Modern Treasury
Sales Strategy and Operations Manager
Modern Treasury, San Francisco, California, United States, 94199
Base pay range
$155,000.00/yr - $190,000.00/yr Overview
We’re looking for a Sales Strategy and Operations Manager to be a trusted partner to our Sales and GTM leadership team. This role will own the systems, reporting, and insights that drive revenue growth, while also helping us scale processes, improve forecasting, and connect data across Marketing, Product, and Finance. The ideal candidate is equal parts analytical and strategic — comfortable rolling up their sleeves to build dashboards, while also providing forward-looking insights that shape company priorities. What You’ll Do
Analytics & Reporting
Build and maintain dashboards (Hex, Snowflake, Salesforce, etc.) to track pipeline, conversion, and revenue metrics. Deliver weekly and monthly sales reporting, including leadership and board-level analysis. Own documentation of data definitions and methodologies to ensure alignment across teams.
Forecasting & Pipeline Health
Partner with sales leadership to improve forecasting accuracy and highlight risks/opportunities. Analyze pipeline health and deal velocity to support quota attainment and strategic planning. Partner with Marketing to connect funnel activity to revenue outcomes.
Sales Process & Tooling
Manage CRM hygiene, workflows, and automation to ensure clean, reliable data. Identify bottlenecks in the sales process and recommend data-driven improvements.
Cross-Functional Insights
Integrate website and product analytics (e.g., PostHog, Datadog) into sales reporting. Partner with Marketing to connect funnel activity to revenue outcomes. Collaborate with Product and Finance on pricing, packaging, and GTM strategy.
Strategic Enablement
Support quota setting, compensation planning, and scenario modeling with clear data analysis. Enable sales teams with training and resources to effectively use reports, dashboards, and tools.
What we’re looking for
6+ years of experience in Revenue Operations, Sales Operations, or Business Analytics (startup/GTM experience preferred). Proficiency with Salesforce (or similar CRM), analytics tools (Hex, Looker, Tableau, etc.), and SQL/Snowflake. Strong business acumen and ability to translate data into actionable insights. Excellent communication and stakeholder management skills. Comfort balancing tactical reporting work with strategic projects. Why This Role Matters
This is not just a reporting function — it’s a strategic partner role. You’ll directly influence how we forecast, how we invest in GTM, and how we scale revenue operations as the company grows. About Modern Treasury
Modern Treasury is the operating system for money movement. Our payments 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. Equal Employment Opportunity
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 and 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. Compensation Range: $155K - $190K
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$155,000.00/yr - $190,000.00/yr Overview
We’re looking for a Sales Strategy and Operations Manager to be a trusted partner to our Sales and GTM leadership team. This role will own the systems, reporting, and insights that drive revenue growth, while also helping us scale processes, improve forecasting, and connect data across Marketing, Product, and Finance. The ideal candidate is equal parts analytical and strategic — comfortable rolling up their sleeves to build dashboards, while also providing forward-looking insights that shape company priorities. What You’ll Do
Analytics & Reporting
Build and maintain dashboards (Hex, Snowflake, Salesforce, etc.) to track pipeline, conversion, and revenue metrics. Deliver weekly and monthly sales reporting, including leadership and board-level analysis. Own documentation of data definitions and methodologies to ensure alignment across teams.
Forecasting & Pipeline Health
Partner with sales leadership to improve forecasting accuracy and highlight risks/opportunities. Analyze pipeline health and deal velocity to support quota attainment and strategic planning. Partner with Marketing to connect funnel activity to revenue outcomes.
Sales Process & Tooling
Manage CRM hygiene, workflows, and automation to ensure clean, reliable data. Identify bottlenecks in the sales process and recommend data-driven improvements.
Cross-Functional Insights
Integrate website and product analytics (e.g., PostHog, Datadog) into sales reporting. Partner with Marketing to connect funnel activity to revenue outcomes. Collaborate with Product and Finance on pricing, packaging, and GTM strategy.
Strategic Enablement
Support quota setting, compensation planning, and scenario modeling with clear data analysis. Enable sales teams with training and resources to effectively use reports, dashboards, and tools.
What we’re looking for
6+ years of experience in Revenue Operations, Sales Operations, or Business Analytics (startup/GTM experience preferred). Proficiency with Salesforce (or similar CRM), analytics tools (Hex, Looker, Tableau, etc.), and SQL/Snowflake. Strong business acumen and ability to translate data into actionable insights. Excellent communication and stakeholder management skills. Comfort balancing tactical reporting work with strategic projects. Why This Role Matters
This is not just a reporting function — it’s a strategic partner role. You’ll directly influence how we forecast, how we invest in GTM, and how we scale revenue operations as the company grows. About Modern Treasury
Modern Treasury is the operating system for money movement. Our payments 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. Equal Employment Opportunity
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 and 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. Compensation Range: $155K - $190K
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