Platform Specialist

Meridian is the leading CRM and data intelligence platform for private market investors, and they are seeking a Platform Specialist to configure their platform for new customers. The role includes data migration, building repeatable processes, and ensuring data quality for a seamless onboarding experience.

Responsibilities:

• 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