Solutions Engineer at Middesk

New York, New York, United States

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$145,000 – $200,000Compensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Fintech, Banking, Financial ServicesIndustries

Requirements

5+ years in a Solution Engineering or similar technical role, ideally in SaaS or B2B technology, with a background in financial services, banking, or fintech
Deep understanding of KYB, KYC, AML, CDD regulations and U.S. compliance standards; experience designing solutions that support regulatory needs
Expertise in API-based solutions, application stacks, and infrastructure relevant to financial institutions
Proficiency with Python, SQL, JSON files, Webhooks, and API integration
Hands-on experience in cloud platforms (AWS, Azure) and automation tools to optimize workflows
Demonstrated ability to support end-to-end sales, from initial discovery to implementation, delivering solutions that meet customer needs

Responsibilities

Design custom solutions that integrate seamlessly with client systems and compliance frameworks, addressing critical challenges like fraud detection, regulatory compliance, and risk management
Drive revenue by securing new logos and identifying expansion opportunities within existing accounts, collaborating with Sales to deepen Middesk’s impact across customer organizations
Partner with Account Executives and Managers to lead discovery and solution presentations, establishing credibility and building trust with executive-level stakeholders
Create and execute deployment plans that align with customer expectations, ensuring fast and effective implementation for maximum ROI
Build and maintain strong customer relationships, providing insights and feedback to influence Middesk’s product roadmap and advocating for client needs
As the first Solutions team hire in a rapidly growing Series B company, take ownership in building and refining team processes, contributing to Middesk’s ambitious growth with an entrepreneurial, early-stage mindset

Skills

KYB

KYC

AML

Third-Party Risk Management

Business Verification

Regulatory Compliance

Solutions Architecture

Technical Discovery

Deployment

ROI Analysis

Sales Engineering

GTM

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.

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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