CS Ops Specialist
2 weeks ago
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is on a mission to democratize investment and pension management by replacing outdated, conflicted systems with AI-driven financial products and services.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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