ModernFi · 3 months ago
Manager, Strategic Client Solutions
New York, NY
Full-time
Onsite
Mid, Senior Level
$150K/yr - $200K/yr
3+ years expModernFi is seeking a Manager, Strategic Client Solutions to serve as a critical subject matter expert on their market, product, and operational capabilities throughout the entire client journey. In this role, you will work alongside Account Executives and Regional Directors to ensure clients realize maximum value from ModernFi's platform and drive client success through expert guidance and support.
BankingFinanceFinancial Services
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
Qualification
Required
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
3+ years of experience in a technical pre-sales, client enablement, or solution consulting role, preferably in fintech, SaaS, or financial services
Benefits
Unlimited PTO
401(k)
Premium health, dental, and vision insurance
Access to significant equity and 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