About the Role
We're an early-stage fintech startup building a modern treasury platform for US finance teams. In this high-ownership, high-autonomy role, you'll own the full client lifecycle — from deployment through expansion — for some of our largest clients. You'll be the trusted point of contact for founders and CFOs, solving real problems in cash management, yield, and FX, while feeding what you learn directly back into the product. This is a critical, foundational role and one of our first US hires, based on-site in New York City.
What You'll Do
Run end-to-end deployment and onboarding for large new clients: account setup, funds migration, integrations, training, and go-live.
Serve as the primary ongoing point of contact for clients, owning relationships through regular check-ins, QBRs, and proactive outreach.
Coordinate cross-functionally with product, engineering, compliance, and banking partners to remove blockers and keep deployments on schedule.
Speak the language of finance teams, helping clients navigate mechanical and technical challenges during implementation.
Identify expansion opportunities — additional entities, new products, larger balances — and drive wallet growth across your client portfolio.
Translate client feedback into clear, prioritized signals for the product team and champion client needs internally.
Build and refine the onboarding playbook so every deployment is faster and smoother than the last.
Deepen client usage across yield, FX, and cash management to ensure maximum value from the platform.
What We're Looking For
Required:
2–6 years of experience in finance or a client-facing analytical environment (banking, asset management, treasury, corporate finance, consulting, or fintech).
Genuine fluency in cash management, yield optimization, and FX concepts — with the ability to apply them to real client treasury workflows.
Proven ability to manage complex, multi-stakeholder deployments end-to-end, including account setup, integrations, and cross-functional coordination.
Experience owning client relationships through the full lifecycle: onboarding, ongoing account management, QBRs, and expansion.
Strong communication skills — able to explain financial concepts clearly to founders and hold your own with CFOs.
Ability to translate between technical/product teams and finance stakeholders.
Experience identifying and driving wallet expansion or upsell opportunities within existing accounts.
Experience building or deploying AI agents to automate workflows (professional or personal context).
Comfort with ambiguity and a high ownership mentality — you're ready to build from day one.
Nice to Have:
Track record of owning a client, revenue, or retention goal with measurable outcomes.
Experience in B2B SaaS environments, particularly in deployment or customer success roles.
Experience with banking integrations, fund migration processes, or compliance workflows in financial services.
Compensation & Benefits
Salary: $140,000 – $180,000 USD annually
Early-stage equity upside as one of the first US team members
High-visibility, high-impact role with a direct line to leadership
Please note: Visa sponsorship is not available for this role. Candidates must be authorized to work in the United States.
Location
This role is based on-site in New York City. We value in-person collaboration and are looking for someone who shares that preference. This is an opportunity to be one of the first US hires at a fast-scaling fintech company with roots in Australia.
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