Summary

• You will be joining an established Customer Success team and will own the client support operation and ensure consistently high-quality, timely, and professional responses across all channels.
• Bipsync has a blended office policy: combining the flexibility to work from home on a periodic basis along with collaborative in-office days at our Industrious-managed office at 25 Broadway.
• Competitive salary with the potential for a discretionary bonus on top of the base salary.
• We offer significant benefits in an exciting, friendly and flexible work environment.

About The Role

The Lead Client Support Manager is a senior member of the Customer Success function, accountable for delivering an exceptional support experience for Bipsync clients and for leading the day-to-day operation of the client support team. You will own the support workflow end-to-end-triage, escalation, resolution, communication, and continuous improvement-ensuring issues are handled with urgency, clarity, and high quality.

In this role, you will set the standard for support execution, coach and develop support team members, and partner closely with Product and Engineering to improve product reliability, reduce recurring issues, and strengthen customer outcomes. You will also help evolve our support model, tooling, and knowledge base to scale with the business.
Responsibilities

• Own the client support operation and ensure consistently high-quality, timely, and professional responses across all channels.
• Manage and prioritise the support queue; lead daily triage and ensure clear ownership, next steps, and expected timelines.
• Act as escalation point for high-impact or complex customer issues; coordinate cross-functional resolution with Engineering, Product, and Customer Success.
• Ensure support communications are clear and proactive; maintain strong stakeholder alignment during incidents or sensitive escalations.
• Define and maintain support playbooks, SOPs, templates, and a structured internal knowledge base to improve speed and consistency.
• Track, analyse, and report on support performance and customer pain points (e.g., volume, response times, resolution times, recurring themes); turn insights into actions.
• Drive continuous improvement initiatives (process, tooling, documentation, quality checks) to reduce friction and increase customer satisfaction.
• Partner with Product to capture and synthesise support insights into the product feedback loop and prioritisation.
• Lead and support the team's adoption of AI-assisted workflows for triage, summarisation, drafting customer updates, and documentation-ensuring outputs are validated and customer data is handled responsibly.
• Coach, mentor, and develop support team members; set expectations, provide feedback, and contribute to hiring and onboarding as needed.

About You

You're a calm, highly organised support leader who thrives in fast-moving environments and enjoys solving complex problems with empathy and precision. You communicate clearly, can translate technical details into customer-friendly language, and you bring strong judgement to prioritisation and escalations. You care deeply about operational excellence and you naturally look for ways to make processes simpler, faster, and more scalable.
Requirements

• Bachelor's degree and 7+ years of experience in client support, technical support, customer success operations, or a related B2B SaaS function.
• Strong technical skills including comfort with HTML, CSS, Javascript, JSON and REST APIs
• 2-3 years of experience leading or mentoring a support team (formal people management or clear team leadership responsibilities).
• Strong experience running support workflows in a ticketing system/service desk (e.g., Zendesk, Jira Service Management, Freshdesk) and coordinating escalations.
• Confident working with technical concepts and browser-based web apps; able to understand logs, reproduce issues, and collaborate effectively with engineering.
• Excellent written and verbal communication skills; able to write clear customer updates and handle sensitive conversations with professionalism.
• Demonstrated ability to build and improve repeatable processes (SOPs, QA checks, templates, knowledge base) and drive adoption.
• Strong analytical skills; comfortable using data to identify trends, prioritise work, and measure improvement.
• Experience supporting customers in investment management or adjacent SaaS domains is highly beneficial.
• Actively leverage approved AI tools to enhance support workflows (e.g., faster triage, better summaries, clearer customer updates, improved documentation) while validating outputs, protecting customer data, and using sound judgement.

Benefits

• Competitive salary and discretionary bonus opportunity.
• Comprehensive medical, dental and vision insurance.
• 401(k) plan with employer matching.
• Employer-funded life insurance and disability coverage.
• FSA and HSA options.
• Enhanced parental leave and family-friendly policies.
• Mental health, wellness and employee assistance programmes.
• Unlimited PTO plus 10 company holidays.
• Flexible blended working and genuine work-life balance.
• Home office budget and new-hire equipment package.
• Ongoing learning, mentoring and career development opportunities.
• Regular team events, lunches and celebrations.

The pay range for this role is:

155,000 - 175,000 USD per year (New York)