Operations Analyst, Entity Management

About Middesk

Our goal is to make it easier for businesses to work together. Since 2018, we have been a leading disruptor in the business identity market. While consumer identity technology has seen significant modernization and digitization over the past decade, business identity and verification largely continues to be a manual process, specifically in the context of onboarding businesses to receive access to financial products and services. Our best-in-class business identity platform provides access to complete, up-to-date information that financial services institutions and fintechs need to make educated decisions about their customers and facilitate rapid onboarding and transacting. Our vision is that every company can instantly gain access to all the data, products, and services they need to establish and grow their business with ease. Middesk came out of Y Combinator, is backed by Sequoia Capital and Accel Partners, and was recently named to Forbes Fintech 50 List and cited as an industry leader in business verification by digital identity strategy firm, Liminal.

The Role

Middesk’s Entity Management business helps customers understand, manage, and maintain their business information and relationships. The Entity Operations Fulfillment team plays a critical role in this by establishing and maintaining our customers’ relationships with state agencies. This involves creating online accounts, submitting registrations, and monitoring communications. By guiding our customers through the payroll tax registration process, we remove complexity and operational burden, allowing them to focus on growing their businesses while staying compliant with state employment requirements.

As an Operations Analyst on the Entity Operations Fulfillment team, you will be part of a growing team of six analysts supporting our Entity Management product line. In this queue-based, highly operational role, you’ll process state tax registrations, resolve data discrepancies, and monitor state notifications. You’ll develop expertise in state-specific processes and use that knowledge to complete tasks efficiently and accurately on behalf of our customers. While the core focus of this role is operational execution, there will also be opportunities to contribute to projects that support the growth and scalability of the business.

What you'll do:

• Develop expertise in the nuances of state registrations and transfers to efficiently and accurately process payroll tax registrations.

• Review and submit state registration applications, ensuring completeness and accuracy.

• Follow up with customers to resolve application inaccuracies and gather missing information, enabling timely completion of registrations.

• Proactively contact state agencies to clarify requirements, track application progress, and resolve untimely correspondences.

• Monitor state notifications, identify next steps, and act on them to maintain compliance for our customers.

• Collaborate with the broader Entity Management team to optimize processes, identify gaps, and improve internal workflows for new features and fulfillment streams.

What we’re looking for:

• 1-2 years of experience in customer support, customer service, or a related field, preferably within a SaaS or technology-driven environment.

• Strong communication skills with the ability to convey complex information clearly and empathetically.

• Proven ability to manage multiple tasks and prioritize workload effectively in a fast-paced environment.

• Experience handling high volumes of tasks while consistently meeting or exceeding fulfillment quotas with accuracy and attention to detail.

• A process-oriented mindset with a focus on solutions, decision-making, and execution.

• Ability to learn quickly, adapt to changing requirements, and thrive in a dynamic environment.

• Strong problem-solving skills; you approach challenges with curiosity, creativity, and a proactive mindset.

• Collaborative team player who works well cross-functionally to drive team success.

• Coachable and hungry to learn, with an eagerness to continuously develop new skills and expertise.

• Commitment to in-person collaboration by working from our NYC office four to five days a week, fostering strong teamwork and engagement within the team.