Full-Time

Account Executive

Updated on 5/16/2024

ModernFi

ModernFi

11-50 employees

Deposit management technology for banks

Data & Analytics
Financial Services

Mid

New York, NY, USA

Requirements
  • Experience working as an account executive or in partnerships in finance, banking, or technology
  • Track record of cultivating, closing, growing, and maintaining key, large-value client and/or partner relationships
  • High level of organization and professionalism, and comfort with data-driven business development practices
  • Ability to handle nebulous problems and shifting priorities with flexibility, patience, and skill
  • Excited by the prospect of life- and career-changing work in a startup environment
  • High EQ, trustworthy, and calm under pressure
  • Interest in financial systems, markets, technology, and banking
Responsibilities
  • Meet or exceed revenue and booking goals with new bank and credit union partners
  • Be instrumental in achieving ModernFi’s revenue targets
  • Maintain frequent contact with the firm's clients and partners to ensure their success, and relay feedback to the founding and product teams
  • Independently launch and drive initiatives around partnerships and client growth, while acting as each clients' champion within the firm
  • Maintain a high level of organization around client databases and calendars, and further Account Executive best practices (CRMs, cadence, touch points, etc.)

ModernFi offers end-to-end deposit management for banks, providing real-time analysis of deposit stability and composition, control over balance sheet size, and on-demand funding sourcing through a single application. The technology is supported by compliance and regulatory adherence, empowering banks to enhance their financial services for their communities.

Company Stage

Series A

Total Funding

$23.3M

Headquarters

New York, New York

Founded

2022

Growth & Insights
Headcount

6 month growth

40%

1 year growth

180%

2 year growth

366%