THE OPPORTUNITY
ModernFi is seeking a Regional Director to own the client relationships across the full institution journey, from activation through long-term growth. You will play a crucial role in ensuring client satisfaction, driving product adoption, and fostering long-term relationships with our clients. As the relationship owner for your portfolio, you will ensure clients understand and realize the full value of our platform, surfacing opportunities tied to their growth goals and delivering client feedback to our product teams.
Your work will directly strengthen how financial institutions across the county operate, improving the financial health of millions of Americans. This role offers the opportunity to drive revenue, deepen client success, influence product development, and shape ModernFi's strategic direction during a period of rapid growth.
At ModernFi, your work will directly fuel our vision and mission to serve as systemically important financial infrastructure that drives the American economy and to empower our partner financial institutions to grow and better serve their communities.
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 diverse backgrounds. We appreciate technical ability, dedication, and humble confidence. Above all, we value respect — for our colleagues, our clients, our partners, and ourselves.
Our team pushes each other to be better every day, supports each other when things go wrong, and grows together on this journey. Because we are a close-knit team, 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
- Top-of-market comp, equity from day one
- Health, dental, vision. 100% employee covered
- 401(k) with a broad fund selection
- Unlimited PTO
- Fully paid parental leave
- $100 monthly wellness stipend
- Dinner in the office
- Relocation to New York
- Uncapped equipment
- Quarterly team outings
THE PROCESS
If you’d like to learn more, please email us at [email protected]. Our process is focused on cultural and personality fit. We are excited to get to know you, learn about what motivates you, and ensure that we can accelerate your personal and professional growth.