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As a Customer Success Architect, you will be on the front lines with our clients as they integrate into their core product development processes. You will lay the foundation for customers to adopt product analytics and get value from by delivering a world-class, on-time, and value-oriented onboarding experience. With your comprehensive project management knowledge, consultative approach, expertise in the analytics space, and technical knowledge of the modern data stack, you will lead our clients' first experience with as they incorporate product analytics into their data ecosystem as a foundational element. With your deep technical breadth and expertise in the analytics space, youll be the expert consultant on all things product analytics and data.

Responsibilities

Own onboarding and data health for our strategic and high-value clients, including ongoing enhancements to their data quality and overall tech stack integration
Align with pre-sales teams and consult with prospects/clients to define business goals and metrics to guide data architecture and project outcomes
Engage with customers engineering, product management, and marketing teams to handle technical onboarding, optimize deployments, and improve data trust
Deliver a variety of technical services ranging from data architecture consultations to adoption and change management best practices
Leverage modern data architecture expertise to create scalable data governance practices and data trust for our customers, including data optimization and re-implementation projects
Successfully execute on deliverables whilst balancing project timelines, scope creep, and unanticipated issues
Collaborate with our technical and solutions partners as needed on data optimization and onboarding projects
Be a technical sponsor for internal engagements with product and engineering teams to prioritize product and systems tasks from clients

looking for a Customer Support representative! Were a boutique tech company with a cutting edge product in the online marketing industry, trusted by global brands such as Fiverr , Elementor and Lemonade. Located in the heart of Tel-Aviv.
Job description
Full-time position in a SaaS company.
The position includes assisting with technical support and providing customers full training of our product. You will help customers plan and understand the best ways to utilize our service based on their business needs.

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.

We are seeking a dedicated and experienced Customer Support Trainer Specialist to join our dynamic team. The ideal candidate will have a strong background in data analysis, training, and creating training materials. This role will involve preparing and delivering online training materials & sessions, specifically targeting our customer support agents who work remotely.

Responsibilities:
Develop and deliver comprehensive training programs for new and existing customer support team members. Ensure training materials are accurate, engaging, and aligned with company processes, tools, and products.
Plan and conduct training sessions, workshops, and refreshers to continually enhance the technical knowledge and skills of the customer support team.
Monitor the onboarding process by ensuring new hires are up-to-date with procedures and customer service standards.
Create engaging and interactive online training materials to improve learning outcomes.
Assess training effectiveness & needs through evaluations, feedback, analysis of performance metrics & report on training outcomes and team performance to leadership.
Build specific training plans to address weak areas of knowledge, technical skills, soft skills, and productivity.
Work directly with our vendors and internal support team to ensure consistent and high-standard training processes.

We're our company, 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.
As a CSM at our company, you must thrive in a team-focused work environment, while always bringing your own thoughts and ideas to the table. This role is designed to fit those who possess strong charisma and professionalism.
What are we looking for
Build and nurture strong relationships with our clients to understand their needs and ensure their success
Empower customers to connect their goals and challenges
Take ownership of new accounts and manage their onboarding teaching them how to use the platform and technology.
Build, own, and execute client success and engagement plans
Spearhead internal cross-functional improvement projects
Represent voice of the customer and influence product development roadmap
Be the main point of contact for your clients.
Get on calls with clients according to their subscription and needs (weekly, monthly, bi-monthly)
Maintain a high level of product proficiency to guide clients on the best uses of our product. Fully understand the features and limitations of our companys array of products and provide innovative and creative solutions even when clients havent asked for them.

We are looking for a passionate, customer-focused Customer Success Manager to lead the implementation and ongoing success of the CONNECT product for our customers.
As a CSM, youll be the trusted advisor and main point of contact for finance professionalsfrom mid-level managers to C-suite executiveshelping them unlock the full potential of CONNECT. This is a fantastic opportunity to apply your FP&A knowledge in a tech-forward environment, drive high-impact engagements, and join a growing team with lots of room for professional growth.
What You'll Do:
Leverage CONNECT to deliver clients impactful, real-time reporting solutions across Excel, ERP, CRM, and HRIS systems. Seamlessly access and integrate data from multiple sourcesdirectly within Excel.
Provide recommendations for possible process changes to help optimize current procedures and maximize outcomes.
Build long-term strategic relationships with customers, gather requirements, and follow through with necessary financial reporting support.

We're looking for a Sales Representative to join us in our journey!
we are all about impact - How often do you get the chance to affect the life of others, across the globe?
Our vision is let everyone enjoy financial freedom, regardless of their banking status, credit score or other obsolete metrics.
Our platform does just that, without depending on the traditional banking system.
We provide digital financial services for a variety of populations, serving tens of thousands of customers every month.
Using cutting edge technologies and our global financial network, we provide our customers, individuals or businesses, advanced services including: multi-currency account, international Visa card and real-time cross border payments, with expertise in hard to reach destinations.
Responsibilities and Duties:
Identifying new customers & opportunities
Promoting new products to existing customers
Customer retention efforts
Collaborating with community leaders
Training customers to use the company application
Field efforts across the country as well as HQ service.