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MeridianLink · 1 day ago

Account Executive

United States

Full-time

Remote

Mid Level

3+ years exp

MeridianLink is seeking an Account Executive (AE) to develop and implement strategic plans for assigned accounts, focusing on up-selling and cross-selling products to Credit Unions, Banks, and Finance Companies. The role involves building relationships with customers and managing the sales cycle to drive growth and meet revenue objectives.

BankingFinancial ServicesFinTechInformation Technology

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