Modern Treasury

Modern Treasury

Technical Account Manager

San Francisco

Work authorization requiredDetected 98 days ago
SQLRESTData AnalysisAgentic AIStakeholder ManagementCustomer SuccessCommunicationProblem Solving

About the role

  • This is a technical, customer-facing role at the intersection of engineering, product, and operations.
  • 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.
  • 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.

Responsibilities

  • 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
  • Improve internal processes and build scalable, repeatable workflows by leveraging AI tools to accelerate problem-solving and synthesize insights across your customer portfolio

Requirements

  • 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
  • Ability to balance reactive questions with proactive account strategy
  • Experience using AI agents in a work environment
  • Familiarity with money movement, ledgering, and reconciliation workflows
  • Experience with SQL and BI tools for debugging or data analysis
  • 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.

Company info

  • 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
  • Help customers design, optimize, and scale payment systems, guiding tradeoffs across performance, reliability, and complexity

Visa & Work Authorization

  • 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.

This listing is sourced directly from Modern Treasury's careers page and normalized into a canonical job model.