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Director of Customer Support

165k – 230kSan Francisco, CACustomer SuccessOnsite8+ YOE
Summary

Leads building and scaling customer support for AI banking platform, handling escalations, hiring team, implementing AI-native workflows and tools to ensure banker success and high CSAT. Requires 8+ years support experience with 5+ in management at B2B SaaS/fintech.

About the role

What You’ll Do

  • Build the customer support function from scratch—define the team structure, tools, SLAs, escalation paths, and knowledge base
  • Hire, train, and lead a high-performing support team as we scale from dozens to hundreds of bank customers
  • Own the end-to-end customer support experience across all channels (email, chat, phone, and in-product)
  • Establish and track key support metrics (CSAT, first response time, resolution time, ticket deflection) and use them to drive continuous improvement
  • Personally handle complex escalations and VIP customer issues, especially in the early days
  • Build self-service resources—help center, FAQs, in-app guidance—that reduce ticket volume and empower customers
  • Develop deep domain expertise in commercial lending, SBA programs, and banking operations to provide consultative support
  • Evaluate and implement support tooling (helpdesk, chatbot, AI-assisted triage) that scales with the business
  • Design and automate support workflows—ticket routing, status updates, SLA alerts, and follow-up sequences—so the team spends time on problems, not process
  • Build automated customer communication touchpoints (proactive health checks, incident notifications, etc.) that keep customers informed without manual effort
  • Leverage AI and automation to handle high-volume, low-complexity requests (password resets, status inquiries, documentation lookups) and free up the team for consultative, high-value interactions

What We’re Looking For

  • 8–10 years of experience in customer support or technical support, with at least 5 years managing a team
  • Experience building or significantly scaling a support function at a B2B SaaS or fintech company
  • Deep empathy for customers and a genuine obsession with delivering an exceptional support experience
  • Comfort operating in a fast-paced, ambiguous startup environment—you build the playbook, not follow one
  • Strong written and verbal communication skills; you can de-escalate a frustrated banking executive and write a clear process doc with equal ease
  • Analytical mindset—you use data to prioritize, make decisions, and measure the impact of your work
  • Technical aptitude: you can learn complex product workflows quickly and explain them clearly to non-technical users
  • Experience designing automated workflows and communication sequences using tools like Zapier, n8n, or native helpdesk automation

Bonus: experience in banking, lending, or financial services

Skills
ZendeskIntercomFreshdeskZapiern8nchatbotsAI triageSLA managementticket routingknowledge baseCSAThelpdesk automation
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