Director, Client Strategy

About MX

MX is a fintech company on a mission to empower the world to be financially strong. We build technology that helps banks, credit unions, and fintechs deliver smarter, more intuitive financial experiences to millions of people.

We are seeking an accomplished Director, Client Strategy to lead our esteemed Client Strategy team within our CX group. This pivotal role will drive strategic initiatives, elevate client relationships, and ensure exceptional client outcomes in alignment with our business objectives.

• Strategic Leadership – Provide visionary leadership and strategic direction for the CX team, ensuring alignment with company goals and client expectations.
• Client Relationship Management – Oversee comprehensive ownership of client relationships, ensuring client satisfaction, managing risks, billing, and contractual escalations.
• Executive Engagement – Build and maintain strong relationships with senior-level executives (SVPs, VPs, C‑suite) to drive business growth and advocacy.
• Sales Collaboration – Partner with account executives to identify and negotiate cross‑sells, upsells, and renewal opportunities, achieving revenue targets.
• Customer Advocacy – Act as the “Voice of the Customer” within internal discussions to drive customer‑centric outcomes and product enhancements.
• Strategic Planning – Collaborate with clients to develop and execute strategic plans leveraging our products/services to enhance business and customer experiences.
• Product Expertise – Become a subject matter expert on our products/services, aligning them with client strategies and communicating updates effectively.
• Performance Management – Monitor and enhance performance metrics, ensuring client portfolios achieve usage and platform adoption goals.
• Presentation and Communication – Lead customer demonstrations, Executive Business Reviews, and adoption deliverables through various mediums.

• 12+ years of experience in client success management and B2B account management within SaaS, ideally with 10+ years in the financial industry.
• Proven ability to lead and develop high‑performing teams, with strong organizational and communication skills at an executive level.
• Demonstrated success in achieving corporate objectives and quotas, adept at managing multiple clients and priorities concurrently.
• Passion for delivering elite client experiences, driving satisfaction, retention, and growth.
• Bachelor’s degree or equivalent experience (preferred).

Our Utah office features onsite perks such as company‑paid meals, massage therapists, a sports simulator, gym, mother’s lounge, and meditation room. We encourage team members to come together in the office to collaborate, kick off key projects, or strategize cross‑functionally, fostering connection and innovation.

MX is proudly committed to recruiting and retaining a diverse and inclusive workforce. As an Equal Opportunity Employer, we never discriminate based on any legally protected characteristic. All your information will be kept confidential according to EEO guidelines. You may request reasonable accommodations by sending an email to