Middesk

Account Manager, Mid-Market

New York, New York, United States

Not SpecifiedCompensation
Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Consumer Software, Enterprise SoftwareIndustries

Requirements

Candidates should have at least 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 is required. Strong relationship management skills are essential, along with the ability to engage both operational and executive stakeholders. Candidates must be able to explain technical concepts to non-technical audiences and support product adoption. A proactive, problem-solving mindset focused on helping customers succeed is necessary.

Responsibilities

The Account Manager will manage a portfolio of mid-market customers, ensuring they achieve ongoing value from Middesk. They will act as a trusted advisor, helping customers navigate challenges and optimize their use of Middesk. The role involves leading renewal conversations, proactively identifying risks, and ensuring retention. The Account Manager will partner with customers to increase adoption and engagement, assisting them in integrating new features or expanding use cases. Collaboration with internal teams to capture customer insights and influence product improvements is also a key responsibility.

Skills

Account Management
Customer Success
Relationship Management
Retention
Renewals
Engagement
Technical Communication
Problem-Solving
Customer Success
Product Adoption

Middesk

Business identity verification and compliance automation

About Middesk

Middesk provides a business identity platform that helps companies verify the identity of other businesses, a process known as Know Your Business (KYB). This is especially important for financial institutions and technology companies that need to prevent fraud and comply with regulations. Middesk's services allow clients to automate their KYB processes, which saves time and improves efficiency in operations like loan processing and business onboarding. The platform offers easy-to-integrate Application Programming Interfaces (APIs) and a customizable dashboard, giving clients access to accurate data about businesses and Secretary of States. This flexibility allows businesses to tailor the information to their specific needs. Middesk generates revenue by charging clients for access to its platform and services, making it a valuable partner for those looking to streamline their operations and enhance customer onboarding.

Key Metrics

South San Francisco, CaliforniaHeadquarters
2019Year Founded
$75MTotal Funding
SERIES_BCompany Stage
Fintech, Financial ServicesIndustries
51-200Employees

Benefits

Medical, dental, & vision coverage
Unlimited PTO
Stock-options
401(k)
Parental leave
Hybrid work

Risks

Increased competition from new entrants like Karma3 could challenge Middesk's market position.
Integration challenges with partners like Socure may affect service delivery.
Rapid expansion post-Series B funding could strain Middesk's operational capabilities.

Differentiation

Middesk automates business verification, streamlining KYB processes for financial institutions.
The platform integrates easily with APIs, offering customizable data solutions for clients.
Middesk's partnerships enhance its offerings, like the integration with Socure for KYB/KYC.

Upsides

Rising demand for automated KYB solutions boosts Middesk's market potential.
Winning Tearsheet's Best Data Product for Lenders award enhances Middesk's industry reputation.
$57 million Series B funding supports Middesk's expansion and operational growth.

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