About Modern Treasury
Modern Treasury provides the most trusted infrastructure for global money movement. Trusted by leading enterprises and fast-growing startups, the platform helps businesses launch and scale payment experiences in days, not months, with best-in-class developer tools and a single API for both fiat and stablecoin transactions. With built-in compliance, ledgering, and reporting, Modern Treasury enables instant, reliable, and scalable money movement for companies of all sizes.
About the Role
Were hiring a RevOps Systems Admin to be the builder behind our revenue systems - Salesforce, LeanData, Chili Piper, HubSpot, and beyond. This isnt a maintenance seat: youre 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.
Youll 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 thats actually changing over the next year, not one youre just keeping the lights on for.
Were AI-first and mean it operationally: youll use AI daily to build faster, and youll partner with Engineering to replace repetitive manual GTM work with agents.
What Youll 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 Finances 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 Were 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 doesnt own reporting, but occasional dashboard support is welcome
Modern Treasury is committed to equal employment opportunity and does not discriminate in any employment opportunities or practices based on an individuals 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.
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.
| Location | San Francisco, CA |