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MA
Platform Specialist
Meridian AI
remoteUSD 85,000 - 110,000 / year
Remote
About this role
Platform Specialist
Description
What You'll Do
- Configure the platform for new customers. Set up tenants, custom fields, user roles and permissions, workflows, and platform-level settings to match each customer's investment process. Own the configuration end-to-end across the customer base.
- Lead data migration and import. Take customer data and clean, map, transform, and load it into Meridian. Validate accuracy, resolve mapping issues, and sign off on quality before go-live. Work independently to bulk import data or with our engineering team to migrate data from other platforms via API.
- Build repeatable processes. Document configuration patterns, build templates for common customer types, and create import tooling that makes future onboardings faster and more reliable.
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