Manager – Strategic Client Solutions

Manager – Strategic Client Solutions

Requirements

• Deep understanding of financial technology markets, products, and operational considerations.
• 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.
• Strategic mindset that can connect client challenges to platform capabilities and identify value creation opportunities.
• Team-oriented approach with experience working collaboratively on deal teams alongside sales and customer success personnel.
• Ability to balance technical expertise with business acumen in client-facing situations.
• Strong problem-solving abilities with a solutions-oriented mindset.
• Excellent project management skills with attention to detail.
• 3+ years of experience in a technical pre-sales, client enablement, or solution consulting role, preferably in fintech, SaaS, or financial services.

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 platform.
• Drive technical implementation success by ensuring proper configuration and integration with client systems.
• Guide clients through technical challenges, providing expert consultation on how to maximize platform benefits for their specific use cases.
• 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.
• Identify opportunities to expand platform usage within client organizations based on deep understanding of their needs and our capabilities.
• Provide valuable product and market feedback to internal teams based on client interactions and industry knowledge.
• Serve as the escalation point for complex client questions that require deep product and operational expertise.
• Participate in deal team meetings as the technical authority to support client acquisition, retention, and expansion efforts.
• Track and analyze client usage patterns to identify opportunities for enhancing value realization.

Preferred Qualifications

No preferred qualifications provided.