AI Squared

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

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.

• Proactively identify and pursue prospects and new business opportunities to secure new logos, expanding the company’s customer base. • Use a consultative approach to understand prospective clients’ business challenges and articulate the value of our platform in solving their data and AI needs. • Build relationships with senior decision-makers, including CIOs, CTOs, and data and business leaders, to establish trust and influence decision-making. • Build and manage a robust sales pipeline, ensuring consistent achievement of sales targets and KPIs. • Utilize various tools and strategies (e.g., cold outreach, networking, events) to engage potential customers and qualify leads. • Manage the entire sales process, including prospecting, discovery, solution presentation, negotiation, and contract closing. • Stay informed about industry trends, competitors, and market conditions to identify opportunities and position the company’s offerings effectively. • Partner with marketing, product, and other internal teams to create compelling go-to-market strategies and ensure smooth onboarding for new clients. • Maintain accurate records of prospect interactions, sales activities, and progress in CRM systems (e.g., Salesforce, HubSpot).