Customer Success Manager (NYC - Hybrid) jobs in United States
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Nilus · 2 months ago

Customer Success Manager (NYC - Hybrid)

positionNew York, New York, United States
timeFull-time
remoteHybrid
seniorityMid Level
date4+ years exp

Nilus is a fast-growing fintech startup focused on transforming the finance function with an AI-powered cash management platform. They are seeking a Customer Success Manager to lead the post-sales experience for B2B customers, ensuring smooth onboarding, driving product adoption, and acting as a trusted advisor throughout the customer lifecycle.

Financial ServicesFinTechPayments

Responsibilities

Lead the onboarding and implementation process for new customers, ensuring a smooth and engaging experience for executive stakeholders and platform users
Identify and lead bringing value to life for customers
Serve as the primary point of contact for your portfolio of accounts throughout the customer lifecycle
Drive product adoption and engagement by helping customers align their goals with platform capabilities
Monitor customer health metrics to proactively identify risks and opportunities
Deliver and communicate ROI to customers and ensure they realize the full value of our product
Act as a trusted advisor, guiding customers on best practices and use-case optimization
Support renewals and identify expansion opportunities in collaboration with the sales team
Collaborate cross-functionally with product, marketing, and operations teams to champion the voice of the customer internally
Provide feedback and insights to improve customer experience and inform product development
Create and deliver training, documentation, and support resources to enable customer success

Qualification

Treasury experienceCustomer Success ManagementCorporate Finance experienceExcel proficiencyProduct trainingAccount managementManaging customer relationshipsCommunication skillsProblem-solving abilitiesFast-paced environment adaptability

Required

4+ years of experience in Treasury, Corporate Finance & Accounting, or as a CSM in a relevant area
Strong communication skills with the ability to lead and support executive and end-user stakeholders
Excellent problem-solving abilities and a proactive approach to customer needs
Excited to enable customers with product training and support
Experience working with Excel to analyze customer trends and metrics
Ability to juggle multiple priorities and work in a fast-paced, dynamic environment

Preferred

Experience in customer success, account management, or a similar role in a SaaS or software company – bonus
Proven track record in managing customer relationships and driving adoption and retention - bonus
Experience working with US subsidiaries or international financial operations – bonus
Exposure to venture-backed startups, fundraising, and investor relations – bonus

Company

Nilus

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Nilus is a cash management platform that automates reconciliation and payment workflows.
dateFounded in 2022
location
New York, New York, USA
people-size11-50 employees
web-link
https://www.nilus.com

Funding

Current Stage
Early Stage
Total Funding
$18.6M
Key Investors
Bessemer Venture Partners
2025-01-16Series Unknown· $10M
2022-12-14Seed· $8.6M
2022-03-07Seed

Leadership Team

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Daniel Kalish
Co-Founder & CEO
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Recent News

FinTech Global
Nilus secures $10m funding to revolutionise AI-driven treasury management
2025-01-18
Tech in Asia
Israeli AI treasury tool Nilus lands $10m in funding
2025-01-17
FinSMEs
Nilus Raises $10M in Funding
2025-01-17
Company data provided by crunchbase