Treasury Solutions Lead (NYC or Remote)

Nilus•New York, NY
•Hybrid

About The Position

Nilus is building an AI-powered workforce for treasury, aiming to move beyond simple data visibility. Their platform uses AI agents to automate cash reconciliation, liquidity forecasting, and finance operations across multiple banks and ERP systems. The company is a Series A funded startup backed by prominent venture capital firms and led by experienced fintech professionals. The Treasury Solutions Lead role is a critical bridge between Nilus's customers and its product. This position requires a deep understanding of treasury and finance operations, combined with a product-oriented mindset. The individual will work directly with clients to understand their cash management practices, translate these needs into solutions on the Nilus platform, and provide crucial customer insights back to the Product and R&D teams to influence future development. The role involves customer interaction throughout the entire lifecycle, from initial solution design to adoption and expansion, and serves as a key advocate for the customer within the company.

Requirements

  • 5+ years in corporate treasury, treasury consulting, or a product / solutions role at a fintech or TMS company
  • Hands-on product experience, such as product management, product operations, or solutions work closely tied to a product roadmap
  • Strong grasp of cash management workflows, banking data structures (BAI2, MT940, APIs) and reconciliation processes
  • Familiarity with SaaS-based treasury management (TMS) or cash management platforms
  • Proven customer-facing experience with finance and treasury leaders, from analysts to CFOs
  • Comfortable with APIs, data mapping and system integrations (you won't be coding, but you'll design and scope the solution)
  • Ability to write clear product requirements and turn messy customer input into structured priorities
  • Hands-on interest in AI agents and how they change finance workflows
  • Self-starter who thrives in a fast-paced, ambiguous startup environment
  • NYC-based or able to work US hours

Responsibilities

  • Run deep discovery with customers and prospects to map their treasury workflows, data sources and banking setup, and design how Nilus solves them.
  • Own solution design for new customers, from scoping integrations and bank connectivity to configuring forecasting, reconciliation and reporting to fit their processes.
  • Design and refine the agent workflows customers run on Nilus, and turn customer-specific solutions into repeatable product patterns.
  • Translate customer needs into clear product requirements, and work with Product and R&D (Tel Aviv) on prioritization, specs and validation.
  • Run beta and early-access programs for new features: pick design partners, collect feedback, and confirm the feature solves the problem before general release.
  • Support pre-sales when deals need product depth: solution workshops, technical deep dives and tailored demos alongside Sales.
  • Partner with Customer Success on rollouts and adoption, and spot expansion opportunities based on how customers use the product.
  • Create solution guides, use-case libraries and enablement content for Sales, CS and Marketing.
  • Track how treasury teams, TMS platforms and competitors are evolving, and feed that into product strategy.
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