Modern Treasury is hiring a Technical Account Manager (TAM) to own the end to end post-sale customer journey from onboarding and implementation through long-term operation and growth.
This is a technical, customer-facing role at the intersection of engineering, product, and operations. You will work closely with developers, product managers, and payments teams to design, operate, and scale reliable money movement systems using Modern Treasury’s APIs.
You will act as both a technical advisor and account owner, responsible not just for integrations, but for helping customers run mission-critical financial infrastructure with accuracy, reliability, and scale.
Modern Treasury leverages AI heavily. This role is best suited for someone who is already using AI tools and is eager to continue pushing the envelope on AI best practices.
What You’ll Do
Serve as the primary technical advisor for a portfolio of customers, leading onboarding, implementation, and ongoing engagements while building trust with engineering, product, and payments stakeholders
Partner with Product, Engineering, Sales, and Support to translate customer needs into product feedback and influence roadmap decisions
Deliver business and technical reviews including QBRs and post-mortems, focused on long-term partnership and operational excellence
Help customers design, optimize, and scale payment systems, guiding tradeoffs across performance, reliability, and complexity
Identify opportunities to expand usage, reduce failure modes, and increase automation across customer workflows
Improve internal processes and build scalable, repeatable workflows by leveraging AI tools to accelerate problem-solving and synthesize insights across your customer portfolio
Who You Are
3+ years in client-facing technical roles such as TAM, Solutions Engineer, or Customer Success
Strong experience with REST APIs and integration patterns
Proven ability to troubleshoot issues in production environments
Experience managing complex, cross-functional projects
Excellent communication and stakeholder management skills
Ability to balance reactive questions with proactive account strategy
Experience using AI agents in a work environment
Background in fintech, payments, or financial systems
Familiarity with money movement, ledgering, and reconciliation workflows
Experience with SQL and BI tools for debugging or data analysis
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.
Modern Treasury is the operating system for the new era of payments, helping companies unlock growth, enhance customer experiences, and drive efficiency. The payment operations platform and best-in-class developer tools move companies forward with faster payments, effective workflows, full data visibility, and seamless bank integrations. Founded in 2018, San Francisco-based Modern Treasury serves leading companies across broad sectors of the economy like ClassPass, gusto, Marqeta, Procore, Navan, and more and is backed by investors Altimeter Capital, Benchmark, and Y Combinator.
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Our Why
We strive to become one of the best companies in the world by:
Helping our customers build their own best companies. We build products to support our customers’ goals. We deliver on time and provide exceptional service. We aspire to do things right the first time, and if something goes wrong, we rectify it.
Creating the conditions for personal and professional growth. We design our work environment to be uplifting and enriching, a place to engage in meaningful work, constantly learn, and pursue our long-term career journeys. Together, we create a space of psychological safety. We embrace diversity of thought, respectful debate, and intellectual curiosity.
Making decisions for longevity. We focus on profitability, which protects our employees’ livelihoods and ensures our continued ability to serve customers. We do so with decency, dignity, and truthfulness, earning us the right and privilege to remain in business.
We will sometimes fall short, but we are unapologetic about striving. We commit to the never-ending work it takes to build one of the world’s best companies.
