Finance Operations Specialist

Who are we?

Workiz is the leading SaaS platform for field service teams, trusted by over 120,000 pros. We help real, hard working people run and grow their businesses, with an end-to-end solution that enables them to schedule jobs, dispatch, invoice, track performance, get paid in the field, plus so much more - all in one place

We're on a mission to revolutionize our industry by "automating everything but holding the wrench", providing our users with smart, AI-powered tools that will replace time consuming tasks, generate more revenue, and provide peace of mind, freeing our users to focus on building their small business into an empire.  

Who are you?

We are looking for a motivated team player with a passion to succeed, with a proactive mentality and strong analytical skills.

We value professionalism, ownership, and teamwork, and are constantly looking for new ways to make processes more efficient and scalable. 

So, what will you be doing all day?

• Own Deal Desk & system alignment: Make sure closed deals are clean and billing-ready, and that CRM and billing stay fully in sync. Audit cross-system data, raise flags on recurring issues, and drive root-cause fixes with Sales, CS, and R&D.
• Own billing tickets end-to-end: Take full responsibility for billing tickets, ensuring fast, accurate resolution and clear communication with stakeholders.
• Run day-to-day billing ops & improve workflows: Handle the high-volume billing work in the platform—validations, cleanups, and edge-case follow-ups

Ideally, we're looking for

• Bachelor's degree in Business, Finance, or a related field - a must
• 1-3 years of experience in Deal Desk, order management, finance operations, or a related field, preferably within the SaaS industry
• Proficiency in Excel or Google Sheets, paired with a strong analytical mindset: comfortable with data entry, reporting, and basic formula-based analysis
• Experience working with CRM and subscription billing tools
• Familiarity with automated subscription billing concepts (recurring plans, upgrades/downgrades, add-ons, proration, failed-payment recovery)
• Excellent English (written and spoken)
• Passion for problem-solving; highly organized with strong attention to detail
• Self-starter with high ownership - proactive, curious, fast learner, and comfortable operating in ambiguity while building structure

Nice to have

• Familiarity with HubSpot, Stripe, and experience with financial operations in a SaaS environment
• Experience working in an SMB-focused environment

Hiring process with us

At Workiz, we aim to complete our hiring processes at lightning speed, keeping the time between when we receive your CV until you (hopefully) sign with us super short, communicative and transparent.

Why You'll Love Being a Workizer

• We're located in the heart of Tel Aviv, just a short walk from Rothschild Boulevard
• Our workweek is flexible and hybrid
• You'll actually love the product you work with and the people too:)
• Excellent benefits
• Team players. Rockstars without the ego. Fast learners that work hard and get S*** done.
• There is no such thing as a bad idea
• 40% female 60% male 
• ​​You can grow your career in any direction you choose
• Diversity isn't just a buzzword
• We know how to have fun Join our surf club, ping pong tournaments and other spontaneous activities. Oh, and we throw some killer parties
• We build our people up. Every team member is treated as a long-term investment and we recognize the value in always nurturing and training them so they can go above and beyond in their skills and job duties