Platform Specialist

Summary

Meridian is the leading CRM and data intelligence platform for private market investors, and they are seeking a Platform Specialist to configure their platform for new customers. The role includes data migration, building repeatable processes, and ensuring data quality for a seamless onboarding experience.

Responsibilities

• Configure the platform for new customers. Set up tenants, custom fields, user roles and permissions, workflows, and platform-level settings to match each customer's investment process. Own the configuration end-to-end across the customer base
• Lead data migration and import. Take customer data and clean, map, transform, and load it into Meridian. Validate accuracy, resolve mapping issues, and sign off on quality before go-live. Work independently to bulk import data or with our engineering team to migrate data from other platforms via API
• Build repeatable processes. Document configuration patterns, build templates for common customer types, and create import tooling that makes future onboardings faster and more reliable
• Support ongoing customer needs. Handle configuration changes, bulk data refreshes, and platform tweaks for existing customers as their needs evolve
• Raise the bar on data quality. Build the standards, checks, and tooling that ensure every customer's environment is accurate, complete, and trustworthy from day one

Skills

• 2-4 years in a hands-on technical or operational role at a SaaS company, CRM admin team, or data/BizOps function
• Strong Excel/spreadsheet skills. You can work fluently with VLOOKUPs, pivots, data cleaning at scale, and complex transformations without significant oversight
• CRM admin experience. You've configured a CRM or similarly complex platform to create custom fields, permissions, workflows, and understand how a CRM is structured
• Methodical and detail-obsessed. Configuration and data work rewards precision. You double-check, validate, and catch the thing that's almost right but not quite
• Strong written communicator. You document your work clearly so the next person can pick it up without context. You can explain technical choices to non-technical stakeholders
• Comfortable being the owner. You don't wait for someone to tell you the next step. You scope the work, build the plan, and drive it to completion
• Customer-aware, even if not customer-facing. You understand that every configuration choice affects a real user's day, and you make decisions accordingly
• Exposure to private markets, financial services, or investment workflows
• Experience at a seed or Series A startup, where roles are broad and ambiguity is common
• SQL or light scripting (Python, JavaScript) for data manipulation
• Familiarity with API-based integrations or ETL tools
• Experience with onboarding/implementation processes at a B2B SaaS company

Qualifications

Must Haves

• 2-4 years in a hands-on technical or operational role at a SaaS company, CRM admin team, or data/BizOps function
• Strong Excel/spreadsheet skills. You can work fluently with VLOOKUPs, pivots, data cleaning at scale, and complex transformations without significant oversight
• CRM admin experience. You've configured a CRM or similarly complex platform to create custom fields, permissions, workflows, and understand how a CRM is structured
• Methodical and detail-obsessed. Configuration and data work rewards precision. You double-check, validate, and catch the thing that's almost right but not quite
• Strong written communicator. You document your work clearly so the next person can pick it up without context. You can explain technical choices to non-technical stakeholders
• Comfortable being the owner. You don't wait for someone to tell you the next step. You scope the work, build the plan, and drive it to completion
• Customer-aware, even if not customer-facing. You understand that every configuration choice affects a real user's day, and you make decisions accordingly

Nice to Haves

• Exposure to private markets, financial services, or investment workflows
• Experience at a seed or Series A startup, where roles are broad and ambiguity is common
• SQL or light scripting (Python, JavaScript) for data manipulation
• Familiarity with API-based integrations or ETL tools
• Experience with onboarding/implementation processes at a B2B SaaS company