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Director, Client Strategy

Lehi, Utah, United States

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.

Like many startups, we’ve navigated real growth challenges — and we’ve come out stronger on the other side. Today, MX is in a phase of renewed momentum and scale, with a solid foundation and a clear vision for what’s next. This is a place where thoughtful execution matters, innovation is encouraged, and individuals have real ownership over their work.

Our culture values curiosity, accountability, and impact. We give people the space to question assumptions, design better solutions, and help shape how the company grows. If you’re looking to do meaningful work, influence outcomes, and grow alongside a company that’s ready to move fast, you’ll feel at home at MX.

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.

 

Job Duties

  • 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

 

Requirements

  • 12+ years of experience in client success management and B2B account management within SaaS, ideally with 10+ years in the financial industry, preferred

  • 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

 

 

 

**Please note that this position does not accept sponsorship candidates at this time. Only US-based candidates who are authorized to work in the US without sponsorship, now or in the future, will be considered for this role.

At MX, we are a high-performance organization that thrives on trust and results. This role is based in Lehi, Utah. We believe in empowering our team members to deliver exceptional outcomes while taking advantage of our incredible office space when it best supports their work. Our Utah office features onsite perks such as company-paid meals, massage therapists, a sports simulator, gym, mother’s lounge, and meditation room and meaningful interactions with amazing people. 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 race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, military or veteran status, status as an individual with a disability, or other applicable legally protected characteristics. We particularly welcome applications from veterans and military spouses. All your information will be kept confidential according to EEO guidelines. You may request reasonable accommodations by sending an email to hr@mx.com.

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