We're an early-stage Fintech startup based in TLV on a mission to revolutionize the way Real Estate firms and investors manage their capital. Our Investment Management software help companies raise and preserve more capital by automating their back-office operations, increasing their investors' satisfaction, and providing them with advanced tools for better marketing efforts.
This specialized Customer Services Project Manager is responsible for leading the preparation and ongoing management of client systems for comprehensive financial services, with a strong focus on delivering recurring bookkeeping services in addition to tax season readiness and the delivery of tax-related documentation. This role ensures accuracy and timely delivery of financial operations for assigned clients.
Key Responsibilities:
Client Onboarding & Billing:
Oversee smooth onboarding to bookkeeping services, including collection of client data, banking details, and documents. Manage ongoing billing processes.
Communication & Escalation Management:
Serve as the main contact between Customer Success Managers (CSMs) and the Bookkeeping team, handling all escalations efficiently.
Tax Season Management:
Lead client readiness for annual tax filings (e.g., 1065s, 1099s), ensuring data integrity and timely documentation in coordination with CSMs and the Accounting Manager (FP).
Project & Timeline Management:
Plan and execute financial service projects, monitor progress, manage risks, and ensure timely delivery of all bookkeeping and tax-related outputs.
Reporting & Compliance:
Supervise the accurate preparation and delivery of tax documents, maintaining compliance with our company RE standards and tax regulations.
Accounting Expertise & Issue Resolution:
Act as subject matter expert for bookkeeping/accounting queries, resolving issues in collaboration with internal teams and external vendors (with structured escalation).
Cross-Team Coordination:
Ensure effective collaboration with the FP team for accurate data exchange and prioritization of tax tasks.
System Accuracy:
Validate and configure client financial data on the company's platform to support reliable reporting and accounting.
Requirements: Bachelor's degree in Industrial Engineering, Business Administration, or a related analytical field.
Minimum of 2 years of demonstrable experience in a Project Management Office (PMO) or a dedicated Project Manager role, ideally in a SaaS, operations, or technology-driven environment.
Proven ability to lead and manage multiple projects concurrently, with a strong understanding of project management methodologies.
Exceptional organizational skills, meticulous attention to detail, and a commitment to process excellence.
Strong analytical and problem-solving capabilities, with a proactive approach to identifying and mitigating risks.
Excellent communication and interpersonal skills, with the ability to effectively report to various stakeholders and manage client expectations.
Proficiency in project management software, advanced Excel/Google Sheets, and CRM systems.
A strong aptitude and eagerness to learn about financial operations, real estate investment structures, and tax documentation (1065s, 1099s).
Preferred Qualifications:
CPA (Certified Public Accountant) designation is a significant advantage.
Experience working with SaaS platforms or in a technology-driven company.
Exposure to real estate or financial services industries is a plus, but not required.
Familiarity with tax forms like 1065 or 1099 is a bonus.
This position is open to all candidates.