Strategic Client Solutions

The Opportunity

ModernFi is seeking an individual for the role of 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 drive revenue, ensure continued client success, influence product development, and shape ModernFi's strategic direction during a period of rapid growth.

At ModernFi, your work will directly fuel our vision and mission to serve as systemically important financial infrastructure that drives the American economy and to empower our partner financial institutions to grow and better serve their communities.

The Role

Responsibilities

• 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.

About You

• 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.

• 5+ years of experience in a technical pre-sales, client enablement, or solution consulting role, preferably in fintech, SaaS, or financial services.

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 diverse backgrounds. We appreciate technical ability, dedication, and humble confidence. Above all, we value respect — for our colleagues, our clients, our partners, and ourselves.

Our team pushes each other to be better every day, supports each other when things go wrong, and grows together on this journey. Because we are a close-knit team, 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

• Top-of-market comp, equity from day one

• Health, dental, vision. 100% employee covered

• 401(k) with a broad fund selection

• Unlimited PTO

• Fully paid parental leave

• $100 monthly wellness stipend

• Dinner in the office

• Relocation to New York

• Uncapped equipment

• Quarterly team outings

The Process

If you’d like to learn more, please email us at [email protected]. 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.