Modern Treasury

Operations

• Be a trusted partner to Sales and GTM leadership, owning systems, reporting, and insights that drive revenue growth
• 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
• 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
• Manage CRM hygiene, workflows, and automation to ensure clean, reliable data
• Identify bottlenecks in the sales process and recommend data-driven improvements
• Integrate website and product analytics (e.g., PostHog, Datadog) into sales reporting
• Collaborate with Product and Finance on pricing, packaging, and GTM strategy
• 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

Sales Strategy and Operations Manager