Customer Success For Roeto- position no. 1446
IBI Investment House
About the Company
Roeto is growing – and this is your moment to join.
What began as a CRM system is now evolving into an intelligent platform that's redefining how financial advisors work, think, and deliver value.
The system is already in daily use, but we're rebuilding its core from the ground up – with one clear goal: to lead the next generation of technology solutions for the financial advisory world.
About the Role
As a Customer Success , you’ll guide financial advisors and insurance agents from onboarding to long-term adoption. You’ll ensure a seamless start, build strong relationships, and drive measurable growth and retention. This is a unique opportunity to shape the CS function from the ground up and make a direct impact on digital transformation in wealth-tech.
Responsibilities:
- Developing new business relationships with companies and external stakeholders.
- Expanding business activity by identifying and engaging new clients.
- Initiating and conducting outreach calls and face-to-face meetings.
- Leading the company’s sales and growth efforts, including value proposition development and tailored pricing.
- Planning and executing go-to-market strategies for entering new markets.
- Building and managing effective marketing and sales processes that deliver measurable results.
Qualifications:
- Up to 2 years of experience in Customer Success / Account Management (SaaS or Fintech preferred).
- Strong understanding of customer lifecycle management, from onboarding to retention.
- High technical aptitude; experience with CRM or SaaS platforms (Monday.com – advantage).
- Excellent communication skills in Hebrew and English.
- Proactive, entrepreneurial mindset with strong problem-solving skills.
- Empathy and customer-centric approach, with the ability to uncover real client needs.
What We Offer
- Direct impact on customer satisfaction, retention, and growth across thousands of users.
- A dynamic, innovative environment driving digital transformation in financial services.
At Roeto, being Always Ahead isn’t a slogan — it’s how we think, build, and move as one team. Ahead of expectations. Ahead of the market. Ahead, so our customers can be too.
If you’re curious, bold, and eager to grow, we encourage you to apply — even if you don’t meet every requirement on the list.