Customer Success Manager (NYC - Hybrid) jobs in United States
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Nilus · 15 hours ago

Customer Success Manager (NYC - Hybrid)

Nilus is a fast-growing fintech startup focused on transforming the finance function through an AI-powered cash management platform. They are seeking a Customer Success Manager to lead the post-sales experience for B2B customers, driving adoption, retention, and expansion while ensuring customers realize value from the platform.

Financial ServicesFinTechPayments

Responsibilities

Partner with internal teams to support customers through onboarding and implementation, ensuring a smooth and engaging experience
Drive product adoption and engagement by helping customers align their goals with platform capabilities
Serve as the primary point of contact for your portfolio of accounts throughout the customer lifecycle
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

Customer Success ManagementB2B SaaS ExperienceFinance/Treasury ExperienceCommunication SkillsProduct TrainingMulti-Priority ManagementCustomer Relationship ManagementProblem-Solving Abilities

Required

2+ years of experience as a Customer Success Manager / Account Manager (ideally in B2B SaaS)
Strong communication skills with the ability to lead and support executive and end-user stakeholders
Basic technical understanding and ability to work with modern tools (including AI-powered platforms) to troubleshoot, analyze data, and support customer workflows
Excellent problem-solving abilities and a proactive approach to customer needs
Excited to enable customers with product training and support
Ability to juggle multiple priorities and work in a fast-paced, dynamic environment
Proven track record in managing customer relationships and driving adoption and retention - bonus

Preferred

Experience working with finance, treasury, corporate finance, or accounting teams – big plus

Company

Nilus

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Nilus is a cash management platform that automates reconciliation and payment workflows.

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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Company data provided by crunchbase