5+ years in relationship or account management roles
Excellent communication and interpersonal skills
Strong organizational abilities and professionalism
Experience in revenue-generating functions
Understanding of financial systems and banking
Problem-solving skills and attention to detail
Ability to manage multiple priorities with flexibility
Responsibilities
Lead activation process to transition clients to the platform
Serve as a strategic partner to enhance client utilization
Coordinate joint marketing efforts with clients and internal teams
Provide ongoing client support and resolve issues promptly
Monitor client usage and suggest improvements
Build and maintain strong client relationships
Communicate client feedback for product enhancements
Benefits
Unlimited PTO
401(k) plan
Premium health, dental, and vision insurance
Access to equity and commission as an early hire
Full Job Description
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
Energized by collaborating with clients and experience in a revenue-generating function
5+ years of experience in relationship management, account management or similar roles
Excellent communication and interpersonal skills for client-facing and internal interactions
Energized by meeting with key partners in person (and willingness to travel accordingly)
Proven ability to manage multiple clients and work streams simultaneously
Strong problem-solving skills and attention to detail
High level of organization and professionalism, and comfort with data-driven marketing 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
Strong understanding of financial systems, markets, technology, and banking
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 [redacted]. 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.
