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Strategic Client Solutions

ModernFi - New York, United States

Posted Mar 19, 2026

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About this role

Strategic Client Solutions New York, United States The Opportunity 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. 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. At ModernFi, your work will directly fuel our vision and mission to serve as systemically important financial infrastructure that drives the American economy and to empower our partner financial institutions to grow and better serve their communities. The Role Responsibilities - Serve as the definitive subject matter expert on ModernFi's market positioning, product capabilities, and operational processes across all client interactions. - Partner with Account Executives during the pre-sale process to articulate technical value propositions, address complex questions, and ensure solutions align with client needs. - Work closely with Regional Directors post-sale to ensure clients achieve their strategic objectives and realize full value from our

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