Platform Specialist

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.

• Support ongoing customer needs. Handle configuration changes, bulk data refreshes, and platform tweaks for existing customers as their needs evolve.

• Raise the bar on data quality. Build the standards, checks, and tooling that ensure every customer's environment is accurate, complete, and trustworthy from day one.

• Who You Are

• 2-4 years in a hands-on technical or operational role at a SaaS company, CRM admin team, or data/BizOps function.

• Strong Excel/spreadsheet skills. You can work fluently with VLOOKUPs, pivots, data cleaning at scale, and complex transformations without significant oversight.

• CRM admin experience. You've configured a CRM or similarly complex platform to create custom fields, permissions, workflows, and understand how a CRM is structured.

• Methodical and detail-obsessed. Configuration and data work rewards precision. You double-check, validate, and catch the thing that's almost right but not quite.

• Strong written communicator. You document your work clearly so the next person can pick it up without context. You can explain technical choices to non-technical stakeholders.

• Comfortable being the owner. You don't wait for someone to tell you the next step. You scope the work, build the plan, and drive it to completion.

• Customer-aware, even if not customer-facing. You understand that every configuration choice affects a real user's day, and you make decisions accordingly.

• Bonus Experience

• Exposure to private markets, financial services, or investment workflows

• Experience at a seed or Series A startup, where roles are broad and ambiguity is common

• SQL or light scripting (Python, JavaScript) for data manipulation

• Familiarity with API-based integrations or ETL tools

• Experience with onboarding/implementation processes at a B2B SaaS company

• Why Join Us

• Own a critical function end-to-end. Configuration and data quality make or break customer onboarding. You'll own both, with the autonomy to build the systems and standards from the ground up.

• Work with sophisticated customers. Top private equity, credit, and VC firms will rely on the environments you build. The work is technical, detail-oriented, and visibly impactful.

• Build the playbook. This is a foundational role on a small team. What you build now becomes how Meridian onboards every future customer.

• Strong company momentum. Join a well-funded, fast-growing company with exceptional product-market fit and accelerating customer demand.

Salary

• $85,000 - $110,000 per year