Modern Treasury

Revenue Operations

• Build and maintain Salesforce fields, flows, validation rules, and layouts
• Draft and own routing and workflow configuration across the revenue technology stack
• Lead account hierarchy, opportunity/product data model, lead routing, and customer lifecycle redesigns
• Partner with Engineering to build AI agents that automate repetitive GTM workflows
• Use AI tools daily in the build process
• Resolve requests from Sales, Marketing, Customer Success, and Finance
• Perform field changes, workflow fixes, routing and scheduling fixes, and data cleanup
• Provide data inputs supporting Finance forecasting and revenue models
• Decide when a build requires an outside specialist

Revenue Operations Systems Administrator