Remote Position

Senior Customer Service Team Lead – Championing Financial Support Excellence, Process Innovation, and High‑Performance Leadership at brighthush – Remote / Hybrid Opportunities

🌍 Remote · United States 💼 Full-time

Introduction: Join brighthush, the FinTech Trailblazer Shaping Tomorrow’s Customer Experience

At brighthush, we’re redefining the way people interact with banking. By marrying cutting‑edge technology with a human‑centric approach, we deliver secure, transparent, and highly personalized financial solutions. Our mission is simple yet powerful: deliver unparalleled service experiences that build trust, loyalty, and lasting relationships. If you are passionate about elevating customer interactions, streamlining processes, and leading a high‑performing team, brighthush offers the platform to make a real impact.

Why brighthush? The Culture That Drives Innovation and Impact

We’re not just another fintech company. We’re a movement that believes every customer interaction is an opportunity to create lasting value. Our culture is built on three pillars:

  • Innovation: We invest heavily in AI, automation, and data analytics to stay ahead of market trends.
  • Integrity: We uphold the highest standards of compliance, privacy, and ethical conduct.
  • People‑First: We celebrate diversity, encourage continuous learning, and reward collaboration.

As a Customer Service Team Lead, you will be at the heart of this mission, shaping the future of how we serve our customers and how we operate as a team.

Key Responsibilities – Your Impact in Action

As the Customer Service Team Lead at brighthush, you will be the linchpin that ensures our frontline agents consistently deliver world‑class support. Your day‑to‑day duties will include:

  • Team Leadership & Development:
    • Manage a dynamic team of up to 15 agents, providing mentorship, coaching, and performance feedback to elevate service standards.
    • Conduct regular one‑on‑one sessions to set goals, review progress, and identify growth opportunities.
    • Facilitate knowledge‑sharing workshops that keep the team updated on product changes and industry best practices.
    • Champion a culture of continuous improvement by encouraging agents to propose ideas and recognize innovative solutions.
  • Operational Excellence:
    • Monitor daily, weekly, and monthly deliverables, ensuring all SLA and KPI targets are met or exceeded.
    • Implement real‑time dashboards that provide instant visibility into call volume, wait times, and resolution rates.
    • Lead root‑cause analysis sessions to identify recurring issues and develop corrective action plans.
    • Collaborate with technology teams to refine automated routing and self‑service options, reducing agent load and improving customer satisfaction.
  • Escalation Management:
    • Resolve first‑level escalations on process issues that agents cannot resolve, acting as the escalation point for complex customer concerns.
    • Collaborate with product, compliance, and technical teams to resolve systemic issues and prevent recurrence.
    • Maintain a knowledge base of common escalation scenarios and best‑practice resolutions.
    • Ensure all escalations are documented, tracked, and closed within agreed timelines.
  • Quality Assurance:
    • Conduct random call and case audits to identify quality gaps, recommend improvements, and track operational performance.
    • Develop and refine quality scoring rubrics that align with brand voice and regulatory requirements.
    • Provide constructive feedback to agents and recognize exemplary performance.
    • Lead quarterly quality reviews with senior leadership to align on improvement priorities.
  • Process Improvement:
    • Continuously analyze workflows, propose enhancements, and collaborate with cross‑functional teams to implement best practices.
    • Champion Lean and Six Sigma initiatives that reduce cycle time and improve first‑contact resolution.
    • Document process changes and ensure all stakeholders are trained on new procedures.
    • Measure the impact of process changes through data analysis and adjust as necessary.
  • Reporting & Analytics:
    • Generate and present daily reports on agent performance, SLA adherence, and customer satisfaction metrics to senior leadership.
    • Translate data insights into actionable strategies that drive service excellence.
    • Maintain a repository of historical performance data for trend analysis and forecasting.
    • Use predictive analytics to anticipate peak periods and adjust staffing accordingly.
  • Resource Planning:
    • Manage agent leave planning, shift scheduling, and workforce capacity to maintain optimal coverage.
    • Forecast staffing needs based on call volume trends and promotional campaigns.
    • Coordinate with HR to ensure compliance with labor regulations and internal policies.
    • Implement flexible scheduling solutions to support work‑life balance while meeting business demands.
  • Product Knowledge:
    • Maintain an up‑to‑date understanding of brighthush’s products and services, ensuring agents can confidently address customer inquiries.
    • Lead product training sessions and create quick‑reference guides for agents.
    • Collaborate with product teams to provide customer feedback that informs future enhancements.
    • Stay abreast of industry trends and competitor offerings to better position brighthush’s value proposition.
  • Compliance & Confidentiality:
    • Uphold strict confidentiality standards and adhere to banking regulations and internal policies.
    • Ensure all customer interactions are recorded and stored in compliance with GDPR, PCI DSS, and other relevant frameworks.
    • Conduct periodic compliance audits and address any identified gaps promptly.
    • Educate agents on data protection best practices and regulatory updates.

Essential Qualifications – What We Expect

  • Minimum of 3 years of proven call center management experience, preferably within the financial services sector.
  • At least 4 years of hands‑on banking operations experience in customer service.
  • Demonstrated ability to mentor and coach associates, driving performance improvements and fostering a collaborative team culture.
  • Strong analytical skills, with experience monitoring and reporting on SLA, KPI, and other operational metrics.
  • Excellent written and verbal communication skills, with a typing speed of 25+ WPM and proficiency in keyboard shortcuts.
  • Proficiency in MS Office (Word, Excel, PowerPoint) and familiarity with call center software and CRM platforms.
  • High energy, resilience, and a willingness to work flexible shifts as needed.
  • Strong work ethic, integrity, and the ability to maintain confidentiality of sensitive information.

Preferred Qualifications – Give Yourself an Edge

  • Experience with advanced call center analytics tools (e.g., Tableau, Power BI).
  • Knowledge of banking regulations such as AML, KYC, and PCI DSS.
  • Previous exposure to process improvement methodologies (Lean, Six Sigma).
  • Multilingual capabilities to serve a diverse customer base.
  • Leadership experience in a high‑volume, high‑pressure environment.

Skills & Competencies – The DNA of Success at brighthush

  • Leadership & Coaching: Ability to inspire, motivate, and develop a high‑performing team.
  • Customer‑Centric Mindset: Deep empathy for customers and a commitment to exceed their expectations.
  • Problem‑Solving: Quick thinking and decisive action when addressing escalations or process bottlenecks.
  • Data‑Driven Decision Making: Comfortable interpreting metrics and translating insights into actionable improvements.
  • Adaptability: Thrive in a fast‑changing environment and pivot priorities as business needs evolve.
  • Communication: Clear, concise, and persuasive communication with agents, peers, and senior stakeholders.
  • Collaboration: Work effectively across departments such as Operations, Compliance, and Product Development.

Career Growth & Learning Opportunities – Your Path to Leadership

At brighthush, we believe in nurturing talent from within. As a Team Lead, you will:

  • Gain exposure to senior leadership and strategic initiatives, positioning you for future roles such as Operations Manager or Director of Customer Experience.
  • Participate in continuous learning programs, including leadership workshops, industry certifications, and cross‑functional training.
  • Access mentorship from seasoned professionals who have navigated the financial services landscape.
  • Contribute to high‑impact projects that shape the future of customer service at brighthush.
  • Earn recognition through our “Innovation Champion” program for driving measurable improvements.

Work Environment & Culture – Where Innovation Meets Inclusion

brighthush prides itself on a culture that values innovation, inclusivity, and work‑life balance. You’ll find:

  • A collaborative, supportive team that celebrates successes and learns from challenges.
  • Flexible work arrangements, including hybrid options and shift flexibility to accommodate personal commitments.
  • A commitment to diversity and inclusion, ensuring every voice is heard and respected.
  • Regular team‑building events, wellness programs, and community outreach initiatives.
  • Access to cutting‑edge technology and tools that enable remote collaboration and productivity.

Compensation & Benefits – Rewarding Excellence

While specific figures vary by location and experience, brighthush offers a competitive total rewards package that includes:

  • Base salary commensurate with industry standards and your experience.
  • Performance‑based bonuses tied to team and individual KPIs.
  • Comprehensive health, dental, and vision insurance plans.
  • Retirement savings plan with company match.
  • Paid time off, including vacation, sick leave, and holidays.
  • Employee assistance programs, wellness stipends, and continuous learning allowances.
  • Access to cutting‑edge technology and tools to support your work from anywhere.
  • Employee stock purchase plan to share in brighthush’s growth.

How to Apply – Take the Next Step in Your Career

If you’re ready to lead a passionate team, drive operational excellence, and shape the future of customer service at brighthush, we’d love to hear from you. Submit your application through our careers portal and join a company that values innovation, integrity, and impact.

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