Customer Success Manager for Training, Vendor & Quality Control Management at Self Financial

| Austin | Remote
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Self Financial is looking for a Customer Success Manager for Training, Vendor & Quality Control Management. You will be responsible for managing and overseeing the vendor providing Tier 1 level support for our customers as well as leading training and quality control overall for the Self Customer Success team. You will work hand in hand with your peers to make sure the day-to-day operations of Customer Success run efficiently and effectively. You will engage daily with the Customer Success leadership team to make sure we are well aligned for your team's needs and quality metrics. You will coach your direct reports to improve their performance on day-to-day responsibilities, as well as grow your teams’ skill sets and impact. You will work closely with our Product and Engineering teams to improve our front-end product experience and build better tools for our Customer Success teams while partnering with Product Operations. You will work in a highly collaborative yet autonomous environment where we celebrate our customer's successes and thrive on reaching our own internal goals. This role is located in Austin, TX. and may be eligible for some remote work.

 

Who We Are

Self is a venture-backed, financial services startup based in Austin, TX. Our mission is to help millions of people build credit and save money on their journey toward financial security.

 

There are about 100 million people in the US who have low credit scores or who have no access to credit at all. Sadly, there aren’t many options for these people. Most banks aren’t doing anything material to change the situation because it’s not profitable for them to do so. Bad credit or no credit history can be barriers to renting an apartment or getting certain jobs, let alone buying a car or house. And if you can get a loan with a low credit score, you’re very likely to pay a lot more in interest over the life of that loan. If you are passionate about helping others become financially secure, we want to chat with you

 

What You Will Do

  • Manage the day to day operations and oversee the vendor relationships as they ramp to provide Tier 1 level support across the omni-channel.  
  • Manage our Training & Quality Control Specialist team to drive continuous improvement across our overall team, involving onboarding and vendor enablement, and ongoing training
  • Manage the day to day operations of our mail operations team, located in our HQ including procurement and mail handling (check processing, printing, mailing, scanning, etc)   
  • Partner with peers to meet or exceed KPI targets and lead a highly efficient and effective team that delivers the highest quality CSAT/NPS
  • Be the voice of the customer to your cross-functional stakeholders to drive product and tool improvements
  • Recruit and lead hiring of new team members. Own all HR aspects for your team, including performance improvement planning.
  • Report KPI successes and challenges to the leadership team. Report metrics on a weekly, monthly and quarterly basis.

 

What You Bring

  • 10+ years working in online operations, customer support, or financial technology industry required
  • 5+ years of experience people management experience required
  • 4+ years of experience working with outsourcing vendors required
  • Must have been in a high-volume support/call center/customer success role previously
  • Strong business problem solving instincts
  • High EQ and ability to build rapport with team members and stakeholders
  • Excellent communication and presentation skills
  • Strong ability to adapt in a fast-moving, startup environment
  • Salesforce.com Service Cloud knowledge strongly preferred.
  • You must be located in the Austin, Texas area and be comfortable working in an office environment practicing social distancing during COVID. Comfortable managing a team that is remote during COVID. Comfortable managing a team that is distributed worldwide as part of our vendor management.
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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • JavascriptLanguages
    • PHPLanguages
    • PythonLanguages
    • SqlLanguages
    • GraphQLLanguages
    • ReactLibraries
    • ExpressFrameworks
    • FlaskFrameworks
    • Node.jsFrameworks
    • React NativeFrameworks
    • PostgreSQLDatabases
    • RedisDatabases
    • Google AnalyticsAnalytics
    • SegmentAnalytics
    • BrazeAnalytics
    • TableauAnalytics
    • IllustratorDesign
    • InVisionDesign
    • PhotoshopDesign
    • SketchDesign
    • ConfluenceManagement
    • JIRAManagement
    • ContentfulCMS
    • MailChimpEmail

Location

Our company is in the heart of downtown Austin overlooking the world-famous sixth street district and the Texas State Capitol building.

An Insider's view of Self Financial

What’s the vibe like in the office?

We are constantly growing and facing new challenges, but everyone works well together. Our company events are always fun and a good way to get to know each other better. We are a very tight-knit group, and I wouldn't have it any other way!

Joanna

Customer Success Team Lead

What projects are you most excited about?

The best part about being at a company at this stage is being able to build data infrastructure and marketing programs from the ground up. I'm most excited to build out our entire retention marketing strategy to drive increased user engagement. We're utilizing a great growth automation system that allows us to do some really cool things.

Tim

Director of User Acquisition

How has your career grown since starting at the company?

Since joining Self, I've had the opportunity to develop my skills in both our frontend and backend repos. I've also learned a lot about working together with stakeholders to create new features or resolve bugs. I definitely feel like a stronger engineer having worked on this team and learning so much from my colleagues about maintainable code.

Kristin

Software Engineer

What is your vision for the company?

Most financial institutions cast aside those considered low-to-moderate income. We help people with fundamental aspects of financial health – building credit, using it wisely and saving money. My goal is to continue building a company of highly talented and collaborative people driven by a mission of helping people achieve financial stability.

Brett

Chief Marketing Officer

How do you collaborate with other teams in the company?

As a fast paced work environment, collaboration is key. It’s great to work with people who are willing to help each other out. If you have a question, it’s as easy as walking to their desk to ask!

Jorge

Compliance Manager

What are Self Financial Perks + Benefits

Self Financial Benefits Overview

We're located in downtown Austin with a direct view of the Capitol! Being in the heart of the action creates an exciting place to grow the company and make a huge impact for our customers.

Culture
Partners with Nonprofits
Friends outside of work
Eat lunch together
Intracompany committees
Daily sync
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Pair programming
Open office floor plan
Diversity
Dedicated Diversity/Inclusion Staff
Unconscious bias training
Diversity Employee Resource Groups
Hiring Practices that Promote Diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Onsite Gym
Team workouts
Retirement & Stock Options Benefits
401(K)
Company Equity
Equity Incentive Plan
Performance Bonus
Child Care & Parental Leave Benefits
Generous Parental Leave
Flexible Work Schedule
Remote Work Program
Our remote work program includes work from home full-time remote for specific positions.
Family Medical Leave
Return-to-work program post parental leave
Vacation & Time Off Benefits
Unlimited Vacation Policy
Paid Holidays
Paid Sick Days
Perks & Discounts
Casual Dress
Company Outings
Stocked Kitchen
Some Meals Provided
Happy Hours
Pet Friendly
Relocation Assistance
We offer relocation assistance to new employees.
Fitness Subsidies
We offer gym membership for employees.
Home Office Stipend for Remote Employees
Covid Stipend
Professional Development Benefits
Job Training & Conferences
Self offers employees professional development opportunities like an annual individual budget for training.
Tuition Reimbursement
Diversity Program
Lunch and learns
Cross functional training encouraged
Promote from within
Mentorship program
Our mentorship program includes 1-to-1 program, leadership mentoring.
Continuing Education stipend
Time allotted for learning
Online course subscriptions available
Paid industry certifications
We offer paid industry certifications for specific positions at Self.
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