Upstate Coin & Gold Tech Stack

Wholesale precious metals dealer modernizing finance and operations

Wholesale Centennial, Colorado 51–200 employees Founded 2009 Privately Held

Upstate Coin & Gold is a wholesale bullion and coin dealer executing a greenfield Salesforce migration alongside a finance automation overhaul. The hiring velocity is accelerating with heavy emphasis on finance (7 roles) and operations (6 roles) relative to engineering (2), signaling a business-process-first modernization rather than product engineering—they're automating collections, AR cycles, and cash visibility in-house rather than building software. Pain points cluster around working capital optimization, inventory accuracy, and manual workflows, which maps directly to their active project list (dashboards, real-time cash systems, automated billing, internal controls).

Tech Stack 19 technologies

Core StackNetSuite MuleSoft Apex JavaScript QuickBooks PLC Excel Google Sheets Microsoft Office UPS CRM Lightning Web Components Salesforce DX Visual Studio Code Git Anypoint Platform CNC Concur

AdoptingSalesforce

What Upstate Coin & Gold Is Building

◆Challenges

Ensuring data governance
Working capital optimization
Optimizing accounts receivable cycle
Modernizing collection workflows
Manual workflow elimination
Inventory management
Inventory accuracy
Process improvements for internal controls
Logistical bottlenecks
High sku wholesale processing

▲Active Projects

Automated dashboards and kpi tracking
Real-time cash visibility system
Greenfield salesforce implementation
Automation for tracking, billing, and collecting late fees
Automation-first finance culture
Process improvement for internal controls
Modernizing collection workflows
Strengthening internal controls
Platform gold demos
Lead generation and prospecting

Hiring Activity

Accelerating20 roles · 10 in 30d

Department

Finance

Ops

Engineering

Sales

Logistics

Manufacturing

Seniority

Junior

Director

Senior

Mid

Staff

Manager

Notable leadership hires: Director of Finance

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About Upstate Coin & Gold

Upstate Coin & Gold operates as a wholesale precious metals dealer headquartered in Centennial, Colorado, with a second location in New York. The company sources, trades, and distributes gold and silver bullion to institutional and retail trading partners, backed by logistics infrastructure and quick-payment operations. Founded in 2009 as a consolidation of a decades-old regional coin shop, the company has scaled to 51–200 employees. Their tech stack centers on NetSuite (ERP), Salesforce (CRM, currently undergoing greenfield implementation), and legacy tools like Excel and QuickBooks—reflecting a business built on relationships and transactions rather than software-first operations. Current priorities are strengthening financial controls, optimizing working capital, and eliminating manual processes in collections and inventory tracking.

HeadquartersCentennial, Colorado

Company Size51–200 employees

Founded2009

Hiring MarketsUnited States

Frequently Asked Questions

What tech stack does Upstate Coin & Gold use?

NetSuite for ERP, Salesforce for CRM (greenfield implementation underway), QuickBooks, MuleSoft for integrations, plus Excel and Google Sheets for analytics. They're adopting Salesforce to replace legacy CRM workflows.