Meridianlink Account Manager at MeridianLink managing a portfolio of existing customers to drive net revenue retention through renewals, expansions, and upsell. Responsible for account strategy, relationship management, and revenue outcomes.
Responsibilities
Serve as primary commercial owner and point of contact for assigned accounts
Build and maintain trusted relationships with customer stakeholders
Lead account check-ins and strategic business reviews
Align internal stakeholders to support customer growth
Maintain accurate account health and activity documentation
Own revenue outcomes across renewals, expansions, cross-sell, and upsell
Identify and close growth opportunities
Partner with Renewal and Deal Desk teams on pricing and contracts
Monitor renewal timelines and support churn risk mitigation
Apply consultative, value-based selling approach
Develop and execute account and opportunity plans
Manage pipeline and forecast data in Salesforce
Qualification
Understanding of account planningStrong analytical
Required
This position will have a full understanding of the areas of responsibility for this role and perform all aspects of the role independently. The role will have work that includes new, highly complex, or impactful to the business. The individual should have complete knowledge and a full understanding of the area of specialization, principles, and practices within a professional discipline. The role will include work on problems of diverse scopes where analysis of information requires evaluation of identifiable factors. Work is expected to be done independently through independent judgment.
Bachelor’s degree and 2–4 years of related experience in account management, sales, customer success, or a comparable customer facing commercial role, or equivalent experience.
Strong knowledge of consultative and value based selling practices.
Understanding of account planning, opportunity management, pipeline management, and forecasting.
Working knowledge of SaaS or technology enabled products and the ability to communicate product value to diverse customer stakeholders.
Experience using CRM and sales enablement tools to manage customer relationships and revenue activities.
Strong analytical, organizational, communication, and problem-solving skills, with the ability to manage multiple priorities and operate effectively in a dynamic environment.