Platform Specialist

Meridian is the leading CRM and data intelligence platform for private market investors. The Platform Specialist will be responsible for configuring the platform, managing data migration, and ensuring data quality for new and existing customers.

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