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 a results-driven Client Strategy Executive to join our dynamic team. As a key player in our Revenue group, you will be responsible for fostering meaningful relationships, driving strategic initiatives, and ensuring the success of our clients.
Job Duties:Full ownership of the client relationship by partnering with both internal and external stakeholders to achieve the client’s defined business objectives, as well as managing client risk, billing, and contractual issues
Collaborate with internal teams as the "Voice of the Customer to drive customer-centric outcomes
Identify and negotiate cross-sells, upsells, and renewal opportunities to achieve individual and team sales targets, partnering with account executives to jointly close opportunities
Determine and align technical and strategic value drivers and KPIs for the client’s or partner’s business with MX’s products and service
Strong organizational and personal skills to successfully communicate and negotiate with internal and external customers and cultivate influential relationships across the business, especially at an executive level
Grow assigned client portfolios in terms of usage and platform adoption as part of defining and executing client business objectives
Determine and align technical and strategic value drivers and KPIs for the client’s or partner’s business with MX’s products and services
Regularly collaborate with clients to develop and execute strategic plans that leverage our products to enhance the quality of their business and customer experiences
Lead strategic business reviews with clients in a professional way that instills confidence and drives progress
Become an MX product SME in order to align MX’s offerings with client strategies to grow their business, consistently communicating updates on new features, products, and services via MX’s product roadmap
Requirements:
2 years of client success management and B2B account management in a SaaS organization, preferred
Strong organizational and personal skills for effective communication and negotiation, especially at an executive level
Proven track record delivering on corporate objectives and quotas while managing multiple clients and tasks concurrently
Passion for creating an elite client experience
Awareness of the financial industry
Self-driven, motivated, and result-oriented
Bachelor's Degree or equivalent experience, preferred
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, 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 [email protected].
Skills Required
- 2 years of client success management and B2B account management in a SaaS organization
- Strong organizational and personal skills for effective communication and negotiation, especially at an executive level
- Proven track record delivering on corporate objectives and quotas while managing multiple clients and tasks concurrently
- Passion for creating an elite client experience
- Awareness of the financial industry
- Self-driven, motivated, and result-oriented
- Bachelor's Degree or equivalent experience
MX Technologies Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about MX Technologies and has not been reviewed or approved by MX Technologies.
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Leave & Time Off Breadth — Time off includes flexible time off, paid holidays, and a companywide winter recharge week. A formal sabbatical program and flexible working arrangements expand time‑away options.
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Healthcare Strength — Healthcare support includes subsidized medical coverage, employer HSA contributions, and free mental‑health options with access to financial and legal services. These offerings indicate a robust core health package.
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Parental & Family Support — Parental and family support features generous parental leave and childcare support within a stated family‑first approach. Such resources strengthen coverage for growing families.
MX Technologies Insights
What We Do
MX Technologies is a fintech company that aims to connect people with their financial data in a way that automates their money experience. MX Technologies, the financial data platform and leader in modern connectivity, helps organizations everywhere connect to the world’s financial data and turn raw, unstructured data into their most valuable asset to deliver intelligent and personalized money experiences. MX connects more than 16,000 financial institutions and fintechs providing the industry’s most reliable and secure data connectivity network. MX Technologies enhances financial data by cleansing, categorizing, and adding metadata that empowers organizations to deliver personalized experiences, reduce fraud, approve loans faster, and help customers save and invest smarter. Founded in 2010, MX Technologies is one of the fastest-growing fintech innovators. Additionally, MX powers 85% of digital banking providers, as well as thousands of banks, credit unions, and fintechs, with a combined reach of over 200 million consumers.
