סקירה כללית
Location: Pi Glilot, Ramat Hasharon | Full-time | On-site About Us: Finsite provides advanced data management and automation services for financial information, including bank statements, securities, loans, deposits, cash flow, and more. Our solutions streamline financial operations, enabling organizations to work more efficiently and make better-informed decisions. Key Responsibilities
• Manage and maintain the company’s CRM and sales operations systems.
• Provide ongoing operational support to the sales team, ensuring efficient workflows and processes.
• Ensure data accuracy and compliance with CRM procedures across the sales organization.
• Analyze sales performance, generate insights, and prepare management reports and presentations.
• Maintain relationships with existing and prospective customers, supporting the sales cycle and ensuring excellent operational service.
• Manage and process customer orders, ensuring timely execution and successful delivery. Requirements
• Excellent organizational skills with strong attention to detail.
• High proficiency in CRM systems and strong analytical skills for data analysis and reporting.
• Ability to work independently while collaborating across teams.
• Experience working in a fast-paced, dynamic, multi-tasking environment.
• At least 2 years of experience in a similar role – required.
• Experience in a software or technology company – an advantage.
• Fluent Hebrew and strong English proficiency.
• Full-time position, based at the company’s offices in Pi Glilot, Ramat Hasharon.
• Driver’s license and vehicle – required.
דרישות המשרה
• Manage and maintain the company’s CRM and sales operations systems.
• Provide ongoing operational support to the sales team, ensuring efficient workflows and processes.
• Ensure data accuracy and compliance with CRM procedures across the sales organization.
• Analyze sales performance, generate insights, and prepare management reports and presentations.
• Maintain relationships with existing and
