MX · 9 hours ago
Director, Client Strategy
Lehi, UT
Contract
Hybrid
Lead/Staff, Director/Executive
12+ years expMX is a fintech company dedicated to empowering financial strength through innovative technology solutions for banks and fintechs. They are seeking a Director, Client Strategy to lead the Client Strategy team, focusing on strategic initiatives, client relationships, and ensuring exceptional client outcomes.
BankingFinanceFinancial ServicesFinTech
No H1B
Responsibilities
Provide visionary leadership and strategic direction for the CX team, ensuring alignment with company goals and client expectations
Oversee comprehensive ownership of client relationships, ensuring client satisfaction, managing risks, billing, and contractual escalations
Build and maintain strong relationships with senior-level executives (SVPs, VPs, C-suite) to drive business growth and advocacy
Partner with account executives to identify and negotiate cross-sells, upsells, and renewal opportunities, achieving revenue targets
Act as the 'Voice of the Customer' within internal discussions to drive customer-centric outcomes and product enhancements
Collaborate with clients to develop and execute strategic plans leveraging our products/services to enhance business and customer experiences
Become a subject matter expert on our products/services, aligning them with client strategies and communicating updates effectively
Monitor and enhance performance metrics, ensuring client portfolios achieve usage and platform adoption goals
Lead customer demonstrations, Executive Business Reviews, and adoption deliverables through various mediums
Qualification
Required
12+ years of experience in client success management and B2B account management within SaaS, ideally with 10+ years in the financial industry, preferred
Proven ability to lead and develop high-performing teams, with strong organizational and communication skills at an executive level
Demonstrated success in achieving corporate objectives and quotas, adept at managing multiple clients and priorities concurrently
Passion for delivering elite client experiences, driving satisfaction, retention, and growth
Bachelor's degree or equivalent experience, preferred
Please note that this position does not accept sponsorship candidates at this time. Only US-based candidates who are authorized to work in the US without sponsorship, now or in the future, will be considered for this role
Benefits
Company-paid meals
Massage therapists
A sports simulator
Gym
Mother’s lounge
Meditation room
Company
MX Technologies, Inc. is a leader in actionable intelligence, enabling financial providers and consumers to do more with financial data.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
$450MKey Investors
TPGBattery VenturesUSAA
2021-01-13Series C· $300M
2019-06-25Series B· $100M
2015-04-30Series A· $30M
Leadership Team
Ryan Caldwell
Founder and Chief Executive Officer
Brandon Dewitt
CTO
Recent News
2025-12-15
bloomberglaw.com
2025-11-05
2025-11-02
Company data provided by crunchbase