Solutions Architect, Modern Treasury

$145-200k

+ Equity

Postman
Senior level
San Francisco Bay Area
Modern Treasury

Payment operations solutions

Open for applications

Modern Treasury

Payment operations solutions

101-200 employees

FintechB2BEnterprisePaymentsFinancial ServicesSaaSAPI

Open for applications

$145-200k

+ Equity

Postman
Senior level
San Francisco Bay Area

101-200 employees

FintechB2BEnterprisePaymentsFinancial ServicesSaaSAPI

Company mission

To transform how teams mov and track money - to support impactful businesses rooted in trust and transparency.

Role

Who you are

  • 5+ years experience in customer facing technical roles at B2B SaaS companies in one or more of the following functions: technical architect or solutions architect, sales engineering, customer success, product management, or engineering
  • Experience with REST API based solution design. Knowledge of web connectivity and integration protocols such as JSON / XML, file transfer protocols such as FTP / FTPS / SFTP, API tools such as Postman, and API concepts such as idempotency and pagination
  • Excellent communication skills. You’ll write more enablement material than you’ll read
  • Technical curiosity. Desire to get your hands dirty diving into technical specs
  • Finance and / or accounting knowledge is a plus

What the job involves

  • We’re looking for an Enterprise Solutions Architect to join our Customer Success team. This role will report to the Manager of Solutions Architecture, and is a key investment as part of our strategy to expand Modern Treasury Professional Services to our growing customer base
  • You will design optimal implementation frameworks for customers, dive into complex technical requirements, collaborate closely with Product and Engineering on roadmap and product design, and work alongside our Customer Success and Customer Support teams to help customers get maximum value from Modern Treasury
  • You will work closely with Sales Engineers in the post-sale process to do deep discovery into our customers’ technical, financial, and operations needs, and use this information to design solutions. This will involve whiteboarding (virtual or in-person where possible), building out detailed solution design documents, and guiding customers’ development plans. Modern Treasury Solutions Architects are trusted advisors to our customers
  • Internally, you’ll be the technical voice of the customer and should be constantly learning and teaching our products. You’ll develop a broad understanding of our customers’ cross-product needs and use this unique perspective to provide feedback to the Product org on roadmap planning and product design. You’ll teach Customer Success Managers about the value our products deliver
  • As an early member of our SA function you will also shape our processes, tools, and strategy
  • During your first week you will:
  • Complete our company onboarding process where you will learn all about Modern Treasury – our values, our history, our product, our brand – and meet various teams via small-group sessions alongside your onboarding peers
  • Get acquainted with our products with self-guided as well as hands-on training with an onboarding buddy
  • Develop an understanding of our customers, user personas, sales process, and customer stories
  • Read our favorite industry primers
  • During your first six weeks you will:
  • Meet and build relationships with leaders and members of the Customer Success, Engineering, Product, Sales, Sales Engineering, and Marketing teams
  • Shadow Solutions Architects, Sales Engineers, and CSMs on customer engagements. Through this, you will gain a deep understanding of our customers, their use cases, and the various stages of their journey with Modern Treasury
  • Spend a lot of time reading API docs, build your own applications against MT APIs, start creating solution designs for customers, join customer meetings, and lead your own meetings by week six
  • During your first six months you will:
  • Take your first customers from initial implementation through launch
  • Become an expert on our products, answering questions for every customer-facing team
  • Build out the processes, knowledge base, and collateral that will shape the future of the SA team

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 headshot

Steph

Company Specialist at Welcome to the Jungle

Insights

Top investors

Some candidates hear
back within 2 weeks

-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 values

  • Helping our customers build their own best companies
  • Creating the conditions for personal and professional growth
  • Making decisions for longevity

Company HQ

Union Square, San Francisco, CA

Leadership

They studied at Stanford and Harvard, and have held senior positions at Foundation Capital and LendingHome.

A Dartmouth graduate and former Y Combinator member, they previously worked at LendingHome as a Senior Software Engineer.

They studied Computer Science at Columbia and were a Senior Software Engineer at LendingHome.

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