Modern Treasury

Sales Strategy and Operations Manager

Modern Treasury

full-time

Posted on:

Origin:  • 🇺🇸 United States • California

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Salary

💰 $155,000 - $190,000 per year

Job Level

Mid-LevelSenior

Tech Stack

SQLTableau

About the role

  • 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

Requirements

  • 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
  • Modern Treasury participates in E-Verify and will provide Form I-9 information to confirm authorization to work in the U.S.
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