Offer summary

Qualifications:

Bachelor’s degree in business, finance, or related field., 4–6 years of experience in business transformation, operations, or consulting., Experience supporting cross-functional projects involving systems, processes, or organizational change., Familiarity with G&A processes such as billing, financial planning, HR operations, and legal workflows..

Key responsibilities:

Support planning and execution of cross-functional transformation initiatives.

Collaborate with stakeholders to document workflows and identify improvement opportunities.

Assist in designing future-state processes and developing implementation plans.

Support change management activities including communications and stakeholder engagement.

Job description

Manager, Business Transformation (Finance)

Job Summary:

The Manager of Business Transformation (Finance) plays a critical role in supporting the execution of transformation initiatives across General & Administrative (G&A) functions, including Finance, Accounting, HR, Legal, IT, and other enabling teams. This role partners closely with business stakeholders and transformation leaders to improve the effectiveness, efficiency, and scalability of core operational processes and capabilities.

As part of the Business Transformation team, the Manager will help assess currentstate operations, contribute to the design of futurestate solutions, and support execution of initiatives that drive measurable improvements. The ideal candidate will have experience working on crossfunctional projects, a strong grasp of G&A processes in a SaaS or technologydriven environment, and the ability to help teams navigate change effectively.

Expected Duties:

•Support the planning and execution of crossfunctional transformation initiatives within G&A functions, with a focus on operational effectiveness, process improvement, and scalable infrastructure

•Collaborate with stakeholders across Finance, Accounting, HR, Legal, IT, and other G&A departments to document existing workflows, identify pain points, and develop improvement opportunities

•Assist in the creation of futurestate process designs, business requirements, and implementation plans aligned with strategic goals

•Contribute to structured project execution by helping develop project plans, tracking milestones, and supporting issue and risk management

•Help facilitate crossfunctional working sessions and support stakeholder engagement to ensure alignment and progress

•Support change management efforts including communications, training, and stakeholder outreach to drive adoption of new tools, processes, or ways of working

•Help define and track key success metrics for transformation initiatives and contribute to analysis of program impact

•Leverage best practices, templates, and structured delivery methodologies to support consistency and quality across transformation efforts

Qualifications, Skills and Experience:

•Bachelor’s degree in business, finance, or a related field

•4–6 years of experience in business transformation, operations, or consulting roles, ideally with exposure to G&A functions in a B2B SaaS or technologydriven company

•Experience supporting crossfunctional projects involving systems, processes, or organizational change

•Familiarity with Q2C and common and G&A processes (e.g., billing, financial planning, HR operations, IT service delivery, legal workflows)

•Strong organizational and problemsolving skills, with a bias toward action and results

•Ability to collaborate effectively across functions and levels of the organization

•Strong written and verbal communication skills

•Exposure to change management and process improvement methodologies (e.g., Lean, Six Sigma) is a plus

•Comfort working in a dynamic, fastpaced environment and managing multiple priorities

MeridianLink has a wonderful culture where people value the work they do and appreciate each other for their contributions. We develop our employees so they can grow professionally by preferring to promote from within. We have an opendoor policy with direct access to executives; we want to hear your ideas and what you think. Our company believes that to be productive in the long term, we must have a genuine worklife balance. We understand that employees have families and full lives outside of the office. To that end, we honor their personal commitments.

MeridianLink is an Equal Opportunity Employer. We do not discriminate based on race, religion, color, sex, age, national origin, disability, or any other characteristic protected by applicable law.

MeridianLink runs a comprehensive background check, credit check, and drug test as part of our offer process.

Salary range of $to $ (It is not typical for offers to be made at or near the top of the range.) The actual salary will be determined based on experience and other jobrelated factors permitted by law including geographical location.

Meridianlink offers:

Stock options or other equitybased awards

Insurance coverage (medical, dental, vision, life, and disability)

Flexible paid time off

Paid holidays

401(k) plan with company match

Remote work

All compensation and benefits are subject to the terms and conditions of the underlying plans or programs, as applicable and as may be amended, terminated, or superseded from time to time.

#LIREMOTE

Required profile