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Account Manager – Enterprise Banking

April 23, 2025April 23, 2025

Account Manager – Enterprise Banking

CompanyMiddesk
LocationSan Francisco, CA, USA, New York, NY, USA
Salary$Not Provided – $Not Provided
TypeFull-Time
Degrees
Experience LevelSenior

Requirements

  • 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.
  • Comfortable navigating ambiguity and effectively prioritizing work to maximize productivity.
  • A go-getter at heart, keen to make an impact for your customers, team and company and with the grit to push through challenges and ambiguity.

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.

Preferred Qualifications

    No preferred qualifications provided.


TaggedFinance & Operations & StrategyMiddeskSales & Account ManagementSeniorStrategic Account Management

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