Solution Consultant

Summary

MeridianLink is seeking a customer-facing Solution Consultant to translate financial-institution business needs into effective solution strategies. The role supports pre-sales discovery, solution design, demonstrations, presentations, business-case development, technical discovery, and coordination across internal teams.

Responsibilities

• Partner with Sales to understand prospect and customer objectives, pain points, current-state processes, decision criteria, and desired business outcomes
• Plan and deliver tailored MeridianLink solution demonstrations and presentations that connect product capabilities to the institution's use cases and strategic priorities
• Develop clear business and system process flows that illustrate current-state challenges, future-state workflows, integrations, and operational improvements
• Build foundational business cases and ROI narratives using customer data, benchmarks, process observations, and measurable value drivers
• Support technical discovery by understanding software, hardware, APIs, cloud concepts, networking, security considerations, and system integrations; engage technical specialists when deeper expertise is required
• Orchestrate the end-to-end pre-sales process by engaging the appropriate MeridianLink subject matter experts, product teams, technical resources, and leadership at the right stage of the opportunity
• Respond to solution-related RFP/RFI questions, validate requirements, identify gaps or dependencies, and help position MeridianLink's differentiated value
• Maintain current knowledge of MeridianLink solutions, releases, competitive positioning, industry trends, regulatory considerations, credit and fraud risk concepts, and financial-services operating models
• Build trusted relationships with customer stakeholders through strong communication, executive presence, consultative questioning, problem solving, and follow-through
• Capture customer feedback and field insights and communicate them internally to support product, enablement, and go-to-market improvement

Skills

• • Experience in solution consulting, sales engineering, pre-sales, product consulting, implementation consulting, or a related customer-facing technology role
• • Demonstrated ability to learn complex software products and translate technical capabilities into clear business value
• • Strong presentation, facilitation, discovery, written communication, and stakeholder-management skills
• • Ability to organize multiple opportunities and work effectively across Sales, Product, Professional Services, Customer Success, and technical teams
• • Comfort working with data, process metrics, and ROI/value concepts to support consultative customer conversations
• • Ability to travel for customer meetings, workshops, demonstrations, and industry events as business needs require
• • Experience in financial services, fintech, banking, credit unions, lending, account opening, credit decisioning, fraud/risk, or adjacent technology is strongly preferred

Qualifications

Must Haves

• • Experience in solution consulting, sales engineering, pre-sales, product consulting, implementation consulting, or a related customer-facing technology role
• • Demonstrated ability to learn complex software products and translate technical capabilities into clear business value
• • Strong presentation, facilitation, discovery, written communication, and stakeholder-management skills
• • Ability to organize multiple opportunities and work effectively across Sales, Product, Professional Services, Customer Success, and technical teams
• • Comfort working with data, process metrics, and ROI/value concepts to support consultative customer conversations
• • Ability to travel for customer meetings, workshops, demonstrations, and industry events as business needs require

Nice to Haves

• • Experience in financial services, fintech, banking, credit unions, lending, account opening, credit decisioning, fraud/risk, or adjacent technology is strongly preferred

Benefits

• Remote work arrangement