Modern Treasury

Sales Engineer

San Francisco, California, United States

$125,000 – $165,000Compensation
Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Fintech, Data & AnalyticsIndustries

Requirements

Candidates should have at least 4 years of experience in customer-facing technical roles. Excellent presentation, storytelling, and demoing skills are essential, along with experience in REST API-based solution design. Strong executive communication abilities are required, and candidates should be self-driven learners. Knowledge of finance and/or accounting is a plus.

Responsibilities

The Sales Engineer will architect complex solutions for prospects and customers, build and deliver compelling demos, and collaborate closely with the product team on roadmap and product design. They will conduct deep discovery into customers' technical, financial, and operational needs, translating these into a vision of how Modern Treasury can provide solutions. The role includes whiteboarding, creating detailed solution design documents, and delivering customized demos and presentations. Travel is expected, and the Sales Engineer will act as the technical voice of the customer while continuously learning about the products.

Skills

REST API
Solution Design
Presentation
Demoing
Whiteboarding
Executive Communication
Customer Discovery
Finance
Accounting

Modern Treasury

Payment operations software for enterprises

About Modern Treasury

Modern Treasury specializes in payment operations software designed to enhance the movement of money for large enterprises across various industries such as real estate, healthcare, insurance, education, and financial services. Their software streamlines payment processes by enabling faster transactions, automatic reconciliation of records, and providing real-time financial data, all supported by artificial intelligence. This allows businesses to manage their financial operations more effectively and securely. Unlike many competitors, Modern Treasury focuses on serving large clients with significant transaction volumes, offering a subscription-based software as a service (SaaS) model that ensures continuous access to updates and features. The company's goal is to modernize payment operations and improve the efficiency and security of financial transactions.

Key Metrics

San Francisco, CaliforniaHeadquarters
2018Year Founded
$178.1MTotal Funding
SERIES_CCompany Stage
Fintech, AI & Machine LearningIndustries
51-200Employees

Benefits

Inclusive healthcare package
Unlimited PTO
Paid parental leave
$1k stipend to setup a home office
$500 yearly book stipend
Charitable donation matching
401k

Risks

Increased competition from fintech companies could erode Modern Treasury's market share.
Rapid adoption of instant payment systems may pressure Modern Treasury to innovate continuously.
AI-driven solutions expose the company to risks of biases and errors in financial data.

Differentiation

Modern Treasury automates the full cycle of money movement for large enterprises.
The company offers AI-driven reconciliation to enhance financial workflows and cash visibility.
Modern Treasury provides professional services for tailored payment infrastructure integration.

Upsides

Expansion of instant payments support with six top banks enhances customer experience.
Professional Services offering creates a new revenue stream and strengthens customer relationships.
Inclusion in the 2024 Fintech Innovation 50 list boosts its recognition and appeal.

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