Director, Capital Markets Strategy & Execution

🏢 Summary: Senior leadership role focused on optimizing enterprise funding strategy, driving cross-functional capital markets initiatives, and scaling AI-enabled workflows in structured finance. The position involves securitization strategy, investor and rating agency coordination, liquidity management, and automation of reporting and analytics processes. Candidates should have deep expertise in structured finance, consumer ABS, and financial modeling within fast-paced financial services environments. 🗂️ Requirements: 7+ years in capital markets, structured finance, securitization, investment banking, corporate strategy, or related financial services, Strong knowledge of structured finance and debt funding concepts, Experience with consumer finance or fintech lending platforms, Deep understanding of consumer ABS asset classes, Familiarity with Intex and cash flow models, Experience with collateral performance analysis, Strong financial modeling skills, Ability to lead complex cross-functional initiatives independently, Bachelor’s degree in Finance, Economics, Mathematics, Engineering, or related quantitative field 📃 Skills: Intex, ABS, AI, Finance, Securitization, Modeling, Analytics, Automation, Liquidity, SQL 🏢 Description: About Pagaya Shape the Future of Finance Pagaya is building a leading artificial intelligence network to help partners grow their businesses and better serve their customers. The company provides consumer credit and residential real estate solutions using machine learning, data networks, and AI-driven approaches. The Senior Lead, Capital Markets Strategy & Execution reports to the Head of Capital Markets and acts as a strategic lead to optimize the enterprise funding platform, drive cross-functional execution, and help scale the organization. Responsibilities 1. Strategic Initiatives & Cross-Functional Execution - Lead high-priority Capital Markets strategic projects from problem definition through implementation - Coordinate execution across Risk, Finance, Legal, Tech, Operations, and external counterparties - Translate leadership goals into structured workplans, executive recommendations, and implementation roadmaps 2. Rating Agency, Investor, & Bank Strategy - Support strategic rating agency initiatives including onboarding, diligence readiness, methodology mapping, and credit narrative formulation - Manage relationships across investment banks, institutional investors, and rating agencies 3. Market Development & Secondary Liquidity - Drive initiatives to improve secondary market liquidity across ABS shelves - Develop frameworks to monitor liquidity, investor feedback, and executive reporting 4. Scale, Automation, & AI Innovation - Identify and implement workflows to automate reporting, cash flow analysis, surveillance, and executive dashboards - Partner with technology teams to build and scale AI-enabled Capital Markets workflows Required Qualifications - 7+ years in capital markets, structured finance, securitization, investment banking, corporate strategy, or related financial services - Strong mastery of structured finance and debt funding concepts including ABS, warehouse facilities, forward flow, private credit, and debt documentation - Deep experience with consumer finance or fintech lending platforms and consumer ABS asset classes - Familiarity with Intex, cash flow models, collateral performance analysis, and financial modeling - Proven ability to independently lead complex initiatives and drive cross-functional alignment - Bachelor’s degree in Finance, Economics, Mathematics, Engineering, or related quantitative field Compensation - Compensation range for New York based hires: $150,000 — $225,000 USD More than just a job The company offers benefits programs and perks designed to support employee health, happiness, and productivity.

🏢 Summary: Senior Lead Recruiting Partner role focused on full-cycle recruiting for technical and business teams across Pagaya’s U.S. operations. The position emphasizes strategic talent acquisition, AI-driven sourcing automation, stakeholder partnership, and recruitment analytics in a fast-paced fintech environment. 🗂️ Requirements: 8+ years of full-cycle recruiting experience, Experience in fintech, consumer lending, investment banking, or tech-forward environments, Expertise in sourcing highly technical talent, Advanced proficiency with Greenhouse ATS, Experience with LinkedIn Recruiter, Experience using AI sourcing platforms and automation tools, Knowledge of U.S. and NYC talent markets, Ability to manage senior-level and confidential searches, Strong data analysis and reporting skills, Experience partnering with senior stakeholders 📃 Skills: Greenhouse, LinkedIn, AI, ATS, Automation, Analytics, Sourcing, Recruiting 🏢 Description: About the Role We are hiring a Lead Recruiting Partner to own and deliver critical hiring across Pagaya's U.S. business, with a primary focus on NYC-based teams spanning Partnerships, Sales, Product, Structured Finance, Risk, Capital Markets, and G&A. This is a senior Individual Contributor role designed for an execution-focused recruiter who thrives in a lean, fast-paced builder environment. The role focuses on transforming talent acquisition into a modern, tech-enabled function through AI-forward automations, advanced sourcing strategies, data analysis, and strategic business partnership. Responsibilities • Full-cycle recruiting for highly technical and confidential U.S.-based roles up to Senior Director level • Map competitive target markets and analyze niche talent pools • Build passive talent pipelines and support succession planning • Advise hiring managers and senior executives using market intelligence and compensation analytics • Maintain Greenhouse ATS data hygiene and deliver weekly reporting • Partner with tech and operations teams to adopt AI-driven sourcing automations • Collaborate with recruiting peers and People teams on compensation benchmarking and talent planning • Enhance employer branding and candidate messaging • Provide market intelligence and compensation insights to close candidates • Support internship and early-career recruiting initiatives and mentor recruiting team members Qualifications • 8+ years of full-cycle recruiting experience within fintech, consumer lending, investment banking, or fast-growing tech-forward environments • Expertise in mapping highly technical target markets • Strong interest in advanced tech stacks, automation tools, and AI sourcing platforms • Advanced command of Greenhouse ATS, LinkedIn Recruiter, AI tools, and data analytics tools • Deep knowledge of NYC and broader U.S. talent markets, compensation trends, and equity structures • Ability to adapt to shifting business priorities and organizational changes • Strong execution skills with strategic thinking and attention to detail Compensation • Compensation range for New York-based hires: $150,000–$180,000 USD More than just a job The company offers benefits programs and perks designed to support employee health, happiness, and productivity.

🏢 Summary: Treasury Manager role supporting investment vehicles and structured finance activities within a fintech platform, focusing on cash management, securitization, liquidity forecasting, and treasury operations. The position involves hands-on responsibility for ABS transactions, forward flow agreements, fund operations, and automation initiatives. It offers exposure to corporate treasury, funding strategy, and capital deployment in a fast-paced financial environment. 🗂️ Requirements: 5+ years in Treasury, structured finance, fund operations, or financial operations, Experience in financial services, fintech, or asset management, Advanced SQL proficiency, Advanced Excel skills with large dataset management, Bachelor's degree in a relevant field, Experience with ABS, securitizations, or structured finance, Familiarity with cash management and treasury processes, Ability to review legal and transaction documents 📃 Skills: SQL, Excel, Python, ABS, Securitization, CashManagement, Forecasting, Reconciliation, DataAnalysis, Automation 🏢 Description: Treasury Manager About the Role Pagaya is seeking a Treasury Manager to join our growing Treasury team in New York. This role focuses on supporting the firm's Investment Vehicles and Funds platform, including Forward Flow agreements, ABS transactions, capital allocations, and investment fund operations. As a key contributor to day-to-day treasury operations, cash management, and securitization, you will partner closely with teams across Finance, Capital Markets, and Partnerships. Over time, this role will expand to include broader Corporate Treasury responsibilities, offering opportunities to contribute to liquidity management, forecasting, and financing activities. This is a hands-on role suited for a professional with a meticulous approach, analytical capabilities, and an interest in structured finance, treasury operations, and financial infrastructure within a fast-paced fintech environment. Responsibilities Corporate Finance & Investment Vehicles - Coordinate treasury initiatives and cross-functional projects. - Prepare weekly cash forecasts, liquidity plans, and borrowing models; analyze and resolve variances. - Improve processes, controls, and treasury best practices. - Collaborate with Finance, Capital Markets, and Partnerships teams. Treasury Operations - Facilitate securitization and funding operations across ABS, Forward Flow and RIA Fund structures. - Carry out cash management strategies, including daily cash positioning. - Perform reconciliations and resolve discrepancies. - Support reporting, waterfall analysis, and P&L review. - Conduct compliance testing and calculations. - Interface with external parties (originators, servicers, investors, custodians, rating agencies). - Support partner, lender, and investment fund operations. Operational Excellence & Scalability - Enhance treasury operations including cash management, reconciliations, and funding flows. - Build and refine processes, controls, and infrastructure to support a growing and increasingly complex platform. - Identify opportunities for automation, data integration, and efficiency gains. - Support funding strategy and capital deployment. - Partner with Capital Markets and Finance to optimize funding across ABS and fund structures. Data & Automation - Perform data analysis and reporting to support treasury and funding decisions. - Identify and implement automation and process improvements. Qualifications - 5+ years in Treasury, structured finance, fund operations, or financial operations. - Experience in financial services, fintech, or asset management. - High proficiency in analytical tasks and attention to detail (SQL experience mandatory). - Advanced Excel skills; experience managing large datasets. - Bachelor's degree in a relevant field. - Experience with ABS / securitizations or structured finance. - Exposure to credit, funds, or fixed income. - Familiarity with cash management and treasury processes. - Ability to review legal and transaction documents. - Python experience preferred. Compensation Range for New York Based Hires $140,000—$180,000 USD

🏢 Summary: Senior Capital Markets Analyst role supporting and executing capital transactions that fund loan origination, including ABS, warehouse facilities, and whole loan sales. The position focuses on portfolio analytics, investor reporting, transaction structuring, and cross-functional coordination with senior leadership. It offers high exposure to capital markets strategy within a consumer lending platform. 🗂️ Requirements: 3+ years in structured finance, debt capital markets, ABS, private credit, investment banking (FIG/ABS), rating agency, or online lending, Bachelor’s degree in Finance, Economics, Mathematics, Engineering, or related quantitative field, Strong quantitative and analytical skills, Advanced proficiency in Excel, Understanding of consumer credit asset classes and ABS structures, Knowledge of key performance metrics (CPR, CDR, OC/IC triggers), Ability to independently analyze portfolio trends and present recommendations, Strong written and verbal communication skills, High attention to detail and ability to manage multiple workstreams 📃 Skills: Excel, SQL, Python, ABS, StructuredFinance, CapitalMarkets, ConsumerCredit, FinancialModeling, DataAnalysis 🏢 Description: ABOUT THE ROLE Happy Money is seeking a Senior Capital Markets Analyst to join the Capital Markets team, reporting directly to the Chief Capital Officer. This role supports and executes capital transactions that fund loan origination and scaling of The Payoff Loan™. The position involves managing institutional investor relationships, supporting asset-backed securitizations (ABS) and whole loan transactions, maintaining warehouse and forward flow facilities, and developing analytics and materials that support the external capital strategy. The role works cross-functionally with Credit, Risk, Engineering, Legal, Accounting, and Servicing teams. RESPONSIBILITIES - Own portfolio performance analytics including cohort-level analysis, credit attribute segmentation, prepayment behavior, loss trend monitoring, and collateral performance forecasting; provide recommendations for transaction structuring and investor discussions - Build, maintain, and improve reporting infrastructure for investor transparency, rating agency packages, internal capital planning, and facility compliance monitoring - Support structuring, negotiation, and execution of forward flow agreements, warehouse credit facilities, and asset-backed securitizations - Prepare and deliver investor diligence materials, data packages, and portfolio performance reports; respond to investor inquiries - Monitor warehouse facility utilization, covenant compliance, and performance triggers; proactively flag and address issues - Coordinate investor due diligence processes, manage timelines, and track cross-functional deliverables - Collaborate with Credit & Risk, Product, Engineering, Legal, Accounting, and Servicing to ensure data integrity and seamless transaction execution ABOUT YOU - 3+ years of experience in structured finance, debt capital markets, ABS banking or trading, private credit, investment banking (FIG or ABS focused), rating agency, or online lending platform - Bachelor’s degree in Finance, Economics, Mathematics, Engineering, or related quantitative field; advanced degree may substitute for experience - Strong quantitative and analytical skills with proficiency in Excel - Solid understanding of consumer credit asset classes, ABS structures, and key performance metrics (CPR, CDR, OC/IC triggers) - Ability to independently analyze portfolio trends and recommend solutions - Excellent written and verbal communication skills - High attention to detail and ability to manage multiple workstreams - Collaborative and resourceful approach in cross-functional environments BONUS POINTS FOR - Experience at a fintech lender, marketplace lending platform, or consumer credit-focused firm - Advanced knowledge of SQL or Python for analytics and reporting automation BENEFITS & PERKS - Generous medical, dental, and vision insurance options - Eligible for Annual Bonus - 401k plan with matching contribution - Generous PTO including sick leave, vacation, and volunteer time - 12 weeks paid parental leave - Company-paid short and long term disability and life insurance - Monthly tech stipend for remote work expenses - 100% fully distributed workforce - Base Salary Range: $115,000—$130,000 USD

🏢 Summary: Strategic Finance Business Partner role supporting Sales & Marketing as the commercial finance lead for a SaaS energy intelligence platform. The position owns revenue forecasting, quota-setting, commercial metrics, and GTM financial modeling while partnering with executive leadership to drive growth strategy and performance insights. This is a high-impact, remote-first role focused on SaaS revenue analytics, financial modeling, and cross-functional commercial integration. 🗂️ Requirements: 5+ years in FP&A, strategic finance, investment banking, or management consulting, At least 2 years supporting commercial/GTM teams in SaaS, tech-enabled services, or B2B software, Expert-level financial modeling skills, Deep knowledge of SaaS and recurring revenue metrics (ARR, MRR, NRR, GRR, ACV, TCV, CAC, LTV, payback, pipeline coverage), Experience with quota-setting, territory planning, or incentive compensation design, Advanced proficiency in Excel or Google Sheets, Experience with Salesforce and BI tools, Ability to work autonomously in fast-paced, post-merger environment 📃 Skills: Excel, Google Sheets, Salesforce, Tableau, PowerBI, SQL, Python, Abacum, Pigment, Adaptive Planning, Financial modeling, Forecasting, SaaS metrics, BI, AI, Automation 🏢 Description: Who We Are Arcadia is the AI-powered energy intelligence platform for businesses. We replace fragmented tools and manual workflows with one platform to pay utility bills, buy energy, and advance sustainability — across every location, at enterprise scale. Trusted by Fortune 2000 companies, Arcadia combines unified data, AI-powered analytics, and expert advisory to help enterprise teams save money, mitigate risk, and cut carbon. We deliver this through three comprehensive solutions: Utility Bill Management: Automating the entire utility bill lifecycle — from data capture and validation to payment processing and auditing. Energy Procurement Advisory: Bringing together comprehensive data, AI-powered analytics, market expertise, and a strong partner network to make sophisticated procurement options accessible to all. Sustainability Reporting — Verified emissions data with seamless integration into leading sustainability platforms. What we're looking for: We are seeking a strategic and analytically rigorous Finance Business Partner to join the Strategic Finance / FP&A team as our dedicated commercial finance lead for our Sales & Marketing function. This individual will own revenue and sales forecasting, quota-setting, and commercial metrics for the combined Arcadia and ENGIE Impact go-to-market organization, serving as the connective tissue between Finance, Sales, Marketing, and Customer Success. This is a high-visibility, high-impact role for a finance professional who thrives at the intersection of data and strategy. You will partner directly with the Chief Commercial Officer and GTM leadership to translate business performance into financial insight and financial targets into commercial plans. What you'll do: Own the end-to-end revenue forecast model for the commercial organization, integrating pipeline data, bookings, churn, and expansion assumptions across all GTM segments. Serve as the primary finance business partner to the CCO, VP of Sales, and GTM leadership, translating financial data into actionable insights that drive quota attainment, headcount decisions, and growth strategy. Lead the annual quota-setting and territory planning process in close partnership with Sales Operations, ensuring alignment between top-down revenue targets and bottoms-up sales capacity modeling. Build and maintain dashboards tracking key commercial metrics (ARR, NRR, ACV, win rates, CAC, LTV, payback period, pipeline coverage) and deliver regular reporting to the CFO and executive team. Support QBRs, board materials, and investor-facing narratives with GTM financial performance analysis and forward-looking commentary. Partner with Marketing to develop spend efficiency models, track CAC by channel and segment, and assess pipeline contribution from demand generation programs. Drive financial integration work across the Arcadia and ENGIE Impact commercial teams, including harmonizing revenue definitions, CRM data standards, and go-to-market reporting. Lead ad-hoc strategic analyses, including pricing and packaging scenarios, market expansion modeling, and M&A revenue diligence. Continuously improve FP&A processes, tools, and automation in partnership with RevOps, Sales Ops, and the broader Finance team. What will help you succeed: Must-haves: 5+ years of progressive experience in FP&A, strategic finance, investment banking, or management consulting; at least 2 years supporting a commercial or GTM organization in a SaaS, tech-enabled services, or B2B software environment. Expert-level financial modeling skills. Deep fluency in SaaS and recurring revenue metrics: ARR/MRR, NRR, GRR, ACV, TCV, CAC, LTV, payback period, magic number, and pipeline coverage ratios. Demonstrated experience supporting quota-setting, territory carving, or incentive compensation design in partnership with Sales Operations. Strong data skills - proficiency in Excel/Google Sheets at a minimum; experience with Salesforce and BI tools (e.g., Tableau, PowerBI) strongly preferred. Outstanding communication and executive presence. A genuine interest in leveraging AI and automation within FP&A workflows. Ability to operate with high autonomy in a fast-moving, post-merger environment. Nice-to-haves: Prior experience modeling revenue for businesses with mixed revenue types, including subscription, usage-based, non-recurring, and treasury revenue. Experience at an energy, sustainability, or climate technology company. Familiarity with utility bill management, energy procurement, or sustainability reporting. Experience supporting commercial integration following an M&A transaction. Experience with financial planning tools (e.g. Abacum, Pigment, Adaptive Planning). Experience identifying and implementing AI-driven automation opportunities. SQL and/or Python experience. MBA or CFA designation. Benefits: "Remote first" culture - work anywhere in the US with reliable internet connection Flexible PTO with no accrued hours and no limit for exempt employees 11 annual holidays 10 days sick leave Up to 2 weeks bereavement leave 2 volunteer days off 2 professional development days off Parental leave benefits for all parents 75-95% employer cost coverage for medical, dental, and vision benefits for employees and dependents Target Annual Compensation Range: $97,000 to $175,000 plus competitive benefits and bonus component. Please note that visa sponsorship is not available for this position at this time.

🏢 Summary: Permanent Product Manager role focused on reimagining financial institutions’ operations by designing and launching AI-native solutions that replace legacy back-office workflows. The position owns the full product lifecycle and acts as a domain expert in regulated financial environments, driving ROI for enterprise clients. The role requires deep expertise in financial operations and building AI-powered automation from scratch. 🗂️ Requirements: 5+ years of product management experience, Experience in financial services operations (operational side of financial institutions), Experience building products for operations, risk, or compliance users, Experience owning full product lifecycle from discovery to launch, Ability to define and communicate ROI-driven value propositions for enterprise buyers, Strong customer discovery and validation skills, Experience working in regulated financial environments, Hands-on experience building AI-native workflows and automation 📃 Skills: AI, ProductManagement, FinancialServices, Operations, Compliance, Risk, Automation, Cursor, Copilot, Claude, Replit, AIagents, Scripting, Regulations, WorkflowAutomation 🏢 Description: Banking is being reimagined—and customers expect every interaction to be easy, personal, and instant. We are building a universal banking assistant that millions of U.S. consumers can use to transact across all financial institutions and, over time, autonomously drive their financial goals. Powered by our proprietary BankGPT platform, this assistant is positioned to displace age-old legacy systems within financial institutions and own the end-to-end CX stack, unlocking a $200B opportunity and potentially replacing multiple publicly traded companies. Ultimately, our mission is to drive financial well-being for millions of consumers. With over two-thirds of Americans living paycheck to paycheck, 50% holding less than $500 in savings, and only 17% financially literate, we aim to put financial well-being on autopilot to help solve this problem.About the Role: Financial institutions are full of operational pain points that haven't been meaningfully addressed in decades. Manual workflows, legacy tools, and inefficiency cost the industry billions. Your job is to go deep into how these institutions actually operate, identify the highest-impact friction points, and build AI-native solutions that fundamentally change the way things work. This isn't about wrapping AI around broken processes. It's about reimagining how these workflows should function when AI is the starting point. This is a domain-expert, permanent role (not a rotation) because customer relationships and regulatory knowledge compound over time. Your expertise is the moat. Key Responsibilities Discover and validate the highest-value operational pain points at financial institutions through deep customer engagement Design and build AI-native solutions from scratch: not incremental improvements to legacy workflows, but fundamentally new approaches Own the full product lifecycle: discovery, validation, build, launch, and iteration for each solution you bring to market Be the customer-facing domain expert: spend time with FI operations teams, understand their workflows at a granular level, and translate pain into product Define outcome-based value narratives for enterprise buyers: prove ROI in terms that CFOs and operations leaders care about Navigate regulatory complexity as a first-class product constraint: financial operations are heavily regulated, and compliance shapes the product, not the other way around Partner with platform teams to leverage shared AI infrastructure and capabilities Required Qualifications 5+ years in product management Experience in financial services operations you've worked in or built products for the operational side of financial institutions (not just consumer-facing apps) Built products where the user is an operations, risk, or compliance professional you understand back-office workflows at a granular level Experience defining ROI-driven narratives for enterprise buyers: you sell business outcomes, not feature lists Comfortable being the domain expert who educates engineering teams and peer PMs on industry nuance Strong discovery instincts you know how to find the real pain points, not just the ones customers articulate AI-native workflow: You build with AI daily — analyzing data, building prototypes, generating regulatory summaries, automating repetitive research. The specific tools don't matter (Cursor, Copilot, Claude, Replit, custom scripts — all count); what matters is that you've moved beyond prompting into building Preferred Skills Working knowledge of financial operations regulations (collections, fraud, compliance, lending): highly valued but learnable for candidates with adjacent financial services experience Financial institution experience Built AI-powered automation for back-office or operations workflows Experience with outcome-based or performance-based pricing models Experience identifying and validating new product opportunities through customer discovery Who you are? You're the person who has sat with operations teams at financial institutions and watched how they actually work: the spreadsheets, the manual queues, the workarounds that exist because nobody built them a real tool. You see friction that others accept as normal, and you immediately start thinking about what an AI-native solution looks like. You understand regulated environments viscerally. You don't treat compliance as a checkbox, you treat it as a design constraint that makes the product better. You've built products where a regulatory misstep isn't just a bug; it's a lawsuit. You're customer-facing and credible. Operations leaders at financial institutions trust you because you speak their language and understand their world. You can present ROI to a CFO and workflow details to an operations manager in the same meeting. You build your own tools. You use AI to analyze operational data, prototype solution workflows, generate regulatory requirement maps, and accelerate every aspect of your domain work — building agents, writing scripts, creating automated workflows, whatever gets the job done fastest. You see AI as both the product you're building and the way you build it. Our Values Act Like You're the Founder: Own the outcome from start to finish No Fear. Speak Your Mind: Candor moves us forward Pursuit of Excellence: Raise the bar, every time AI-First Mindset: Think automation, intelligence, and scale-first in every solution Don't Assume. Seek to Understand: Start with questions, not conclusions How We Work? Every PM builds with AI daily. Our standard toolkit is Cursor, MCP integrations, and custom AI agents — and we onboard every new hire on these tools in their first week. We hold a high quality bar and move at startup speed. Flat organization. No empire-building. Compensation Base Salary is expected to be between $175,000 - $225,000, plus 10%bonus and stock options. Exact compensation may vary based on skills and location. Benefits 100% paid health, dental & vision care 401(k) match & financial wellness perks Discretionary PTO + paid parental leave Mental health, wellness & family benefits A mission-driven team shaping the future of banking At Interface.ai, we are committed to providing an inclusive and welcoming environment for all employees and applicants. We celebrate diversity and believe it is critical to our success as a company. We do not discriminate on the basis of race, color, religion, national origin, age, sex, gender identity, gender expression, sexual orientation, marital status, veteran status, disability status, or any other legally protected status. All employment decisions at Interface.ai are based on business needs, job requirements, and individual qualifications. We strive to create a culture that values and respects each person's unique perspective and contributions. We encourage all qualified individuals to apply for employment opportunities with Interface.ai and are committed to ensuring that our hiring process is inclusive and accessible.

🏢 Summary: Permanent Product Manager role focused on reimagining financial institution operations through AI-native solutions. The role involves identifying high-impact operational pain points and building end-to-end AI-driven products that replace legacy workflows in regulated banking environments. You will own the full product lifecycle and deliver ROI-driven solutions for enterprise financial institutions. 🗂️ Requirements: 5+ years product management experience, Experience in financial services operations, Experience building products for operations, risk, or compliance users, Experience owning full product lifecycle, Experience defining ROI-driven enterprise narratives, Strong customer discovery skills, Experience working in regulated financial environments, Hands-on use of AI tools for building prototypes and workflows 📃 Skills: AI, MachineLearning, Automation, ProductManagement, DataAnalysis, Prototyping, Compliance, FinTech, Cursor, Copilot, Claude, Replit 🏢 Description: Banking is being reimagined—and customers expect every interaction to be easy, personal, and instant. We are building a universal banking assistant that millions of U.S. consumers can use to transact across all financial institutions and, over time, autonomously drive their financial goals. Powered by our proprietary BankGPT platform, this assistant is positioned to displace age-old legacy systems within financial institutions and own the end-to-end CX stack, unlocking a $200B opportunity and potentially replacing multiple publicly traded companies. Ultimately, our mission is to drive financial well-being for millions of consumers. With over two-thirds of Americans living paycheck to paycheck, 50% holding less than $500 in savings, and only 17% financially literate, we aim to put financial well-being on autopilot to help solve this problem.About the Role: Financial institutions are full of operational pain points that haven't been meaningfully addressed in decades. Manual workflows, legacy tools, and inefficiency cost the industry billions. Your job is to go deep into how these institutions actually operate, identify the highest-impact friction points, and build AI-native solutions that fundamentally change the way things work. This isn't about wrapping AI around broken processes. It's about reimagining how these workflows should function when AI is the starting point. This is a domain-expert, permanent role (not a rotation) because customer relationships and regulatory knowledge compound over time. Your expertise is the moat. Key Responsibilities Discover and validate the highest-value operational pain points at financial institutions through deep customer engagement Design and build AI-native solutions from scratch: not incremental improvements to legacy workflows, but fundamentally new approaches Own the full product lifecycle: discovery, validation, build, launch, and iteration for each solution you bring to market Be the customer-facing domain expert: spend time with FI operations teams, understand their workflows at a granular level, and translate pain into product Define outcome-based value narratives for enterprise buyers: prove ROI in terms that CFOs and operations leaders care about Navigate regulatory complexity as a first-class product constraint: financial operations are heavily regulated, and compliance shapes the product, not the other way around Partner with platform teams to leverage shared AI infrastructure and capabilities Required Qualifications 5+ years in product management Experience in financial services operations you've worked in or built products for the operational side of financial institutions (not just consumer-facing apps) Built products where the user is an operations, risk, or compliance professional you understand back-office workflows at a granular level Experience defining ROI-driven narratives for enterprise buyers: you sell business outcomes, not feature lists Comfortable being the domain expert who educates engineering teams and peer PMs on industry nuance Strong discovery instincts you know how to find the real pain points, not just the ones customers articulate AI-native workflow: You build with AI daily — analyzing data, building prototypes, generating regulatory summaries, automating repetitive research. The specific tools don't matter (Cursor, Copilot, Claude, Replit, custom scripts — all count); what matters is that you've moved beyond prompting into building Preferred Skills Working knowledge of financial operations regulations (collections, fraud, compliance, lending): highly valued but learnable for candidates with adjacent financial services experience Financial institution experience Built AI-powered automation for back-office or operations workflows Experience with outcome-based or performance-based pricing models Experience identifying and validating new product opportunities through customer discovery Who you are? You're the person who has sat with operations teams at financial institutions and watched how they actually work: the spreadsheets, the manual queues, the workarounds that exist because nobody built them a real tool. You see friction that others accept as normal, and you immediately start thinking about what an AI-native solution looks like. You understand regulated environments viscerally. You don't treat compliance as a checkbox, you treat it as a design constraint that makes the product better. You've built products where a regulatory misstep isn't just a bug; it's a lawsuit. You're customer-facing and credible. Operations leaders at financial institutions trust you because you speak their language and understand their world. You can present ROI to a CFO and workflow details to an operations manager in the same meeting. You build your own tools. You use AI to analyze operational data, prototype solution workflows, generate regulatory requirement maps, and accelerate every aspect of your domain work — building agents, writing scripts, creating automated workflows, whatever gets the job done fastest. You see AI as both the product you're building and the way you build it. Our Values Act Like You're the Founder: Own the outcome from start to finish No Fear. Speak Your Mind: Candor moves us forward Pursuit of Excellence: Raise the bar, every time AI-First Mindset: Think automation, intelligence, and scale-first in every solution Don't Assume. Seek to Understand: Start with questions, not conclusions How We Work? Every PM builds with AI daily. Our standard toolkit is Cursor, MCP integrations, and custom AI agents — and we onboard every new hire on these tools in their first week. We hold a high quality bar and move at startup speed. Flat organization. No empire-building. Compensation Base Salary is expected to be between $175,000 - $225,000, plus 10%bonus and stock options. Exact compensation may vary based on skills and location. Benefits 100% paid health, dental & vision care 401(k) match & financial wellness perks Discretionary PTO + paid parental leave Mental health, wellness & family benefits A mission-driven team shaping the future of banking At Interface.ai, we are committed to providing an inclusive and welcoming environment for all employees and applicants. We celebrate diversity and believe it is critical to our success as a company. We do not discriminate on the basis of race, color, religion, national origin, age, sex, gender identity, gender expression, sexual orientation, marital status, veteran status, disability status, or any other legally protected status. All employment decisions at Interface.ai are based on business needs, job requirements, and individual qualifications. We strive to create a culture that values and respects each person's unique perspective and contributions. We encourage all qualified individuals to apply for employment opportunities with Interface.ai and are committed to ensuring that our hiring process is inclusive and accessible.

🏢 Summary: Leadership role focused on managing content marketing strategy, editorial quality, and AI-driven content initiatives for B2B manufacturing and industrial campaigns. The position combines team leadership, hands-on editorial oversight, SEO-driven strategy, and implementation of scalable AI content workflows. Candidates will work with cross-functional teams to deliver high-impact content programs and optimize marketing operations. 🗂️ Requirements: 7–10+ years in content marketing or content strategy, Experience managing and developing content or marketing teams, Strong understanding of B2B buyer journeys and marketing funnel content, Knowledge of SEO best practices and keyword research, Ability to manage multiple accounts and deadlines, Client-facing communication skills, Experience with content vendors or freelance writers, Experience using AI tools for content generation and analysis, Proficiency with AI content-generation platforms, Understanding of prompt engineering and AI model training 📃 Skills: SEO, GPT, Jasper, Copy.ai, SEMRush, HubSpot, Salesforce, GoogleAnalytics, GoogleAds, Asana, A/BTesting, DataStudio 🏢 Description: We are seeking a Manager, Content Marketing & Strategy to lead a team of content strategists, while serving as a hands-on editorial authority and senior point of contact for mission-critical accounts, and helping shape the future of marketing through applied AI and the evolution of scalable content products and processes within our marketing organization. This role is ideal for a leader who both enjoys building teams and being hands-on with execution when needed, elevating craft, and is comfortable going down the AI frontier rabbit holes to understand where it does and does not make sense. What you'll be doing: Team Leadership, Growth & Escalation Oversight Primary goal: Build and enable a high-performing content team while providing senior-level coverage for high-risk or high-value situations. - Lead, mentor, and develop a team of content strategists and editors across multiple manufacturing and industrial verticals - Set clear standards for content quality, strategic thinking, and client engagement - Serve as the senior escalation point for content-related challenges, delivery risks, or customer concerns - Provide guidance and intervention on mission-critical accounts when the stakes, visibility, or complexity are high - Partner with account leadership, marketing leadership, and operations to ensure alignment and resolution during escalations - Foster a culture of accountability, learning, and calm problem-solving under pressure - Support hiring, onboarding, performance management, and career development - Provide ongoing coaching, feedback, and performance guidance to content team members, balancing quality, efficiency, and professional growth Success looks like: A confident team that knows when to escalate, trusts leadership support, and consistently delivers high-quality work for even the most demanding accounts. Content Strategy, Editorial Excellence & Client Stewardship Primary goal: Ensure content excellence and strategic alignment for both core programs and high-visibility customer work. - Serve as the senior editorial authority and final quality bar for flagship content, including whitepapers, ebooks, research reports, and executive thought leadership - Provide direct editorial and strategic involvement for mission-critical customers, especially during launches, repositions, or escalations - Shape content strategies for integrated campaigns, account-based initiatives, and industry-specific programs - Translate complex manufacturing, engineering, and industrial topics into compelling, customer-centric narratives - Ensure content aligns with brand voice, messaging frameworks, buyer-journey intent, and customer objectives, while also leveraging SEO best practices - Establish repeatable editorial frameworks that scale across clients and verticals Success looks like: Customers view content as a strategic asset, trust leadership involvement during critical moments, and see consistent quality across engagements. AI Strategy, Experimentation & Enablement (Including Client Impact) Primary goal: Apply AI in ways that improve outcomes for teams and customers—without compromising trust or quality. - Act as a senior AI content strategist within marketing, with awareness of client-facing implications - Evaluate and pilot AI tools that support content creation, editing, research, optimization, and campaign planning - Design and evolve the prompt frameworks, parameters, and governance standards that guide AI-generated content - Ensure AI usage enhances speed and insight while protecting brand voice, accuracy, and client confidence - Enable teams and stakeholders through documentation, training, and transparent communication - Strategically apply AI content-generation tools, including prompt design and refinement - Define when AI workflows transition from experimentation into standardized, repeatable practice across the content organization Success looks like: AI is used responsibly and confidently—even in high-stakes scenarios—because processes are well-defined and trusted. What you bring to our team: - 7–10+ years of experience in content marketing or strategy, with a proven track record of delivering measurable performance improvements and presenting strategic recommendations to senior stakeholders - Proven experience managing and developing content or marketing teams - Bachelor's degree in Marketing, Communications, Journalism, or related field preferred - Strong understanding of B2B buyer journeys and marketing funnel content - Working knowledge of SEO best practices and keyword research - Clear, confident communication skills in client-facing environments - Ability to manage multiple accounts and deadlines simultaneously - Experience working with content vendors or freelance writers - Comfort using or learning AI tools for content generation, ideation, and analysis - Demonstrated ability to innovate within content strategy, including use of AI tools for efficiency and ideation - Proficiency with AI content-generation platforms (GPT models, Jasper, Copy.ai, etc.) - Strong understanding of prompt engineering concepts and foundational AI model training Nice-to-have experience: - B2B and/or industrial/manufacturing industry knowledge - Experience using SEO tools (e.g., SEMRush, Google Search Console), Data Studio reporting from Google, and/or A/B testing software - Experience using marketing automation platform tools (e.g., HubSpot, Salesforce Account Engagement, etc.) - Certifications: HubSpot (email, inbound), Google Analytics, Google Ads, Asana, and/or project management Benefits: - Base salary range: $100,000 – $120,000 annually - 401(k) match - Medical, dental, and vision insurance - Life and disability insurance - Generous paid time off including vacation, sick leave, floating and fixed holidays, maternity and bonding leave - Employee assistance program and wellbeing resources

🏢 Summary: Senior Product Manager role owning a multi-product AI banking suite (chat, voice, and digital) used by financial institutions, driving product direction, optimization, and growth across a shared AI platform. Responsible for scaling AI-powered member experiences, improving automation quality, and aligning multi-channel products into a seamless system. Acts as senior individual contributor leading portfolio strategy and leveraging AI-native workflows to manage and enhance product performance. 🗂️ Requirements: 8+ years product management experience, 3+ years managing multiple products simultaneously, Experience shipping AI-powered products where AI is core, Experience optimizing and growing B2B SaaS products, Strong UX expertise for member-facing products, Experience presenting to US financial institution executives, Experience leading product direction as senior IC, Hands-on use of AI tools for analytics, automation, and workflows, Experience with multi-channel products (chat, voice, digital), Experience building or working with custom AI agents or AI workflows 📃 Skills: AI, SaaS, UX, VoiceAI, ConversationalAI, Automation, Analytics, Dashboards, Agents, MCP, Cursor, Copilot, Claude, Replit, Scripts, APIs 🏢 Description: Banking is being reimagined—and customers expect every interaction to be easy, personal, and instant. We are building a universal banking assistant that millions of U.S. consumers can use to transact across all financial institutions and, over time, autonomously drive their financial goals. Powered by our proprietary BankGPT platform, this assistant is positioned to displace age-old legacy systems within financial institutions and own the end-to-end CX stack, unlocking a $200B opportunity and potentially replacing multiple publicly traded companies. Ultimately, our mission is to drive financial well-being for millions of consumers. With over two-thirds of Americans living paycheck to paycheck, 50% holding less than $500 in savings, and only 17% financially literate, we aim to put financial well-being on autopilot to help solve this problem.About the Role: You're taking ownership of the product portfolio that drives the majority of interface.ai's current revenue: a multi-product AI suite spanning chat, voice, and digital channels, deployed across a large and growing base of financial institutions. This is an operator's challenge at a critical growth moment. Assess health across products, prioritize ruthlessly, and drive improvements that compound across the entire suite. The products share a common AI platform, and your job is to make them work together seamlessly while pushing each product's metrics higher. You'll be the senior IC and product anchor for the member-facing product pillar, setting product direction, mentoring peer PMs, breaking ties, and ensuring the existing products continue to deliver while the company invests in the future. Key Responsibilities AI-powered digital banking: The chat-based member experience, covering account management, transactions, service resolution, and more AI-powered voice banking: The same core capabilities delivered through phone-based conversational AI, with a focus on automation quality and member experience AI-powered conversion: End-to-end workflows that guide members through applications and complex financial actions across chat and voice, turning intent into completionProactive intelligence: How the platform surfaces the right information, reminders, insights, and opportunities to members at the right time across all channels Pillar leadership: Set product direction for the member-facing pillar. Mentor PMs, have input on hiring, and raise the quality bar Required Qualifications 8+ years in product management, with 3+ years managing multiple products simultaneously (not sequentially) Experience shipping "AI-powered products with a high quality bar" where AI was core to the experience, not a bolt-on feature Strong UX sensibility member-facing products demand high craft quality Track record optimizing and growing existing B2B SaaS products, not just 0-to-1 building Customer-facing: comfortable presenting to and working with US-based financial institution executives Experience as a senior IC leading a product line setting direction for and mentoring 2-3+ PMs through influence (not people management) AI-native workflow: You build with AI daily — analyzing user data, drafting specs, building dashboards, automating workflows. The specific tools don't matter (Cursor, Copilot, Claude, Replit, custom scripts — all count); what matters is that you've moved beyond prompting into building. This is how you manage the breadth of a multi-product portfolio without drowning in it. Preferred Skills Voice AI or conversational AI product experience Financial services or financial institution industry knowledge Built AI-powered products at scale (millions of end users) Experience with multi-channel product experiences (voice + chat + digital) Built custom AI agents, MCP integrations, or automated AI workflows for product management tasks Who you are? You're the operator who walks into a multi-product portfolio and within weeks knows exactly which product is healthy, which is underperforming, and which metric to move first. You don't just manage products, you manage a *system* of products that share infrastructure, serve overlapping users, and compound in value when they work together. You've been the person that enterprise customers trust. You can walk into a room of financial institution executives, understand their pain in the first ten minutes, and translate it into a product improvement by the end of the week. You balance customer empathy with business discipline: you won't build something just because a customer asks, but you'll never dismiss a pain point without investigation. You build your own tools and workflows. You use AI to track portfolio health, analyze usage patterns at scale, prototype product improvements, and automate the parts of product management that don't require human judgment — building agents, creating automated workflows, writing scripts, whatever makes the work faster. You manage a multi-product portfolio at a pace that would be impossible without AI, and that's the point. Our Values Act Like You're the Founder: Own the outcome from start to finish No Fear. Speak Your Mind: Candor moves us forward Pursuit of Excellence: Raise the bar, every time AI-First Mindset: Think automation, intelligence, and scale-first in every solution Don't Assume. Seek to Understand: Start with questions, not conclusions How We Work? Every PM builds with AI daily. Our standard toolkit is Cursor, MCP integrations, and custom AI agents — and we onboard every new hire on these tools in their first week. We hold a high quality bar and move at startup speed. Flat organization. No empire-building. Compensation Base Salary is expected to be between $250,000 - $320,000, plus 10%bonus and stock options. Exact compensation may vary based on skills and location. We're an in-office company in Bay area, driven by a shared commitment to excellence and velocity. This role is based in our Palo Alto office and is expected to work on-site with the team. Benefits 100% paid health, dental & vision care 401(k) match & financial wellness perks Discretionary PTO + paid parental leave Mental health, wellness & family benefits A mission-driven team shaping the future of banking At Interface.ai, we are committed to providing an inclusive and welcoming environment for all employees and applicants. We celebrate diversity and believe it is critical to our success as a company. We do not discriminate on the basis of race, color, religion, national origin, age, sex, gender identity, gender expression, sexual orientation, marital status, veteran status, disability status, or any other legally protected status. All employment decisions at Interface.ai are based on business needs, job requirements, and individual qualifications. We strive to create a culture that values and respects each person's unique perspective and contributions. We encourage all qualified individuals to apply for employment opportunities with Interface.ai and are committed to ensuring that our hiring process is inclusive and accessible.

🏢 Summary: Senior hybrid product-commercial role focused on building and managing strategic partnerships and integrations for a SaaS accounting platform. The position owns the full partnership lifecycle, including evaluation, technical scoping, negotiation, launch coordination, and performance measurement across cross-functional teams. 🗂️ Requirements: 7+ years of professional experience, 4+ years in strategic partnerships, business development, or product-commercial roles, Experience managing commercial agreements from evaluation through launch and post-launch performance, Knowledge of pricing models, revenue sharing, platform fees, and ROI analysis, Understanding of APIs, integrations, and technical scoping, Ability to collaborate across Product, Engineering, Legal, Finance, Marketing, Sales, and Customer Success teams, Experience building joint business plans and partner launch programs, SaaS industry experience, Ability to work independently in ambiguous environments 📃 Skills: SaaS, APIs, Integrations, Fintech, Accounting, ROI, GTM, CRM, BusinessDevelopment, Negotiation 🏢 Description: About Us Canopy is a fast-growing SaaS company building simple, efficient software for accounting firms. The company focuses on modern, user-friendly software designed to help accounting firms improve practice management and client operations. The Opportunity Canopy is building the platform layer for modern accounting practice management, and partnerships and integrations are central to that strategy. The Senior Manager, Strategic Partnerships & Platform Ecosystem Manager role is responsible for building a disciplined, outcome-driven partnership motion across Product, GTM, Engineering, Legal, and Finance. This is a product-commercial hybrid role focused on partner strategy, deal structure, technical scoping, launch planning, and post-launch measurement. The role owns the end-to-end partnership lifecycle for key opportunities, including evaluating fit, building business cases, determining build vs. buy vs. partner decisions, structuring commercial terms, driving internal alignment, shepherding integrations through launch, and measuring delivered value. What You'll Do: - Build and own frameworks for evaluating partnership and integration opportunities, including criteria, tiers, prioritization logic, and recommendations. - Lead evaluation of opportunities across customer value, strategic fit, technical feasibility, GTM impact, and ROI. - Source, structure, and own the commercial workstream for partnerships from early conversations through negotiation and signed agreements. - Partner with Product and Engineering to scope partnerships and integrations, including integration depth, data flows, UX, support models, and roadmap dependencies. - Drive cross-functional execution across Product, Engineering, Legal, Security, Finance, Marketing, Sales, and Customer Success. - Build joint business plans with partners, including co-marketing, launch strategy, enablement, and adoption goals. - Define success metrics, track post-launch performance, and measure adoption, revenue, customer value, support burden, and ROI. What We're Looking For: - 7+ years of overall experience. - 4+ years in strategic partnerships, business development, or related product-commercial roles. - Experience owning commercial agreements from evaluation through negotiation, launch, and post-launch performance. - Strong commercial judgment involving pricing models, referral structures, revenue share, platform fees, business cases, and ROI measurement. - Fluency with APIs, integrations, and technical scoping. - Strong product instincts and customer problem-solving ability. - Strong cross-functional execution and influence skills. - Experience building joint business plans, partner launch motions, or adoption programs. - SaaS experience required. - Comfortable navigating ambiguity and working independently. - Hybrid schedule: in-office Monday, Wednesday, Friday; optional remote Tuesday and Thursday. Bonus Points If You Have: - Experience in B2B fintech and/or accounting. - Background in consulting, corporate strategy, or product analysis. - Bachelor's Degree in Business, Computer Science, Accounting, or related field. Why You Want to Work Here: - Flexible paid time off and company holidays. - Medical, dental, vision, and HSA benefits. - 401(k) matching with immediate eligibility and vesting. - Mental health support programs. - Paid parental leave. - Company-paid life insurance and disability coverage. - Employee recognition program. - Company events and employee resource group committees. - Fully stocked office kitchen. Our Values: - Own - Win - Do Good - Embrace Curiosity & Candor Interview Process: - Application review. - 20-minute phone call with the People Team. - 45–60-minute interview with the Hiring Manager. - 1–3 additional interview rounds depending on the role. - Final interview. Canopy is an equal opportunity employer.