Regional Director

🕒 March 27

🗽 New York – Remote

🗽 New York – Remote

💵 $140k - $180k / year

⏰ Full Time

🔴 Lead

👔 Director

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ModernFi

WebsiteLinkedInAll Job Openings

11 - 50 employees

💸 Finance

💳 Fintech

🏦 Banking

💰 $100k Pre Seed Round on 2022-01

Finance • Fintech • Banking

ModernFi is a company providing financial institutions, such as banks and credit unions, with a suite of deposit products designed to better manage balance sheets, grow net interest margins, and enhance depositor services. Their Deposit Network offers services like extended deposit insurance to attract large-value depositors, as well as tools to efficiently source funding and manage liquidity. With their technology, they streamline operations and provide innovative funding solutions, aiding financial institutions in growing revenues and improving financial health.

📋 Description

• 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

🎯 Requirements

• 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

• generous salary • unlimited PTO • 401(k) • premium health, dental, and vision insurance • access to significant equity and commission