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Manager, Customer Service & Operations

90k – 105kSalt Lake City, UTCustomer SuccessHybrid4+ YOE
Summary

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.

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

Compensation and Benefits

Salary range: $90,000 – $105,000 annually
Equity Grant: Meaningful potential upside given Coast’s early-stage trajectory

Benefits Overview:

  • Medical, dental and vision insurance
  • Flexible paid time off (vacation, personal well being, paid holidays)
  • Tools to help manage your financial wellness, including webinars, access to an equity tax advisory service, and company-sponsored 401(k)
  • Paid parental leave
  • $400 accessories allowance (a keyboard, mouse, headphones, etc.)
  • Education stipend
  • Free lunch every Friday
Skills
ZendeskAI toolsautomationworkflowsSOPsplaybooksmetrics analysiscustomer service platformschargebacksdeal desk
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