ModernFi

Director

• Lead the institution activation process, ensuring a smooth transition from sales to active usage of ModernFi's platform
• Be a strategic partner to our clients, ensuring they understand and can effectively utilize all platform features
• Oversee joint marketing activations with clients, coordinating between internal teams (Institution Success, Marketing, Sales) and client stakeholders
• Provide ongoing support to clients, addressing inquiries and resolving issues promptly
• Regularly check in on client usage, identify patterns, and proactively suggest ways to increase platform utilization
• Develop and maintain strong, long-lasting client relationships, serving as the primary point of contact
• Work closely with founding team and the Institution Success team to develop strategies for increasing client engagement and usage
• Identify and communicate upsell opportunities based on client's strategic growth goals
• Gather and communicate client feedback on the product to drive platform improvements

Regional Director