Technical Account Manager

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:

Technical Account Managers at Middesk work cross-functionally to support our most strategic and complex customers. Through trusted relationships, we offer customized, strategic consultations and proactively identify opportunities to help businesses streamline onboarding, mitigate risk, and optimize operational workflows. Our goal is to empower customers with the insights, tools, and integrations they need to accelerate growth and scale efficiently with Middesk.

We follow a hybrid work model, and for this role, there is an expectation of 2 days per week in our SF 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:

• Own and drive the overall relationship, strategy, and growth of each assigned customer, ensuring long-term success and satisfaction.

• Foster strong, strategic relationships across all levels and functions within a customer’s organization, creating internal champions.

• Develop and execute joint strategies with customers to drive adoption, maximize product usage, and unlock new opportunities.

• Work cross-functionally with Product, Operations, and Go-To-Market teams to align on customer needs and deliver seamless solutions.

• Act as a trusted advisor and industry expert, providing insights on topics such as fraud/disputes, declines, product adoption, and global expansion.

• Lead user-facing meetings, both in person and via video, engaging with technical, operational, and executive stakeholders.

• Advocate for customer needs by systematically surfacing feedback to Product teams, influencing roadmaps and feature development.

• Troubleshoot and consult on technical integrations, including APIs, SQL queries, and data workflows.

• Develop external documentation, processes, and content to improve the customer experience and streamline operational efficiencies.

• Proactively identify and eliminate operational friction points, ensuring smooth interactions across support channels, documentation, and product feedback.

• Support the development of scalable processes, automation, and workflows to improve customer onboarding and ongoing engagement.

What We’re Looking For:

Minimum Qualifications

• 6+ years of experience in Account Management, Customer Success, or Strategic Partnerships, managing high-value, high-touch accounts in a B2B SaaS environment.

• Proven ability to drive strategic conversations and develop growth plans with decision-makers and executives.

• Strong ability to build, maintain, and nurture long-term partnerships at all levels of a customer’s organization.

• Strong product sense and problem-solving mindset, with experience tackling complex customer challenges.

• Excellent written and verbal communication skills, with the ability to engage both technical and non-technical audiences.

• Experience leading complex integration conversations in a highly consultative and proactive manner.

• Proficiency in SQL for querying and analyzing customer data.

• Commercial acumen and effective negotiation skills.

• Strong troubleshooting and technical consultation skills, with experience collaborating with internal technical teams.

Technical Expertise

• Expertise in API-based solutions, application stacks, and infrastructure relevant to financial institutions.

• Proficiency with JSON files, Webhooks, and API integration to optimize workflows.

Preferred Qualifications

• Experience optimizing operations and process workflows to improve efficiency and scalability.

• Project management experience, with the ability to manage multiple initiatives across internal and external teams.

• Ability to drive the full sales lifecycle, from initial discovery to implementation, ensuring customer success.

• Skilled in value-based selling, articulating not only product benefits but broader business impact.

• Adept at strategic communication, advocating for customer needs across technical and executive teams.

• Thrives in a fast-paced, early-stage GTM environment, with a proactive approach to problem-solving and continuous learning.

• A go-getter mentality, eager to make an impact for customers, the team, and the company.