Revenue Operations Lead, Modern Treasury

$150-210k

+ Equity

Senior and Expert 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

$150-210k

+ Equity

Senior and Expert 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

  • 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]

What the job involves

  • Our Revenue Operations team plays a crucial role in supporting our sales, marketing, and customer success teams to drive revenue growth and maintain operational excellence
  • We have four go to market (GTM) teams: Marketing, Sales, Customer Success, and Partnerships
  • The role of your team is to partner with all four functions to accelerate revenue growth through operational alignment and strength, data and insights coming from a well run set of systems, and refining our strategy as we enter this next phase of growth
  • Strategic planning to accelerate growth: 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
  • Build a team: 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. We have dozens of software solutions and systems, and one member of your team will be tasked with day-to-day administration of those. We need you to 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. This work ranges from nitty gritty data troubleshooting of web analytics to supporting higher level decisioning. Help us figure out what’s working in the marketing world where data is never complete
  • Own sales services and operations: Partner with sales leadership on end-to-end sales services and planning process. This work ranges from establishing and tracking 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. Although marketing and sales are our top GTM priorities from a Revenue Operations perspective, we expect this team to 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
  • Convene and align with GTM leaders: Lead regular cadences to measure, review, and drive accountability to endlessly improve GTM outcomes. In particular, you will host a Monday morning meeting with executives to assess prior weekly performance, trends, and give the context needed to make fast decisions
  • During your first week you will:
  • Meet with colleagues, managers, and key stakeholders to understand how go to market operates at Modern Treasury
  • Get an overview of our systems, applications, and data infrastructure
  • Get to know our products in depth. Moving money is complex, and our infrastructure is endlessly interesting! Go deep on how our customers use our platform
  • During your first six weeks you will:
  • Personally lead your first Monday morning meeting with GTM leaders, the COO, and the CEO to talk about what we’re seeing and learning and set context for decisions
  • Along with your team, begin compiling your GTM technology vision, assessing our tools, how they are serving us, and where we should go from here. When ready, present your assessment and target future architecture to GTM teams, IT and workplace, and and leadership
  • Dig and troubleshoot your first interesting, thorny challenge. In the process both fix the problem and share your learning with the broader GTM leadership team
  • During your first six months you will:
  • Drive the GTM rhythm of our business through leadership alignment, data and systems excellence and clear, insightful reporting that provides context for decisions
  • Identify places for improvement, then drive those changes in partnership GTM teams and the revenue operations team
  • Partner with leadership and finance through a planning cycle

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

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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