Solutions Architect

Modern Treasury

Modern Treasury

San Francisco, CA, USA
Posted on Thursday, July 27, 2023


This position is based out of San Francisco

We’re looking for a Solutions Architect to join our Customer Success team. This role will report to the Head of Customer Success, and is a key investment as part of our strategy to expand Modern Treasury Professional Services to our growing customer base.

In this role:

  • You will design optimal implementation frameworks for customers, dive into complex technical requirements, collaborate closely with Product and Engineering on roadmap and product design, and work alongside our Customer Success and Customer Support teams to help customers get maximum value from Modern Treasury.

  • You will work closely with Sales Engineers in the post-sale process to do deep discovery into our customers’ technical, financial, and operations needs, and use this information to design solutions. This will involve whiteboarding (virtual or in-person where possible), building out detailed solution design documents, and guiding customers’ development plans. Modern Treasury Solutions Architects are trusted advisors to our customers.

  • Internally, you’ll be the technical voice of the customer and should be constantly learning and teaching our products. You’ll develop a broad understanding of our customers’ cross-product needs and use this unique perspective to provide feedback to the Product org on roadmap planning and product design. You’ll teach Customer Success Managers about the value our products deliver.

  • As an early member of our SA function you will also shape our processes, tools, and strategy.

We’re looking for someone who has experience with REST API based solution design, some experience writing code themselves, and either knows or is interested in learning payment systems, finance processes, and accounting fundamentals.

We strongly believe that investing in personal and professional growth puts us in a position to deliver long-term value to our customers. This role offers a unique opportunity for growth in a value-driven company, and it sits at the intersection of our customers, our people, and our products.


Modern Treasury is the operating system for money movement. Our payment operations platform combines a suite of APIs and dashboards to help companies unlock new payments revenue, strengthen customer experiences, and drive efficiency through their business. Our end-to-end platform moves enterprises forward with faster payments, efficient workflows, full data visibility, and seamless bank integrations.


During your first week you will:

  • Complete our company onboarding process where you will learn all about Modern Treasury – our values, our history, our product, our brand – and meet various teams via small-group sessions alongside your onboarding peers.

  • Get acquainted with our products with self-guided as well as hands-on training with an onboarding buddy.

  • Develop an understanding of our customers, user personas, sales process, and customer stories.

  • Read our favorite industry primers.

During your first six weeks you will:

  • Meet and build relationships with leaders and members of the Customer Success, Engineering, Product, Sales, Sales Engineering, and Marketing teams.

  • Shadow Solutions Architects, Sales Engineers, and CSMs on customer engagements. Through this, you will gain a deep understanding of our customers, their use cases, and the various stages of their journey with Modern Treasury.

  • Spend a lot of time reading API docs, build your own applications against MT APIs, start creating solution designs for customers, join customer meetings, and lead your own meetings by week six.

During your first six months you will:

  • Take your first customers from initial implementation through launch.

  • Become an expert on our products, answering questions for every customer-facing team.

  • Build out the processes, knowledge base, and collateral that will shape the future of the SA team.


What we’re looking for:

  • 3+ years experience in customer-facing, technical roles at B2B SaaS companies in one or more of the following functions: technical architect or solutions architect, sales engineering, customer success, product management, or engineering.

  • Experience with REST API based solution design. Knowledge of web connectivity and integration protocols such as JSON / XML, file transfer protocols such as FTP / FTPS / SFTP, API tools such as Postman, and API concepts such as idempotency and pagination.

  • Excellent communication skills. You’ll write more enablement material than you’ll read.

  • Technical curiosity. Desire to get your hands dirty diving into technical specs.

  • Finance and / or accounting knowledge is a plus.

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.