Full-Time

Head of Customer Success

Confirmed live in the last 24 hours

Middesk

Middesk

51-200 employees

Business identity verification and compliance automation

Enterprise Software
Fintech

Senior

New York, NY, USA

Requires in-office presence in NYC 2-3 days a week.

Category
Customer Success & Support
Customer Success Management
Sales & Account Management
Required Skills
Product Management
Data Analysis
Requirements
  • 8+ years of experience leading client-facing post-sales functions, with a strong background in account management.
  • Demonstrated success in hiring, onboarding, and developing talent within high-growth environments.
  • Experience scaling post-sales functions in enterprise-level, sales-led organizations, with a focus on customer satisfaction and growth.
  • A track record of working with large enterprise clients in fintech or financial services, managing complex relationships, and driving strategic influence at senior levels.
  • Background in selling technical solutions with a usage/volume-based model, with the ability to discuss technical details with clients.
  • Strong analytical skills, using data to identify upsell and cross-sell opportunities and drive measurable business outcomes.
  • Experience working closely with sales, product, and marketing teams to enhance customer engagement and growth.
Responsibilities
  • Develop scalable, customer-centric solutions to increase product usage, adoption, and revenue growth across our customer base.
  • Establish deep, mutually beneficial relationships by understanding clients' business needs and supporting their success with Middesk.
  • Address and de-escalate complex customer issues, turning challenges into opportunities to reinforce trust and commitment to Middesk.
  • Expand and develop our customer experience and account management teams to deliver industry-leading service across segments.
  • Partner closely with GTM and product teams to ensure a seamless, outstanding customer experience.
  • Act as a customer advocate, influencing our product roadmap to align with current and future client requirements.
  • Develop and execute efficient systems for post-sales operations, including onboarding, renewals, and support.

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. The platform offers easy-to-integrate Application Programming Interfaces (APIs) and a customizable dashboard that gives clients access to accurate data about businesses and Secretary of States. This flexibility makes it suitable for various operational needs. By charging clients for access to its platform, Middesk supports businesses in streamlining their operations and enhancing their customer onboarding experience.

Company Stage

Series B

Total Funding

$77.2M

Headquarters

South San Francisco, California

Founded

2019

Growth & Insights
Headcount

6 month growth

4%

1 year growth

3%

2 year growth

-5%
Simplify Jobs

Simplify's Take

What believers are saying

  • The $57 million Series B funding round, led by prominent investors like Insight Partners and Accel, positions Middesk for significant growth and expansion.
  • Partnerships with industry leaders like Socure and NayaOne enhance Middesk's capabilities and market reach, making it a more attractive place to work.
  • Middesk's innovative approach to automating compliance and business verification processes can lead to faster career growth and development opportunities for employees.

What critics are saying

  • The highly specialized nature of KYB services means Middesk must continuously innovate to stay ahead of competitors and avoid market saturation.
  • Dependence on partnerships for integrated solutions could pose risks if these partnerships dissolve or fail to deliver expected synergies.

What makes Middesk unique

  • Middesk's focus on automating KYB processes for financial institutions and technology companies sets it apart in a niche market where speed and accuracy are critical.
  • The integration of Socure’s real-time, predictive analytics with Middesk’s business verification platform offers a unique, comprehensive solution for both KYB and KYC verification.
  • Middesk's easy-to-integrate APIs and customizable data solutions provide a flexible and scalable approach to business verification, unlike more rigid competitors.

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Benefits

Medical, dental, & vision coverage

Unlimited PTO

Stock-options

401(k)

Parental leave

Hybrid work