Onboarding Specialist jobs in Israel

Description Plus500 is looking to hire a Customer Onboarding Operator. We are seeking a dedicated and customer-focused individual to join our team as a Customer Onboarding Operator. In this role, you will play an important part in ensuring a smooth and efficient onboarding experience for our clients. Your responsibilities will include contacting clients, guiding them through the onboarding process, assisting with required documentation and verification steps, and supporting AML and quality control processes. The ideal candidate is service-oriented, detail-focused, and able to communicate effectively while working in a fast-paced environment. Responsibilities • Contact clients by phone to welcome them and guide them through the onboarding process. • Provide clear instructions regarding the documentation, forms, and procedures required to complete the onboarding process. • Assist clients in navigating our platform and address any questions or concerns they may have. • Ensure that all client information is accurately documented and updated in our internal systems. • Collaborate closely with the customer support team to identify and resolve potential issues or challenges during the onboarding process. • Maintain a high level of professionalism, patience, and empathy when interacting with clients, while adapting the support provided to their individual needs. • Handle escalated AML review queues. • Escalate positive and potential screening matches to the relevant MLROs. • Handle incoming tickets from Customer Support. • Perform routine quality control checks on the Client Verification teams. Requirements • Academic degree – an advantage. • Strong attention to detail. • Ability to work efficiently in a fast-paced environment and under pressure. • Availability to work shifts, including weekends and public holidays. • English – high level, both written and spoken. • Hebrew – high level, both written and spoken. • Arabic – high level, both written and spoken. • Service-oriented approach with excellent communication skills. • Strong self-learning skills. • Strong problem-solving skills.

About the role When a deal reaches pre-onboarding, two things start at once: the legal track, where the order form gets negotiated and signed, and the KYB track, where the customer proves who they are. Today the KYB track has automated emails and no owner, and the person who answers when a customer replies is our Legal Operations Manager, who also carries every legal matter in the company. You take the KYB track off her from day one, own the customer from signed order form to their implementation or onboarding call, and handle the legal admin around order forms so she can do legal. This is not the job of teaching a customer to use Mesh. Configuration, training and adoption belong to Implementation for larger customers and Customer Success for everyone else, and start after you hand over. What you will do Own the KYB track from the day the case opens. Confirm the right contact after the automated kickoff, and when a customer goes quiet after the reminders, you call, you find the right person, you get the account owner involved. Nothing sits at Waiting for Customer without a human behind it. Run KYB and KYC collection end to end. Explain what each document is for, chase on a fixed cadence, answer the questions a CFO or office manager will have. The KYB bot handles the first line; you are the human in the loop behind it. Legal questions go to Mai. Keep the record clean so Compliance can review the moment a document lands. Handle legal operations for Mai. Prepare order forms from approved pricing, send them through DocuSign, track signatures, record the signature date on the agreement, file the signed copy. Mai approves terms; you run the paperwork. Own every rail. US, Israel on Mesh's own licence, Adyen for the EU and UK, PTC for Canada, NIUM for Singapore and Australia. Each has its own document pack and partner requirements. NIUM is fully manual and you will prepare those cases for Compliance. Get every approved customer to their implementation or onboarding call. Once KYB is approved, make sure the call is booked and held. That call is where your ownership ends and Implementation's or the CSM's begins. Escalate on a schedule. Day 10 to the account owner with one specific ask, day 20 to Compliance leadership. In writing, every time. Be a second pair of hands on the operational queue (interwires, credits and debits, deposit refunds) when Compliance needs it. Report and improve. Days from signed Order Form to implementation or onboarding call, monthly, plus one process improvement a month. What we are looking for One to three years in customer-facing operations, onboarding, legal operations, support or compliance operations, ideally at a fintech, payments company or B2B SaaS Native-level written and spoken English. You will be writing to finance leaders across the US, Israel, Europe, Canada and Asia-Pacific Fluent Hebrew. You will run the Israeli pipeline directly with Israeli customers and alongside Compliance and Legal Genuinely organised. Forty open threads at once, none dropped Careful with paperwork. You will send contracts and record exactly what came back Comfortable following up for the fifth time and still sounding like someone the customer wants to help Salesforce experience, or clear evidence you pick up systems fast Nice to have Exposure to KYB or KYC document collection, UBO structures, certificates of incorporation or bank verification Familiarity with Persona, DocuSign or similar verification and signature tooling Experience working a same-day operational queue against an SLA Exposure to a regulated environment where your own company holds the licence Sounds like your kind of challenge? Send your resume to [email protected], and let's talk!

Who Connecteam is: Connecteam is the leading platform for managing deskless teams, trusted by over 80,000 businesses worldwide. We built Connecteam for real operators - the people running shifts, jobs, and teams across stores and sites. The kind of work that doesn’t happen behind a desk, and doesn’t have time for messy spreadsheets, scattered group chats, or tools that don’t talk to each other. Connecteam brings daily operations and team communication into one intuitive app - from hiring and scheduling to training, tasks, and day-to-day coordination. It gives teams the clarity and control to run the day, shift after shift, job after job. Backed by $220M+ from Insights Partners, Stripes, and Tiger Global, Connecteam is rapidly expanding worldwide - empowering frontline teams to work smarter, stay connected, and operate with greater efficiency. About the role: As Connecteam’s Mid-Market Onboarding Manager, you will own the onboarding journey for our mid-market customers, ensuring they successfully implement Connecteam, adopt the platform, and achieve meaningful business outcomes. You will serve as the main point of contact throughout the customer onboarding lifecycle, managing complex implementations, driving project timelines, aligning stakeholders, and guiding customers through change. This role goes beyond product training. You will act as a trusted advisor to customers, helping organizations improve the way they operate through successful adoption of Connecteam. You will work with a diverse range of stakeholders, from operations managers and HR leaders to business owners and executives. Success in this role requires strong project management skills, customer empathy, ownership, and the ability to adapt your communication style to different customer personas and cultures. Key Responsibilities: • Own end-to-end onboarding projects for mid-market customers, ensuring successful implementation and time-to-value • Lead discovery and system characterization sessions to understand customer workflows, business goals, and requirements • Manage project timelines, milestones, dependencies, risks, and customer commitments • Deliver tailored training and enablement sessions for admins, managers, and frontline employees • Support technical setup, integrations, and configuration needs in partnership with internal teams • Build strong relationships with customer stakeholders across different levels of the organization • Drive customer adoption by helping teams successfully implement new processes and workflows • Identify risks early, remove blockers, and proactively drive solutions to keep customers moving forward • Act as the customer advocate within Connecteam, collaborating cross-functionally to improve the customer experience • Continuously improve onboarding processes to increase scalability, efficiency, and customer success Experience & Skills: • Fluent English (spoken and written) - MUST • Fluent Hebrew (spoken and written) - MUST, due to managing Israeli customers and stakeholders • 3+ years of experience in B2B SaaS customer-facing roles such as Customer Success, Implementation, Onboarding, Account Management, or Technical Account Management - MUST • Proven experience managing SaaS implementations, onboarding projects, or technology adoption journeys - MUST • Experience working directly with Israeli customers or stakeholders - MUST • Experience managing mid-market or enterprise customers with multiple stakeholders - strong advantage • Strong project management skills with the ability to manage multiple customers and priorities simultaneously • Experience with integrations, technical setup, or complex software implementations - advantage • Exceptional communication, presentation, and stakeholder management skills • Highly organized, proactive, and comfortable creating structure in a fast-paced environment • Ability to work independently, find solutions, and take ownership in a global company environment • Growth mindset, resilience, and strong motivation to help customers succeed #LI-Hybrid Joining Connecteam Is The Smart Move: • We build our people up. Every team member is treated as a long-term investment and we recognize the value in always nurturing and training them so they can go above and beyond in their skills and job duties. • We make an impact on our customer’s business. We are on a mission to provide managers of all business types and sizes with the tools they need to communicate, operate, engage, and run their deskless workforce. Our product offers them an effective and affordable solution to run their business. • We get the job done. Connecteam employees are passionate in executing their job duties so they can drive the company forward and provide real value to our customers. • We have fun! From weekly happy hours to holiday parties, we always enjoy each other’s company (and good food, of course). Connecteam is like one big, happy family! • Everyone is welcome. Connecteam is committed to building an encouraging, caring, and supportive environment. We share a responsibility to support our team and enrich their lives. 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