CrawlJobs Logo

Account Manager, Enterprise Banking

United States, New York 200000.00 - 210000.00 USD / Year · Job Posted February 21, 2026
Apply Position
Job Link Share

Job Description

As part of our Account Management team, you will be responsible for a portfolio of Middesk’s largest accounts within the banking sector, ensuring their happiness and growth with Middesk. You will own the overall relationship with your customers, serving as their strategic partner and trusted advisor. You will gain in-depth knowledge of your customers’ business needs and work closely with them to develop a joint win-win strategy. Through regular engagement, you will develop existing and new relationships across a wide range of functions to deepen our partnership. Keeping your customers’ needs top of mind, you will uncover, negotiate and close new opportunities that will drive value for both customers and Middesk. You will work closely with the rest of our Go-To-Market function to drive satisfaction and usage of existing products, as well as play a critical role in advocating for your customers’ needs to our Product teams. As a critical member of the Account Management team you will have the opportunity to help shape the development and direction of the function.

Job Responsibility

  • 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

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

What we offer

Offers Equity

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Similar Jobs for

Account Manager, Enterprise Banking

8 matching positions

Account Manager - Banking and Wealth

We partner with customers to help them build and scale the best applications on ...
Location
Location
United States , New York
Salary
Salary:
115200.00 - 136320.00 USD / Year
plaid.com Logo
Plaid
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 3+ years of quota carrying account management experience
  • ideally with large enterprise organizations
  • Ability to collaborate closely with Plaid’s technical team to ensure customer launches are timely and successful
  • previous B2B technology experience is a strong plus
  • Deep customer empathy and desire to see our customers succeed
  • Ability to quickly understand new technologies and become a subject matter expert in Plaid’s APIs in order to convey complex information simply to our customers
  • Interest in financial services and technical products
  • grit, enthusiasm, and a high degree of intellectual curiosity
  • Excitement to work in a high-growth, ever-changing environment and to help build processes and tools as needed
  • Adaptable and capable of working with all types of people and roles to build long-lasting relationships
Job Responsibility
Job Responsibility
  • Own the overall relationship with our banking, wealth, and insurance customers, identifying key stakeholders and building relationships with influencers and the core team interacting with our solutions
  • Manage partnership, commercial, and technical topics
  • develop and implement strategies that increase customer product adoption, engagement, and growth at scale to drive revenue
  • Own revenue targets, which includes identifying and closing new upsell opportunities and leading commercial negotiations for contract renewals
  • Be a strategic advisor and product consultative guidance on Plaid and industry best practices as customers build and scale their applications
  • Be a champion for our customers and work with our internal Plaid teams to translate customer feedback into product insights
  • partner with key customer stakeholders to ensure alignment between their business and product priorities and Plaid’s
  • Partner and collaborate with internal cross-functional counterparts such as Sales, Partnerships, Support, Risk, Legal, Finance, Commercial, Engineering, Product, and Business Operations
What we offer
What we offer
  • medical, dental, vision, and 401(k)
  • Fulltime
Read More
Arrow Right

Security Account Manager - Investment Banking Client

Allied Universal® is hiring a Security Account Manager for an Investment Banking...
Location
Location
United States , Boston
Salary
Salary:
98321.00 USD / Year
aus.com Logo
Allied Universal®
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Education: Bachelor’s degree in security management, criminal justice, emergency management, intelligence, or a related field — or an equivalent combination of education and relevant experience
  • Experience: 3+ years of security operations experience, including 3+ years in a security/global operations or command-center environment and demonstrated team leadership or supervisory experience
  • Experience managing or coordinating a 24/7 operation, including staff scheduling and coverage
  • Working knowledge of access control and video-management systems, mass-notification tools, and security intelligence/analysis practices
  • Hands-on experience with enterprise platforms such as access control (e.g., CCure), video management (e.g., Avigilon, ExacqVision), mass notification (e.g., Everbridge), and travel risk management (e.g., International SOS)
  • Strong written and verbal communication, sound judgment under pressure, and demonstrated discretion with confidential and sensitive information
  • Proficiency with standard office and collaboration software.
Job Responsibility
Job Responsibility
  • Team leadership & performance management
  • Training & development
  • SOPs, Playbooks & Operational Standards
  • Investigations
  • GSOC Technology & Systems Management
  • Intelligence collection & analysis
  • Risk assessment
  • Crisis response & communication
  • Metrics, Reporting & Continuous Improvement
  • Stakeholder Coordination & Communications
  • Fulltime
Read More
Arrow Right

Enterprise AI - Account Manager

We are looking for an Account Manager with a background in Financial Services an...
Location
Location
India
Salary
Salary:
Not provided
wokelo.ai Logo
Wokelo AI
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • MBA from a Top-tier institute is mandatory
  • 1-2 years of post-MBA experience in Financial services including Enterprise Account Management, Investment Research, Financial Services, or Fintech is preferred
  • Strong understanding of investment research, financial modelling, and capital markets
  • Ability to leverage analytics tools to monitor client engagement and boost platform adoption
  • Excellent communication and presentation skills, with experience in guiding senior stakeholders and investment professionals
  • Hands-on, execution-oriented, and comfortable working in a high-growth startup environment
  • Proficiency in CRM tools, Customer Success software, and MS Office
Job Responsibility
Job Responsibility
  • Customer Engagement & Success: Build and nurture long-term relationships with key accounts, ensuring seamless onboarding, activation, and continued value realization
  • Account Growth & Retention: Drive engagements, renewals, upsell/cross-sell opportunities, and reduce churn by providing high-impact insights and best practices
  • Strategic Consulting: Guide clients—Private Equity firms, Investment Banks, and Asset Managers—on how to integrate AI-driven intelligence into their workflows
  • Proactive Issue Resolution: Actively address customer concerns, provide solutions, and serve as a trusted advisor for investment research professionals
  • Data-Driven Decision Making: Monitor key usage metrics like NRR, churn, and engagement, and use analytics to optimize customer success strategies
  • Market & Product Feedback Loop: Work with internal teams to ensure our product continuously evolves to meet the needs of the investment research industry
What we offer
What we offer
  • Competitive Compensation & Equity: We offer top-of-market salary packages along with ESOPs
  • Comprehensive Benefits: Full health insurance coverage, flexible vacation policy, and a remote-friendly work environment
  • Global Exposure: Collaborate with industry leaders and attend bi-annual offsites for strategic alignment and team-building
  • Fulltime
Read More
Arrow Right

Account Executive/Senior Account Executive, Enterprise

As an Enterprise Account Executive, you will be focused on selling our FX & Paym...
Location
Location
Hong Kong , Hong Kong
Salary
Salary:
Not provided
airwallex.com Logo
Airwallex
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • At least 8 years of experience selling a complex technology product to enterprise accounts (preferably with several years in fintech)
  • A top performing sales professional with a proven track record of new business solution selling, ideally within FX, payment, transaction banking, card issuing in target verticals including eCommerce, marketplaces, fintech, online travel agents, etc.
  • Success-oriented and hold yourself accountable for delivering key outcomes, including KPIs and revenue targets
  • Broad existing network of key decision makers for payments solutions at our target prospects -- such as major eCommerce, marketplace, fintech, online travel, digital content and similar network/platform businesses
  • Besides strong analytical skills and an organized way of working, you will have excellent communication and solution selling skills (directly tailored to customer needs) and experience in identifying and influencing key decision makers and stakeholders
Job Responsibility
Job Responsibility
  • Work with our SDR and acquire new enterprise customers across APAC through your existing network and experience
  • Own and drive the entire deal cycle from prospecting to go live
  • Identify new companies, use cases and prospects through research with help of our SDR team
  • Work with Marketing, Strategy, and other functions to architect and execute a well-oiled machine to drive sales funnel conversion
  • Build and manage a strong, reliable pipeline, as well as help define best practices that will be the foundation for the APAC sales team
  • Work collaboratively with people at all levels and across functions and cultures
  • Provide regular reporting against KPIs, metrics and targets
  • Develop and implement go-to-market strategies tailored to specific target verticals and/or companies
  • Fulltime
Read More
Arrow Right

Account executive senior account executive enterprise

As an Enterprise Account Executive, you will be focused on selling our FX & Paym...
Location
Location
Singapore , Singapore
Salary
Salary:
Not provided
airwallex.com Logo
Airwallex
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • At least 8 years of experience selling a complex technology product to enterprise accounts (preferably with several years in fintech)
  • A top performing sales professional with a proven track record of new business solution selling, ideally within FX, payment, transaction banking, card issuing in target verticals including eCommerce, marketplaces, fintech, online travel agents, etc.
  • Success-oriented and hold yourself accountable for delivering key outcomes, including KPIs and revenue targets
  • Broad existing network of key decision makers for payments solutions at our target prospects -- such as major eCommerce, marketplace, fintech, online travel, digital content and similar network/platform businesses
  • Besides strong analytical skills and an organized way of working, you will have excellent communication and solution selling skills (directly tailored to customer needs) and experience in identifying and influencing key decision makers and stakeholders
Job Responsibility
Job Responsibility
  • Work with our SDR and acquire new enterprise customers across APAC through your existing network and experience
  • Own and drive the entire deal cycle from prospecting to go live
  • Identify new companies, use cases and prospects through research with help of our SDR team
  • Work with Marketing, Strategy, and other functions to architect and execute a well-oiled machine to drive sales funnel conversion
  • Build and manage a strong, reliable pipeline, as well as help define best practices that will be the foundation for the APAC sales team
  • Work collaboratively with people at all levels and across functions and cultures
  • Provide regular reporting against KPIs, metrics and targets
  • Develop and implement go-to-market strategies tailored to specific target verticals and/or companies
  • Fulltime
Read More
Arrow Right

Account Manager

Wise is a global technology company, building the best way to move and manage th...
Location
Location
United States , Austin
Salary
Salary:
95000.00 - 130000.00 USD / Year
assessfirst.com Logo
Assessfirst
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • At least 3 years of experience in Account Management, Customer Success, or Enterprise Sales within fintech, SaaS, or financial services
  • Strong understanding of the North American banking and fintech landscape, particularly in cross-border payments
  • Proven track record of growing accounts and driving measurable revenue impact
  • Comfortable working toward and exceeding revenue targets and KPIs
  • Skilled at building and maintaining relationships with stakeholders at all levels, including C-suite
  • Hands-on and proactive — comfortable leading partner conversations, navigating challenges, and driving outcomes
  • Detail-oriented, with the ability to deeply understand deals and identify where to invest for maximum impact
  • Able to balance commercial, technical, and operational discussions — from solutioning integrations to negotiating terms
Job Responsibility
Job Responsibility
  • Driving growth and deepening relationships across a portfolio of strategic platform partners in North America
  • Own partner relationships end-to-end within Wise Platform — focusing on retention, expansion, and long-term value creation
  • Identifying and executing upsell and cross-sell opportunities
  • Managing commercial discussions
  • Collaborating with internal teams (including Partner Risk) to ensure sustainable growth
  • Work with the Wise Platform team to build, close, and deliver a strong pipeline of opportunities within your existing accounts
  • Develop comprehensive account plans for key platform partners
  • Establish strong relationships with your platform partners by understanding their strategic objectives and decision-making process
  • Lead QBRs and become the subject matter expert for your partners
  • Design and manage stakeholder maps that capture essential contacts from Wise and the Partner and how they engage each other
  • Fulltime
Read More
Arrow Right

Enterprise Account Technology Strategist

Microsoft’s Enterprise Team focuses on empowering customers on their digital jou...
Location
Location
Thailand , Bangkok
Salary
Salary:
Not provided
https://www.microsoft.com/ Logo
Microsoft Corporation
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 10+ experience of Pre-sales on cloud solutions to Enterprise customers and achieving target or equivalent experience
  • Bachelor's Degree in Computer Science, Information Technology, Engineering, or related field AND 5+ years technical consulting, technical consultative selling, business consulting, practice building, or related technical/sales experience OR equivalent experience
  • 7+ years experience in relevant customer industry and Consulting skill
  • 7+ years experience in digital transformation, or using technology to drive customer business outcomes
  • Experience in Banking, Retail
Job Responsibility
Job Responsibility
  • Customer and Industry Insights: Applies expertise to develop Industry Sales Kits and identify industry partners, leveraging market trends and cross-industry insights to address customer challenges
  • Combines business and industry knowledge with global best practices to forecast and recommend account strategies
  • Orchestrates teams to gather data, evaluate risks, and adapt solutions, ensuring customers explore innovative approaches to grow and address business challenges effectively
  • Differentiated Value Proposition: Collaborate with senior executives to showcase how Microsoft solutions meet future business needs, driving growth and competitive advantage
  • Acts as a Technology Mentor, building relationships with C-level leaders and aligning Microsoft capabilities with customer needs
  • Leads business transformations using digital technologies to deliver outcomes, challenge thinking with innovative ideas, and involve resources for customer success
  • Captures wins as references and represents the business in significant public relations events
  • Technology Sales: Demand Generation and Orchestration: Drives Account Strategy Envisioning (ASE) with teams, customers, and partners to deliver outcomes via Industry Sales Kits and Solution Plays
  • Creates and manages new opportunities, ensuring consumption pipeline velocity and unblocking issues
  • Coaches peers on opportunity initiation and sets best practices
  • Fulltime
Read More
Arrow Right

Senior Sales Manager (Enterprise)

This is Adyen. Adyen provides payments, data, and financial products in a single...
Location
Location
Japan , Tokyo
Salary
Salary:
Not provided
adyen.com Logo
Adyen
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • High levels of energy, love networking, connecting and thrive in hands-on environments
  • Proven experience in an enterprise sales role (7+ years) selling complex solutions
  • Team player who enjoys working with a global team across different offices, roles, and cultures
  • Analytical, strategic negotiator with a commercially driven, goal-getting attitude
  • Ability to execute, manage time-sensitive tasks in a fast-paced, highly entrepreneurial environment
  • Working in the financial space against large banking institutions is a challenge, so these individuals should be prepared to educate and pitch transparently with a consultative approach
  • Industry specialist with solid experience in selling into retail / hospitality / e-commerce / gaming or other consumer centric industry where payments happens
  • Fluency in Japanese and business level English is required
Job Responsibility
Job Responsibility
  • Own the sales cycle with our largest merchants - from the prospecting stage to closing deals
  • Creatively drive innovation for merchants in retail, digital, platforms, and financial services
  • Become an expert in selling Adyen's world class financial solutions
  • Partner with technology leaders and solution providers while working closely with our Sales Support, Implementation and Account Management teams
  • Travel and network (~25%)
  • Fulltime
Read More
Arrow Right