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