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Product Solutions Specialist

The Opportunity

ModernFi is seeking a Product Solutions Specialist to bridge the gap between product, operations, and client-facing teams. In this role, you will be the go-to expert on our product’s features, functionality, and operational processes, empowering teams with the knowledge and tools they need to deliver a seamless experience to our clients. You will collaborate across departments to solve challenges, improve processes, and support the successful delivery of ModernFi’s solutions.

This role is pivotal in ensuring ModernFi’s continued growth and client satisfaction, as you will play a direct role in driving operational excellence and enhancing the client journey.

The Role

Responsibilities

  • Develop deep knowledge of ModernFi’s product functionality, value proposition, and operational workflows.

  • Partner with client-facing teams to provide detailed product guidance, answer technical questions, and assist with complex client needs.

  • Create and maintain resources such as product guides, FAQs, and training materials to support internal teams.

  • Work closely with product, operations, and engineering teams to resolve challenges and ensure alignment across the organization.

  • Identify and implement improvements to internal workflows to enhance team efficiency and client satisfaction.

  • Act as a liaison between client-facing teams and the product team, collecting and relaying feedback to influence future product development.

  • Support onboarding efforts by providing product demonstrations and operational guidance to ensure a smooth transition for new clients.

  • Track and analyze team performance metrics related to product adoption and provide actionable insights for improvement.

About You

  • Proven experience working with complex products, with the ability to communicate technical details effectively.

  • A natural at diagnosing issues and finding innovative, practical solutions.

  • Skilled at working across teams, building strong relationships with internal stakeholders.

  • Ability to manage multiple priorities with a strong attention to detail and follow-through.

  • Exceptional verbal and written communication skills to train, explain, and document product features and processes.

  • 2-4 years in product, operations, or a related role within technology or financial services.

  • Thrives in a fast-paced, dynamic environment with shifting priorities.

About Us

he 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, and premium health, dental, and vision insurance. As an early hire, you will have access to significant equity at a critical stage of the company’s growth.

The Process

If you’d like to learn more, please email us at careers@modernfi.com. During the recruitment process, you’ll meet Adam and Paolo.

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.

Average salary estimate

$80000 / YEARLY (est.)
min
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$70000K
$90000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Product Solutions Specialist, ModernFi

Are you ready to step into a dynamic role as a Product Solutions Specialist with ModernFi in the vibrant heart of New York? This exciting position is all about connecting the dots between our product, operations, and client-facing teams. As the go-to expert on our products, you'll empower your colleagues by sharing insights into features, functionality, and operational processes, making their jobs easier and enhancing our clients' experiences. Imagine working collaboratively across departments, tackling challenges head-on, and delivering seamless solutions that ensure our clients are over the moon! Your role won't just stop at support; you'll create valuable resources like product guides and training materials that will help our teams shine. And as a vital link between client-facing teams and our product group, your insightful feedback will help shape the future of our offerings. We’re looking for someone with a knack for diagnosing issues and proposing practical solutions, who can juggle priorities with ease. If you thrive in a fast-paced environment and have a passion for technology or financial services, we want to hear from you! At ModernFi, we appreciate competence, diversity, and respect, and you'll enjoy generous benefits, including unlimited PTO and equity options. This is your chance to be part of a high-performing team that values your unique contributions, so let's transform the way clients experience finance together!

Frequently Asked Questions (FAQs) for Product Solutions Specialist Role at ModernFi
What are the main responsibilities of a Product Solutions Specialist at ModernFi?

As a Product Solutions Specialist at ModernFi, your responsibilities center around developing a deep understanding of our product's functionalities, performing operational workflows, and bridging gaps between various teams. This includes partnering with client-facing teams to provide expert product guidance, ensuring smooth onboarding for new clients, and creating valuable resources like product guides and training materials. Additionally, you'll be tracking team performance metrics and offering solutions to improve our processes, ensuring that our clients always receive top-notch service.

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What qualifications do you need to apply for the Product Solutions Specialist position at ModernFi?

To be a successful Product Solutions Specialist at ModernFi, candidates should possess a proven track record working with complex products, along with strong communication skills to effectively relay technical details. The ideal candidate will have 2-4 years of relevant experience in product, operations, or a related role within the technology or financial services sectors. The ability to collaborate across teams, manage multiple priorities, and thrive in a dynamic environment is crucial. Familiarity with creating training materials and resource documentation will set you apart!

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How does the Product Solutions Specialist contribute to client satisfaction at ModernFi?

The Product Solutions Specialist is crucial in enhancing client satisfaction at ModernFi by acting as the expert on product features and operational processes. Through direct collaboration with client-facing teams, you will address complex client needs, provide technical support, and ensure smooth onboarding by delivering meaningful product demonstrations. Your input on feedback from clients will also shape the product's future development, making sure our solutions are always aligned with client expectations and enhancing their journey with us.

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What skills are important for success as a Product Solutions Specialist with ModernFi?

A successful Product Solutions Specialist at ModernFi should possess excellent analytical skills for diagnosing and solving issues, as well as strong interpersonal skills to build relationships with internal stakeholders. Exceptional communication, both verbal and written, is vital for training colleagues and documenting product features. Also, being detail-oriented while managing multiple tasks efficiently is fundamental to enhancing both team performance and client satisfaction, enabling you to thrive in our fast-paced, dynamic work environment.

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What does the training process look like for a new Product Solutions Specialist at ModernFi?

Upon joining as a new Product Solutions Specialist at ModernFi, you can expect a comprehensive training process designed to equip you with the necessary knowledge and tools to excel in your role. You'll receive detailed guidance on our product functionalities, access to existing resources like product guides and FAQs, and personalized onboarding support to ensure smooth client transitions. Additionally, you'll have opportunities to shadow experienced team members and participate in collaborative workshops, fostering a solid foundation for your growth within the organization.

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Common Interview Questions for Product Solutions Specialist
Can you describe your experience with managing complex products as a Product Solutions Specialist?

When answering this question, highlight specific instances where you engaged with complex products, detailing how you navigated challenges and collaborated with cross-functional teams. Share concrete examples of your role in providing product guidance, addressing technical questions, and your approach to improving workflows. Use clear metrics or outcomes to demonstrate your impact.

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How do you prioritize tasks when handling multiple projects simultaneously?

In your response, emphasize the importance of organization and time management skills. Discuss tools you use for prioritization, such as task management systems, and illustrate your process of identifying urgent tasks versus long-term projects. Sharing a personal experience that showcases your ability to prioritize effectively can strengthen your answer.

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What strategies do you use for creating effective product training materials?

Outline your approach to developing engaging training materials by focusing on understanding the audience's needs and tailoring content accordingly. Discuss methods you use for content creation, such as incorporating visuals, demonstrations, and learning assessments. Providing examples of successful training materials you've created will bolster your answer.

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How do you handle negative feedback from clients regarding product functionality?

Your answer should convey a positive and proactive approach to receiving feedback. Illustrate your commitment to client satisfaction by explaining the steps you take to address concerns, such as actively listening, empathizing, and collaborating with product teams to implement necessary improvements based on the feedback received. Providing a specific example related to your experience can further strengthen your response.

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Describe a situation where you improved a workflow or process within a team.

Originally, share the context of the situation, including the specific workflow or process you tackled. Discuss the steps you took to analyze the current process, gather input from team members, and implement changes that led to better efficiency. Highlight the outcomes and how your actions positively impacted team dynamics or client satisfaction.

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What role do you think communication plays in the success of a Product Solutions Specialist?

Emphasize communication as a cornerstone for the success of a Product Solutions Specialist. Discuss how effective communication fosters collaboration, ensures alignment among teams, and plays a vital role in delivering seamless client experiences. Providing specific examples of how your strong communication skills have led to successful projects can further illustrate your point.

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How do you stay updated with industry trends and product developments?

Your answer should include a variety of methods for staying informed, such as following relevant industry blogs, attending webinars, engaging in professional development courses, and networking within industry communities. Mention specific sources or events that you find particularly effective, showcasing your commitment to continuous learning and growth.

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What tools or software are you proficient in that relate to this role?

Discuss the tools and software you have experience with that would be beneficial in the Product Solutions Specialist role, such as project management platforms, CRM systems, or data analysis tools. Explain how you have used these tools in your previous roles to facilitate product management, track performance metrics, or enhance team collaboration.

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How would you approach training a new team member on the product?

Explain your strategy for onboarding a new team member, focusing on a structured training process that includes introductions to product features, operational workflows, and hands-on demonstrations. Share your commitment to providing ongoing support and resources, ensuring that the new hire feels confident and equipped to succeed in their role.

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What are your long-term career goals as a Product Solutions Specialist?

This is your opportunity to articulate your professional aspirations clearly. Discuss how you envision growth within the field, detailing specific skills you wish to develop and how you plan to contribute to ModernFi's mission. Highlight your desire to take on more responsibility or lead initiatives that align with your passion for enhancing client satisfaction and operational excellence.

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ModernFi specializes in optimizing the deposit market by providing banks with intelligent funding and revenue opportunities.

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Full-time, on-site
DATE POSTED
January 6, 2025

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