Strategic Client Solutions Manager, ModernFi
$130-180k
Offers Equity
Deposit management for financial institutions
Be an early applicant
Deposit management for financial institutions
1-20 employees
Be an early applicant
$130-180k
Offers Equity
1-20 employees
Company mission
To increase the stability and performance of US financial institutions and the communities they serve.
Role
Who you are
- Deep understanding of financial technology markets, products, and operational considerations
- Exceptional ability to translate complex technical concepts into clear value propositions for diverse audiences
- Proven track record of helping clients achieve tangible business outcomes through technology solutions
- Strong consultative skills with the ability to understand client needs and recommend appropriate solutions
- Experience functioning as a trusted advisor throughout the entire client lifecycle
- Excellent presentation and communication skills, with the ability to engage effectively in both technical and business discussions
- Strategic mindset that can connect client challenges to platform capabilities and identify value creation opportunities
- Team-oriented approach with experience working collaboratively on deal teams alongside sales and customer success personnel
- Ability to balance technical expertise with business acumen in client-facing situations
- Strong problem-solving abilities with a solutions-oriented mindset
- Excellent project management skills with attention to detail
- 3+ years of experience in a technical pre-sales, client enablement, or solution consulting role, preferably in fintech, SaaS, or financial services
What the job involves
- ModernFi is seeking a Manager, Strategic Client Solutions to serve as a critical subject matter expert (SME) on our market, product, and operational capabilities throughout the entire client journey
- In this essential role, you will work alongside Account Executives during the pre-sale process and collaborate with Regional Directors post-sale to ensure clients realize maximum value from our platform
- As the technical knowledge cornerstone of our deal teams, you will drive client success by providing expert guidance, solving complex challenges, and ensuring our solutions deliver measurable business outcomes
- Your expertise will be instrumental in helping clients understand, implement, and optimize ModernFi's platform for their specific needs
- This position offers the opportunity to directly impact client success and retention while shaping ModernFi's enablement strategy during a period of rapid growth
- Serve as the definitive subject matter expert on ModernFi's market positioning, product capabilities, and operational processes across all client interactions
- Partner with Account Executives during the pre-sale process to articulate technical value propositions, address complex questions, and ensure solutions align with client needs
- Work closely with Regional Directors post-sale to ensure clients achieve their strategic objectives and realize full value from our platform
- 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 for their specific use cases
- Develop and deliver specialized knowledge transfer sessions that empower clients to leverage our platform's full capabilities
- Create and maintain enablement resources, alongside marketing managers and other teammates, that showcase platform value and accelerate client success
- Identify opportunities to expand platform usage within client organizations based on deep understanding of their needs and our capabilities
- Provide valuable product and market feedback to internal teams based on client interactions and industry knowledge
- Serve as the escalation point for complex client questions that require deep product and operational expertise
- Participate in deal team meetings as the technical authority to support client acquisition, retention, and expansion efforts
- Track and analyze client usage patterns to identify opportunities for enhancing value realization
Our take
Rising interest rates and the recent collapse of prominent banks have triggered a mass exodus of deposits from smaller institutions. This "deposit runoff" has left community and regional banks scrambling to retain funds, impacting their growth and stability.
ModernFi offers an end-to-end deposit management platform to address this very issue. Its "deposit network" connects smaller banks with high-value depositors, facilitating deposit sourcing, automated fund sweeping, and enhanced security for depositors. This network acts as a lifeline for smaller banks, helping them attract and retain crucial funding.
Recent investment will fuel the company's expansion in several areas, with the ultimate goal of becoming a one-stop shop for bank CFOs, offering a comprehensive suite of solutions for managing the entire deposit lifecycle. With strong market demand and a clear roadmap for expansion, ModernFi appears well-positioned to navigate the shifting landscape of banking and become a vital resource for community and regional banks in the years to come.
Kirsty
Company Specialist at Welcome to the Jungle
Company
Funding (last 2 of 3 rounds)
Jan 2024
$18.7m
SERIES A
Feb 2023
$4.5m
SEED
Total funding: $27.7m
Company benefits
- Unlimited PTO
- Premium health, dental, and vision insurance
- Company equity
Company HQ
Civic Center, New York, NY
Leadership
Paolo Bertolotti
(CEO)Graduated from Massachusetts Institute of Technology with a PhD in Complex Systems and Statistics. They are currently a Lecturer in Statistics at Columbia University.
Adam DeVita
(COO)Graduated from Columbia University with a Bachelor's Degree in Economics and Mathematics. Previously a Product Manager at Citi.
Bennett Johnsen
(Chief Compliance Officer)Graduated from Princeton University with a Degree in Economics and Finance. Previously worked at Texas Exchange Bank as a Chief Credit Officer and Chief Financial Officer.
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