Revenue Operations

1 month ago

San Francisco, California, United States Modern Treasury Full time

OVERVIEW


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 are looking for a seasoned systems administrator and revenue operations professional to join our team and take ownership of our suite of go-to-market (GTM) technologies.

The Revenue Operations team serves as the operating center of our GTM work. The revenue operations team reports to our COO and is a thought partner to the GTM leadership group.

In this role, you will support all GTM teams through running and connecting our systems and driving insights from data.


RESPONSIBILITIES

  • Drive towards a vision for a streamlined, best-in-class sales and GTM tool architecture and proactively recommend and implement operational improvements
  • Own and manage our marketing technology suite, including from website optimization, our CMS, Hubspot, and many other tools
  • Own and manage our Salesforce instance, providing day-to-day support and ensuring optimal performance, functionality and user experience.
  • Ensure seamless integration, operation, and optimization of key tools into Salesforce, including Hubspot, Gong, LeanData, and more
  • Manage Salesforce objects and complex workflows, including sales territory assignments, lead/contact routing, and extensive Salesforce Campaign management
  • Manage and maintain GTM production data tables in our warehouse to support downstream reporting in Looker
  • Drive technically and operationally complex projects with precision and efficiency, while managing stakeholders across the GTM team

REQUIREMENTS

  • 5+ years of relevant experience in Salesforce Administration, Sales Operations, Marketing Operations, Business Operations, or a similar role.
  • Extensive experience with Salesforce Lightning and managing sales & marketing tools and integrations Excellent problem-solving skills, a strategic mindset, and a bias towards action.
  • Experience managing multiple stakeholders, strong communication skills, and demonstrated track record driving complex projects to completion.
  • BA/BS required.
  • Experience in managing transform layer production data tables in DBT is a plus.
  • Proficiency in SQL

WEEK BY WEEK

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:

  • Ensure the accuracy, consistency, and reliability of data across all systems. Partner with engineering, finance, sales, marketing, and IT to drive alignment of our GTM data.
  • Support the organization's decision-making processes by delivering your first analytical investigations.
  • Dig and troubleshoot your first interesting, thorny systems 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:

  • Assist in driving the GTM rhythm of our business through systems excellence and clear, insightful reporting
  • Identify places for improvement in data, process and operations, then drive those changes in partnership with the rest of the revenue operations team
  • Build dashboards that are used by leadership on a daily and weekly basis
  • Partner with finance through a planning cycle

ABOUT MODERN TREASURY
Modern Treasury is the operating system for money movement.

Our payment operations platform combines a suite of APIs and dashboards to help companies unlock new payments revenue, strengthen customer experiences, and drive efficiency through their business.

Our end-to-end platform moves enterprises forward with faster payments, efficient workflows, full data visibility, and seamless bank integrations.


Modern Treasury is committed to equal employment opportunity and does not discriminate in any employment opportunities or practices based on an individual's race, color, creed, gender (including gender identity and gender expression), religion (all aspects of religious beliefs, observance or practice, including religious dress or grooming practices), marital status, registered domestic partner status, age, national origin or ancestry (including language use restrictions and possession of a driver's license issued under California Vehicle Code section , natural hair, physical or mental disability, political affiliation, medical condition (including cancer or a record or history of cancer, and genetic characteristics), sex (including pregnancy, childbirth, breastfeeding or related medical condition), genetic information, sexual orientation, military and veteran status or any other consideration made unlawful by federal, state, or local laws.

It also prohibits unlawful discrimination based on the perception that anyone has any of those characteristics, or is associated with a person who has or is perceived as having any of those characteristics.


Modern Treasury participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.

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