Modern Treasury

👥 101-250💰 $50,000,000 Series C almost 3 years agoBankingPaymentsFinanceFinTech💼 Private Company
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Modern Treasury is revolutionizing financial operations with a cutting-edge payment operations platform. We empower businesses to automate the full cycle of money movement, from payment initiation through reconciliation, helping them marry bank statements with their business logic. Our tools provide an enriched history of financial transactions, allowing finance teams to focus on strategic challenges rather than manual data management. We are leaders in the FinTech and payments industries, trusted by companies like Cash App, Splitwise, and ClassPass. Our platform handles immense datasets and caters to diverse user personas, fostering unique design challenges and opportunities for innovation. We're building an AI-first workflow to optimize efficiency and productivity. We're utilizing a modern tech stack including technologies like SPF, Google Tag Manager, and HSTS, providing a robust environment for our engineers to thrive. We believe in a collaborative engineering culture that encourages open communication and exploration of cutting-edge technologies. We embrace remote work, offering flexibility to our growing team. Our San Francisco headquarters serves as a hub for innovation, but we welcome talent from across the United States. We are a rapidly growing startup with significant funding, providing our employees the chance to make a real impact on the future of finance. We are seeking talented individuals who are passionate about building and shaping the future of our product.

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🔥 Product Manager - Platform
Posted about 7 hours ago

📍 AZ, CA, CO, CT, FL, GA, HI, IL, MA, MI, MN, MT, NC, NJ, NV, NY, OH, OK, OR, PA, TX, UT, WA, WI

🧭 Full-Time

🔍 Payments, Application Platform

  • Cross Product Pattern Identification
  • Technical and Customer Fluency
  • Product Management Experience
  • Platform Experience
  • Build and Launch Platform Products
  • Strengthen our Core Products
  • Develop Metrics, developer velocity and stability

Backend DevelopmentSQLData AnalysisProduct ManagementCross-functional Team LeadershipProduct DevelopmentProduct AnalyticsAPI testingREST API

Posted about 7 hours ago
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📍 AZ, CA, CO, CT, FL, GA, HI, IL, MA, MI, MN, MT, NC, NJ, NV, NY, OH, OK, OR, PA, TX, UT, WA, WI

🧭 Full-Time

🔍 B2B SaaS

  • 2+ years experience in customer facing roles at B2B SaaS companies in one or more of the following functions: technical support, customer success, sales engineering, product management, engineering, network operations.
  • Experience in process improvement and documentation.
  • Experience with case management solutions such as Zendesk, Salesforce Service Cloud, Linear, etc.
  • Knowledge of web connectivity and integration protocols such as JSON / XML, file transfer protocols such as FTP / FTPS / SFTP, API tools such as Postman, and API concepts such as idempotency and pagination.
  • Experience with business intelligence tools such as Looker, DataDog, and Sentry.
  • Contribute to the smooth day-to-day operation of the Support team, including managing customer escalations effectively. You will work primarily with Customer Success Managers (CSMs) on customer-facing communications and with Engineering on internal escalations to meet and exceed our service level commitments. You will also collaborate with Product, Bank Partnerships, Sales, Marketing, and Finance from time to time depending on the nature of individual customer requests.
  • Collaborate cross-functionally with Engineering, Product, and other teams on projects that impact how internal and external users work with Modern Treasury
  • Participate in a rotational on-call schedule to support customers that have 24/7 access for P0 & P1 incidents.
  • Use data-driven methodologies to collate customer feedback and trends. Share relevant customer-specific and product-specific recommendations with Engineering and Product to alleviate recurring issues or develop new capabilities that increase our customers’ operational efficiency.
  • Assist in planning, developing, and implementing policies, procedures, performance standards, and training programs for the Customer Support team.
  • Leverage your SQL data analysis, business intelligence, and API troubleshooting skills to either resolve common technical questions or diagnose issues in-depth before triaging to the Engineering team.

SQLBusiness IntelligenceData AnalysisAPI testingCommunication SkillsAnalytical SkillsProblem SolvingCustomer serviceRESTful APIsWritten communicationDocumentationTroubleshootingActive listeningJSONClient relationship managementStrong communication skillsCross-functional collaborationData visualizationProcess improvementTechnical supportCRMCustomer supportCustomer SuccessSaaS

Posted 2 days ago
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📍 AZ, CA, CO, CT, FL, GA, HI, IL, MA, MI, MN, MT, NC, NJ, NV, NY, OH, OK, OR, PA, TX, UT, WA, WI

🧭 Full-Time

🔍 Software Development

  • 6+ years of professional software engineering experience
  • Experience working with SQL/Relational databases
  • Experience working with large-scale, high-availability systems
  • Experience with Ruby on Rails, React, GraphQL, Tailwind CSS, Postgres, Redis, AWS, Docker, and GitHub
  • Get to know our leadership, culture, and values
  • Onboard with the engineering team
  • Ship your first commit on day 1
  • Take on 1-2 small tickets to address bugs or make minor improvements
  • Read our favorite industry primers
  • Ship your first major project
  • Write your first blog post.
  • Shadow a few customer and partner meetings every week
  • Work with our product team to scope and ship products for both our engineering and finance users
  • Help grow our team by mentoring new engineers, writing internal tooling and documentation, and interviewing new hires

AWSBackend DevelopmentDockerGraphQLPostgreSQLSQLFrontend DevelopmentGitReact.jsRuby on RailsAlgorithmsAPI testingData StructuresRedisCommunication SkillsCI/CDRESTful APIsSoftware EngineeringDebugging

Posted 2 days ago
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📍 AZ, CA, CO, CT, FL, GA, HI, IL, MA, MI, MN, MT, NC, NJ, NV, NY, OH, OK, OR, PA, TX, UT, WA, WI

🧭 Full-Time

🔍 Software Development

  • 6+ years of professional software engineering experience
  • Experience collaborating with product teams to design features and customer-centric workflows that meet customer needs
  • Experience with U.S. domestic and/or global payment rails (ACH, Wires, Swift, RTP) and payments standards (ISO20022, NACHA, BAI)
  • Experience working with SQL/Relational databases. Experience with batched payments is a plus
  • Experience mentoring and growing engineering, as well as contributing to technical direction
  • Creative problem-solving skills and a willingness to learn the nuances of both domestic and international payment systems
  • Lead the development of cutting-edge payment integration solutions
  • Lead a project that improves performance and payment workflows across multiple payment rails
  • Collaborate with our product team to scope and ship products for our enterprise users
  • Participate in shaping our roadmap, particularly around scaling and refining payment rail workflows
  • Help grow our team by mentoring new engineers, writing internal tooling and documentation, and interviewing new hires

AWSBackend DevelopmentDockerLeadershipPostgreSQLSQLGitRuby on RailsAlgorithmsData StructuresRedisCommunication SkillsAnalytical SkillsCI/CDProblem SolvingRESTful APIsMentoringSoftware Engineering

Posted 2 days ago
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📍 AZ, CA, CO, CT, FL, GA, HI, IL, MA, MI, MN, MT, NC, NJ, NV, NY, OH, OK, OR, PA, TX, UT, WA, WI

🧭 Full-Time

🔍 Payments

  • Product Management Experience
  • Internal Tooling Expertise
  • Prioritization for financial system integrations
  • Payments Product onboarding and stability
  • Metrics and operational improvements

SQLData AnalysisProduct ManagementCross-functional Team LeadershipProduct DevelopmentProduct AnalyticsAPI testingREST APICI/CDStakeholder managementFinancial analysisData modelingCustomer Success

Posted 2 days ago
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📍 United States

🧭 Full-Time

🔍 B2B SaaS

  • 7+ years of experience in a customer-facing role at B2B SaaS companies, preferably supporting a technical product
  • BA or BS required
  • Strong written and verbal communication skills, organization skills, driven, and process-oriented
  • Ability to present in front of an audience and lead customer product trainings as well as host in-person business reviews as well as the ability to work cross-functionally, particularly with technical personas and sales
  • Proven track record of managing multiple projects and workstreams and experience in process documentation, training, and change management
  • Finance or accounting knowledge is a plus
  • Partner with counterparts within Customer Success (Solution Architects, Bank Implementation Managers) to project manage our customers’ onboarding journey, field technical questions, and consult on product strategies to help customers get maximum value from Modern Treasury.
  • Lead product training demos and host bi-weekly check-in calls as well as quarterly business reviews with your customers.
  • Act as a trusted advisor and drive customer adoption and retention across your portfolio.
  • Monitor your customer’s usage on a monthly cadence and partner with our Sales team on upsells, cross-sells, and renewals.
  • Develop a broad understanding of our customers’ cross-product needs and use this unique perspective to provide feedback to inform roadmap planning for our Product and Engineering teams.
  • Share monthly updates on each of your customers with the company and keeping customer information up to date in our CRM (Salesforce).
  • Work cross-functionally with teams like Bank Implementations, Solutions Architecture, Technical Support, Product, and Engineering.
  • Help monitor day-to-day support activity for your customer portfolio and help with escalations as needed.
  • Share product and customer knowledge across your book of business and within the Customer Success organization.

Project ManagementData AnalysisProduct ManagementSalesforceProduct OperationsCross-functional Team LeadershipProduct DevelopmentBusiness OperationsAPI testingCommunication SkillsCustomer serviceAgile methodologiesRESTful APIsAccountingPresentation skillsWritten communicationMS OfficeAccount ManagementNegotiation skillsReportingTrainingJSONClient relationship managementBudgetingData visualizationTechnical supportCRMFinancial analysisFinanceCustomer supportChange ManagementCustomer SuccessSaaS

Posted 2 days ago
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🧭 Full-Time

🔍 Sales

  • 10+ years of Sales experience in closing deals; at least 5 years selling into Enterprise.
  • Ability to understand Modern Treasury’s solutions and clearly communicate to both a Technical audience and Finance teams.
  • A track record of success in driving consistent activity, pipeline development and quota achievement.
  • Superior verbal and written communication, presentation and relationship management skills.
  • Ability to thrive in a fast paced, dynamic environment.
  • BA/BS required.
  • Build pipeline through prospecting and closing outbound-generated opportunities.
  • Drive opportunities through the full sales cycle from pipeline generation to close.
  • Implement a value-selling methodology for use-cases in your territory, selling to Product, Engineering, Finance, etc.
  • Create a pipeline generation cadence to develop expansion opportunities within any existing customers.
  • Forecast accurately, with clear visibility into expected sales performance.
  • Work with cross-functional teams from Pre-Sales to Customer Success, drive commercial discussions, and coordinate the sales cycle across internal teams (Legal, Technical, Product, etc.)
  • Have comfort in multi-party consultative sales processes, engaging with business and technical stakeholders across varying levels of Enterprise businesses from C-level to developers.
Posted 2 days ago
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🔥 Product Designer
Posted 3 days ago

📍 United States

🧭 Full-Time

🔍 FinTech

  • 5+ years as a Product Designer
  • Experience with enterprise software
  • Basic understanding of web frameworks
  • Interest in AI and FinTech
  • Design and build the payment operations platform
  • Collaborate closely with engineering
  • Prototype with AI assistants for product discovery

Artificial IntelligenceProduct design

Posted 3 days ago
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