ModernFi

Regional Director

ModernFi

full-time

Posted on:

Location Type: Remote

Location: New York • United States

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Salary

💰 $140,000 - $180,000 per year

Job Level

Lead

About the role

  • 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

Requirements

  • 5+ years of experience in relationship management, account management or similar roles
  • Excellent communication and interpersonal skills for client-facing and internal interactions
  • Energized by meeting with key partners in person (and willingness to travel accordingly)
  • Proven ability to manage multiple clients and work streams simultaneously
  • Strong problem-solving skills and attention to detail
  • High level of organization and professionalism, and comfort with data-driven marketing practices
  • Ability to handle nebulous problems and shifting priorities with flexibility, patience, and skill
  • Excited by the prospect of life- and career-changing work in a startup environment
  • High EQ, trustworthy, and calm under pressure
  • Strong understanding of financial systems, markets, technology, and banking
Benefits
  • generous salary
  • unlimited PTO
  • 401(k)
  • premium health, dental, and vision insurance
  • access to significant equity and commission
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
relationship managementaccount managementdata-driven marketing practicesproblem-solvingclient engagement strategiesclient feedback communicationupsell opportunity identificationplatform utilization analysismarketing activation coordinationclient support
Soft Skills
communication skillsinterpersonal skillsorganizationprofessionalismflexibilitypatiencetrustworthinesscalm under pressureattention to detailclient relationship development