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CardlessCardlessSan Francisco, CA

Customer Support Lead

Leads Tier 3 escalations for complex fintech support cases involving disputes, fraud, and compliance. Analyzes patterns, documents solutions, builds SOPs/training to reduce escalations, and collaborates cross-functionally. Requires 4+ years support experience with proven reduction in escalations.

120k – 160k
On-site4+ YOECustomer Support

About the role

Responsibilities

  • Own Tier 3 escalations — complex cases with financial, legal, or regulatory implications that require cross-functional coordination
  • Work directly with Engineering, Product, Fraud, and Compliance to resolve issues and identify root causes
  • Document resolution paths and update the internal knowledge base so cases don't repeat unnecessarily
  • Identify patterns in escalations and CSAT data and surface them clearly to the relevant teams
  • Contribute to SOPs and training materials that help frontline and BPO agents handle more on their own
  • Publish Help Center content that reduces inbound volume on common issues

Requirements

  • 4+ years in customer support, with substantial time spent at a lead level
  • Demonstrated experience reducing escalation volume: identified a pattern, built the fix (SOP, macro, training), and measured the result
  • Experience enabling other tiers to handle more, whether through writing documentation or running training that demonstrably expanded what frontline or T2 agents could resolve
  • Strong cross-functional instincts: worked directly with Engineering, Compliance, or Legal to resolve issues, not just flagged them upward
  • Strong written communication: can document a resolution path clearly enough that someone else can follow it without you in the room
  • Analytical enough to pull ticket data, spot a pattern, and present a clear, actionable point of view, not just a summary
  • BPO experience: managed or closely supported an outsourced team and understand how to build for that environment

Fintech, payments, or financial services background is a meaningful plus.

Compensation

Annual starting salary range: $120,000–$160,000 + equity + benefits.

Skills

Customer SupportEscalation ManagementSOPsKnowledge BaseCsat AnalysisCross-Functional CollaborationTicket AnalysisBpo ManagementFintechHelp Center
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