Leads customer service and operations team, managing ICs, driving metrics like NPS and response times, and implementing AI/automation for efficiency in a fintech B2B payments company. Requires 4-6 years experience, 1-2 years people management, Zendesk proficiency, and Salt Lake City hybrid presence.
90k – 105k/yr
Hybrid4+ YOECustomer Success
About the role
What You’ll Do
Team Leadership & Development
Directly manage and grow a team of Customer Service and Operations ICs
Coach, develop, and retain top performers; run regular 1:1s, set clear expectations, and hold the team accountable to high standards
Partner with Recruiting and People Ops to build hiring pipelines and onboard new team members as the function scales
Build a team culture defined by responsiveness, ownership, and continuous improvement
Customer Service Operations
Own the end-to-end customer service experience for Coast customers across phone and Zendesk channels
Drive performance against key metrics: missed call rate, Zendesk first reply rate, and customer NPS
Build and continuously improve workflows, escalation paths, and playbooks. Nothing is too sacred to revisit
Customer Operations
Oversee or partner closely on Customer Operations workflows including chargebacks, manual payments, and deal desk processes
Ensure accuracy and speed in time-sensitive operational tasks, especially those with direct financial impact
Identify inefficiencies as volume grows and build scalable solutions before problems compound
AI & Process Innovation
Act as an AI-native operator: actively identify and implement tools, automations, and AI-assisted workflows that make the team faster and the customer experience better
Build and maintain SOPs, playbooks, and operational documentation that outlast any individual on the team
Continuously look for work that should be automated and then go automate it
Cross-Functional Collaboration
Serve as the one of the voices of the customer internally. You will need to surface themes, escalations, and product feedback to Product, Engineering, and GTM teams
Partner with Finance and Operations leadership on reporting, headcount planning, and quarterly goal-setting.
Represent your team’s needs clearly and advocate for resources, tooling, and process changes that drive results
Requirements
4–6 years of experience in customer service, customer operations, or a related operational role
1–2 years of direct people management experience; experience managing through a period of significant team growth is a strong plus
AI-native mindset: you’re already using AI tools in your daily work and you’re excited to push further
Proficiency with customer service platforms; Zendesk experience strongly preferred
Strong analytical instincts: comfortable pulling metrics, spotting trends, and translating data into operational decisions
Excellent written and verbal communication — clear with your team, credible with leadership, and professional with customers
Bias toward action and process-building; you don’t wait for someone to hand you a playbook
Comfortable in ambiguity; you can build structure where none exists without losing momentum
Experience in fintech, payments, B2B SaaS, or financial services preferred
Salt Lake City based; able to be in-office 3–4 days per week
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