• Lead special projects end-to-end with full ownership and autonomy, and support the Chief of Staff on broader initiatives as needed • Drive organizational efficiency, health, and team performance initiatives — identifying gaps and designing systems to address them • Own cross-functional strategy and insights projects from scoping through synthesis and executive recommendation • Support board preparation, OKR reviews, and recurring leadership cadences, ensuring the CEO and leadership team are consistently prepared and aligned • Identify operational gaps across the business and develop structured solutions to address them • Lead and support cross-functional initiatives, providing structure, momentum, and clear ownership at each stage • Serve as a connective resource across teams, ensuring critical priorities and dependencies are tracked and followed through • Identify opportunities to integrate AI and emerging tools into existing workflows — and lead implementation directly, not just the recommendation • Manage CEO administrative operations including inbox and calendar management, ensuring her time and attention are protected and well-allocated • Establish and continuously improve processes within the Office of the CEO to support both the CEO and the broader leadership team • Maintain sufficient organizational context to anticipate needs and proactively reduce the CEO's operational load

• Track company-wide initiatives and projects • Support business development with lead management and client coordination • Maintain project documentation and prepare progress reports • Act as a central point for communication across teams

• Meeting with key internal stakeholders, gathering requirements, prioritizing work and determining the roadmap of the Enterprise Integrations Team • Ensuring that project requests align with organizational goals and objectives • Driving projects to on-time completion • Communicating with management, stakeholders and the engineering team • Managing the product backlog • Producing Scrum artifacts • Scheduling and leading stakeholder meetings, daily standups, sprint planning sessions, sprint demonstrations, and sprint retrospectives

• Own and evolve the enterprise technology stack across all internal functions including Finance, HR, Sales, Marketing, Customer Success, and Operations • Lead and develop a team of business systems, and enterprise applications professionals • Establish IT governance, security posture, and compliance standards appropriate in the fintech industry serving regulated customers • Manage vendor relationships, licensing, and enterprise software procurement • Own the IT Service Desk function, setting the standard for employee experience, responsiveness, and resolution quality — with a strong emphasis on automation-first support, self-service capabilities, and AI-assisted ticketing to reduce manual effort and drive faster time-to-resolution • Define and execute MeridianLink's internal AI strategy — identifying the highest-value opportunities across every business function • Partner with Go-to-Market, Finance, Customer Experience, and Operations leaders to embed AI-powered workflows, automation, and decision-making tools providing technical depth and implementation support. • Build the internal metrics and systems foundation required to support scalable AI adoption • Drive a culture of continuous improvement through technology and AI literacy across the organization • Own the roadmap for core enterprise applications (CRM, ERP, HRIS, CS platforms, etc.) • Ensure systems are integrated, reliable, and scalable to support MeridianLink's growth • Partner closely with functional leaders to understand business needs and translate them into technology solutions • Partner to drive data quality, visibility, and access across the organization • Serve as a key technology advisor to the executive team and board on internal IT matters • Align IT investments with company goals and business priorities • Partner with the product and engineering organization to ensure internal and external systems work in concert