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Sales Strategy and Operations Manager
Sales Strategy and Operations ManagerModern Treasury • New York, NY, US
Sales Strategy and Operations Manager

Sales Strategy and Operations Manager

Modern Treasury • New York, NY, US
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Overview

We're looking for a Sales Strategy and Operations Manager to be a trusted partner to our Sales and GTM leadership team. This role will own the systems, reporting, and insights that drive revenue growth, while also helping us scale processes, improve forecasting, and connect data across Marketing, Product, and Finance. The ideal candidate is equal parts analytical and strategic, comfortable building dashboards and providing forward-looking insights that shape company priorities.

What You'll Do

  • Analytics & Reporting

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.
  • Forecasting & Pipeline Health

    • 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.
  • Sales Process & Tooling

    • Manage CRM hygiene, workflows, and automation to ensure clean, reliable data.

  • Identify bottlenecks in the sales process and recommend data-driven improvements.
  • Cross-Functional Insights

    • Integrate website and product analytics (e.g., PostHog, Datadog) into sales reporting.

  • Partner with Marketing to connect funnel activity to revenue outcomes.
  • Collaborate with Product and Finance on pricing, packaging, and GTM strategy.
  • Strategic Enablement

    • 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.

    • What we're looking for

  • 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.

    • Why This Role Matters

    This is not just a reporting function — it's a strategic partner role. You'll directly influence how we forecast, how we invest in GTM, and how we scale revenue operations as the company grows.

    About Modern Treasury

    Modern Treasury is the leading payment operations platform built for the Instant Economy. It helps customers build their best business with faster payments, smarter workflows, and real-time visibility. The payment operations platform and best-in-class developer tools help companies move, track, and reconcile money in real-time. Founded in 2018, San Francisco-based Modern Treasury serves leading companies across broad sectors of the economy.

    Compensation Range : $155K - $190K

    Seniority level

  • Mid-Senior level

    • Employment type

  • Full-time

    • Job function

  • Sales and Business Development
  • Industries : Technology, Information and Internet

    • J-18808-Ljbffr

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