Full-Time

Revenue Operations & Systems Administrator

Confirmed live in the last 24 hours

Modern Treasury

Modern Treasury

51-200 employees

Payment operations software for enterprises

Fintech
AI & Machine Learning

Senior

San Francisco, CA, USA

Category
IT Project Management
System Administration
IT & Security
Required Skills
SQL
Hubspot
Salesforce
Looker
Requirements
  • 5+ years of relevant experience in Salesforce Administration, Sales Operations, Marketing Operations, Business Operations, or a similar role.
  • Extensive experience with Salesforce Lightning and managing sales & marketing tools and integrations Excellent problem-solving skills, a strategic mindset, and a bias towards action.
  • Experience managing multiple stakeholders, strong communication skills, and demonstrated track record driving complex projects to completion.
  • BA/BS required.
  • Experience in managing transform layer production data tables in DBT is a plus.
  • Proficiency in SQL
Responsibilities
  • Drive towards a vision for a streamlined, best-in-class sales and GTM tool architecture and proactively recommend and implement operational improvements
  • Own and manage our marketing technology suite, including from website optimization, our CMS, Hubspot, and many other tools
  • Own and manage our Salesforce instance, providing day-to-day support and ensuring optimal performance, functionality and user experience.
  • Ensure seamless integration, operation, and optimization of key tools into Salesforce, including Hubspot, Gong, LeanData, and more
  • Manage Salesforce objects and complex workflows, including sales territory assignments, lead/contact routing, and extensive Salesforce Campaign management
  • Manage and maintain GTM production data tables in our warehouse to support downstream reporting in Looker
  • Drive technically and operationally complex projects with precision and efficiency, while managing stakeholders across the GTM team

Modern Treasury specializes in payment operations software designed to improve the way large enterprises manage their financial transactions. Their software enables faster payments, automatic reconciliation of transactions, and provides real-time financial data, all supported by artificial intelligence. This allows businesses in various sectors, such as real estate, healthcare, and financial services, to handle significant transaction volumes efficiently and securely. Unlike many competitors, Modern Treasury focuses on serving large enterprises with a subscription-based software as a service (SaaS) model, ensuring clients have continuous access to the latest features. The company's goal is to modernize outdated payment technologies and enhance the efficiency and security of money movement across industries.

Company Stage

Series C

Total Funding

$178.1M

Headquarters

San Francisco, California

Founded

2018

Growth & Insights
Headcount

6 month growth

2%

1 year growth

10%

2 year growth

-6%
Simplify Jobs

Simplify's Take

What believers are saying

  • Modern Treasury's inclusion in the 2024 Fintech Innovation 50 list highlights its strong market position and potential for growth.
  • The launch of professional services to support enterprise clients in scaling payment infrastructure demonstrates a commitment to customer success and long-term partnerships.
  • Continuous innovation, such as the enhanced AI-powered reconciliation product, positions Modern Treasury as a leader in transforming financial workflows.

What critics are saying

  • The fintech market is highly competitive, with numerous players offering similar payment solutions, which could impact Modern Treasury's market share.
  • Reliance on AI and automation introduces risks related to technology failures or inaccuracies, which could affect client trust and satisfaction.

What makes Modern Treasury unique

  • Modern Treasury's AI-driven reconciliation and payment operations software offers a level of automation and precision that is unmatched in the fintech space.
  • Their focus on large enterprises across diverse industries like real estate, healthcare, and education sets them apart from competitors who may target smaller or more niche markets.
  • The company's proprietary RISE engine enhances financial workflows, providing a unique technological edge in automating complex reconciliation challenges.

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Benefits

Inclusive healthcare package

Unlimited PTO

Paid parental leave

$1k stipend to setup a home office

$500 yearly book stipend

Charitable donation matching

401k