About the role
Shavve is an Israeli fintech and technology company with live products, real customers and continuous development. We work in two areas: Financi, a SaaS platform for insurance and pension agents (CRM, digital forms and signatures, operations, AI assistants and automations), and Shavve, a personal and family finance app that brings bank accounts, cards, pensions, insurance and investments into one picture.
We believe in direct contact with our users, personal service, and improving our products from what we learn in the field. This role is the bridge between our customers and us. We are not looking for someone who only replies to tickets. We want someone who owns the customer experience, reaches out first, spots needs, solves problems and turns new customers into successful, happy ones over time.
Service and support: professional, personal answers for customers, help using the systems and solving day-to-day problems, following up until the problem is really solved, and working with the development team and management when a technical or product fix is needed.
Training and onboarding: personal training for new customers, tailored to each customer's needs and level, and support until they are working with the system day to day. The goal is not just to explain how it works, but to make sure the customer actually succeeds with it and that it becomes a meaningful tool in their daily work.
Proactive conversations and product improvement: one of the most important parts of the job. You start conversations with existing customers, understand how they really use the system, ask what works and what gets in the way, find what is missing, spot recurring problems and opportunities, and document it all properly. You are the voice of the customer in ongoing talks with management and development, and you see customer feedback become real features.
Sales, conversion and retention: guiding prospects and customers who have been trained, explaining the business value of the system, following up after training, and turning prospects into paying customers. Also making sure customers are happy and stay, spotting those at risk of leaving and acting early. Not aggressive selling: you listen, understand the need, show the value and make the customer want to continue with us.
Compensation: on top of a base salary there is a bonus model that rewards winning new customers and keeping them over time.
The role is in our office in the Science Park in Rehovot (Oppenheimer 2), working directly with management and the development team.
Requirements
- Excellent interpersonal skills: you connect with people, hold great conversations and build trust
- A service mindset: you enjoy helping and don't shy away from problems
- Able to teach: you explain complex things simply, patiently and clearly
- Tech-oriented: you can learn complex software and understand how it works
- Initiative: you don't wait for tasks, you see what needs doing and do it
- Business sense: you see how customer success, retention and revenue connect, and you can show value and handle objections
- Organised: you document conversations, manage tasks and follow up
- Curious, with product thinking: you want to know why something doesn't work and how to improve it
- Independent and accountable: you own customers and tasks until the loop is closed
- An advantage, not a requirement: experience in Customer Success, customer service for a tech product, software training or implementation, SaaS sales, CRM tools, insurance, pensions or finance, or B2B customers
- We have no rigid entry requirements: exceptionally capable candidates without formal experience in the field are welcome to apply
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