Account Manager, Middesk
SMB
$115-125k
+ Bonus
2 days a week in office
Business credit check and verification services
Job no longer available
Business credit check and verification services
21-100 employees
Job no longer available
$115-125k
+ Bonus
2 days a week in office
21-100 employees
Company mission
To accelerate the economy by scaling trust between businesses.
Role
Who you are
- 1+ year in Account Management or 2+ years in a customer-facing support or success role (B2B SaaS preferred)
- Experience engaging with SMB customers and driving outcomes like retention, adoption, or issue resolution
- Strong prioritization skills and ability to balance depth with breadth across a high-volume book of business
- Comfortable using data and metrics to identify risks, uncover opportunities, and inform strategy
- Excellent communication skills, able to explain technical products in a clear, customer-friendly way
- Proactive, resourceful, and curious—always looking for new ways to deliver value and improve processes
- Nice to Haves: Experience in financial services, risk management, or B2B compliance
What the job involves
- As part of Middesk’s Account Management team, you’ll own and nurture a high-volume book of small-to-medium business (SMB) customers
- In this 1-to-many role, you’ll manage relationships across roughly 200 accounts, prioritizing your time and focus to deliver maximum impact at scale
- You’ll succeed by balancing proactive outreach with smart prioritization—leveraging data to identify risks, expansion opportunities, and moments to add value
- By combining relationship management with analytical insight, you’ll ensure customers feel supported, retained, and set up for long-term success
- As a trusted advisor, you’ll understand your customers’ businesses, advocate for their needs, and guide them toward deeper adoption of Middesk’s products
- You’ll work cross-functionally with go-to-market, operations, and product/engineering teams to translate customer insights into improvements that drive growth for both Middesk and our customers
- We follow a hybrid work model, and for this role, there is an expectation of 2 days per week in our NY 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
- Manage a portfolio of ~200 SMB accounts, prioritizing engagement based on customer health, risk, and opportunity
- Build scalable systems for customer touchpoints while still maintaining trusted relationships with key stakeholders
- Monitor product usage data and customer signals to identify risks and proactively drive renewals
- Spot and execute on opportunities to expand adoption, upsell features, and increase customer value
- Collaborate cross-functionally to surface customer feedback and advocate for product improvements
- Develop subject-matter expertise in the Know Your Business (KYB) space, enabling you to guide customers on best practices and industry trends
Our take
Middesk helps businesses screen, verify, and run risk and compliance checks on customers and other businesses. The founders developed the business after experiencing first-hand the often laborious process of manual identity verification, a process which has proven a pain point for many businesses historically.
This hands-on experience helped land Middesk seeding from heavyweight investors Sequoia and Accel. The company's focus is on businesses with stringent regulatory risk requirements, with a special focus on businesses involved in financial aspects like credit and payroll. Middesk’s focus on this sector opens them up to a growing, lucrative market as more businesses than ever are demanding services comparable to retail banking, credit unions and community banks.
Testament to the value of their offering is Middesk’s recent partnership with challenger bank tech platform Agora Services. The challenger bank sector is taking off fast too, and if Middesk can establish a strong reputation for servicing this burgeoning industry, they stand to win big.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
3% employee growth in 12 months
Company
Funding (last 2 of 4 rounds)
Jun 2022
$57m
SERIES B
Mar 2021
$16m
SERIES A
Total funding: $77.2m
Company benefits
- Healthcare: We take care of you premiums for medical, dental, and vision
- Unlimited PTO: We have an unlimited PTO policy and encourage you actually to use it
- Ownership: We offer a stake in the company to every full-time employee through stock options
- 401(k): We make it easy to save money for retirement
- Parental leave: We offer three months of paid parental leave to any parent
- Hybrid work: We have offices in San Francisco and New York and also offer the ability to work remotely
- Catered lunches: We offer catered lunches on days that you're in the San Francisco or New York office
Company HQ
Financial District, San Francisco, CA
Leadership
Kyle Mack
(Co-Founder & CEO)Previously worked at AnyPerk as an Account Executive and Sales Team Lead, and at Checkr as a Sales Lead, Director of Strategic Sales, and Director of Solutions. They have served as a Scout at Sequoia Capital since 2020.
Kurt Ruppel
(Co-Founder)They studied Cognitive Science at Berkeley before working as a Software Engineer at multiple companies, including Zendesk.
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