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Account Manager, Enterprise Banking

Middesk
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Hybrid (San Francisco or New York)$200k - $220kFull-timePosted 8mo ago

About the role

Account Manager responsible for Middesk’s largest banking sector accounts, owning the end-to-end relationship, driving growth and product adoption, and representing customer needs to Product and GTM teams. Hybrid role with in-person days in SF/NY.

Responsibilities

  • Take ownership of the overall relationship, strategy, and growth of each customer in your portfolio, ensuring their satisfaction, retention, and growth.
  • Work closely with your 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 across Go-To-Market, Product and Operations.
  • Identify, pursue, negotiate and close new business opportunities that will drive value for both parties.
  • Cultivate new and strengthen existing relationships across all relevant functions and levels, ensuring a resilient partnership and creating champions within the customer's organizations.
  • Become a subject matter expert in the industry, customer use cases, and Middesk product suite to bring forward effective solutions to your customer’s needs and challenges.
  • Understand and advocate for your customers’ product needs and requests to our Product teams on a systematic basis to ensure they are incorporated into future product roadmaps.
  • Support the development of new content and processes for the Account Management team.

Qualifications

  • 6+ years of experience in Account Management or Customer Success within B2B SaaS, managing portfolios of high-value, high-touch accounts.
  • Banking or Fintech experience is required.
  • Ability to drive strategic conversations and plans with decision-makers and executives, as well as identifying creative solutions to drive our customers’ businesses forward.
  • Ability to effectively cultivate trust, build strategic relationships as well as identify and develop new relationships, across all relevant functions and levels of a customer’s organization.
  • Strong commercial acumen and effective negotiation skills.
  • Works seamlessly with internal stakeholders across Go-To-Market and Product teams.
  • Effectively advocates for customer needs to Product teams to shape future product direction and development.
  • Excellent communicator, effectively communicating to technical, operational and executive audiences.

Skills

Required:Account managementStrategic relationship buildingNegotiationIndustry knowledge
Last updated Oct 14, 2026. Interested? Apply on the company site.
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About Middesk

We make it easier for B2B companies to transact with one another

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 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.

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