Regional Director
Company:ModernFi
Location:United States
Languages:English
Seniority level:Director, 5+ years
Experience:5+ years
Skills:
LeadershipProject ManagementCross-functional Team LeadershipCommunication SkillsCollaborationProblem SolvingCustomer serviceMentoringFinanceCustomer SuccessInterpersonal skillsAdaptabilityRelationship buildingProblem-solving skillsAccount ManagementTeamworkNegotiation skillsEmpathyClient relationship managementStrong communication skillsCross-functional collaborationRelationship managementSales experienceStrategic thinkingProcess improvementAnalytical thinking
Requirements:
5+ years of experience in relationship management, account management or similar roles Excellent communication and interpersonal skills Proven 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
Responsibilities:
Lead the institution activation process Be a strategic partner to clients Oversee joint marketing activations Provide ongoing support to clients Regularly check in on client usage Develop and maintain strong client relationships Work with teams to develop strategies for increasing client engagement Identify and communicate upsell opportunities Gather and communicate client feedback on the product
