Enterprise Account Manager


Updated on 5/24/2024



51-200 employees

Identity verification and business onboarding platform

Financial Services
Data & Analytics

Senior, Expert

New York, NY, USA

  • 6+ years of experience in Account Management or Customer Success within B2B SaaS
  • Banking experience is required
  • Ability to drive strategic conversations and plans with decision-makers and executives
  • Strong commercial acumen and effective negotiation skills
  • Excellent communicator, effectively communicating to technical, operational, and executive audiences
  • Take ownership of the overall relationship, strategy, and growth of each customer in your portfolio
  • Work closely with customers to develop a joint strategy that drives existing and new product usage
  • Drive adoption and usage of existing products by collaborating closely with internal teams
  • Identify, pursue, negotiate, and close new business opportunities
  • Cultivate and strengthen relationships across all relevant functions and levels within customer organizations
  • Become a subject matter expert in the industry, customer use cases, and Middesk product suite
  • Advocate for customers’ product needs and requests to Product teams
  • Support the development of new content and processes for the Account Management team

Middesk is a Business Identity Platform that assists financial services companies, like Affirm, Brex, and Plaid, in identity verification, underwriting streamlining, and payroll registration. The platform is known for its efficient onboarding processes that leverage market-leading methods. Working at this company provides an opportunity to be part of a team that excels in creating complex solutions to improve the robustness of financial operations and compliance. The company's dedication to such critical functions in the financial sector positions it at the forefront of industry advancements in business identity services.

Company Stage

Series B

Total Funding



San Francisco, California



Growth & Insights

6 month growth


1 year growth


2 year growth



Medical, dental, & vision coverage

Unlimited PTO



Parental leave

Hybrid work