Modern Treasury

Default MT Template

Modern Treasury$90K — $130K *
Enterprise Technology
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 4-7+ years of experience building and maintaining Salesforce and broader GTM stack including LeanData, Chili Piper, and HubSpot.
  • Proficiency in using AI tools to enhance workflows and productivity.
  • Strong communication skills for reporting status and risks effectively.
  • Demonstrated ability to own the execution of a tech stack and propose designs for operational workflows.
  • Collaborative mindset to work with teams without needing to control a strategy.
  • Judgment to know when to seek external specialist help for complex builds.
  • Familiarity with BI tools like Hex for occasional dashboard support is a bonus.

Responsibilities

  • Build and maintain Salesforce configurations including fields, flows, and validation rules.
  • Draft and manage routing and workflow setups across the GTM stack.
  • Lead significant system redesign efforts, such as the account hierarchy and customer lifecycle.
  • Identify and automate repetitive GTM workflows through collaboration with Engineering.
  • Utilize AI tools regularly in the building process and validate outputs.
  • Quickly resolve requests from multiple departments, ensuring data cleanliness and workflow efficiency.

Benefits

  • Opportunity to work with a real backlog of structural projects and not just maintenance.
  • Fast-paced work environment with quick sign-off on designs for operational changes.
  • Involvement in innovative AI-driven projects to automate manual tasks.
  • Collaboration with engineering teams to enhance operational workflows.
  • Ownership of various tools in a robust revenue operations stack.
Full Job Description
About the Role

We're hiring a RevOps Systems Admin to be the builder behind our revenue systems - Salesforce, LeanData, Chili Piper, HubSpot, and beyond. This isn't a maintenance seat: you're inheriting a real backlog of structural work (an account hierarchy rebuild, a new opportunity/product data model, a lead-routing redesign, and a new customer lifecycle model), plus day-to-day ownership of the tools that run our revenue motion.

You'll partner with our RevOps Ops & Analytics Lead, who sets the architecture on major structural work. Everything else - routing tweaks, workflow changes, field and flow fixes - you design and ship yourself, with a fast sign-off loop instead of a committee. You bring the hands-on tool expertise that keeps the architecture honest; we bring a stack that's actually changing over the next year, not one you're just keeping the lights on for.

We're AI-first and mean it operationally: you'll use AI daily to build faster, and you'll partner with Engineering to replace repetitive manual GTM work with agents.

What You'll Own
  • Salesforce building: fields, flows, validation rules, page layouts, routing configuration
  • Operational workflows across the full GTM stack - Salesforce, LeanData, Chili Piper, HubSpot, and beyond
  • Partnering with Engineering to automate repetitive GTM work with AI agents
  • Day-to-day requests from Sales, Marketing, Customer Success, and Finance - keeping data clean and issues resolved fast
  • Your own designs for day-to-day and recurring changes, with a quick sign-off, not a lengthy review
  • Data inputs supporting Finance's forecasting and revenue models
  • Judgment on when a build needs an outside specialist


Responsibilities
  • Build and maintain fields, flows, validation rules, and layouts across Salesforce
  • Draft and own routing and workflow configuration across the stack, with sign-off from the GTM Ops & Analytics Lead on anything nontrivial
  • Lead execution on major system redesigns: account hierarchy, opportunity and product data model, lead routing, customer lifecycle
  • Identify repetitive, rules-based GTM workflows with Engineering and build agents to automate them
  • Use AI tools daily in your own build process - and stand behind everything you ship
  • Resolve requests from Sales, Marketing, Customer Success, and Finance - field changes, workflow fixes, routing and scheduling issues, data cleanup


What We're Looking For
  • Highly AI-capable: you use AI tools daily to build and move faster, and you can stand behind every output
  • 4-7+ years building and maintaining Salesforce and a broader GTM stack (LeanData, Chili Piper, HubSpot, Hex, or equivalents)
  • You want ownership of a real stack, not a seat reporting on one - comfortable owning execution and proposing your own designs for day-to-day work
  • Strong communicator who flags status and risk before being asked
  • Collaborative - brings solutions and pressure-tests designs without needing to own the overall strategy
  • Good judgment about when a build needs to go to a specialist
  • Comfortable in Hex (or similar BI tool) is a plus - this role doesn't own reporting, but occasional dashboard support is welcome

About Modern Treasury

Modern Treasury is a financial technology company that provides payment operations software for businesses. The company was founded in 2018 by Dimitri Dadiomov and Matt Marcus and is based in San Francisco, California. Modern Treasury's software automates payment workflows, reduces manual errors, and provides real-time visibility into cash flow. The company's clients include fintech startups, banks, and other financial institutions. Modern Treasury has raised over $10 million in funding from investors such as Benchmark and Y Combinator.
Learn more about Modern Treasury
Size
50 employees
Industry
Founded
2018

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