Customer Delivery Manager
FinixSalary not specified
- Full Time
- Junior (1 to 2 years)
Not SpecifiedCompensation
Mid-level (3 to 4 years), Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, Enterprise SoftwareIndustries
Requirements
Candidates should have at least 3 years of experience in relationship management, account management, or similar roles. A background in a revenue-generating function is required, along with excellent communication and interpersonal skills for client-facing and internal interactions. Candidates must demonstrate strong problem-solving skills, attention to detail, and the ability to manage multiple clients and work streams simultaneously. A strong understanding of financial systems, markets, technology, and banking is essential, as well as a high level of organization and professionalism.
Responsibilities
The Regional Director will lead the institution activation process, ensuring a smooth transition from sales to active usage of ModernFi's platform. They will act as a strategic partner to clients, overseeing joint marketing activations and providing ongoing support. The role involves regularly checking in on client usage, identifying patterns, and suggesting ways to increase platform utilization. The Regional Director will develop and maintain strong, long-lasting client relationships, identify upsell opportunities, and gather client feedback to drive platform improvements.
Skills
Client-Facing
Relationship Management
Account Management
Communication
Interpersonal Skills
Problem-Solving
Organization
Data-Driven Marketing
Financial Systems
Banking
Flexibility
Patience
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.
New York City, New YorkHeadquarters
2022Year Founded
$26.9MTotal Funding
SERIES_ACompany Stage
Fintech, Financial ServicesIndustries
11-50Employees