Role description
MiddeskAbout Middesk:
Middesk is building the data and intelligence infrastructure that helps businesses work together with confidence. We started by creating a comprehensive platform for understanding businesses, bringing together authoritative and proprietary data to help customers verify business identities, onboard customers faster, and manage risk throughout the customer lifecycle.
Today, Middesk is used by more than 700 banks and fintechs, and in 2025 we verified more than 7 million companies. We've also expanded beyond business verification to help companies form, register, manage, and maintain their businesses, supporting more than 50,000 companies in setting up over 100,000 accounts required to hire employees, run payroll, and stay compliant.
Middesk came out of Y Combinator, and is backed by Sequoia Capital, Accel, Insight Partners, and Canapi. We're proud to be named on the Forbes Fintech 50 and Best Startup Employers lists.
About The Role:
As one of the members of Middesk’s Account Management team, you will own and nurture long-term relationships with our earliest and highest-potential customers. Your focus will be on driving customer success by identifying opportunities to expand adoption, improve business outcomes, and maximize the value customers get from Middesk’s products.
You’ll serve as a trusted advisor, advocating for customer needs internally and collaborating with cross-functional teams to develop win-win solutions. Through regular touchpoints and business reviews, you’ll help customers understand their realized value while identifying ways to deepen engagement.
This role sits at the intersection of technical expertise, product knowledge, and industry insight, working closely with our go-to-market, operations, and product/engineering teams to ensure our customers continue to grow successfully with Middesk.
We follow a hybrid work model, and for this role, there is an expectation of 3 days per week in our NYC office. Candidates should be based within a commutable distance, as we believe in the value of in-person collaboration and building strong team connections while also supporting flexibility where possible.
What You'll Do:
Manage a portfolio of mid-market customers, ensuring they achieve ongoing value from Middesk.
Act as a trusted advisor, helping customers navigate challenges and optimize their use of Middesk.
Lead renewal conversations, proactively identifying risks and ensuring retention.
Partner with customers to increase adoption and engagement, helping them integrate new features or expand use cases.
Collaborate with internal teams to capture customer insights and influence product improvements.
What We’re Looking For:
3+ years of experience in Account Management, Customer Success, or a related customer-facing role.
Experience managing mid-market customers and driving retention, renewals, and engagement.
Strong relationship management skills, with the ability to engage both operational and executive stakeholders.
Ability to explain technical concepts to non-technical audiences and support product adoption.
A proactive, problem-solving mindset with a focus on helping customers succeed.
Nice-To-Have:
Experience in financial services, risk management, or B2B compliance is a plus.
Bachelors Degree+