דלג לתוכן הראשי

Client Delivery Manager

Finance
פארטייק טכנולוגיה פיננסית בע"מ
הרצליה, ישראללפני 2 שבועותעד 16.12.2026
משרה מלאה

תיאור המשרה

Partake builds F-PaaS, a platform that manages the full credit lifecycle, from loan application to loan closure. Non-bank lenders in Israel use it to run mortgages, business loans, project finance and consumer credit. Our team works from Israel and Bulgaria.We're looking for a Client Delivery Manager to take our clients from contract signing to confident, everyday use of the platform, and to shape the way we implement it.What you'll do Own the day-to-day relationship with a portfolio of lending clients and spot opportunities to expand the account Run discovery with each client, map their credit processes (application, underwriting, collateral, loan servicing, borrower portal) and translate them into system requirements and configuration Lead onboarding and product setup: implementation plans, milestones, risks and dependencies, through go-live and stabilization Plan and run data migrations for new clients: data mapping, pilot, validation and cutover Build the methodology behind our discovery, onboarding and product setup process, and keep improving it Consolidate requirements across all clients and plan the content of Salesforce releases together with Product Work closely with Product, R&D, QA and Support, and set priorities with the client when demands compete Track contract milestones and retainer usage, and prepare the monthly billing for approvalRequirements: 5 years of experience in a similar client-facing delivery or implementation role, including 3 years managing B2B SaaS projects with clients Experience in fintech, credit or mortgage environments Hands-on experience with Salesforce and a deep understanding of how it works: its data model, process flows and automation logic, as well as its development and release processes Advantage: experience leading data migrations and working with Jira and Confluence; a relevant B.A./B.Sc. or PMP certificationSkills & attributes Deep understanding of customers' business needs, with the judgment to set priorities under uncertainty and conflicting demands Strong analytical and problem-solving skills Strategic, process-oriented thinking with methodical, step-by-step execution and the ability to distill complex information Excellent multitasker and self-manager who reads organizational culture well Natural leader: charismatic, energetic, can-do, with outstanding interpersonal skills Excellent written and verbal communication in Hebrew and EnglishWhy join us Direct impact: your work shapes how lenders run their business on our platform A small team where your voice is heard and decisions happen fast Real ownership of customer success, from the first discovery meeting through go-live and beyond The chance to build our implementation methodology from the ground up A warm, collaborative atmosphere, with colleagues in Israel and BulgariaDetailsFull-timeAfek Park, Rosh HaAyinHybrid (3 days in office)Reports to the VP Customers & GrowthThis position is open to all candidates.

Keywords
JiraPlatform as a servicePilot

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