Middesk

About the Company

Middesk's mission is to enable every business to access the products and services they need to grow and thrive. We believe that if we can make it easy for a business to access financial products, hire new employees, and transact with other businesses, that we increase the odds of success for that business to contribute to its community and the broader economy. Our Identity product provides accurate, complete information that financial services companies need to make efficient onboarding decisions. Our Agent product makes it easy for employers to file with the state and federal agencies needed to establish their business across the country. Our customers include Affirm, Brex, Plaid, Mercury, Divvy, Rippling, Gusto, and others. Based in San Francisco, CA, Middesk is backed by Sequoia Capital, Accel Partners, and Y Combinator.

Listed Jobs

Company Name

Middesk

Job Title

Account Manager, Mid-Market

Job Description

**Job Title:** Account Manager, Mid‑Market **Role Summary:** Drive success for a portfolio of 50‑70 mid‑market B2B customers by managing relationships, ensuring retention, and expanding product adoption of Middesk’s KYB platform. Serve as a trusted advisor, translate customer needs internally, and collaborate across go‑to‑market, operations, and product teams. **Expectations:** - Work hybrid (2 days on‑site in NY or SF; remote the remaining days). - Be based within a commutable distance to the office. - Manage a high‑volume book of early‑stage, high‑potential accounts. - Proactively identify risks, lead renewal conversations, and pursue growth opportunities. **Key Responsibilities:** - Own and nurture a mid‑market account portfolio, prioritizing time to maximize customer success. - Build trusted relationships with operational and executive stakeholders. - Conduct proactive risk assessments and renewal discussions to maintain retention. - Drive deeper adoption of new features and expand use cases across accounts. - Share customer insights with product, engineering, and go‑to‑market teams to influence improvements. - Develop expertise in the Know‑Your‑Business (KYB) space and apply it to customer challenges. **Required Skills:** - 3+ years B2B account management, customer success, or similar customer‑facing role. - Proven experience managing mid‑market customers, driving renewals, retention, and adoption. - Strong prioritization, time‑management, and relationship‑building abilities across a broad portfolio. - Ability to communicate technical product concepts to non‑technical audiences. - Proactive, resourceful, curious, with a focus on creating value. - Demonstrated interest in KYB, financial services, risk management, or B2B compliance (nice‑to‑have). **Required Education & Certifications:** - Bachelor’s degree or equivalent professional experience. - No specific certifications required; relevant industry knowledge in KYB or compliance is a plus.

New york, United states

Hybrid

01-10-2025

Company Name

Middesk

Job Title

Sales Development Representative

Job Description

Job title: Sales Development Representative Role Summary: Generate and qualify new business opportunities within the banking, lending, and payments sectors for a SaaS-based business identity verification platform. Drive growth by aggressively prospecting, educating prospects, and building a robust pipeline that feeds the sales cycle. Expectations: - Meet or exceed monthly and quarterly lead and qualification targets. - Conduct high‑volume outreach (calls, emails, social media) across multiple channels. - Maintain accurate, up‑to‑date prospect data in the CRM. - Collaborate closely with sales and marketing teams to refine target lists and messaging. - Deliver a clear, compelling value proposition that differentiates the solution in a competitive market. Key Responsibilities: - Execute outbound prospecting strategy targeting decision‑makers in banking, lending, and payments. - Research and personalize outreach to align with each prospect’s business context. - Present product demos and articulate how the platform solves identity verification challenges. - Qualify leads based on need, budget, authority, timeline, and fit (BANT). - Log all prospect interactions, insights, and next‑step actions into the CRM. - Work with the Account Executive team to hand over fully qualified opportunities. - Track progress against quotas and adjust tactics as needed. Required Skills: - 6 months–1 year of SaaS Sales Development or similar experience. - Strong verbal and written communication skills; comfortable on the phone and in e‑mail. - Self‑motivated, resilient, and capable of thriving in a fast‑paced environment. - Proven ability to hit or exceed sales metrics and targets. - Ability to learn detailed product knowledge quickly and explain it clearly. - Familiarity with multi‑channel outreach (cold call, LinkedIn, email). - Team player who shares best practices and collaborates across functions. Required Education & Certifications: - Bachelor’s degree (preferred). - No specific certifications required.

New york, United states

Hybrid

03-12-2025