Business Operation Analyst

2 weeks ago

Tel Aviv, Tel Aviv, Israel IBI Investment House Full time ₪60,000 - ₪80,000 per year

About the Company

Roeto is growing — and now is your chance to join us.

What started as a CRM system is now evolving into a smart platform that will change the way financial advisors work, think, and create value. Today, thousands of agents and financial advisors use Roeto, but the entire core is being rebuilt with one goal: to lead the next generation of technology solutions for the financial advisory world.

About the Role:

We are looking for an experienced Business Operations Analyst to strengthen the company's operational, management, and analysis capabilities - and play a key role in advancing cross-organizational processes.

Responsibilities:

  • Analyze business and operational processes and improve them through metrics and insights.
  • Connect processes within the organization and provide an overarching view of business activity.
  • Use BI tools for data analysis, identifying trends, and creating dashboards.
  • Write specifications and define technological requirements, including optimization processes.
  • Build budgets and plan complex organizational and operational processes.
  • Oversee and support billing, collection, and operations systems.
  • Manage departmental projects and work closely with development, sales, and CS teams.

Requirements:

  • Bachelor's degree in Information Systems from a leading academic institution.
  • At least 2 years of experience in Business Operations and Billing.
  • Significant experience working with BI tools and data analysis. Experience with automation and AI is a significant advantage.
  • Proven ability to write specifications and plan complex processes.
  • Experience building budgets and driving business projects.
  • Experience working with tech teams and excellent communication skills across multiple departments.

Personal Skills:

  • Analytical thinking with the ability to see the big picture.
  • High attention to detail and excellent planning skills.
  • Ability to lead end-to-end processes independently.
  • Excellent performance under pressure and the ability to manage multiple tasks simultaneously.
  • Passion for process optimization, innovation, and continuous improvement.

Additional Information:

  • The position reports directly to the CEO.
  • Hybrid role – the company's offices are in Tel Aviv.

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