Customer Success Team Lead - Xapo Bank

Responsibilities

• Team Leadership & Development: Supervise and mentor a team of 10–11 customer support advisors, fostering a collaborative and high-performance environment. Conduct regular one-on-one calibration meetings to provide feedback, coaching, and development opportunities. Approve and manage schedule changes, including PTO, sick leave, and special leave requests, ensuring adequate coverage and adherence to policies and procedures.
• Recruitment & Staffing: Collaborate with HR to recruit and hire Advisors, ensuring alignment with business needs and time zone requirements. Assist in the onboarding process, ensuring new hires are effectively integrated into the team.
• Training & Performance Management: Develop and implement comprehensive training programs for new and existing Advisors. Track training progress and completion, ensuring all Advisors meet required competencies. Conduct probationary reviews and provide actionable feedback to support agent development.
• Quality Assurance (QA) Program: Establish and maintain a QA program, monitoring agent performance through regular evaluations of customer interactions. Set and track performance targets, aiming for a minimum of 95% QA compliance. Identify performance gaps and implement strategies for continuous improvement.
• Customer Satisfaction (CSAT) & Dissatisfaction (DSAT): Serve as the primary point of contact for escalated customer issues, providing timely and effective resolutions. Work the Complaints queue and present results to MLRO. Oversee the supervisor queue, ensuring complex cases are addressed promptly.
• Documentation & Compliance: Conduct audits on contact drivers, tags, and shortcuts every six months to ensure accuracy and compliance. Perform four-eye checks on manually created documents before they are sent to customers, minimizing errors.
• Collaboration with Technical CS Specialist: Work closely with the Technical CS Specialist to manage reporting processes, ensuring accurate and timely data collection. Work closely with Product Owners, Marketing, Team leads from different departments to work out together different improvements in processes. Utilize data insights to inform decision-making and drive performance improvements.

Skills needed

• Minimum of 5 years of relevant experience working in Operations departments, ideally from a bank, fintech, Customer Success or any finance-related institution.
• Proven experience in a customer service leadership role, with a strong track record of achieving performance targets.
• Excellent communication, coaching, and interpersonal skills.
• Strong analytical abilities, with experience in data analysis and reporting.
• Ability to manage multiple priorities in a fast-paced environment.
• Familiarity with customer service software and tools.
• Knowledge of quality assurance processes and performance management.

Other requirements

• A dedicated workspace.
• A reliable internet connection with the fastest speed possible in your area.
• Alignment with Our Values and the Xapo Values-Driven Leadership principles.

Why work for Xapo?

• Shape the Future: Improve lives through cutting-edge technology, work 100% remotely from anywhere in the world.
• Great work-life balance: Build amazing things with a balance of autonomy and collaborative teamwork. Set your own work schedule and make use of a flexible PTO plan when you need to recharge.
• Expect Excellence: Collaborate, learn, and grow with a high-performance team. Learn how you learn best - from books to conferences, you’ll get a yearly budget for your individual learning and development goals. At Xapo, we prioritize consumer protection and adhere to regulatory requirements by ensuring that all Xapiens are accountable for upholding principles of fair treatment, transparency, and ethical conduct in their interactions with customers and stakeholders.