---
title: 'Sales Operations Analyst at MeridianLink'
canonical: 'https://feeny.ai/job/sales-operations-analyst-meridianlink-united-states-f3s0yngw5tfn'
type: 'job'
last_seen: '2026-09-05'
---

# Sales Operations Analyst at MeridianLink

- **Company:** MeridianLink
- **Location:** United States
- **Compensation:** $69k–$100k
- **Employment:** full-time
- **Work type:** remote
- **Posted:** 2026-08-12
- **Last confirmed live:** 2026-09-05
- **Apply:** https://jobs.ashbyhq.com/meridianlink/bd24b032-6abf-4b0b-b161-f55db7863308

## Job description

## About the Role

The Sales Operations Analyst is the analytical engine of our Revenue Operations team, sitting at the intersection of data, process, and decision-making. This role owns core sales reporting, maintains Salesforce data integrity, and drives the operational cadences that keep sales leadership and the field running on accurate, timely information.

You will work directly with the Manager and VP of Sales Operations on work that is visible at the highest levels of the company, from weekly bookings and pipeline reporting to executive and Board-level metrics. This is not a passive support role. You will own your outputs, hold yourself accountable to accuracy, and push the team toward better data and better process.

## Responsibilities

Reporting & Analytics

- Produce recurring bookings, pipeline, and forecast reporting distributed to sales leadership and the executive team
- Support the monthly sales reporting package, driving toward a faster and more reliable close cycle
- Build and maintain Salesforce reports and dashboards that support the weekly sales review and forecast cadence
- Develop and maintain win rate, conversion, and pipeline health reporting for senior leadership and Board-level consumption
- Analyze pipeline and performance trends to surface risks and opportunities before they show up in the numbers
- Proactively identify inconsistencies in reported data and resolve them before results are distributed
- Deliver ad hoc analysis for sales, finance, and executive stakeholders on fast turnaround

Salesforce & Data Integrity

- Serve as day-to-day Salesforce support for Sales, Marketing, Finance, and Product teams
- Maintain data hygiene and accuracy across opportunity, account, and pipeline records
- Validate booking values and deal data for accuracy and consistency before they flow into reporting and downstream systems
- Partner with Finance to reconcile reported bookings against financial systems of record
- Document the end-to-end opportunity data flow and identify where data quality breaks down
- Support Salesforce enhancements, testing, and user enablement as the platform evolves

Process Improvement

- Reduce manual, spreadsheet-based work by moving reporting into Salesforce and modern BI tooling
- Build scalable, repeatable reporting processes that hold up as the business grows
- Support reporting and analytical needs for strategic go-to-market initiatives as assigned

## Qualifications

Required

- 2 to 4 years of experience in Sales Operations, Revenue Operations, Business Analytics, FP&A, or a comparable analytical role
- Advanced Excel proficiency, including complex formulas, pivot tables, and data modeling
- Hands-on Salesforce experience building reports and dashboards and managing data quality
- Strong analytical mindset with the ability to find the story in a dataset and communicate it clearly
- Demonstrated ability to own recurring reporting processes with multiple stakeholders and firm deadlines
- Excellent written and verbal communication, with comfort presenting findings to senior leadership
- High attention to detail and a personal standard for data accuracy

## Preferred

- Experience with a modern BI or analytics platform such as Sigma, Tableau, Power BI, or Looker
- SQL or data querying skills
- Working knowledge of SaaS revenue metrics including ARR, net revenue retention, pipeline velocity, win rate, and bookings
- Experience supporting a sales forecasting process
- Exposure to territory design, quota setting, or go-to-market planning
- Experience in a high-growth SaaS or technology environment

## About MeridianLink

## Company Overview
- **One-liner**: MeridianLink provides a digital lending platform that connects account opening, loan origination, mortgages, HELOCs, credit cards, and more for community financial institutions.
- **Entity Type**: Public (ticker not explicitly listed in provided materials – widely known as NYSE: MLNK)
- **Headquarters**: Not explicitly stated in the provided sources (remote-first company operating across the US)
- **Founded**: 1998
- **Founders**: Not publicly available in the provided materials

## Core Business
- **Primary industry**: Financial technology (digital lending software)
- **Target customers**: Community banks, credit unions, independent mortgage banks (IMBs), consumer reporting agencies – primarily B2B and enterprise
- **Mission**: “To accelerate and simplify workflows while helping community financial institutions grow, scale, and serve their consumers and communities.”  
- **Vision**: “To be the trusted technology platform that enables community financial institutions to thrive by delivering smarter, connected financial experiences and powering better outcomes for all.”

## Products & Services
- **Consumer Lending Software**: SaaS platform for personal loans, credit cards, and unsecured loan origination with built-in compliance and AI-driven insights.
- **Mortgage Lending Software**: Digital mortgage origination and HELOC solutions designed to close loans faster and grow lending volume.
- **Digital Account Opening**: Fully digital account opening and new deposit account creation.
- **Indirect Lending Software**: Tools to simplify loan servicing and expand lending opportunities, particularly for auto loans.
- **Analytics & AI**: Data-driven insights and intelligent automation to help institutions uncover opportunities and reduce risk.

## Market Standing
- **Valuation/Market Cap**: Not provided in the available sources.
- **Key Metric**: Platform processed over 16M+ unsecured loan applications, 8M+ home loan applications, 5M+ new accounts, and 1M+ auto loan applications (as stated on the website).
- **Notable Investors/Partners**: Not explicitly mentioned (platform described as “the industry’s most robust partner network”).
- **Growth Signals**: 5M+ new accounts handled in the past year; continuous innovation with AI and automation; fully remote company scaling its team.

## Competitive Advantages
- **Largest connected platform**: Backed by 25+ years of industry expertise and a broad partner marketplace.
- **Built-in compliance**: Compliance embedded into the platform, enabling faster, trusted lending.
- **Human-centric approach**: Focus on helping community institutions maintain personal relationships while adopting modern digital capabilities.
- **AI and data-driven**: Using AI and data to turn insight into action without adding complexity.

## Strategic Focus
- **Continuous innovation**: Future-ready technology that evolves with consumer and workforce expectations.
- **Intelligent automation**: Smarter workflows to reduce friction and increase efficiency for lenders.
- **Expanding ecosystem**: Growing the partner network and integrating more data and AI capabilities.
- **Remote-first culture**: Operating as a fully remote company to attract talent across the US.

## Why Work Here
- **Fully remote**: MeridianLink is a remote-first company with a strong emphasis on connection through virtual team activities.
- **Collaborative culture**: Open, collaborative work environment where every idea is valued; leadership is approachable and accessible.
- **Continuous learning**: Job-specific training, monthly soft-skill sessions, leadership classes, and a comprehensive online learning system.
- **Community impact**: Paid volunteer day off; company-sponsored community service projects.
- **Perks**: Casual dress code, celebrations of holidays and milestones, programs supporting financial, physical, and mental health.
- **Engineering culture**: Technical roles may include live coding exercises; emphasis on curiosity, problem-solving, and career growth.

## Sources
1. [meridianlink.com](https://www.meridianlink.com/)
2. [meridianlink.com/careers](https://www.meridianlink.com/careers/)
3. [meridianlink.com/who-we-are](https://www.meridianlink.com/who-we-are/)
4. [meridianlink.com/about-meridianlink](https://www.meridianlink.com/about-meridianlink/)
5. [jobs.ashbyhq.com/meridianlink](https://jobs.ashbyhq.com/meridianlink)

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