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Our Account Operations Team is seeking for an Operations Team Leader to take on the role of managing our account connections team on a long-term basis.
In this position, the manager will oversee a group of support operators, offering guidance, education, and constructive criticism to ensure the team is achieving its goals and progressing both individually and as a group. The Operations Team's primary responsibilities include establishing initial account connections and sustaining access to all connected accounts on a daily basis. In addition to collaborating closely with the Product and Development Team and our Global Team in the US.
RESPONSIBILITIES
The daily responsibilities entail:
Developing and designing an adaptable and dynamic operational process that can swiftly respond to any changes within the operations.
The role necessitates being accessible at all times, with a requirement for around-the-clock availability and responsiveness.
Efficiently managing matters and being the go-to person for complex technical issues around the clock and reporting back to the relevant management.
Conducting analysis to identify trends, pain points, and opportunities within the operation and initiating appropriate interventions.
Identifying knowledge and operational process gaps through analysis and implementing improvement and action plans.
Collaborating with the product team to create tools that enhance efficiency by automating repetitive and inefficient processes.
Supporting team members in resolving complex issues/questions that arise from the Customer Success Team.
Analyzing data to gather information for management on efficiency, highlights, and lowlights.
WHAT WE OFFER
Opportunity: Have a major impact at a fast-growing startup that is revolutionizing the FinTech industry
Team Culture: A collegial, collaborative, fun work environment with frequent team events
Equity: All new hires are eligible for equity grant participation
Professional Development: Sponsored learning & development program
Work Flexibility: A hybrid office work model (In-Office Mon/Tues/Weds and WFH Sun//Thurs).

Required Back Office Specialist
About usl:
We are a leading multi-family office providing comprehensive wealth management services to high-net-worth families. Our services include investment management, financial planning, tax and estate planning, and family governance. We are committed to delivering personalized, client-focused solutions.
Job Summary:
The Back Office Specialist will play a crucial role in supporting the daily operations and administrative functions of the multi-family office. This position involves handling a variety of tasks related to client accounts, data management, reporting, and compliance to ensure the smooth operation of our services.
Key Responsibilities:
Client Account Management:
Maintain and update client information and records in the system.
Process new account setups, transfers, and closures.
Handle documentation for client transactions, including deposits, withdrawals, and wire transfers.
data Management:
Ensure accurate data entry and maintenance of databases.
Reconcile account statements and transactions.
Generate and distribute regular reports to clients and internal teams.
Compliance and Reporting:
Assist in preparing regulatory and compliance reports.
Ensure all activities comply with relevant regulations and internal policies.
Maintain up-to-date knowledge of compliance requirements and assist in audits.
Operations Support:
Provide administrative support to the investment team, including trade execution and settlement.
Coordinate with custodians, banks, and other financial institutions.
Assist in the preparation of client presentations and reports.
Technology and Systems:
Utilize office software and tools for data management and reporting.
Support the implementation and maintenance of financial software and systems.
Troubleshoot and resolve system issues as needed.
Client Service:
Respond to client inquiries and provide assistance with account-related questions.
Maintain high standards of client confidentiality and service quality.
Facilitate communication between clients and the operations team.
Application Process: Interested candidates are invited to submit their resume and cover letter, Please include "Back Office Specialist Application" in the subject line.

Currently we are looking for an Account Manager to join our Commercial.
What You'll Do:
The Group KAM will be overseeing and managing key accounts at a group or corporate level.
Will communicate with partners at a senior level in order to resolve issues and inquiries.
Will constantly collaborate with the internal teams to launch new projects for the internal brands/customers.
Clearly communicates the progress of monthly/quarterly initiatives to internal and external stakeholders.
Forecasts and tracks key account metrics.
Actively communicates with relevant departments, to ensure the timely and successful delivery of solutions according to our partners needs and objectives.
Resolves complaints and prevents additional issues by improving processes.
Enhances department and organizations reputation by accepting ownership for accomplishing new and different requests, exploring opportunities to add value to job accomplishments.
Provides input on new processes and workflows as needed.
Meets deadlines and communicate in advance when deadlines cant be met.
Identifies process gaps or lack of processes and propose resolutions.
Creates and delivers on time internal weekly reports, monthly reports (as per communicated deadlines).
Creates and delivers on time customer monthly reports and QBRs (as per communicated deadlines).
Gets involved in x-functional projects, to achieve better processes, better products, better customer experience, etc.
Knows and follows the existing processes when working with other teams - eg. Partnership team, Finance team, Legal, Compliance, etc.
Keepshimself/herself informed about and follows the existing internal procedures proactively asking for guidance or training when identifying a knowledge gap.
Properly prioritizes the customer projects based on the urgency and importance communicated by the internal customers.
Follows up constantly, tracking the progress of all the key strategic projects of the internal customers.
Pushes the customers to go live with the key strategic vendor partners, especially in top markets/top brands.
Proactively maintains a customer new opportunities list, with new vendors PP should implement to drive a higher performance level.
Manages projects within client relationships, carry out client goals while meeting company goals.
Identifies and develops new businesses, existing business growth opportunities with our partners and/or identify areas of improvement.
Managescustomers challenging requests and/or issues escalation to appropriate departments.
Collects and analyses data to learn more about partners performance trends.
Forecasts and tracks client account metrics (GGR, Bets, RTP, revenues)
Feeds back relevant customer suggestions for improvement to senior staff
Stays up to date with company products and services, identifies industry trends and helps communicating and implementing it with the internal customers.
Travels internationally, to meet the internal customers if and when needed (customer events, face to face meetings, etc).
Knows the customers in his/her portfolio inside-out: markets, products, open issues and upcoming projects, main competitors, performance, business history.

Main Responsibilities:



Ensure the timely and successful delivery of our solutions according to customer needs and objectives

Generate sales among client accounts, including up-selling and cross-selling

Develop and maintain long-term relationships with accounts

Manage budget usage and handle business deal aspects

Manage employees in a matrix structure software organization

The position is a full-time job. We are located in Herzliya.