Client Support Specialist, MeridianLink
$44-62.2k
Lending software provider
Job no longer available
Lending software provider
501-1000 employees
Job no longer available
$44-62.2k
501-1000 employees
Company mission
To be the most trusted financial services technology platform.
Role
Who you are
- Ability to effectively resolve customer inquiries and issues in a professional and courteous manner
- Strong verbal and written communication skills to interact clearly and effectively with clients and internal teams
- Capability to analyze problems, identify root causes, and implement effective solutions
- Comfortable using relevant software and systems to handle client interactions and document case details accurately
- Ability to work collaboratively with internal departments to resolve client issues and achieve positive outcomes
- Strong organizational skills to manage multiple tasks efficiently and prioritize workload effectively
- Prior education or career experience preferably in SaaS, FinTech or Financial services
- Familiarity with XML, JSON, and/or Azure is a plus
What the job involves
- Step into the forefront of customer service excellence as a Client Support Specialist I, where you'll tackle challenges head-on, deliver solutions with precision, and ensure every client interaction leaves a lasting positive impact
- As a Client Support Specialist I, you will serve as our frontline in resolving customer issues and addressing inquiries
- Your responsibilities include responding to incoming communications from clients, documenting interactions in our case management systems, and updating clients on ongoing resolutions
- You will directly resolve client inquiries using established methods and escalate to other departments when necessary
- Additionally, you will provide valuable input to improve processes and contribute to enhancing the overall customer support experience
- Coordinate with internal departments to ensure timely resolution of client issues, maintaining communication until resolution
- Use basic direction and discretion to handle inquiries from systems and make decisions to resolve customer issues
- Assist in developing support delivery strategy, escalation procedures, and training processes
- Provide information about products and services, answer questions, and resolve problems for clients
- Complete tasks supporting procedure implementation and departmental clerical support
- Organize account chains and provide administrative support as needed
Our take
MeridianLink provides modern software platforms for financial institutions and consumer reporting agencies. Specifically, it powers digital lending and account opening for the former and data verifications for the latter.
The company has been trusted for over 20 years and has remained adaptable and open to change with the industry, such as its recent addition of engagement features that offer new ways to help financial services drive growth, reach target audiences and adjust campaigns to meet business and customer needs. It has therefore maintained a number of impressive customers, from BankPlus and American United to FirstBank and TwinStar.
MeridianLink has proven hungry in recent years for acquisitions, having acquired StreetShares, TazWorks and Saylent within one year, and off the back of its 2021 IPO. Its efforts to expand its product offerings and customer base are a testament to its adaptable nature that has engendered a long-standing strong market position.
Freddie
Company Specialist
Insights
Company
Company benefits
- Potential For Equity-Based Awards
- Insurance coverage (medical, dental, vision, life, and disability)
- Flexible paid time off
- Paid holidays
- 401(k) plan with company match
- Remote work
- All compensation and benefits are subject to the terms and conditions of the underlying plans or programs, as applicable and as may be amended, terminated, or superseded from time to time
Company values
- Deliver on our commitments
- Customer success is our success
- Improve every day
- Stronger together
Company HQ
Costa Mesa, CA
Articles
Leadership
Nicolaas Vlok
(CEO, not founder)Previously co-founded ad served as CEO for both TST and Idion Technology Holdings. Acted as President and CEO for Vision Solutions.
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