ModernFi

Manager, Strategic Client Solutions

New York, New York, United States

ModernFi Logo
$130,000 – $180,000Compensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Technology, Financial ServicesIndustries

Requirements

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.

Responsibilities

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.

Skills

Client Solutions
Technical Expertise
Product Knowledge
Operational Processes
Solution Implementation
Client Engagement
Knowledge Transfer
Configuration & Integration

ModernFi

Advisory services for funding markets management

About ModernFi

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.

Key Metrics

New York City, New YorkHeadquarters
2022Year Founded
$26.9MTotal Funding
SERIES_ACompany Stage
Fintech, Financial ServicesIndustries
11-50Employees

Benefits

Health Insurance
Dental Insurance
Vision Insurance
Unlimited Paid Time Off
Company Equity

Risks

Increased competition from fintech companies may erode ModernFi's market share.
Technical challenges with Q2 integration could affect client satisfaction and adoption.
Regulatory scrutiny may increase compliance costs and operational challenges for ModernFi.

Differentiation

ModernFi offers a fully integrated, API-driven deposit network for financial institutions.
The company provides extended deposit insurance through program institutions, enhancing depositor security.
ModernFi's solutions simplify complex financial instruments for institutional clients, aiding compliance.

Upsides

Integration with Q2's platform enhances ModernFi's digital banking capabilities and client reach.
Partnerships with credit unions expand ModernFi's market presence and deposit network.
Recognition as a top fintech innovator boosts ModernFi's credibility and market appeal.

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