Account Manager, Mid - market

The Role

As one of the first members of Middesk's Account Management team, you will own and nurture long-term relationships with our earliest and highest-potential customers. Your focus will be on driving customer success by identifying opportunities to expand adoption, improve business outcomes, and maximize the value customers get from Middesk's products.

You'll serve as a trusted advisor, advocating for customer needs internally and collaborating with cross-functional teams to develop win-win solutions. Through regular touchpoints and business reviews, you'll help customers understand their realized value while identifying ways to deepen engagement.

This role sits at the intersection of technical expertise, product knowledge, and industry insight, working closely with our go-to-market, operations, and product/engineering teams to ensure our customers continue to grow successfully with Middesk.

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

• Manage a portfolio of mid-market customers, ensuring they achieve ongoing value from Middesk.
• Act as a trusted advisor, helping customers navigate challenges and optimize their use of Middesk.
• Lead renewal conversations, proactively identifying risks and ensuring retention.
• Partner with customers to increase adoption and engagement, helping them integrate new features or expand use cases.
• Collaborate with internal teams to capture customer insights and influence product improvements.

What We're Looking For

• 3+ years of experience in Account Management, Customer Success, or a related customer-facing role.
• Experience managing mid-market customers and driving retention, renewals, and engagement.
• Strong relationship management skills, with the ability to engage both operational and executive stakeholders.
• Ability to explain technical concepts to non-technical audiences and support product adoption.
• A proactive, problem-solving mindset with a focus on helping customers succeed.

Nice to Haves

• Experience in financial services, risk management, or B2B compliance is a plus.
• Bachelors Degree+