Sales Strategy and Operations Manager, Modern Treasury
$155-190k
+ Equity
Payment operations solutions
Open for applications
Payment operations solutions
101-200 employees
Open for applications
$155-190k
+ Equity
101-200 employees
Company mission
To transform how teams mov and track money - to support impactful businesses rooted in trust and transparency.
Role
Who you are
- The ideal candidate is equal parts analytical and strategic — comfortable rolling up their sleeves to build dashboards, while also providing forward-looking insights that shape company priorities
- 6+ years of experience in Revenue Operations, Sales Operations, or Business Analytics (startup/GTM experience preferred)
- Proficiency with Salesforce (or similar CRM), analytics tools (Hex, Looker, Tableau, etc.), and SQL/Snowflake
- Strong business acumen and ability to translate data into actionable insights
- Excellent communication and stakeholder management skills
- Comfort balancing tactical reporting work with strategic projects
What the job involves
- We’re looking for a Sales Strategy and Operations Manager to be a trusted partner to our Sales and GTM leadership team
- This role will own the systems, reporting, and insights that drive revenue growth, while also helping us scale processes, improve forecasting, and connect data across Marketing, Product, and Finance
- Build and maintain dashboards (Hex, Snowflake, Salesforce, etc.) to track pipeline, conversion, and revenue metrics
- Deliver weekly and monthly sales reporting, including leadership and board-level analysis
- Own documentation of data definitions and methodologies to ensure alignment across teams
- Partner with sales leadership to improve forecasting accuracy and highlight risks/opportunities
- Analyze pipeline health and deal velocity to support quota attainment and strategic planning
- Partner with Marketing to connect funnel activity to revenue outcomes
- Manage CRM hygiene, workflows, and automation to ensure clean, reliable data
- Identify bottlenecks in the sales process and recommend data-driven improvements
- Integrate website and product analytics (e.g., PostHog, Datadog) into sales reporting
- Collaborate with Product and Finance on pricing, packaging, and GTM strategy
- Support quota setting, compensation planning, and scenario modeling with clear data analysis
- Enable sales teams with training and resources to effectively use reports, dashboards, and tools
- This is not just a reporting function — it’s a strategic partner role. You’ll directly influence how we forecast, how we invest in GTM, and how we scale revenue operations as the company grows
Our take
Modern Treasury is a fintech company looking to modernize legacy B2B banking by accelerating the pace of payments. Its payments operation software offers real-time transaction tracking and an API or dashboard to help companies manage payments from a single place. With approximately $120 trillion in B2B business payments processed annually globally, Modern Treasury is tapping into a huge market opportunity.
Key to the success of its offering has been to renovate legacy payment methods, such as checks. Its software significantly reduces the processing time required to carry out transactions - and is applicable across a broad swathe of high-value sectors like real estate, healthcare, and financial services.
With rapid market expansion and accelerating digital transformation, Modern Treasury has experienced impressive growth since its 2018 founding, quickly achieving Unicorn status. Partnerships with Metropolitan Commercial Banks and products like Global ACH highlight suits value and adept navigation of a growing customer base.
Steph
Company Specialist at Welcome to the Jungle
Insights
-6% employee growth in 12 months
Company
Funding (last 2 of 5 rounds)
Mar 2022
$50m
SERIES C
Oct 2021
$85m
SERIES C
Total funding: $183.2m
Company HQ
Union Square, San Francisco, CA
Leadership
Dimitri Dadiomov
(CEO)They studied at Stanford and Harvard, and have held senior positions at Foundation Capital and LendingHome.
Matt Marcus
(CPO)A Dartmouth graduate and former Y Combinator member, they previously worked at LendingHome as a Senior Software Engineer.
Sam Aarons
(CTO)They studied Computer Science at Columbia and were a Senior Software Engineer at LendingHome.
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