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FINQ is on a mission to democratize investment and pension management by replacing outdated, conflicted systems with AI-driven financial products and services.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

Responsibilities

As 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.

Requirements

• 2+ 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.

Why Join Us?

At FINQ, you’re joining a dedicated team working to reshape the future of fintech.

Here’s what we offer to the pioneering members of our customer success team:

• 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 team.
• A vibrant, collaborative workplace culture that fosters innovation and creativity.
• A modern, centrally located Tel Aviv office with a dynamic and energetic environment.