Customer Success Lead

Monarch Money

• $80K — $95K *
US-AnywhereRemote in United States
Business Services
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3+ years in customer support roles, with 2 years in email/async support for B2C SaaS products
  • Strong written communication skills for creating help articles and training materials
  • Excellent customer instincts and de-escalation skills, particularly in public forums
  • Ability to work autonomously in a remote environment, identifying when to seek help
  • Proven track record of recognizing and proposing improvements based on support trends

Responsibilities

  • Triage and resolve agent escalations while providing coaching
  • Communicate directly with customers on complex support cases
  • Manage customer issues arising from public reviews and social media
  • Audit ticket queues to identify quality issues and inefficiencies
  • Uncover and address emergent trends necessitating broader solutions
  • Facilitate training for new agents and ongoing support for current teams
  • Create and maintain documentation to empower agents

Benefits

  • Fully remote work flexibility, allowing you to work from anywhere
  • Competitive cash and equity compensation in a high-growth company
  • Stipend for creating an optimal home office setup
  • Comprehensive benefit plans based on geographic location, including medical, dental, and vision coverage
  • Unlimited paid time off (PTO)
  • A monthly 3-day weekend for rest and recuperation activities
Full Job Description
The Role

As a Customer Success Lead, you'll be the escalation point and source of expertise for the agents handling our customer tickets. You'll proactively step in on our most complex and sensitive customer conversations, and drive improvements through training, documentation, and process work across CS. The ideal candidate brings strong communication skills, a customer-first mindset, and an eye for the patterns behind individual tickets.

What You'll Do

Escalations and customer advocacy
  • Triage agent escalations, resolving or routing as appropriate and coaching agents in the process
  • Communicate directly with customers on complex or sensitive cases requiring specialized support
  • Own customer issues that reach us publicly rather than through a support ticket, including app store reviews, community forums, and social channels

Agent enablement and process improvement
  • Audit ticket queues to flag QA issues, process inefficiencies, and tickets requiring escalation
  • Surface emergent trends that require a broader solution, with the context needed to act on them
  • Engage in training for new agent cohorts and ongoing enablement for the existing team
  • Create and maintain internal documentation, process guides, and training materials that help agents resolve more on their own
  • Own accuracy and clarity of customer-facing Help Center content
  • Take on scoped pieces of CS department projects, from process changes to improvements in the team's internal tooling
What You'll Bring
  • 3+ years in customer-facing support roles, at least 2 of which included email/async support for an online consumer product (B2C SaaS)
  • Clear written communication, with the ability to effectively write help articles, training materials, or de-escalation emails
  • Excellent customer instincts and strong de-escalation skills, including those surfaced from public view (app store reviews and community forums)
  • Self-direction in a remote, async environment; takes action where needed and flags early when stuck
  • Ownership beyond ticket scope, with the ability to identify emergent support trends and propose improvements to QA, training, or content
Nice to Haves
  • Personal finance (PFM) knowledge
  • Experience supporting a subscription-based consumer app, including billing, account, renewal, and cancellation questions
  • Experience with AI-assisted support tooling and workflow automation
  • Experience contributing to a formal agent training, onboarding, or QA program
Typical Process
  • Recruiter Video Call
  • Hiring Manager Video Call
  • Virtual "Onsite" (2 rounds)
  • Take Home Assignment
  • Final Interview
  • Reference Checks
  • Offer!


Benefits :
  • Work wherever you want! As a fully remote company with no central office, we want you to work wherever you are happiest and most productive. Whether that's out of your home, a co-working space, or elsewhere.
  • Competitive cash and equity compensation in a hyper growth, early stage company .
  • Stipend to set-up your ideal working environment.
  • Competitive Benefit Plans for employees based on your location (e.g. in the US we offer: Medical, dental and vision benefits and the ability to contribute to a 401k plan).
  • Unlimited PTO.
  • 3 day weekend every month! We take off the "First Friday" every month to focus on rest, recuperation, or just having fun!


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