Teams at Workiz

Prospect and qualify inbound demo requests, trials, and partner-sourced leads through high-volume calling, emailing, and messaging. Convert trial users into sales-ready opportunities, maintain disciplined HubSpot CRM notes, recover no-shows, collaborate with AEs on handoffs, and provide feedback to improve messaging and conversion.

Lead finance automation and AI initiatives, oversee accounting quality and US-GAAP reporting controls, manage U.S. and Israeli tax compliance, support monthly and annual close, handle intercompany transactions, and own legal, insurance, and risk matters. The role partners across legal, sales, and finance while improving scalable processes in a fast-paced SaaS environment.

Own and grow Workiz Pay, an embedded payments platform for field service businesses. Drive payment capabilities, financial integrations, and fintech feature development in a regulated environment. Partner with engineering, legal, risk, compliance, support, and finance teams to manage product requirements, reconciliation logic, roadmaps, analytics, customer experience, and end-to-end launches.