Lead a Tier 2 Money Advanced Care team of 10-12 handling complex banking, disputes, and money movement escalations for Gusto customers. Requires deep expertise in financial services, payroll, coaching, and driving AI/automation-driven continuous improvement.
92k – 120k
Hybrid5+ YOECustomer Success
About the role
Responsibilities
Lead a Tier 2 Money Advanced Care team of 10–12, delivering high-quality support across Money Services, including banking, disputes, money movement escalations, and other advanced care work.
Oversee complex case resolution across disputes, cash account applications, banking error investigations, funds recovery, and financial institution escalations, with a focus on timely, accurate, and customer-centered outcomes.
Serve as a subject matter expert in banking and money movement operations, coaching team members to navigate nuanced cases with precision, empathy, and sound judgment.
Drive operational excellence by leading initiatives, aligning resources to business goals, and using data to improve workflows, tools, and team performance.
Build a culture of continuous development and continuous improvement through coaching, feedback, process design, and scalable solutions that reduce customer friction and repeat contacts.
Partner cross-functionally to advance high-impact improvements, translate company priorities and OKRs into team execution, and support broader business goals.
Champion adoption of AI, automation, and strong incident management practices, helping the team evolve how work gets done while elevating issues affecting Gusties and customers.
Show strong leadership through planning, decision-making, and execution, consistently operating with next-level impact in alignment with role and craft expectation.
Requirements
Deep expertise in payroll operations, banking, and financial services, including tax filings, payroll corrections, off-cycle runs, ACH and wire activity, disputes, funds recovery, and regulatory compliance.
Strong experience resolving high-stakes customer and partner issues with sound judgment, urgency, and care in regulated financial environments.
Proven success coaching and developing people, building thoughtful growth plans, and creating high-performing teams.
Strong continuous improvement mindset, with a track record of using data, AI, automation, and better workflows to improve quality, efficiency, and customer outcomes.
Passion for building a customer-forward care organization known for creative problem solving, operational excellence, and exceptional service.
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