Customer Success Team Lead (Implementation)

Meet your project

Here,you’ll lead the team that turns finance chaos into AI-ready clarity for companies worldwide.

Our client built FinanceOS, an AI operating system that connects every financial data source a company has into one governed, Excel-native workspace. Finance teams at thousands of companies use it to consolidate data from hundreds of systems, plan budgets, forecast cash, close the books faster, and trust every AI output. The platform keeps Excel at the center while adding live data, automation, and AI that finance professionals can actually rely on.

You’ll be the leader who manages the implementation team, ensures customers go live on time and within scope, and serves as the technical escalation point when things get complex.

Your mission

🔹 Manage and grow a team of implementation CSMs: hire, train, coach, and run weekly 1:1s focused on growth and career development
🔹 Oversee multiple implementation projects at once, guiding the team through planning, timelines, and scoped hours
🔹 Review and approve the handoff to live, ensuring every implementation meets customer expectations
🔹 Serve as the escalation point for customers and your team: step in, guide, and support on challenging calls
🔹 Collaborate with sales, live team, and product to improve the customer journey continuously
🔹 Run status meetings with customers, providing detailed project updates and gathering feedback
🔹 Manage a small portfolio of 2 to 4 customers yourself to stay current with the latest product updates
🔹 Give feedback to the product team on customer needs and potential enhancements, and join the product expert group
🔹 Provide input to the pre-sales team on scoping implementation docs
🔹 Improve implementation processes and methodologies, especially the implementation playbook and subprocesses
🔹 Identify and escalate project risks and issues to CS leadership and other teams when needed

You’ll feel at home here if you

🔹 Have 5 plus years of industry experience, ideally in a customer-facing role
🔹 Operate independently and work with management to improve organizational operations
🔹 Have a history of building strong collegial relationships, sharing knowledge, and mentoring team members
🔹 Navigate difficult conversations with ease: you raise red flags and ask questions confidently with customers and team members
🔹 Are prepared to serve as an escalation point and take the lead on challenging customer implementations

Bonus points

🔹 Experience as an onboarding buddy for new hires

Meet your team

You’ll join the Monetization team, a small professional group with broad impact on the company. The team owns the monetization infrastructure: internal algorithms, business logic, player infrastructure and user personalization services.

Why you’ll never be bored

🔹 Your team ships real impact: thousands of finance teams worldwide depend on implementations you oversee to run budgeting, forecasting and close
🔹 AI meets real finance work: the product connects live data from hundreds of systems into Excel and AI tools, so you are at the front line of how finance uses AI
🔹 You shape the process: you continuously improve the playbook, influence product direction, and mentor a team in a growing global company

Your path to the team

1. HR interview
2. Intro call
3. Manager interview
4. Reference check
5. Offer

Why YozmaTech

Yozma means initiative, and here it’s a way of working. You join Israeli product teams as one of them, bring ideas to the table and watch them ship in days. Smart people around you, AI in everyday work, and products you’ll be proud to show. Our people stay with us 4+ years on average, and we think that says it all.

What you get

🔹 15 paid vacation days
🔹 7 sick days, no documents needed
🔹 Paid state holidays
🔹 Remote-first, long-term contract
🔹 B2B+ for engineers outside Ukraine

Ready to build the monetization engine behind millions of video views?