Technical Program Manager, Modern Treasury
Bank Integrations
$102-150k
+ Equity
Payment operations solutions
Be an early applicant
Payment operations solutions
101-200 employees
Be an early applicant
$102-150k
+ 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
- 4+ years experience in technical roles at B2B SaaS companies or Financial Institutions in one or more of the following functions: product or program management, implementation, technical support, engineering or operations
- Experience or knowledge in payment operations and general banking operations and practices
- Experience in process improvement and documentation
- Experience with project management and collaboration solutions such as monday.com, Linear, Salesforce etc
- Knowledge of web connectivity and integration protocols such as JSON / XML, file transfer protocols such as FTP / FTPS / SFTP, and general API concepts
- Willingness to dig into technical details to understand our owned and dependent systems’ capabilities and roadmaps, and proactively identify risks and dependencies
What the job involves
- We’re looking for a Technical Program Manager (TPM) to join our Bank Operations team
- In this role, you will sit at the intersection of Product, Engineering, Customer Success and Implementation / Onboarding to drive program management and integration with supported financial institutions at Modern Treasury
- You will help our customers onboard and go-live with our platform, while also leading concurrent work streams to support the overall day-to-day operations of our active bank integrations
- Serve as a technical subject matter expert, internally and externally, on the integration process and technical product suite for a defined portfolio of financial institutions
- Establish and lead technical operations relationships with financial institution partners that Modern Treasury supports for its product and customers
- Lead defined implementation streams for customers, dive into complex payment requirements, and work alongside our Onboarding & Customer Success teams to help customers go-live with Modern Treasury quickly and accelerate their time to value
- Work closely with internal and external stakeholders to ensure an organized and enjoyable implementation journey for customers
- Internally, you will partner with stakeholders across our Product and Engineering teams along with our Onboarding team to ensure technical requirements and configurations are correctly scoped and established
- Externally, you will work with technical and business stakeholders at our customers and financial institution partners to ensure a smooth implementation process by over communicating at each stage and demonstrating strong project management skills
- Assist with incident resolution by working closely with Engineering & Customer Support teams to drive financial institution communications and escalations
- 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 Implementation Managers and Technical Program Managers on customer engagements and active implementation projects. Through this, you will gain a deep understanding of our customers, their use cases, and the various stages of their journey with Modern Treasury
- Become a technical expert in Modern Treasury’s external connections with Financial Institutions and partner closely with the Implementation Management and Engineering teams to support the onboarding and activation of our customers. This is an important step towards understanding our customers, the problems we solve for them, the processes we need to build and the key decisions we need to make as we scale the Implementation team
- Be shadowed as you begin to support defined stages of an implementation for customers
- During your first six months you will:
- Own technical relationships and projects for a defined portfolio of financial institution integrations
- Take customers from initial implementation through launch
- Execute significant portions of the onboarding journey by liaising with internal and external stakeholders
- Identify areas of opportunity and manage projects to refine processes and systems accordingly to improve the customer onboarding and implementation experience
- Become a master in the variety of integration setups we have with financial institutions
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
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
Articles
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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