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Overview
We are looking for an Operations Manager to join our Bank Operations team. One of the most valuable components of what Modern Treasury offers is connection into the global banking system, and as such, we support our prospects and customers as they go through the underwriting and implementation process for transaction banking at dozens of US and International Banks. The team that supports these customers is Bank Operations.
The Bank Operations function is critical to both the health of our partnerships and to our company growth. It’s also a new team, so you’ll be at the forefront of growing our operational cadence and structure. You’re the right fit for this job if you love operational hustle, process efficiency, crossing fifty things off your list every day, building relationships externally, and the flexibility and creativity of bringing operational rigor to a fast-paced, rapidly-growing startup.
Responsibilities
In this role you will be responsible for:
Driving pipeline of prospects and customers in bank implementation
Weekly meetings with your banks
Building relationships with bank teams in operations and implementation
Partnering with Sales and Customer Success teams to ensure the success of their prospects and customers
Keeping your funnel in Salesforce squeaky clean and up-to-date
Please note we expect you to have experienced at least one bank implementation for payments
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
First week
Onboard with our team
Start learning our product and business
Develop an understanding of our current bank partners and the ones you will support
Read our favorite industry primers
Six weeks
Map out current status of implementations with all deals with your bank partners
Go deep on history and context at your banks with Bank Partnerships teams
Understand bank capabilities, organizational structure, and needs for each partner bank
Work alongside a CSM team member to work through an implementation from the start with a customer and a banking partner to find opportunities for improvement in the overall process.
Develop a regular cadence of engaging with each bank partner in active implementations
Write documentation for customers to get through the process more easily
Six Months
Work with rest of team to standardize the improvements for implementation process for each bank (specifically for those that are lesser known / established).
Make process more efficient
Create an appropriate escalation path with each particular bank to unstick implementations
Serve as liason between CS and Sales and banks
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.
