FinBot

AI Solutions & Customer Success Lead

FinBot  •  Bnei Brak, IL (Onsite)  •  5 months ago
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Job Description

MyBusiness | Guideline Group

MyBusiness is an Israeli CRM and Business Tech company undergoing a rapid transition to an AI-first approach across its products, services, and internal processes.

We are looking for a hands-on professional who will take ownership of customer-facing AI solutions, become a central point of contact for key customers, and work closely with our product and AI development efforts.

This is a cross-functional role with real impact on how the company operates and grows over the coming years.

Responsibilities

  • Own and manage ongoing relationships with customers, gradually taking on a central Customer Success role
  • Analyze complex business needs and translate them into CRM and AI-based solutions
  • Define and design AI agents, automated processes, and advanced workflows
  • Lead and support solution implementation with customers, including hands-on involvement when needed
  • Work closely with development and implementation teams
  • Identify problems, propose solutions, and take full ownership from definition through execution
  • Continuously improve internal workflows and delivery processes using AI

Requirements

  • Proven experience working with B2B customers (Customer Success, implementation, consulting, or similar roles)
  • Strong experience in defining business processes and complex system requirements
  • Deep familiarity with the AI ecosystem (LLMs, agents, automation) – required
  • Strong systems thinking and ability to see the bigger picture
  • Hands-on mindset, high level of autonomy, and strong sense of ownership
  • Excellent communication skills and the ability to lead customer-facing processes

Nice to have

  • Previous experience with CRM or SaaS products
  • Experience designing or working with AI agents
  • Background in technology consulting or business solutions
  • Vibe Coding skills

What we offer

  • A key role with real influence on the company’s direction
  • Direct collaboration with the CEO and a high-quality core team
  • An opportunity to help shape the next generation of CRM and AI-driven solutions
  • A flexible, non-hierarchical work environment that values initiative and impact
FinBot

About FinBot

FinBot, part of Guideline Group, is driving Israel’s digital accounting revolution.

Combining advanced AI with human support, FinBot boosts efficiency by 2-3.5 times for accountants, tax consultants, and bookkeepers.

The platform offers a 97% accuracy rate in document processing, a branded app for every office, and dedicated implementation support—all in one place.

Industry
Finance & Insurance
Company Size
11-50 employees
Headquarters
Ramat Gan, IL
Year Founded
2018
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