收入运营系统管理员
Revenue Operations Systems Admin
### 关于Modern Treasury
Modern Treasury为全球资金流动提供最值得信赖的基础设施。领先的企事业单位和快速成长的初创公司都信任我们的平台,该平台帮助企业以最佳的开发者工具和统一的API,实现法币和稳定币交易,在数天而非数月内推出并扩展支付体验。内置合规性、账本记录和报告功能,Modern Treasury为各种规模的公司提供即时、可靠且可扩展的资金流动解决方案。
### 关于该职位
我们正在招聘一位RevOps系统管理员,负责构建我们的收入系统——包括Salesforce、LeanData、Chili Piper、HubSpot等。这不是一份维护型岗位:你将接手一系列实际的结构化工作(如账户层级重建、新的机会/产品数据模型、潜在客户路由设计以及新的客户生命周期模型),同时还需负责日常运营这些推动收入的工具。
你将与我们的RevOps运营与分析主管合作,后者负责主要结构化工作的架构设计。其余所有内容——路由调整、流程变更、字段和流程修复——都将由你设计并实施,采用快速审批流程而不是委员会审批。你将带来实际操作工具的专业知识,确保架构的准确性;我们则提供一个在未来一年内真正发生变化的系统栈,而不仅仅是一个维持基本运行的系统。
我们以AI为核心,并在操作上认真践行:你每天都会使用AI来加快开发速度,并与工程团队合作,用AI代理取代重复性的销售和营销工作。
### 你将负责
- Salesforce建设:字段、流程、验证规则、页面布局、路由配置
- 跨整个GTM系统栈的操作流程——Salesforce、LeanData、Chili Piper、HubSpot等
- 与工程团队合作,利用AI代理自动化重复性的GTM工作
- 日常处理来自销售、市场、客户成功和财务部门的请求——保持数据干净,快速解决各类问题
- 自己设计日常和定期变更,获得快速审批,而不是漫长的审核流程
- 支持财务预测和收入模型的数据输入
- 判断何时需要外部专家介入
### 职责
- 在Salesforce中构建和维护字段、流程、验证规则和页面布局
- 撰写并负责跨系统路由和流程配置,任何非琐碎的配置都需要获得GTM运营与分析主管的审批
- 领导重大系统重构的执行:账户
查看英文原文
### About Modern Treasury
Modern Treasury provides the most trusted infrastructure for global money movement. Trusted by leading enterprises and fast-growing startups, the platform helps businesses launch and scale payment experiences in days, not months, with best-in-class developer tools and a single API for both fiat and stablecoin transactions. With built-in compliance, ledgering, and reporting, Modern Treasury enables instant, reliable, and scalable money movement for companies of all sizes.
### About the Role
We're hiring a RevOps Systems Admin to be the builder behind our revenue systems — Salesforce, LeanData, Chili Piper, HubSpot, and beyond. This isn't a maintenance seat: you're inheriting a real backlog of structural work (an account hierarchy rebuild, a new opportunity/product data model, a lead-routing redesign, and a new customer lifecycle model), plus day-to-day ownership of the tools that run our revenue motion.
You'll partner with our RevOps Ops & Analytics Lead, who sets the architecture on major structural work. Everything else — routing tweaks, workflow changes, field and flow fixes — you design and ship yourself, with a fast sign-off loop instead of a committee. You bring the hands-on tool expertise that keeps the architecture honest; we bring a stack that's actually changing over the next year, not one you're just keeping the lights on for.
We're AI-first and mean it operationally: you'll use AI daily to build faster, and you'll partner with Engineering to replace repetitive manual GTM work with agents.
### What You'll Own
- Salesforce building: fields, flows, validation rules, page layouts, routing configuration
- Operational workflows across the full GTM stack — Salesforce, LeanData, Chili Piper, HubSpot, and beyond
- Partnering with Engineering to automate repetitive GTM work with AI agents
- Day-to-day requests from Sales, Marketing, Customer Success, and Finance — keeping data clean and issues resolved fast
- Your own designs for day-to-day and recurring changes, with a quick sign-off, not a lengthy review
- Data inputs supporting Finance's forecasting and revenue models
- Judgment on when a build needs an outside specialist
### Responsibilities
- Build and maintain fields, flows, validation rules, and layouts across Salesforce
- Draft and own routing and workflow configuration across the stack, with sign-off from the GTM Ops & Analytics Lead on anything nontrivial
- Lead execution on major system redesigns: account hierarchy, opportunity and product data model, lead routing, customer lifecycle
- Identify repetitive, rules-based GTM workflows with Engineering and build agents to automate them
- Use AI tools daily in your own build process — and stand behind everything you ship
- Resolve requests from Sales, Marketing, Customer Success, and Finance — field changes, workflow fixes, routing and scheduling issues, data cleanup
### What We're Looking For
- Highly AI-capable: you use AI tools daily to build and move faster, and you can stand behind every output
- 4–7+ years building and maintaining Salesforce and a broader GTM stack (LeanData, Chili Piper, HubSpot, Hex, or equivalents)
- You want ownership of a real stack, not a seat reporting on one — comfortable owning execution and proposing your own designs for day-to-day work
- Strong communicator who flags status and risk before being asked
- Collaborative — brings solutions and pressure-tests designs without needing to own the overall strategy
- Good judgment about when a build needs to go to a specialist
- Comfortable in Hex (or similar BI tool) is a plus — this role doesn't own reporting, but occasional dashboard support is welcome
_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._
_Modern Treasury participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S._