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google sheets excel chatgpt cash management ap/ar📋 Description
- Implement and operate customer workflows across cash management and bill pay.
- Work hands-on with the agentic platform; tune behavior and outputs.
- Partner with Product to translate patterns into autonomous workflows.
- Prototype AI-powered workflows; test ideas quickly and ship winners.
- Solve ambiguous financial problems and design scalable workflows.
- Engage customers directly to optimize cash and resolve issues.
🎯 Requirements
- Experience in a customer-facing, strategy & operations or product role
- Strong analytical thinking; break down ambiguous financial problems
- Hands-on experience with AI tools like Claude, ChatGPT, or Cursor
- BA or higher in Finance, Economics, Accounting, CS, or related field
- Comfort with Excel or Google Sheets modeling and analysis
- Strong communication and cross-functional collaboration in fast-paced environments
🎁 Benefits
- Founding team opportunity at a well-funded startup
- Competitive salary and meaningful equity
- Great NYC/NoHo and Toronto location
- Generous PTO
- Comprehensive health & benefits
- Stipends for lunch, commute, wellness
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