Customer Success Manager (CSM)

📍 Location: Tel Aviv, Israel (Hybrid)
📍 Reporting to: VP Operations & CS

Who are we?

Nilus is an AI-powered Treasury Management System (TMS) helping modern finance teams optimize cash management, forecasting, and financial operations. We work with a wide range of international customers, enabling them to operate smarter and scale faster through automation and data-driven insights.

Backed by top VCs like Bessemer, Felicis, BTV, and Symbol, Nilus is a fast-growing fintech startup led by a team of ex-fintech pros passionate about transforming the finance function.

What We’re Looking For:

We are looking for a Customer Success Manager with a strong background in treasury, proven experience working with global customers, and hands-on experience using AI tools in day-to-day workflows. This role is critical in ensuring our customers achieve maximum value from Nilus while building long-term partnerships.

Key Responsibilities:

• Own and manage relationships with a portfolio of global customers
• Drive product adoption, engagement, and customer satisfaction
• Act as a trusted advisor on treasury and financial workflows, helping customers optimize processes and leverage Nilus’s AI-driven capabilities to improve efficiency and decision-making.
• Identify opportunities for upsell and expansion within existing accounts
• Monitor customer health metrics and proactively mitigate risks
• Collaborate cross-functionally with Product, Sales, and Ops teams to improve customer experience

Requirements:

• Strong background in treasury (must-have)
• Experience working with multiple international customers across multiple regions (must-have)
• Familiarity with AI tools (e.g., ChatGPT, Claude, AI copilots, automation tools) and curiosity about integrating AI into daily workflows (must-have)
• Proven
  experience in Customer Success, Account Management, or similar customer-facing roles
• Excellent communication skills in English
• High level of business acumen and ability to engage with finance stakeholders (CFOs, Finance Managers, etc.)
• Strong analytical mindset and problem-solving skills

Nice to Have:

• Experience working in a SaaS company, preferably in fintech or finance tools
• Familiarity with TMS, ERP systems, or financial data platforms
• Experience working with startups or high-growth environments