As Lead Development Rep, you will work with both the Field Marketing team and the relevant marketing and sales leaders. You will be responsible for qualifying inbound leads for sales follow-up and identifying new potential opportunities for designated solution sets by effectively communicating to specific target accounts. In a primarily a phone-based role, you will help to identify buying cycles, pending purchasing decisions, and technology spending plans, decision-makers, and systems in use for Banks and Credit Unions across the US. You will raise awareness and consideration for MeridianLink products and services within these prospect accounts with the goal of handing a warm lead to the relevant field rep, and may help set appointments for that rep.


  • Executing regional marketing and sales strategies consistent with organizational goals and objectives

  • Identifying opportunities from target accounts and effectively communicating these potential opportunities to the right team members

  • Working closely within the chosen CRM database to store intelligence, ensure high quality data capture with smooth lead flow and specific follow-ups for these potential opportunities

  • Identifying the key decision-makers at potential institutions and effectively communicating our value proposition to these key individuals

  • Identifying buyers’ needs and providing initial product and solution information

  • Uncovering key customer data through in-depth conversations

  • Influencing potential customers’ perceptions of MeridiankLink solutions and services

  • Scheduling appointments for customers and prospects with sales representatives

  • Providing targeted follow-up call support for marketing campaigns and managing outbound call activities


  • 2+ years of experience in business development, prospecting and cold calling, sales and/or customer service required; preferably in a high technology (software) environment

  • Ability to work closely with professional sales team

  • Excellent oral and written communication skills and ability to interact across departments and with clients

  • Highly effective skills in the following areas: problem solving, decision making organizational / time-management, as well as written and verbal

  • Ability to meet or exceed goals

  • Highly organized and ability to prioritize tasks and manage time effectively

  • Ability to identify business opportunities

  • Ability to thrive in a fast-paced, results-oriented, collaborative environment

  • Experience within high tech or banking industry

  • Experience using a CRM (

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