About Middesk:
Middesk makes it easier for businesses to work together. Since 2018, we’ve been transforming business identity verification, replacing slow, manual processes with seamless access to complete, up-to-date data. Our platform helps companies across industries confidently verify business identities, onboard customers faster, and reduce risk at every stage of the customer lifecycle.
Middesk came out of Y Combinator, is backed by Sequoia Capital and Accel Partners, and was recently named to Forbes Fintech 50 List and cited as an industry leader in business verification by digital identity strategy firm, Liminal.
The Role:
As one of the first 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 2 days per week in our SF or 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.
What You'll Do:
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Manage a portfolio of mid-market customers, ensuring they achieve ongoing value from Middesk.
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Act as a trusted advisor, helping customers navigate challenges and optimize their use of Middesk.
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Lead renewal conversations, proactively identifying risks and ensuring retention.
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Partner with customers to increase adoption and engagement, helping them integrate new features or expand use cases.
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Collaborate with internal teams to capture customer insights and influence product improvements.
What We’re Looking For:
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3+ years of experience in Account Management, Customer Success, or a related customer-facing role.
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Experience managing mid-market customers and driving retention, renewals, and engagement.
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Strong relationship management skills, with the ability to engage both operational and executive stakeholders.
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Ability to explain technical concepts to non-technical audiences and support product adoption.
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A proactive, problem-solving mindset with a focus on helping customers succeed.
Nice to Haves:
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Experience in financial services, risk management, or B2B compliance is a plus.
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Bachelors Degree+
Top Skills
What We Do
Middesk's mission is to enable every business to access the products and services they need to grow and thrive. We believe that if we can make it easy for a business to access financial products, hire new employees, and transact with other businesses, that we increase the odds of success for that business to contribute to its community and the broader economy.
Our Identity product provides accurate, complete information that financial services companies need to make efficient onboarding decisions. Our Agent product makes it easy for employers to file with the state and federal agencies needed to establish their business across the country. Our customers include Affirm, Brex, Plaid, Mercury, Divvy, Rippling, Gusto, and others.
Based in San Francisco, CA, Middesk is backed by Sequoia Capital, Accel Partners, and Y Combinator
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