Flex

Escalations Manager, Customer Success

Flex

full-time

Posted on:

Location Type: Hybrid

Location: San Francisco • California, New York • 🇺🇸 United States

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Salary

💰 $116,000 - $135,000 per year

Job Level

Mid-LevelSenior

Tech Stack

SQL

About the role

  • Lead and develop a team of Senior Customer Success Associates, ensuring high performance and collaboration.
  • Oversee and coordinate additional escalation staff during high-volume periods at the beginning of each month.
  • Handle complex customer escalations including refund approvals, compliance approvals, and technical issues requiring Engineering or Risk intervention.
  • Support BPO operations teams as an escalation point and provide guidance on resolution strategies.
  • Analyze escalation trends, identify root causes, and drive process improvements to reduce escalation volume and improve resolution efficiency.
  • Meet or exceed key performance metrics such as resolution time, CSAT for escalated cases, and overall escalation rate improvements.
  • Collaborate with Engineering, Risk, Compliance, Finance, and Product teams to ensure escalation policies align with company objectives.
  • Provide real-time operational oversight during peak periods to deploy additional team members and ensure prompt handling of escalations.
  • Leverage data and reporting tools (Zendesk, Slack, Google Suite, and optionally Looker, SQL, Sigma) to track performance and provide insights for continuous improvement.

Requirements

  • 5+ years of experience in customer service operations, escalation management, or a related role, with at least 2+ years in a leadership capacity.
  • Background in fintech, payments, or financial services is highly preferred.
  • Experience working with third-party vendors and BPO operations.
  • Strong understanding of customer service escalation workflows and best practices for handling sensitive or high-impact cases.
  • Exceptional problem-solving and analytical skills, with a passion for "seeking the truth" in data to drive actionable insights.
  • Proficiency in Zendesk, Slack, and Google Suite. Experience with Looker, SQL, or Sigma is a plus.
  • A proven ability to influence cross-functional teams and drive alignment across departments.
  • A hands-on leader who thrives in a fast-paced, high-growth environment and can adapt quickly to evolving business needs.
Benefits
  • Competitive pay
  • 100% company-paid medical, dental, and vision
  • 401(k) + company equity
  • Unlimited paid time off + 13 company paid holidays
  • Parental leave
  • Flex Cares Program
  • Free Flex subscription

ATS Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
escalation managementcustomer service operationsproblem-solvinganalytical skillsdata analysisprocess improvementperformance metricsresolution strategiescustomer service workflowsleadership
Soft skills
collaborationinfluenceadaptabilitycommunicationguidanceteam managementhigh-performance focuscustomer-centric mindsetstrategic thinkingpassion for data
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