Customer Success Representative

About Us

FINQ is on a mission to democratize investment and pension management by replacing outdated, conflicted systems with AI-driven financial products and services.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 products 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.

Responsibilitie

sAs a Customer Success Representative, you will play a vital role in ensuring our customers succeed with FINQ’s innovative products and services

• :Serve as the primary point of contact for customers, managing inquiries via chat, email, WhatsApp, and phone
• .Guide customers through the onboarding process and empower them to use FINQ’s products effectively
• .Proactively engage with customers to identify their needs, resolve issues, and ensure their satisfaction
• .Identify upselling opportunities and recommend tailored solutions to enhance customer value
• .Collaborate closely with Product teams to ensure efficient resolution of customer issues
• .Continuously monitor customer feedback and satisfaction metrics, contributing to ongoing improvements

.Requirement

• s2+ years of experience in a customer-facing role (e.g., customer service, customer success, sales, support)
• .Strong communication skills in Hebrew and English (both written and verbal)
• .A self-starter mindset with excellent problem-solving skills and the ability to thrive in a fast-paced, dynamic environment
• .Proficiency in using digital communication tools (e.g., chat platforms, WhatsApp, and CRM systems)
• .Strong organizational abilities with a sharp eye for detail
• .Exceptional multitasking capabilities and the ability to perform effectively in high-pressure environments
• .This is a full-time, on-site position in our modern and centrally located Tel Aviv office. Due to the dynamic nature of our work, flexibility in scheduling and availability is essential
• .FINQ is growing fast! For now the role follows a standard weekday schedule, but as we expand you can expect some evening and occasional Friday shifts
• .Bachelor’s degree / certification studies or extensive knowledge in Financial markets / pension funds / Insurance – a significant advantage

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Why Join

Us?At FINQ, you’re joining a dedicated team working to reshape the future of finte

ch.Here’s what we offer to the pioneering members of our customer success te

• am:Join our pioneering team and help build our Customer Experience operation from the ground up! This is a rare opportunity to shape a new product and company, taking ownership of key processes and enjoying significant career growth potential as an early member of the CX te
• am.A vibrant, collaborative workplace culture that fosters innovation and creativi
• ty.A modern, centrally located Tel Aviv office with a dynamic and energetic environme