What are the responsibilities and job description for the Regional Director position at ModernFi?
The Opportunity
As an Account Manager at ModernFi, you will work directly with the founding team and Institution Success team to onboard and support our bank and credit union clients. You will play a crucial role in ensuring client satisfaction, driving product adoption, and fostering long-term relationships with our clients. Your efforts will help banks and credit unions better serve their communities, contributing to the financial health of millions of Americans.
We believe in hiring the best talent and letting you build with autonomy and ownership, while also supporting you to learn and grow your professional expertise. Not only is our team deeply skilled in their respective disciplines, we are eager to share our knowledge and learn from each other.
Your work at ModernFi matters. Our products help banks and credit unions better serve their communities, improving the financial health of millions of Americans. We are improving the ways that banks and credit unions operate and, in doing so, contributing to the stability of the US economy.
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
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 a diverse set of backgrounds. We appreciate technical ability, dedication, and humble confidence. Above all, we value respect - respect to our colleagues, our clients, our partners, and to ourselves. Because we are a close-knit team of high performers, 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
We offer generous salary, unlimited PTO, and premium health, dental, and vision insurance. As an early hire, you will have access to significant equity and commission at a critical stage of the company's growth.
The Process
If you'd like to learn more, please email us at careers@modernfi.com. During the recruitment process, you'll meet Adam and Paolo.
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.
