Tech Stack

Description

You will lead the Partner Care team, scaling support operations through third-party vendors and driving KPI delivery. You'll advocate for partners, evaluate business opportunities, and build collaborative relationships across the organization to improve customer service.

Requirements

• Associate's or Bachelor's degree in Accounting, Finance, Business, or related field
• Minimum 8 years of Customer Service management experience
• 4+ years in financial services industry
• Experience managing complex operations with third-party vendors (BPO)
• Product knowledge of accounting systems (NetSuite, Intacct, QuickBooks Enterprise, Microsoft Dynamics, etc.) preferred

Responsibilities

• Build, inspire, and manage teams in customer-facing roles
• Scale servicing operations through third-party vendors (BPO)
• Develop a high-performing partner experience team with mentorship
• Utilize KPIs to drive service programs and decision-making
• Advocate for partners and customers within company procedures