Modern Treasury

Technical Support Specialist

San Francisco, California, United States

$80,000 – $115,000Compensation
Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Technology, SoftwareIndustries

Technical Support Specialist

Salary: $80K - $115K Employment Type: Full-Time

Location: San Francisco, New York, or Remote (AZ, CA, CO, CT, FL, GA, HI, IL, MA, MI, MN, MT, NC, NJ, NV, NY, OH, OK, OR, PA, TX, UT, WA, WI)


Position Overview

We are seeking a Technical Support Specialist to join our Customer Support team. This role reports to the Manager of Customer Support and will have a significant impact on our business by supporting core customers and products. In this role, you will have agency in your day-to-day work, and your voice will be heard across internal teams. Nuanced investigations, continual product advancement, and customer interactions mean each day is unique, with no repetitive tasks. As our team achieves its goals, we collaborate to set new ones, ensuring continuous improvement.


Responsibilities

As a member of the Customer Support function, you will:

  • Contribute to the smooth day-to-day operation of the Support team, including managing customer escalations effectively.
  • Work primarily with Customer Success Managers (CSMs) on customer-facing communications and with Engineering on internal escalations to meet and exceed our service level commitments.
  • Collaborate with Product, Bank Partnerships, Sales, Marketing, and Finance from time to time depending on the nature of individual customer requests.
  • Collaborate cross-functionally with Engineering, Product, and other teams on projects that impact how internal and external users work with Modern Treasury.
  • Participate in a rotational on-call schedule to support customers that have 24/7 access for P0 & P1 incidents.
  • Utilize data-driven methodologies to collate customer feedback and trends.
  • Share relevant customer-specific and product-specific recommendations with Engineering and Product to alleviate recurring issues or develop new capabilities that increase our customers’ operational efficiency.
  • Assist in planning, developing, and implementing policies, procedures, performance standards, and training programs for the Customer Support team.
  • Leverage your SQL data analysis, business intelligence, and API troubleshooting skills to either resolve common technical questions or diagnose issues in-depth before triaging to the Engineering team.

Requirements

  • 2+ years of experience in customer-facing roles at B2B SaaS companies in one or more of the following functions: technical support, customer success, sales engineering, product management, engineering, network operations.
  • Experience in process improvement and documentation.
  • Experience with case management solutions such as Zendesk, Salesforce Service Cloud, Linear, etc.
  • Knowledge of web connectivity and integration protocols such as JSON / XML, file transfer protocols such as FTP / FTPS / SFTP, API tools such as Postman, and API concepts such as idempotency and pagination.
  • Experience with business intelligence tools such as Looker, DataDog, and Sentry.

Week by Week

During your first week, you will:

  • Complete our company onboarding process where you will learn all about Modern Treasury – our values, our history, our product, our brand – and meet various teams via small-group sessions alongside your onboarding peers.
  • Get acquainted with our products.

About Modern Treasury

Modern Treasury is the operating system for money movement. Our payment operations 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, and seamless bank integrations.

We strongly believe that investing in personal and professional growth puts us in a position to deliver long-term value to our customers. This role offers a unique opportunity for growth in a value-driven company, and it sits at the intersection of our customers, our people, and our products.

Skills

Technical Support
Customer Escalations
Customer Success
Engineering
Product Management
Data Analysis
Customer Feedback
Problem Solving
Communication

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.

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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