modernfi - Regional Director
Requirements
• At least 5+ years of experience in relationship management, account management, or similar roles. • Excellent communication and interpersonal skills for client-facing and internal interactions. • Proven ability to manage multiple clients and work streams simultaneously. • Strong problem-solving skills and attention to detail. • High level of organization and professionalism, with comfort in data-driven marketing practices. • Ability to handle nebulous problems and shifting priorities with flexibility, patience, and skill. • Willingness to travel for key partnerships as necessary (implied requirement). • Strong understanding of financial systems, markets, technologies (not explicitly stated but implied by the role's focus on driving product adoption among bank clients in a way that improves their communities’ financial health and contributes to US economy stability; this may be inferred from experience or education rather than certification). • High EQ, trustworthy nature, calm under pressure (not explicitly stated but implied by the job description's emphasis on client satisfaction and relationship management. It can also relate to professionalism which is mentioned as a requirement.)
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
Benefits
• We offer generous salary, unlimited PTO, 401(k), 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. • During the recruitment process, you’ll meet the our leadership team and, provided conversations go well, will be invited to an onsite presentation. • We are excited to get to know you, learn about what motivates you, and ensure that we can accelerate your personal and professional growth.
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