ModernFi · 5 months ago
Regional Director
United States
Full-time
Remote
Lead/Staff, Director/Executive
$140K/yr - $220K/yr
5+ years expModernFi is a company that focuses on improving the financial health of communities through its products for banks and credit unions. As a Regional Director, you will engage with clients to ensure satisfaction, drive product adoption, and maintain long-lasting relationships, while collaborating with internal teams to enhance client engagement.
BankingFinanceFinancial Services
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
Qualification
Required
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 collaborating with clients and experience in a revenue-generating function
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
Generous salary
Unlimited PTO
401(k)
Premium health, dental, and vision insurance
Significant equity
Commission
Company
ModernFi
ModernFi is a deposit network company that provides extended insurance to depositors through program institutions.
11-50 employees
Funding
Current Stage
Growth StageTotal Funding
$58.2MKey Investors
Canapi VenturesAndreessen Horowitz
2025-09-03Series B· $30M
2024-08-06Series Unknown· $5M
2024-01-23Series A· $18.7M
Leadership Team
Paolo Bertolotti
Founder and CEO
Adam DeVita
Founder and COO
Recent News
alleywatch.com
2025-10-03
alleywatch.com
2025-10-02
2025-09-13
Company data provided by crunchbase