Customer Success Team Lead – EMEA

Posted 3hrs ago

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Job Description

Customer Success Team Lead overseeing global customer support operations at Xapo Bank. Coaching advisors, improving QA and CSAT, and driving service KPIs remotely.

Responsibilities:

  • Supervise and mentor a team of 10–11 customer support advisors
  • Conduct regular one-on-one calibration meetings, provide feedback, coaching, and development opportunities
  • Approve and manage schedule changes, including PTO, sick leave, and special leave requests
  • Collaborate with HR to recruit and hire Advisors and assist with onboarding
  • Develop and implement training programs for new and existing Advisors
  • Track training progress and completion and conduct probationary reviews
  • Establish and maintain a quality assurance program and monitor agent performance
  • Set and track performance targets, including a minimum of 95% QA compliance
  • Serve as the primary point of contact for escalated customer issues
  • Work the Complaints queue and present results to MLRO
  • Oversee the supervisor queue and ensure complex cases are addressed promptly
  • Conduct audits on contact drivers, tags, and shortcuts every six months
  • Perform four-eye checks on manually created customer documents
  • Collaborate with the Technical CS Specialist on reporting and data collection
  • Work with Product Owners, Marketing, and team leads on process improvements
  • Use dashboards and reporting tools to monitor KPIs and identify improvement areas
  • Conduct weekly one-on-one coaching sessions and set KPI-aligned goals
  • Identify bottlenecks and implement process improvements
  • Recognize achievements and motivate the team
  • Drive KPI and OKR achievement for QA, CSAT, and response/resolution times

Requirements:

  • 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
  • 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

Benefits:

  • 100% remote work from anywhere in the world
  • Flexible work schedule
  • Flexible PTO plan
  • Yearly budget for individual learning and development goals
  • Opportunities to learn from books to conferences
  • Work-life balance
  • Autonomy and collaborative teamwork