# Manager, Strategic Client Solutions

**Company:** [ModernFi](https://hotfix.jobs/companies/modernfi)
**Location:** New York, NY
**Role:** Sales Engineering
**Salary:** $150k – $200k/yr
**Experience:** 5+ years
**Skills:** Fintech, SaaS, Pre-Sales, Client Enablement, Solution Consulting, Technical Implementation, Configuration, Integration, Knowledge Transfer, Consultative Selling, Financial Services, Project Management
**Posted:** 2026-03-19

> Serves as technical SME partnering with sales pre-sale and customer success post-sale to drive client implementation, value realization, and expansion for ModernFi's fintech platform. Requires 5+ years in technical pre-sales or solution consulting, preferably in fintech/SaaS.

## Job Description

## 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.

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

## Benefits
- Generous salary
- Unlimited PTO
- 401(k)
- Premium health, dental, and vision insurance
- Significant equity and commission

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