Regional Director

The Opportunity

ModernFi is seeking a Regional Director to own the client relationships across the full institution journey, from activation through long-term growth. You will play a crucial role in ensuring client satisfaction, driving product adoption, and fostering long-term relationships with our clients. As the relationship owner for your portfolio, you will ensure clients understand and realize the full value of our platform, surfacing opportunities tied to their growth goals and delivering client feedback to our product teams.

Your work will directly strengthen how financial institutions across the county operate, improving the financial health of millions of Americans. This role offers the opportunity to drive revenue, deepen 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

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

About You

Energized by collaborating with clients and experience in a revenue-generating function

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

About Us

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.

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

The Process

If you’d like to learn more, please email us at [email protected] . Our process is focused on cultural and personality fit. We are excited to get to know you, learn about what motivates you, and ensure that we can accelerate your personal and professional growth.