Software Implementation Consultant

Company: MeridianLink
Location: Costa Mesa
Posted on: April 2, 2026

Job Description:

JOB SUMMARY You’re customer service and customer satisfaction oriented, with an upbeat and enthusiastic personality. You possess superior verbal and written communication skills and are comfortable speaking to groups remotely from our office. You have a knack for organization, are self-motivated, like to problem solve, and find leading team projects through to successful completion rewarding. From our office, you remotely lead the full life cycle of initial and subsequent client deployments for software licensed by MeridianLink. This includes managing client expectations, meeting timelines, acting as a liaison between the client and other company departments, and educating clients on software capabilities. A key requirement is the ability to translate verbal or written customer needs into product features through a detailed understanding of our product and its variety of flexible features that can be tailored to specific situations. ESSENTIAL DUTIES AND RESPONSIBILITIES Manage all aspects of software implementation projects to ensure successful deployments, including but not limited to the following: Have a thorough understanding of MeridianLink’s licensed software and its capabilities in order to educate and provide best practice recommendations to client stakeholders on system implementation, configuration, testing methodology and training Adhere to deployment/project schedules and effectively meet timelines Serve as the focal point to facilitate interaction between clients and other MeridianLink departments Be responsible for innovation and leadership in developing and implementing initiatives that support client goals and objectives Manage internal and external stakeholder communications and expectations through the deployment cycle Organize tasks to maximize productivity and efficient utilization of internal resources and software Maintain a positive attitude, and provide the highest level of customer service in response to client questions and requests Be proactive at Identifying potential issues and facilitate sensible resolutions before they become escalation items Perform other projects/duties as assigned; occasional travel to clients as needed SKILLS & EXPERIENCE Financial industry experience or a bachelor’s degree from an accredited college/university in a related field is required, or instead of financial industry experience, we will consider a minimum of two years of experience in a job related field, exhibiting knowledge of project management, organizational skills, problem resolution, and business analytical skills. Proven experience exhibiting business analytical skills and a deep understanding of industry practices Ability to provide insight and creativity into solving business process challenges High level of organizational skills and the ability to manage multiple projects simultaneously Computer proficiency including Microsoft Word, Excel and Powerpoint Knowledge of customer service principles and practices Preferred: Two years of experience in the financial industry working for credit unions and/or banks Experience and understanding of the deposit account opening process and/or lending background MeridianLink is an Equal Opportunity Employer. We do not discriminate on the basis of race, religion, color, sex, age, national origin, disability or any other characteristic protected by applicable law. MeridianLink runs a comprehensive background check, credit check and drug test as part of our offer process.

Keywords: MeridianLink, Encinitas , Software Implementation Consultant, Customer Service & Call Center , Costa Mesa, California