ModernFi

Strategic Client Solutions

New York

Sponsorship not specifiedDetected 124 days ago

Project ManagementCustomer SuccessCommunicationProblem Solving

About the role

ModernFi is seeking an individual for the role of Strategic Client Solutions to serve as a critical subject matter expert (SME) on our market, product, and operational capabilities throughout the entire client journey.

Partner with Account Executives during the pre-sale process to articulate technical value propositions, address complex questions, and ensure solutions align with client needs.
Drive technical implementation success by ensuring proper configuration and integration with client systems.
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.
Participate in deal team meetings as the technical authority to support client acquisition, retention, and expansion efforts.
In this essential role, you will work alongside Account Executives during the pre-sale process and collaborate with Regional Directors post-sale to ensure clients realize maximum value from our platform.
As the technical knowledge cornerstone of our deal teams, you will drive client success by providing expert guidance, solving complex challenges, and ensuring our solutions deliver measurable business outcomes.
Your expertise will be instrumental in helping clients understand, implement, and optimize ModernFi's platform for their specific needs.
This position offers the opportunity to directly drive revenue, ensure continued client success, influence product development, and shape ModernFi's strategic direction during a period of rapid growth.

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.
Ability to balance technical expertise with business acumen in client-facing situations.
5+ years of experience in a technical pre-sales, client enablement, or solution consulting role, preferably in fintech, SaaS, or financial services.

Top-of-market comp, equity from day one
Health, dental, vision.
Fully paid parental leave
$100 monthly wellness stipend
Guide clients through technical challenges, providing expert consultation on how to maximize platform benefits for their specific use cases.

The caliber and character of the ModernFi team set us apart.
We value competence and drive over experience, and look for compassionate people with diverse backgrounds. We appreciate technical ability, dedication, and humble confidence. Above all, we value respect - for our colleagues, our clients, our partners, and ourselves.
Our team pushes each other to be better every day, supports each other when things go wrong, and grows together on this journey. Because we are a close-knit team, we are selective and considerate with every hire.
The people at ModernFi could be doing anything in the world, yet they choose to be here.
We value competence and drive over experience, and look for compassionate people with diverse backgrounds.
We appreciate technical ability, dedication, and humble confidence.
Above all, we value respect - for our colleagues, our clients, our partners, and ourselves.
Our team pushes each other to be better every day, supports each other when things go wrong, and grows together on this journey.
Because we are a close-knit team, we are selective and considerate with every hire.
We are excited to get to know you, learn about what motivates you, and ensure that we can accelerate your personal and professional growth.

This listing is sourced directly from ModernFi's careers page and normalized into a canonical job model.