Full-Time

Head of Revenue Operations

Confirmed live in the last 24 hours

Modern Treasury

Modern Treasury

51-200 employees

Payment operations software for enterprises

Fintech
Financial Services

Senior

San Francisco, CA, USA

Category
Strategy Development
Business Development
Business & Strategy
Required Skills
Data Analysis
Requirements
  • Previous people management experience in a Revenue Operations role for an enterprise SaaS business.
  • 8+ years relevant experience. Sales operations experience is a must.
  • Experience managing multiple stakeholders, strong communication skills, and demonstrated track record driving complex projects to completion.
  • BA/BS required.
  • Experience managing, developing and coaching as a front line leader in previous role[s].
Responsibilities
  • Support goal-setting for GTM leadership, helping to determine the inputs and outputs needed for our next phases of growth.
  • Use those to drive comprehensive evaluation of GTM performance and drive continual learning and improvement.
  • Independently handle complex tasks and complex projects while also managing and mentoring a small team.
  • Act as a collaborative business partner to the GTM leaders.
  • Over time, build a team of embedded business partners to support each individual function.
  • Administer and operate our GTM technology stack.
  • Drive a vision for our GTM technology architecture, including design, data integrity, and integrations.
  • Be responsible for marketing operations, including track and analyze campaign metrics, implementing campaigns, driving new ways of measurement to improve and optimize marketing programs.
  • Help us figure out what’s working in the marketing world where data is never complete.
  • Partner with sales leadership on end-to-end sales services and planning process.
  • Establish and track key sales KPIs (ie, attainment, pipeline, productivity, forecast), territory carving and planning, sales compensation and quotas, and reducing non-sales activities to make our teams productive.
  • Maintain customer success and partnership support.
  • Support and uplevel the operations of our CS and Partnership teams.
  • Partner with finance to develop our annual plan.
  • Use your understanding of our specific marketing and sales cycles and our strategy to help deliver our company plans.
  • Lead regular cadences to measure, review, and drive accountability to endlessly improve GTM outcomes.
  • Host a Monday morning meeting with executives to assess prior weekly performance, trends, and give the context needed to make fast decisions.

Modern Treasury specializes in payment operations software designed for large enterprises across various industries such as real estate, healthcare, insurance, education, and financial services. Their software streamlines the payment process by enabling faster transactions, automatic reconciliation of records, and providing real-time financial data, all enhanced by artificial intelligence. This allows businesses to manage their financial operations more effectively and securely. Unlike many competitors, Modern Treasury focuses on serving large clients with significant transaction volumes, offering a subscription-based software as a service (SaaS) model that ensures continuous access to updates and features. The company's goal is to modernize the outdated technology used in financial transactions, improving efficiency and security in the movement of money.

Company Stage

Series C

Total Funding

$178.1M

Headquarters

San Francisco, California

Founded

2018

Growth & Insights
Headcount

6 month growth

-5%

1 year growth

10%

2 year growth

-1%
Simplify Jobs

Simplify's Take

What believers are saying

  • Expansion of instant payments support improves customer satisfaction with real-time cash flow insights.
  • Recognition in the Fintech Innovation 50 list boosts their reputation as a fintech leader.
  • Appointment of Paul Auvil to the board enhances strategic guidance and corporate governance.

What critics are saying

  • Emerging fintech startups offering similar solutions could erode Modern Treasury's market share.
  • Rapid technological advancements may require costly updates to remain competitive.
  • Potential regulatory scrutiny on AI-driven services could increase compliance costs and challenges.

What makes Modern Treasury unique

  • Modern Treasury automates the full cycle of money movement, enhancing efficiency and accuracy.
  • Their AI-driven reconciliation product reduces manual workload and errors in financial processes.
  • The company offers professional services to help enterprises scale modern payment infrastructure.

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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