---
title: 'Strategic Client Solutions at ModernFi'
canonical: 'https://feeny.ai/job/strategic-client-solutions-modernfi-new-york-j22168g3agc9'
type: 'job'
last_seen: '2026-09-07'
---

# Strategic Client Solutions at ModernFi

- **Company:** ModernFi
- **Location:** New York, NY
- **Compensation:** $150k–$200k
- **Employment:** full-time
- **Work type:** onsite
- **Posted:** 2026-08-06
- **Last confirmed live:** 2026-09-07
- **Apply:** https://jobs.ashbyhq.com/modernfi/4a90c84f-2180-4c52-ac4a-65394eaeedc8

## Job description

## 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 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.

## ABOUT YOU

- 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.
- 5+ years of experience in a technical pre-sales, client enablement, or solution consulting role, preferably in fintech, SaaS, or financial services.

## 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 careers@modernfi.com. 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.

## About ModernFi

## Company Overview
- **One-liner**: ModernFi operates institution-owned deposit networks that help U.S. financial institutions provide reciprocal deposit insurance, optimize funding, and improve profitability.
- **Entity Type**: Private (Series B, $57.8M total funding)
- **Headquarters**: New York, New York, United States
- **Founded**: 2022
- **Founders**: Paolo Bertolotti

## Core Business
- **Primary industry**: Financial Services / Fintech (deposit infrastructure)
- **Target customers**: B2B — U.S. banks (community, regional, super-regional), credit unions, and other financial institutions of all sizes; also serves depositors including private wealth, nonprofits, public funds, and fiduciaries.
- **Mission**: "To serve as systemically important financial infrastructure that drives the American economy" and "Empower our partner financial institutions to grow and better serve their communities" [modernfi.com](https://www.modernfi.com/resources/about)

## Products & Services
- **Reciprocal Deposit Network (NBID)**: An institution-owned network that lets banks and credit unions offer depositors access to millions in aggregate FDIC/NCUA insurance across network institutions. Members receive preferential pricing, profit share, and oversight through a bank-majority board. [modernfi.com](https://modernfi.com/)
- **CUSO Network (for Credit Unions)**: A credit union service organization serving over 130 credit unions, owned directly by 10 credit unions and funded by industry CUSOs representing over 185 more. [modernfi.com](https://modernfi.com/)
- **API & Core Integration Suite**: Direct connections to major core providers, APIs for developers (docs.modernfi.com), real-time portal visibility for treasury, ALCO, and risk teams. [modernfi.com](https://modernfi.com/)
- **Branded Depositor Experience**: Integrated into partner institutions' web and mobile apps, branded as theirs, with a single account, statement, and 1099 for end depositors. [modernfi.com](https://modernfi.com/)
- **Prospect Intelligence & Co-Marketing**: Data and analytics to identify businesses, municipalities, and high-balance prospects; growth dashboards; branded marketing assets and support. [modernfi.com](https://modernfi.com/)

## Market Standing
- **Valuation**: Not publicly disclosed
- **Total Funding**: $57.8M (as of Series B in October 2025) [linkedin.com](https://www.linkedin.com/company/modernfi)
- **Key Metric**: Trusted by 761 of the nation's leading institutions managing $2.8T in deposits across all 50 states. NBID network has over 600 member banks. [modernfi.com](https://modernfi.com/)
- **Notable Investors/Partners**: Canapi Ventures (lead), Andreessen Horowitz, Remarkable Ventures, ICE, Huntington National Bank, First Horizon, Regions, Members Development Company, Curql. Board includes Gene Ludwig (27th Comptroller of the Currency), David Haber, Rodney Hood (former Acting Comptroller of the Currency), Neil Underwood. [modernfi.com](https://www.modernfi.com/resources/about) [linkedin.com](https://www.linkedin.com/company/modernfi)
- **Growth Signals**: Over the past five years, use of deposits networks has nearly tripled to over $450B; public-funds balances on the network grew over 100% year-over-year; Series B raised in Oct 2025; headcount growing (+2.0% monthly); CB Insights Fintech 100, Fast Company Most Innovative Companies. [modernfi.com](https://modernfi.com/) [linkedin.com](https://www.linkedin.com/company/modernfi)

## Competitive Advantages
- **Institution-owned model**: Modeled after Visa at founding and member-owned utilities (DTCC, The Clearing House), giving member banks preferential pricing, profit share, and oversight through a bank-majority board. This creates strong alignment and stability. [modernfi.com](https://modernfi.com/)
- **Scale & network effects**: With 761 institutions and $2.8T in deposits, the network effect is substantial — more members increase the value for all participants.
- **Deep integration**: Direct connections to major core providers and APIs make it sticky and embedded in partner workflows.
- **Regulatory and industry credibility**: Board includes former Comptrollers of the Currency, and the company has deep relationships with state associations and regulators.
- **Branded, white-label experience**: Partners own the depositor relationship entirely, with ModernFi operating invisibly in the background.

## Strategic Focus
- **Scaling the network**: Continuing to add member banks and credit unions (new institutions signing every week), with a goal of becoming systemically important infrastructure.
- **Deepening product suite**: Expanding API access, analytics, and co-marketing capabilities to increase partner stickiness and revenue.
- **Public funds growth**: Winning municipal mandates with reduced collateral requirements (public-funds balances grew 100%+ YoY).
- **Building a coalition**: Intending to build a coalition that sits at the heart of American banking, ensuring stable operation for decades so institutions of all sizes can compete and thrive. [modernfi.com](https://www.modernfi.com/resources/about)

## Why Work Here
- **Culture & Values**: Outcome-driven, high-performance culture emphasizing Drive, Performance, and Respect. "We value competence and drive over experience" and look for compassionate individuals with diverse backgrounds. [modernfi.com](https://www.modernfi.com/resources/careers)
- **Team**: Close-knit team of ~50 high performers. "The people at ModernFi could be doing anything in the world, yet they choose to be here." [modernfi.com](https://www.modernfi.com/resources/careers)
- **Benefits**: Competitive compensation and equity, unlimited PTO, 100% of employee health/dental/vision insurance covered, 401(k) plan, parental leave, all equipment covered for in-person or WFH setup, quarterly team offsites and outings. [modernfi.com](https://www.modernfi.com/resources/careers)
- **Work Environment**: Hybrid/remote-friendly (all equipment covered for WFH). Headquarters in New York, NY. Quarterly team offsites and outings.
- **Engineering Culture**: 8 open roles including Senior/Staff Software Engineer, Forward Deployed Engineer, Software Engineer, and Engineering Manager. Technical team is 16% of headcount. [linkedin.com](https://www.linkedin.com/company/modernfi) [jobs.ashbyhq.com](https://jobs.ashbyhq.com/modernfi)
- **Impact**: Opportunity to build foundational financial infrastructure that strengthens community and regional institutions — the "drivetrain of the American economy." [modernfi.com](https://www.modernfi.com/resources/about)

## Sources
1. [modernfi.com](https://modernfi.com/)
2. [modernfi.com/about](https://www.modernfi.com/resources/about)
3. [modernfi.com/careers](https://www.modernfi.com/resources/careers)
4. [linkedin.com/company/modernfi](https://www.linkedin.com/company/modernfi)
5. [jobs.ashbyhq.com/modernfi](https://jobs.ashbyhq.com/modernfi)

## Other roles at ModernFi

- [Product](https://feeny.ai/job/product-modernfi-new-york-qvzt0at3em0q) — New York, NY
- [Regional Director](https://feeny.ai/job/regional-director-modernfi-new-york-e4n7ta1b2mff) — New York, NY
- [Business Development Representative](https://feeny.ai/job/business-development-representative-modernfi-new-york-az02s366x50y) — New York, NY
- [Forward Deployed Engineer](https://feeny.ai/job/forward-deployed-engineer-modernfi-new-york-tq4m724qnxd7) — New York, NY
- [Software Engineer](https://feeny.ai/job/software-engineer-modernfi-new-york-3pwqr47jpkds) — New York, NY
- [Platform Engineer](https://feeny.ai/job/platform-engineer-modernfi-new-york-588z56yxkvfw) — New York, NY
- [Engineering Manager](https://feeny.ai/job/engineering-manager-modernfi-new-york-cdp6srrcsj9s) — New York, NY