integration approach and capabilities Communicate solutions to user problems with ICs and necessary teams Responsible for directing and guiding the work of teams and/or individuals Propose solutions and strategies to business challenges that drive business impact Qualifications: Knowledge, Skills, and Abilities You’re expected to execute processes within a subfunction or department. The role requires the establishment of annual objectives and execution of tactics to meet MeridianLink objectives. The role will receive assignments based on incremental objectives and defined processes. Bachelor’s degree and 6+ years of experience Ability to provide guidance and direction to subordinates within parameters of MeridianLink policies Ability to interpret financials within the scope of MeridianLink's impact and longevity Ability to execute financials, business planning, organizational priorities, and workforce Ability to work on issues requiring the analysis of data, and relevant factors and resolve problems Ability to develop and manage routine operational plans Ability to interact with subordinate supervisors and functional peer groups. Interaction requires interpreting and explaining information to audiences familiar with the subject Ability to work on issues requiring the analysis of data, and relevant factors, and resolve problems Ability to gain the cooperation of others by conducting presentations of technical information concerning specific projects and programs

Lead Software Engineers will design, develop, document, test, deploy, monitor, and debug software systems and applications. They will also create architectural approaches to guide the development team and ensure the technical quality of products. | Candidates should have a bachelor's degree and 6-8 years of related experience. Key qualifications include experience with distributed web applications, modern front-end frameworks, and various programming languages and technologies. | Position Summary Join our innovative team as a Lead Software Engineer, where you'll be at the forefront of developing and maintaining our cutting-edge software products. In this pivotal role, you'll design, develop, document, test, deploy, monitor, and debug both new and existing software systems and applications. The role will participate in the full development life cycle including requirements analysis and design. Responsibilities · Lead Software Engineers will work on frameworks or algorithms that are used across product lines · Expected to mentor lower-level peers and is seen as an informal lead · The role will create and execute processes and procedures for the technical quality of products · Lead Software Engineers will create "big picture" architectural approaches for software design and implementation to guide the development team · Responsible for ensuring security, performance, manageability, quality, and consistency of the software architecture across the system and providing technical guidance to development teams · Expected to conduct research, gather information, interpret data, identify requirements, and create a solution Qualifications, Skills & Abilities Bachelor’s degree and 6-8 years of related experience or equivalent work experience Ability to assess unusual circumstances and uses sophisticated analytical and problem-solving techniques to identify the cause Ability to resolve and assess a wide range of issues in creative ways and suggest variations in approach Ability to devise solutions based on limited information and precedent and adapts existing approaches to resolve issues Ability to enhance relationships and networks with senior internal/external partners who are not familiar with the subject matter often requires persuasion 6+ Years experience working with distributed web applications 4+ years of modern front end framework experience, React preferred 5+ years of experience creating web applications using .net framework, nodeJS, or comparable 5+ years of experience working with C# and vb.net Ability to solve problems, and to understand and learn new programming languages and technologies Test Driven Development Continuous Dev and Continuous Deployment Database design and tuning Cloud and Azure development Performance and security practices Automated testing methodologies Software design patterns is a must Agile/scrum development is a must Finance background preferred Experience with IAC (Infrastructure As Code) using Terraform, Terragrunt is a must. Knowledge on developing software using AI/CoPilot is highly preferred