Business Consultant

Posted 25 Days Ago
Hiring Remotely in US
Remote
70K-110K Annually
Mid level
Software • Financial Services
The Role
The Business Consultant delivers consulting services, assesses current processes, gathers requirements, and provides recommendations to enhance efficiency for clients.
Summary Generated by Built In

Position Summary

The Business Consultant is responsible for delivering consulting services to MeridianLink clients. This role partners closely with clients to assess current-state processes, gather and document business requirements, and provide practical, best-practice recommendations that help clients improve efficiency and maximize the value of MeridianLink solutions.

Business Consultants act as both the primary consultant and project manager for assigned engagements, leading client calls, managing timelines, and producing high-quality deliverables while ensuring a positive and professional client experience.

Key Responsibilities

  • Lead assigned consulting engagements, serving as the primary point of contact for the client

  • Conduct discovery sessions, interviews, and working meetings to understand client business processes and operational needs

  • Assess current-state workflows and identify improvement opportunities aligned to industry best practices

  • Document business requirements, findings, and recommendations in clear, client-ready deliverables

  • Develop and maintain project plans, timelines, and task tracking using approved tools

  • Facilitate client meetings and working sessions to ensure alignment on expectations, scope, and deliverables

  • Manage engagement timelines and communicate status, risks, and next steps to both clients and internal stakeholders

  • Collaborate with Program Managers, Directors, and cross-functional teams to ensure successful project outcomes

  • Apply MeridianLink standards, methodologies, and processes consistently across engagements

  • Support continuous improvement efforts by sharing feedback and insights from client engagements

Qualifications

  • Bachelor’s degree or equivalent professional experience

  • 2–4 years of relevant experience in consulting, business analysis, implementation, or a related client-facing role

  • Experience facilitating meetings, conducting needs analysis, and developing professional documentation

  • Strong analytical, organizational, and problem-solving skills

  • Ability to manage multiple workstreams and deadlines with moderate complexity

  • Clear and professional written and verbal communication skills

  • Comfortable working independently while collaborating with peers and leadership on more complex initiatives

Additional Expectations

  • Performs moderately complex aspects of the role independently

  • Develops increasing subject-matter expertise and applies sound judgment within established policies and procedures

  • Maintains a customer-focused mindset with a strong emphasis on quality and professionalism

Skills Required

  • Bachelor's degree or equivalent professional experience
  • 2-4 years of relevant experience in consulting or related roles
  • Experience facilitating meetings and conducting needs analysis
  • Strong analytical and problem-solving skills
  • Ability to manage multiple workstreams and deadlines
  • Professional written and verbal communication skills
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The Company
HQ: Costa Mesa, CA
522 Employees
Year Founded: 1998

What We Do

Pioneering Technologies for Your Financial Institution Since 1998, we have been creating innovative technologies that transform the way financial institutions operate by solving complex problems with streamlined, user-friendly solutions. Our robust and secure technologies empower lenders and consumers to get reliable, accurate information every time, at any time. As well-established industry leaders, we continue to set the industry standard for web-based credit reporting and lending for financial institutions of every size.

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