Senior Client Success Manager
Modern Health- Full Time
- Senior (5 to 8 years)
Candidates should possess a Bachelor's degree and have at least 7 years of experience in a client-facing role within the financial technology industry, demonstrating a deep understanding of financial technology markets, products, and operational considerations. Exceptional ability to translate complex technical concepts into clear value propositions for diverse audiences is essential, along with a proven track record of helping clients achieve tangible business outcomes through technology solutions. Strong consultative skills are required, enabling the candidate to understand client needs and effectively communicate technical information.
The Manager, Strategic Client Solutions will serve as the definitive subject matter expert on ModernFi's market positioning, product capabilities, and operational processes across all client interactions, partnering with Account Executives during the pre-sale process and collaborating with Regional Directors post-sale to ensure clients realize maximum value from our platform. They will drive technical implementation success by ensuring proper configuration and integration with client systems, guide clients through technical challenges, providing expert consultation on how to maximize platform benefits, and create and maintain enablement resources. Furthermore, this role involves identifying opportunities to expand platform usage within client organizations, providing valuable product and market feedback to internal teams, and serving as the escalation point for complex client questions requiring deep product and operational expertise.
Advisory services for funding markets management
ModernFi focuses on funding markets and asset liability management in the banking sector by allocating funds to FDIC-member banks. It serves institutional clients, providing insights and strategies to help them manage funding needs and optimize balance sheets. Unlike traditional banks, ModernFi does not offer deposits but simplifies complex financial processes through advisory services and educational materials. The company generates revenue through various fees, aiming to add value by helping clients navigate financial market complexities.