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