CS Ops Specialist

5 days ago

Tel Aviv, Tel Aviv, Israel FINQ Full time ₪70,000 - ₪120,000 per year

FINQ
is on a mission to democratize investment and pension management by replacing outdated, conflicted systems with AI-driven financial products and services. We deliver transparent, personalized solutions—like SEC-compliant ETFs in the U.S. and a revolutionary digital pension platform in Israel. FINQ was founded by Nir Zuk, a technology visionary, and Eldad Tamir, a leading investment executive and entrepreneur.

At the same time, we are building our
Customer Success unit from the ground up
—a team dedicated to supporting our clients across every channel and touchpoint. Our mission is to deliver an
end-to-end experience that goes above and beyond expectations
, combining personal, human-centered service with the efficiency and scale of cutting-edge technology.

We are seeking a
Customer Success Operations Specialist
with a strong focus on
automations and data
, who will play a key role in shaping our service operations alongside our Senior Ops Manager. This is a unique opportunity to be part of our Customer Success team while taking ownership of automation workflows, reporting, and analytics helping us build scalable processes, deliver meaningful insights, and ensure that every customer interaction is seamless, efficient, and impactful.

What We Are Looking For

  • 2–4 years of experience in Customer Success, Technical Support, or CX Operations (experience in startup or fast-growth environments is a strong plus).
  • Previous experience in B2C customer service
    – must.
  • Hands-on experience with
    CS tools
    such as
    Intercom
    or
    Zendesk
    , and familiarity with
    CRM platforms
    like
    HubSpot
    or
    Salesforce
    .
  • Strong skills in
    automation tools
    (
    Make, Zapier, webhooks
    ) with the ability to build and maintain workflows that improve efficiency.
  • Analytical mindset with proven experience in
    Excel/Google Sheets
    ; exposure to BI tools (Looker, Tableau, Power BI, Amplitude) –
    SQL
    is a plus.
  • Ability to
    analyze customer success data
    , identify bottlenecks, and implement process improvements.
  • Experience collaborating with Product, Marketing, and Data teams to support customer success goals.
  • Excellent communication skills in Hebrew and English, both written and verbal.
  • Willingness to take on a hybrid role that combines
    direct customer support
    with being the team's
    go-to person for automations and data
    .
  • Service-oriented, detail-focused, and motivated to contribute both to
    hands-on CS work
    and to
    building scalable processes and infrastructure
    .

Join Us

If you are passionate about
Customer Success
, eager to combine
direct customer support with automation and data expertise
, and ready to make a real impact in a fast-growing startup we'd love to hear from you

Join us in building scalable service operations from the ground up and help us shape the future of finance with FINQ.

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