Account Executive
Remote
Full Time
#Business Development
#Banking
#Finance
#Relationship Management
#Sales
#CRM
#Partnerships
#Client Success
The Opportunity
You will work directly with the Area Vice President and the CRO to cultivate key relationships and close new partners, leveraging your strong network within the bank and credit union industry to drive ModernFi's growth. You will have impact and responsibility from day one, building new relationships, bringing new banks and credit unions onboard, and working directly with the firm's existing partners to ensure client success. Your work will directly impact ModernFi’s mission to empower financial institutions with innovative deposit solutions while shaping the trajectory of the company and its client-focused culture.
We value autonomy, ownership, and professional growth. You'll be part of a team that combines deep expertise with a commitment to collaboration and shared learning. At ModernFi, your work matters: our products enable financial institutions of all sizes to better serve their members and strengthen their communities.
The Role
Responsibilities
Leverage your network to establish and deepen relationships with banks and credit unions, positioning ModernFi as a trusted partner
Meet or exceed revenue and booking goals with bank and credit union partners
Serve as the primary advocate for bank and credit union partners, maintaining high-quality, frequent contact to ensure their success and satisfaction
Maintain exceptional organization around client databases, calendars, and CRM utilization, while establishing best practices for bank and credit union engagement and sales
About You
5+ years in sales, relationship management, or partnerships, specifically focused on banks and credit unions
A proven ability to cultivate and leverage strong relationships within the bank and credit union ecosystem
Experience working as an account executive or in partnerships in finance, banking, or technology
High EQ, trustworthy, and calm under pressure
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 a diverse set of backgrounds. We appreciate technical ability, dedication, and humble confidence. Above all, we value respect – respect to our colleagues, our clients, our partners, and to ourselves. Because we are a close-knit team of high performers, 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
We offer generous salary, unlimited PTO, 401(k), and premium health, dental, and vision insurance. As an early hire, you will have access to significant equity and commission at a critical stage of the company’s growth.
The Process
During the recruitment process, you’ll meet the our leadership team and, provided conversations go well, will be invited to an onsite presentation.
We are excited to get to know you, learn about what motivates you, and ensure that we can accelerate your personal and professional growth.
