MeridianLink

Project Manager

• Lead the end-to-end delivery of MeridianLink Consumer/Opening implementations for new and existing customers.
• Schedule and lead all major milestone meetings including Kick-Off, UAT Kick-Off, and Transition to Support.
• Hold weekly status calls with customers and hold them accountable to agreed-upon timelines, deadlines, and deliverables.
• Manage and maintain the project timeline in Smartsheet.
• Serve as the first point of escalation for issues within the project, customer-facing or internal.

Implementation Project Manager

Technical Recruiter

• Source and engage passive and active talent across channels such as LinkedIn Recruiter, resume databases, talent communities, and referral networks for a wide variety of roles and experience levels across the organization.
• Build and maintain robust, healthy candidate pipelines spanning multiple disciplines: technical roles (software engineering, AI/ML, data science, platform, infrastructure, QA), product & design roles (product management, UX/UI design, product operations), business & operations roles (sales, customer success, finance, people operations, business development), and entry-level through executive positions.
• Develop role-specific outreach strategies and draft thoughtful candidate communications that reflect MeridianLink's people-first, purpose-driven culture and resonate with candidates across different industries, backgrounds, and career stages.
• Partner closely with recruiters and hiring managers to understand target profiles, refine sourcing strategies, calibrate on candidate quality, and maintain momentum in pipeline development.
• Monitor sourcing metrics and adjust approach based on what's working, continuously improving quality of candidate submissions.
• Schedule high-volume interviews across multiple time zones, hiring teams, departments, and interview stages with precision, professionalism, and responsiveness.
• Coordinate all interview types—hiring manager screens, technical interviews, panel interviews, case study sessions, and executive conversations—managing complex scheduling logistics for multiple stakeholders.
• Track interview completion and follow-up items to keep recruiting momentum moving forward.
• Build and nurture collaborative, productive relationships with external 3rd party recruiting agencies and contingency partners that align with our hiring needs and values.
• Maintain comprehensive, meticulously organized candidate records in the ATS with exceptional accuracy and consistency—ensuring all candidate data is complete, current, and easy to reference.
• Identify and implement opportunities to improve scheduling workflows, candidate experience quality, recruiting team efficiency, and agency partnership outcomes.

Technical Recruiting Coordinator, Sourcer

General

• Lead technical execution for an agile engineering team
• Remain actively involved in architecture and hands-on coding
• Mentor engineers and improve delivery practices
• Provide day-to-day technical leadership and coordination for an agile engineering team
• Partner with Product and QA on roadmap execution
• Improve operational reliability and engineering standards

Development Lead

Operations

• Directs and coordinates all mortgage lending operations activities within the mortgage loan function, including processing, underwriting, and funding
• Leads pipeline management, closing/shipping/boarding
• Acts as a partner to Mortgage sales to meet business goals and ensure compliance with the credit union's lending policies
• Focuses on process improvements to enhance member service and efficiencies within the lending department
• Partners with mortgage sales and other lending and service functions to enhance workflows, communication and member experience related to mortgage loans
• Provides strategic oversight including processing, underwriting, and funding functions within the Real Estate division
• Leads operational execution and performance across multiple teams, ensuring alignment with enterprise goals and regulatory standards
• Partners cross functionally across the organization to develop and implement new lending products and programs
• Reviews regulations related to mortgages and implements new procedures within the department to stay compliant
• Analyzes data and presents reports to leadership and various governmental agencies and auditors
• Provides input into annual department budget and monitors performance to standards throughout the year
• Manages multiple third-party relationships to provide excellent member access to lending products

Director, Mortgage Operations

Technical Program Manager

• Own end-to-end project execution: plan, schedule, and drive delivery across the full project lifecycle, balancing constraints and keeping work moving forward in partnership with product and engineering counterparts.
• Build and maintain project plans, track milestones, and proactively manage risks, issues, and tradeoffs—providing clear stakeholder updates with recommended solutions.
• Serve as the PMO lead for the ML's agentic platform and customer facing products — the structured methodology for developing, testing, deploying, and operating AI agents within MeridianLink’s agentic architecture.
• Partner with engineering leads to embed AI into each SDLC phase: requirements (AI-assisted grooming agents), development (co-pilot and Claude Code standards), testing (test-driven development metrics), and release (zero-downtime deployment, feature flag governance).
• Establish and continuously improve team processes that increase quality and productivity through process definition, education, and refinement.
• Facilitate light weight agile ceremonies (planning, standups, retrospectives) and drive continuous improvement through retrospective assessments.
• Use tools such as Jira (and related reporting) to support teams and enable visibility into progress, capacity, and delivery health. Bridge product and engineering AI alignment.

Senior Technical Program Manager – AI

Support Engineer

• Serves as the final escalation point within Support for the most complex, technically ambiguous issues, owning resolution end-to-end, including communication to all internal and client stakeholders
• Investigates and triages inbound Jira tickets submitted to Product and Development, performing root cause analysis to determine whether issues represent bugs, configuration errors, data anomalies, or integration failures—deflecting tickets that can be resolved within Support
• Executes targeted SQL queries against client and application databases to diagnose data integrity issues, validate system behavior, and identify the source of discrepancies reported by clients or Tier 1/2 teams
• Analyzes application logs, API call logs, and integration event traces to reconstruct failure scenarios, isolate root causes, and produce clear technical summaries for Engineering and Product when escalation is warranted
• Reads and interprets source code (C#, SQL, JavaScript, Java, Python) to understand system behavior, validate expected outcomes, and identify defects or unintended logic without requiring developer assistance
• Authors detailed, structured Jira tickets when escalation to Product or Development is genuinely required, including reproduction steps, log excerpts, database findings, and a clear statement of support investigation performed
• Partners closely with Product Management and Engineering to communicate support- impact of known defects, advocate for prioritization of client-affecting bugs, and track resolution timelines
• Develops and maintains deep subject matter expertise across MeridianLink’s product suite, including LOS, consumer banking, and third-party integration frameworks (e.g., Authorize.net, Nautilus, core banking connectors)
• Leads internal knowledge transfer sessions for Support teams on newly released features, known defects, and technical workarounds; contributes to and reviews knowledge base articles for technical accuracy
• Participates in after-hours emergency on-call coverage rotation for critical production issues
• Mentors Tier 1 and Tier 2 Software Support Analysts, building the team’s technical diagnostic capability and reducing escalation volume over time
• Represents Support in cross-functional technical reviews, sprint planning input sessions, and Product roadmap discussions as a voice of the client and support organization
• Supports warm handoff transition calls from Professional Services project engagements, ensuring technical continuity as clients move into steady-state support
• Contributes to accomplishment of team and organizational support KPIs including deflection rate, escalation quality, and time-to-resolution on Tier 3 cases
• Performs other projects and duties as assigned

Senior Technical Support Engineer

Platform Engineer

• Makes critical architecture and design decisions that span multiple teams or an entire product area
• Evaluates technology choices with a clear view of trade-offs at scale, not just for the immediate problem
• Drives technical standards and patterns that other engineers can follow without being supervised
• Identifies systemic problems before they become incidents
• Provides day-to-day technical direction for one or more scrum teams without holding a management title
• Steps into ambiguous, high-stakes technical problems across teams and drives them to resolution, without being asked
• Holds a high bar in code and design review across team boundaries
• Defines integration patterns, API contracts, and data exchange standards used across product lines
• Evaluates build-vs-buy decisions for integration infrastructure, including API gateways, event streaming, and messaging platforms
• Designs resilient, observable integration systems that degrade gracefully and recover predictably
• Drives adoption of shared integration infrastructure and establishes standards for how teams onboard to it
• Develops deep working knowledge of MeridianLink’s product ecosystem, including the data flows, dependencies, and integration points across LOS, Account Opening, TazWorks, and partner systems
• Anticipates how product-level changes cascade across integration surfaces and flags risk before it ships
• Builds relationships with product and engineering stakeholders across Consumer, Portal/Access, and adjacent teams to stay ahead of integration needs
• Own the reference architecture for the Platform Integrations layer, covering API standards, event-driven patterns, shared integration service design, and third-party integration frameworks
• Lead technical due diligence and design reviews for new integration requirements, particularly those that cross product lines or involve external partners
• Define and document API contracts, integration patterns, and onboarding standards that enable product teams to build on shared integration infrastructure with confidence
• Drive decisions on integration tooling, frameworks, and platforms in partnership with the Platform Foundation and Capabilities teams
• Contribute directly to implementation of integration services, APIs, and shared libraries used across the engineering organization
• Participate in code review and design review with a high bar, raising quality across the team
• Build and maintain tooling that makes integration development faster and more reliable for other engineers
• Validate and improve AI-assisted development practices within the integrations domain
• Author RFCs and ADRs that document integration design decisions with enough clarity and context to remain useful for years
• Establish and maintain a shared integration knowledge base, including runbooks, onboarding guides, and API documentation
• Participate in architecture review for integration-adjacent work happening in product and platform teams, catching design issues before implementation begins
• Contribute to platform governance processes to ensure integration decisions are made through the right channels
• Develop Senior engineers toward Staff-level scope; give them problems and opportunities that stretch them, not just guidance on their current work
• Partner with Engineering Managers and Product leadership to align technical decisions with delivery goals
• Own the design and maintenance of technical knowledge infrastructure, including RFCs, ADRs, runbooks, and onboarding paths, so teams can operate without needing to escalate

Staff Platform Engineer – Platform Integrations

Full-stack Engineer

• Owns features and infrastructure end-to-end: design through production release, limited guidance required
• Identifies edge cases and failure modes independently within assigned scope
• Participates actively in code review with constructive, specific feedback
• Surfaces blockers early rather than waiting for check-ins
• Designs pipeline abstractions (templates, shared jobs, reusable configs) that work across multiple teams and tech stacks
• Keeps pipelines healthy, observable, and continuously improving
• Owns the shared infrastructure layer for autonomous AI agent environments: orchestration, provisioning, observability, cost controls, and security guardrails
• Treats engineers as customers: office hours, documentation, feedback loops
• Measures platform impact with DORA metrics, adoption rates, and time-to-productivity data

Senior Software Engineer – Engineering Enablement

• Deliver features end-to-end with limited guidance
• Independently identify edge cases and failure modes within the scope of assigned work
• Write clean, maintainable code and participate actively in code review
• Proactively surface blockers or ambiguities
• Build and extend platform services that manage federated identity, authentication flows, and authorization enforcement
• Implement integrations with the centralized identity platform, including token handling, session management, user provisioning, and tenant configuration
• Support product teams through their integration process
• Design and implement backend service integrations using REST APIs, event-driven messaging
• Participate in API design reviews

Software Engineer III – Platform Services

Product Designer

• Design, prototype, and test user experiences for digital financial products, with a focus on optimizing online loan and bank account applications.
• Create intuitive, visually engaging, and user-friendly interfaces that align with business goals and user needs.
• Collaborate closely with product managers, engineers, and clients to iterate on and refine design solutions.
• Present design concepts and decisions to internal stakeholders, clearly articulating and defending design rationale.
• Participate in grooming and refinement sessions with development teams to ensure high-quality implementation.
• Use design tools to produce storyboards, high-fidelity prototypes, and templates for user testing and demonstrations.
• Review proposed product changes for alignment with UX standards and recommend improvements.
• Expert Figma capabilities to create scalable design systems, components, and workflows.
• Utilize automation and integration tools (such as Make) to improve design efficiency and support design-to-development workflows.
• Contribute to AI-assisted design workflows, including understanding project outlines, inputs, and artifacts required to effectively run tools such as Claude Code.

UX Designer – AI

• Contribute to UX design efforts across the product lifecycle, from discovery through final design specifications and delivery
• Translate complex financial workflows into intuitive user experiences for B2B users and downstream consumer interactions
• Design, prototype, and test user experiences for digital financial products
• Collaborate closely with Product Management and Engineering to align user needs with business goals and technical considerations. Participate in discovery efforts to help define problems and shape design opportunities
• Communicate design rationale clearly by articulating the “why” behind decisions—including user needs, business context, and intended outcomes—so cross-functional partners can make informed decisions
• Work with Engineering throughout design and development to validate feasibility, understand constraints, and support the delivery of practical, high-quality solutions
• Participate in agile processes such as backlog grooming, sprint planning, and reviews to ensure design intent is well understood and implemented effectively
• Manage stakeholder expectations and clearly communicate design decisions and tradeoffs
• Present and defend UX decisions to stakeholders
• Work within an established design system, leveraging and improving patterns as needed
• Design within product, technical, and regulatory constraints while maintaining usability
• Create scalable design systems, components, and high-fidelity prototypes in Figma
• Participate in grooming and ensure high-quality implementation
• Use AI tools (e.g., Claude Code) and automation tools (e.g., Make) to accelerate ideation, prototyping, and workflow efficiency
• Incorporate user testing, usability feedback, and research insights to inform design decisions
• Partner with stakeholders to gather qualitative and quantitative insights and iterate designs

UX Designer

AI Engineer

• Own the end-to-end product strategy and roadmap for the AI platform layer.
• Partner with executive leadership to align AI initiatives with company-wide product vision and revenue goals.
• Build business cases justifying R&D investment based on expected benefits.
• Partner with principal engineers and ML infrastructure leads to make informed build-vs-buy-vs-partner decisions on foundational AI capabilities
• Establish and govern platform-level standards: API versioning policies, model lifecycle management, prompt versioning, and observability requirements
• Stay updated with the latest trends and advancements in AI and ML, to identify opportunities for innovation and incorporate relevant insights into product strategy and development.
• Treat internal R&D teams as your primary customers. Conduct structured discovery with feature teams to understand their AI integration pain points, latency requirements, and data access needs.
• Define and own the developer experience for consuming the AI platform: API contracts, SDK design, documentation standards, sandbox environments, and onboarding flows.
• Establish a platform roadmap governance process: intake, prioritization, and communication of platform changes to dependent teams.
• Build feedback loops with consuming teams post-release to detect friction, integration failures, and unmet capability needs early.
• Establish monitoring and observability standards: model drift detection, confidence thresholds, input distribution shifts, and alerting policies
• Translate regulatory requirements for AI use in lending (FCRA, ECOA, HMDA, OCC SR 11-7 model risk management) into concrete platform requirements: explainability APIs, audit logging, adverse action reason codes, and human-in-the-loop override mechanisms.
• Maintain a clear capability matrix of which AI features are permissible for which customer tiers, regulatory environments, and data sensitivity levels.
• Define and own platform-level SLOs: inference availability, P99 latency, pipeline throughput, and data freshness.
• Build platform health dashboards and escalation playbooks for AI service degradation—distinct from application-layer monitoring.
• Track platform adoption metrics: number of consuming teams, API call volumes, feature flag usage, and time-to-integrate for new consumers.
• Hold regular platform reviews with engineering leadership to surface technical debt, capacity constraints, and architectural risks before they affect downstream feature teams.
• Align platform metrics with those of the AI-based application products; collaborate with application Product Managers to ensure alignment.

Senior Product Manager – AI Platform

Analyst

• Plays a critical role in delivering seamless implementations for new and existing customers
• Manages expectations and key milestones with clients
• Collaborates cross-functionally to resolve challenges and optimize outcomes
• Educates clients on advanced platform capabilities
• Proactively identifies issues and facilitates resolutions before escalation