Bank Partner Operations

San Francisco, CA, United States

[Full Time] Bank Partner Operations at Modern Treasury (United States) | BEAMSTART Jobs Bank Partner Operations Modern Treasury United States

Date Posted

08 Jul, 2022

Work Location

San Francisco, United States

Salary Offered

Not Specified

Job Type

Full Time

Experience Required

No experience required

Remote Work

Yes

Stock Options

No

Vacancies

1 available

Overview

We are looking for an Operations Manager to join our Bank Operations team. One of the most valuable components of what Modern Treasury offers is connection into the global banking system, and as such, we support our prospects and customers as they go through the underwriting and implementation process for transaction banking at dozens of US and International Banks. The team that supports these customers is Bank Operations.

The Bank Operations function is critical to both the health of our partnerships and to our company growth. It’s also a new team, so you’ll be at the forefront of growing our operational cadence and structure. You’re the right fit for this job if you love operational hustle, process efficiency, crossing fifty things off your list every day, building relationships externally, and the flexibility and creativity of bringing operational rigor to a fast-paced, rapidly-growing startup.

Responsibilities

In this role you will be responsible for:

Driving pipeline of prospects and customers in bank implementation

Weekly meetings with your banks

Building relationships with bank teams in operations and implementation

Partnering with Sales and Customer Success teams to ensure the success of their prospects and customers

Keeping your funnel in Salesforce squeaky clean and up-to-date

Please note we expect you to have experienced at least one bank implementation for payments

ABOUT MODERN TREASURY

Modern Treasury builds payment operations solutions. Our tools automate the full cycle of money movement—from payment initiation, through approvals, to reconciliation—and are accessible through web application or API.

We believe that payment operations is at the core of every business. We’re a lean team and we work hard to build outstanding products for our customers. When we succeed, our customers grow.

Week by Week

First week

Onboard with our team

Start learning our product and business

Develop an understanding of our current bank partners and the ones you will support

Read our favorite industry primers

Six weeks

Map out current status of implementations with all deals with your bank partners

Go deep on history and context at your banks with Bank Partnerships teams

Understand bank capabilities, organizational structure, and needs for each partner bank

Work alongside a CSM team member to work through an implementation from the start with a customer and a banking partner to find opportunities for improvement in the overall process.

Develop a regular cadence of engaging with each bank partner in active implementations

Write documentation for customers to get through the process more easily

Six Months

Work with rest of team to standardize the improvements for implementation process for each bank (specifically for those that are lesser known / established).

Make process more efficient

Create an appropriate escalation path with each particular bank to unstick implementations

Serve as liason between CS and Sales and banks

EOE

Modern Treasury is committed to equal employment opportunity and does not discriminate in any employment opportunities or practices based on an individual's race, color, creed, gender (including gender identity and gender expression), religion (all aspects of religious beliefs, observance or practice, including religious dress or grooming practices), marital status, registered domestic partner status, age, national origin or ancestry (including language use restrictions and possession of a driver’s license issued under California Vehicle Code section 12801.9), natural hair, physical or mental disability, political affiliation, medical condition (including cancer or a record or history of cancer, and genetic characteristics), sex (including pregnancy, childbirth, breastfeeding or related medical condition), genetic information, sexual orientation, military and veteran status or any other consideration made unlawful by federal, state, or local laws. It also prohibits unlawful discrimination based on the perception that anyone has any of those characteristics, or is associated with a person who has or is perceived as having any of those characteristics.

About Modern Treasury Payment operations tools for money movement. Company Size: 51 - 250 People Year Founded: 2018 Country: United States Company Status: Actively Hiring Looking for Partners Looking for Clients Raising Funds Share This Job

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