Sales Operations Manager - Modern Treasury｜Meet.jobs

OVERVIEW

Modern Treasury is hiring a Sales Operations Manager to join our Revenue Operations team. In this role, you will be responsible for the implementation and maintenance of our GTM tech stack with primary focus on Salesforce’s Sales & Service modules. You will work cross functionally with the Sales, Customer Success, Bank Partnerships and Marketing team to identify gaps and develop solutions to help scale our systems and optimize processes.

We are looking for someone who has deep technical knowledge of Salesforce as well as a thorough understanding of the B2B SaaS buyer’s journey. You will help the team design and implement processes within Salesforce that enable us to track and gain visibility into the buyer’s journey. You will work with the stakeholders to define requirements and customize the platform to meet the company goals. You will own day-to-day administrative activities within Salesforce and it’s integrated systems. You will make it as easy as possible for the Sales and CS team to use and adopt Salesforce. You will stay up to date with the Salesforce releases, features and best practices and will be constantly thinking about incorporating them to support team objectives.

We are looking for an individual who is a team player and thrives in a fast-paced startup environment; is able to juggle multiple projects while paying attention to detail; can prioritize requests based on business impact; has excellent problem solving skills and is able to translate business needs to technical and functional requirements; is process oriented and understands the importance of proper documentation; and has strong communication and presentation skills.

ABOUT MODERN TREASURY

Modern Treasury builds payment operations solutions. Our tools automate the full cycle of money movement—from payment initiation, through approvals, to reconciliation—and are accessible through web application or API.

We believe that payment operations is at the core of every business. We’re a lean team and we work hard to build outstanding products for our customers. When we succeed, our customers grow.

WEEK BY WEEK

During your first week you will:

Onboard with our team

Develop an understanding of our customers and our products

Read our favorite industry primers

Build an understanding of our brand positioning, sales process, and customer stories

Build an understanding of how we integrate with banks and how banks benefit from Modern Treasury.

During your first six weeks you will:

Develop an understanding of the object and process configuration within Salesforce

Familiarize with the installed managed packages

Build an understanding of the pre-sales and post-sales process

Identify process automation gaps within the core sales process and build out a plan to get them implemented

Build out reports to monitor data flow between systems and across processes

Start managing the day-to-day activities within Salesforce

Develop a regular cadence of engaging with each stakeholder

During your first six months you will:

Evaluate, recommend and implement additional tools and technologies as needed to support, optimize and scale the current GTM processes

Collaborate with the Data team to build and/or enhance the data pipeline between Segment and Salesforce

Create and maintain data flow and process documentation

Gather requirements, create a prioritized roadmap and implement solutions to meet stakeholder needs

Establish strong operational processes based on best practices within Salesforce and integrated tools

Own end to end Salesforce configuration including user management, custom objects, page layouts, validation rules, workflow rules, flows, process builders, reports and dashboards

Become a trusted partner to Sales and CS teams

REQUIREMENTS

4+ years of Salesforce administration experience

Familiarity with tools like Hubspot, Salesloft, ChiliPiper, Gong a plus

BA or BS required

EOE

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 12801.9), 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.