Steadily

Client Experience Leader

Steadily$120K — $150K *
Business Services
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of experience in leading large, frontline, customer-facing service teams.
  • Strong proficiency in data analysis tools (Excel, Looker, Tableau, etc.) for proactive strategy setting.
  • Experience in workforce management, including forecasting and scheduling for contact centers.
  • Demonstrated ability to leverage customer insights to drive operational enhancements.
  • Exceptional judgment and business acumen to navigate diverse stakeholder interests.
  • Ability to work independently and make data-informed decisions in dynamic environments.

Responsibilities

  • Collaborate with leaders to develop scalable customer support strategies and workflows.
  • Translate data metrics into actionable decisions to enhance service performance.
  • Manage workforce planning and scheduling to optimize service levels and capacity.
  • Implement voice-of-customer feedback into operational practices and team training.
  • Work with cross-functional teams to improve the overall client experience.
  • Prepare and deliver executive updates to the Chief Experience Officer.
  • Lead and mentor a high-performing team of licensed specialists and account managers.

Benefits

  • Top of market salary plus equity options.
  • Three weeks of paid time off (PTO) in addition to six federal holidays.
  • Comprehensive insurance coverage including medical, dental, and vision.
  • 401(k) retirement plan available to employees.
  • Informal perks like free snacks and team lunches.
  • Relocation stipends for candidates moving within 60 days of acceptance.
Full Job Description
Location: Overland Park, KS (Kansas City Metro)
Employment Type: Full-time, In-Office
Department: Client Experience
Compensation: Top of market salary + equity

Our Client Experience team's core mandate is to deliver world-class, end-to-end experiences for our users that drive brand loyalty and retention. We're hiring a senior leader to operationalize that mandate on the frontline of servicing our customers.

This is a senior leadership role on the Customer Support side of our Client Experience org. This role is for someone who has already built strategy and run organizations at scale, not someone stepping into their first or second management seat. You'll operate with the judgment, data fluency, and workforce-planning rigor we'd expect of a director-level role while carrying full frontline management responsibility for a team of licensed specialists and account managers who own the end-to-end servicing of Steadily policies. The title and compensation will reflect that bar.

What you'll do:
  • Partner with other leaders on the strategy for the Customer Support team to build scalable infrastructure, workflows, and playbooks that let servicing quality hold as the org continues to grow.
  • Turn data into decisions. Build and read the metrics that matter (service levels, quality, retention, productivity, cost-per-contact) and use them to drive performance, not just report on it.
  • Run rigorous workforce management and staff planning: forecast volume, model staffing and capacity, set schedules and service levels, and plan hiring ahead of demand.
  • Operationalize voice-of-customer insights. Systematically capture what policyholders are telling us and convert it into concrete changes to how we staff, train, and service.
  • Partner across CX, Sales, Claims, Product, and Engineering to remove friction and improve the client experience end to end.
  • Report to the Chief Experience Officer (CXO) and provide regular executive leadership updates.
  • Lead and develop a high-performing frontline servicing team of licensed insurance specialists and account managers responsible for the end-to-end servicing of Steadily policies.
  • Coach as a player-coach. Get in the weeds alongside the team, raise the performance bar with every hire and promotion, and apply the 'Keeper Test' honestly.
Required experience:
  • A track record of building strategy and running organizations at scale. You have led large teams or multiple teams in a frontline, customer-facing servicing or support environment.
  • Strong data analysis skills. You are highly proficient with Excel and fluent with data-visualization and BI tools such as Looker, Tableau, Power BI, or Metabase, and you use data to set strategy, not just to look back.
  • Demonstrated workforce management and staff planning experience. You have built forecasting, capacity modeling, scheduling, and service-level management for a contact center.
  • Proven use of voice-of-customer insight to drive operational and experience improvements.
  • Relentlessly high standards, strong judgment, and the operational and business acumen to work across every level of internal stakeholders and external clients.
  • Comfort moving fast with limited oversight, taking calculated risks, and making decisions in a dynamic, high-context environment.


Compensation and benefits:
  • Compensation: Top of market salary + equity based on experience
  • Equity: Stock options in a fast-growing company
  • Time Off: 3 weeks PTO + 6 federal holidays
  • Insurance: Medical, dental, vision, life, disability, HSA, FSA
  • Retirement: 401(k)
  • Perks: Free snacks, team lunches, collaborative office culture
  • Relocation: Stipend for candidates willing to relocate within 60 days of offer


Location:
  • Office located in Overland Park, KS (Kansas City Metro area).
  • This is an in-office role. Steadily is building a workplace of team members who are passionate and excited to be together in person, and our Overland Park office is key to our fast-paced growth.


We're excited to meet you!

About Steadily

Steadily is a software company that provides a platform for small businesses to manage their finances. The platform offers a range of tools for invoicing, expense tracking, and financial reporting, as well as integrations with popular accounting software like QuickBooks and Xero. Steadily is headquartered in Tokyo, Japan, and was founded in 2017. The company has a small team of employees and is focused on serving the needs of small businesses in Japan.
Learn more about Steadily
Size
50 employees
Industry
Founded
2017
Revenue
$1 million

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