Own and nurture a high-volume book of ~200 SMB customers, prioritizing engagement based on customer health, risk, and opportunity
Build scalable systems for customer touchpoints while maintaining trusted relationships with key stakeholders
Monitor product usage data and customer signals to identify risks and proactively drive renewals
Spot and execute on opportunities to expand adoption, upsell features, and increase customer value
Collaborate cross-functionally with go-to-market, operations, and product/engineering teams to surface customer feedback and advocate for product improvements
Develop subject-matter expertise in Know Your Business (KYB) to guide customers on best practices and industry trends
Act as a trusted advisor to understand customers’ businesses, advocate for their needs, and guide toward deeper adoption of Middesk products
Requirements
1+ year in Account Management or 2+ years in a customer-facing support or success role (B2B SaaS preferred)
Experience engaging with SMB customers and driving outcomes like retention, adoption, or issue resolution
Strong prioritization skills and ability to balance depth with breadth across a high-volume book of business
Comfortable using data and metrics to identify risks, uncover opportunities, and inform strategy
Excellent communication skills, able to explain technical products in a clear, customer-friendly way
Proactive, resourceful, and curious
Based within a commutable distance to NYC and open to hybrid work (2 days per week in NY office)
Nice to have: Experience in financial services, risk management, or B2B compliance
Benefits
Equity and benefits
Offers Bonus
Hybrid work model (expectation of 2 days per week in NY office)
Support for in-person collaboration and flexibility (commutable distance to NYC)
ATS Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
Account ManagementCustomer SuccessB2B SaaSData AnalysisMetrics TrackingCustomer EngagementRetention StrategiesUpsellingProduct AdoptionKnow Your Business (KYB)