Teams at Middesk

Provide comprehensive customer support by answering questions, troubleshooting product issues, conducting onboarding and support calls, documenting product knowledge, and communicating customer feedback internally. The role partners cross-functionally with product and go-to-market teams to improve processes and product experiences. It requires strong research, critical thinking, communication, organization, customer service, and decision-making skills, with onsite work five days weekly in San Francisco or New York City.

Generate and qualify new business opportunities in banking, lending, and payments through strategic outbound prospecting. Build relationships with decision-makers, understand customer needs, present Middesk solutions, meet quarterly quotas, and maintain strong communication across outreach channels. The role requires cold calling, account research, product expertise, organization, resilience, teamwork, and a growth mindset. This is a hybrid NYC-area position requiring in-office work four to five days per week.

Designs and streamlines high-volume data fulfillment workflows, automates recurring operational work, builds dashboards and analyses, and identifies process improvements. Partners with Engineering, Sales, Product, Customer Experience, and Finance to launch products, improve procedures, manage operational costs, and maintain accurate, reliable data.