About the job
The Lead Customer Care Specialist – Business Operations will play a pivotal role in developing, managing, and expanding a specialized customer support operation that caters to complex financial products for professional clients. Initially, this hands-on leadership position will oversee a team of agents while laying down the essential operational frameworks, processes, and performance standards needed to provide exceptional service.
This role will evolve to encompass the leadership of a comprehensive operational structure, including coordinators, supervisors, and agents, ensuring superior performance across critical service metrics such as SLAs, CSAT, AHT, and resolution quality. Acting as a vital link between frontline support, product teams, and internal stakeholders, you will drive continuous improvements in customer experience and operational efficacy.
Key Responsibilities:
- Oversee the daily performance of the Customer Care operation, ensuring adherence to crucial support metrics including SLAs, CSAT, AHT, and resolution quality.
- Directly manage an initial team of agents, addressing escalations, monitoring performance, and upholding operational discipline during the outset of the operation.
- Offer coaching, feedback, and performance management while helping to establish a leadership framework (coordinators and supervisors) as the operation scales.
- Design operational processes such as shift structures, escalation flows, and workload distribution to ensure efficient service delivery.
- Monitor on-floor service quality, identify recurring operational challenges, and collaborate with internal teams to bridge knowledge or process gaps.
- Ensure the support model meets the expectations of professional clients requiring clear, accurate, and efficient resolutions.
- Translate feedback from customers and agents into actionable insights for product teams, including tool enhancements, bug reports, and workflow improvements.
- Collaborate closely with Product, Analytics, and cross-functional teams to address systemic issues affecting customer experience.
- Establish the operational structure, processes, and governance needed to scale the support organization.
- Analyze operational data and dashboards to uncover trends, root causes, and opportunities for service delivery enhancements.

