Solution Consultant

Job Description

Role Summary

The Solution Consultant is a customer-facing pre-sales professional who translates financial-institution business needs into compelling MeridianLink solution strategies. The role combines product knowledge, foundational industry, technical and analytical expertise, process orchestration, and strong sales skills to support discovery, solution design, demonstrations, presentations, and the development of business value.

Core 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