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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 a global, multi-national company, looking for an HW projects manager who wants to join our office in Israel.
we value curiosity and innovation. In a world of rapid change, we are a stable and growing organization. We are on a mission to bring state-of-the-art surgical training simulators to healthcare professionals, allowing efficient training without putting patients at risk. We invite you to be part of this exciting journey.
Position Description:
Reports to HW R&D Manager
Proficiency in HW development methodology- milestones, reviews, etc Takes part in product development throughout the product life cycle. Responsible for aspects of mechanical development of the current and future company products.
Proficiency in Roadmap, managing projects scope and timeline, tracking key milestones, manage KPIs, key dependencies. Responsible to meet tight schedules and meet milestones.
Analyze, plan and develop marketing requirements
Hold regular technical team meetings to determine progress and address any questions or challenges regarding projects . Determine and define clear deliverables, roles and responsibilities, action items, integration points, cross and within teams.
Facilitate internal communication and effective collaboration
Resolve conflicts and remove obstacles that occur
Proficiency in managing external sub-contractors for development and production.
Responsible for transferring to production of the company products
Participating in mechanical aspects of the V&V, CE and FDA submission, including protocol writing, testing, test reports, etc.