Regional Director

The role

The Regional Director will own client relationships from activation through long-term growth. You will ensure client satisfaction, drive product adoption, and deliver client feedback to product teams.

What you will do

• Lead the institution activation process from sales to active usage
• Be a strategic partner to clients to ensure effective platform utilization
• Oversee joint marketing activations with clients
• Provide ongoing support to clients and resolve issues
• Regularly check client usage and suggest ways to increase utilization
• Develop and maintain strong client relationships as the primary contact
• Work with the founding team and Institution Success team on engagement strategies
• Identify and communicate upsell opportunities
• Gather and communicate client feedback to drive platform improvements

Required qualifications

• Experience in a revenue-generating function
• 5+ years of experience in relationship management, account management or similar roles
• Excellent communication and interpersonal skills
• Willingness to travel for in-person meetings with key partners
• Ability to manage multiple clients and work streams simultaneously
• Strong problem-solving skills and attention to detail
• High level of organization and professionalism
• Comfort with data-driven marketing practices
• Ability to handle nebulous problems and shifting priorities
• High EQ, trustworthy, and calm under pressure
• Strong understanding of financial systems, markets, technology, and banking

Benefits

• Top-of-market comp
• Equity from day one
• Health, dental, vision. 100% employee covered
• 401(k) with a broad fund selection
• Unlimited PTO
• Fully paid parental leave
• $100 monthly wellness stipend
• Dinner in the office
• Relocation to New York
• Uncapped equipment
• Quarterly team outings

Before you apply

• Process is focused on cultural and personality fit

About the company

ModernFi aims to serve as systemically important financial infrastructure to drive the American economy and empower partner financial institutions. The team values competence, drive, and respect.