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