Careers Portfolio

Customer Operations Specialist

Balance

Balance

Operations, Customer Service
Posted on Oct 28, 2025

Customer Operations Specialist

  • Finance

Description

We're seeking a Customer Operations Specialist (student position) to manage support tickets and work closely with our account management and technical teams to ensure smooth operations across our platform. You'll be the critical link connecting our customers with internal teams, including Finance, Risk/Credit, and Product.

Position Details & Benefits

  • Location: Hybrid — flexibility to work remotely, preferably 1 day per week from our Tel Aviv office
  • Benefits: Cibus card, driving expenses reimbursement, and flexible working hours

Nice to Have

  • Familiarity with payment processing, ACH, and Stripe
  • Experience with Retool, Snowflake, or similar data & low-code tools
  • Understanding of net terms financing and credit operations
  • Background in collections or payment recovery
  • Strong SQL skills for data investigation and analysis

Responsibilities

  • Manage and resolve support tickets through Freshdesk/Freshchat across multiple customer segments
  • Coordinate credit limit requests with the Credit team
  • Support collections operations and payment recovery workflows
  • Troubleshoot bank connection and payment processing issues
  • Provide the Product team with customer feedback and feature requests
  • Analyze ticket trends to identify systemic issues and operational improvements

Requirements

  • Native English – a must
  • 2+ years in customer operations, support, or account management (fintech/B2B preferred)
  • Excellent problem-solving skills with the ability to connect disparate data points
  • Experience with ticketing systems (Freshdesk preferred)
  • Clear written communication for both technical and non-technical audiences