Panax- Technical Onboarding Specialist

Reposted 10 Days Ago
Be an Early Applicant
Hiring Remotely in Tel Aviv
In-Office or Remote
Junior
Artificial Intelligence • Fintech • Software • Financial Services
The Role
The Technical Onboarding Specialist will manage the onboarding process for customers and banks, ensuring a smooth integration and positive experience.
Summary Generated by Built In

Panax is a well funded Series A Fintech startup based in Tel Aviv and New York. Our mission is to empower finance teams to efficiently and easily manage cash and liquidity. We are building a cash flow management platform that enhances the ability to manage cash and liquidity effectively.

This is a great opportunity to join our Ops team as a Technical Onboarding Manager and own the onboarding cycle end-to-end. We’re a dynamic, fast-moving team, with amazing people, and this role is key to our success in revolutionizing the way companies manage their cash. 

What will you be working on?

You will be responsible for connecting new and existing platforms and banks to Panax, while ensuring a smooth and timely onboarding experience. A major part of this role includes interacting and following up with our customers, their banks, and internal teams. This is an exciting opportunity for someone who loves problem-solving, enjoys customer interaction, and thrives in a dynamic environment.

What will you be responsible for?

  • Managing the onboarding process and bank connections end-to-end
  • Ensuring a positive, seamless, and timely onboarding experience
  • Identifying optimal bank connectivity methods and coming up with creative technical solutions
  • Troubleshooting connectivity issues during implementation
  • Communicating and following up with customers, banks, and internal teams to ensure successful integrations (video calls & emails)
  • Developing and maintaining guides and resources to assist our team and customers
  • Ensuring smooth handovers to the rest of the team
  • Collaborating with internal teams when new development is required
  • Industrial Engineering & Management or similar analytical degree
  • English & Hebrew - fluent (writing & speaking)
  • 1-3 years experience in operations and customer-facing roles
  • Natural creative problem solver 
  • Technical orientation and autodidact abilities
  • Proficiency in Excel, including functions (e.g. VLOOKUP, SUMIF, etc.) - must
  • Great interpersonal skills - enjoy interacting with customers and teammates
  • Detail-oriented, organized, with strong follow-up skills
  • Comfortable working in a fast-paced and innovative startup environment 

Top Skills

Bank Connectivity Methods
Onboarding Platforms
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The Company
HQ: Tel Aviv
233 Employees
Year Founded: 2014

What We Do

Team8 is a global venture group with deep domain expertise that creates companies and invests in companies specializing in enterprise technologies, cyber, AI, fintech and digital health. Leveraging an in-house, multi-disciplinary team of company-builders integrated with a dedicated community of C-level executives and thought leaders, Team8’s model is designed to outline big problems, ideate solutions, and help accelerate success through technology, market fit and talent acquisition. Team8’s leadership team represents serial entrepreneurs, industry pioneers and the former leadership of Israel’s elite tech and intelligence Unit 8200. Founded in 2014, Team8 is backed by global companies including Microsoft, Walmart, Cisco, Barclays and Moody’s, among others.
To learn more about Team8 visit www.team8.vc

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