About the role
The Opportunity As a Regional Director at ModernFi, you will work directly with the leadership team to grow and support our bank and credit union clients. You will play a crucial role in ensuring client satisfaction, driving product adoption, and fostering long-term relationships with our clients. Your efforts will help banks and credit unions better serve their communities, contributing to the financial health of millions of Americans. We believe in hiring the best talent and letting you build with autonomy and ownership, while also supporting you to learn and grow your professional expertise. Not only is our team deeply skilled in their respective disciplines, we are eager to share our knowledge and learn from each other. Your work at ModernFi matters. Our products help banks and credit unions better serve their communities, improving the financial health of millions of Americans. We are improving the ways that banks and credit unions operate and, in doing so, contributing to the stability of the US economy. The Role Responsibilities 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 About You Energized by collaborating with clients and experience in a revenue-generating function 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 About Us The caliber and character of the ModernFi team set us apart. We value competence and drive over experience and look for compassionate people with a diverse set of backgrounds. We appreciate technical ability, dedication, and humble confidence. Above all, we value respect – respect to our colleagues, our clients, our partners, and to ourselves. Because we are a close-knit team of high performers, we are selective and considerate with every hire. The people at ModernFi could be doing anything in the world, yet they choose to be here. Benefits We offer generous salary, unlimited PTO, 401(k), and premium health, dental, and vision insurance. As an early hire, you will have access to significant equity and commission at a critical stage of the company’s growth. The Process During the recruitment process, you’ll meet the our leadership team and, provided conversations go well, will be invited to an onsite presentation. We are excited to get to know you, learn about what motivates you, and ensure that we can accelerate your personal and professional growth.
