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Strategic Client Solutions
ModernFi · New York, United States
About The Role
Join ModernFi, a rapidly growing fintech company, as a Strategic Client Solutions expert. In this critical role, you will serve as a subject matter expert on our market, product, and operational capabilities throughout the entire client journey. 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. Your expertise will drive client success, influence product development, and shape ModernFi's strategic direction. Enjoy unlimited PTO, premium health benefits, and company equity.
- Servir como el experto en la materia en la posición de mercado de ModernFi, las capacidades del producto y los procesos operativos en todas las interacciones con los clientes.
- Colaborar con los Ejecutivos de Cuenta durante el proceso de pre-venta para articular las propuestas de valor técnico y garantizar que las soluciones se alineen con las necesidades del cliente.
- Trabajar en estrecha colaboración con los Directores Regionales después de la venta para garantizar que los clientes logren sus objetivos estratégicos y obtengan el valor completo de nuestra plataforma.
- 5+ years of experience in a technical pre-sales, client enablement, or solution consulting role, preferably in fintech, SaaS, or financial services
- Proven track record of helping clients achieve tangible business outcomes through technology solutions
- 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
- Experience functioning as a trusted advisor throughout the entire client lifecycle
- Team-oriented approach with experience working collaboratively on deal teams alongside sales and customer success personnel
- Deep understanding of financial technology markets, products, and operational considerations
- Strong problem-solving abilities with a solutions-oriented mindset
- Exceptional ability to translate complex technical concepts into clear value propositions for diverse audiences
- Strategic mindset that can connect client challenges to platform capabilities and identify value creation opportunities
- Excellent project management skills with attention to detail
- Strong consultative skills with the ability to understand client needs and recommend appropriate solutions
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