Fora Financial

Fora Financial

Customer Service Manager

New York City

Sponsorship not specified$75k-$95kDetected 15 days ago
SalesforceCRMLogisticsProcess ImprovementPerformance ManagementCustomer SupportZendeskLeadershipCommunicationCollaborationProblem SolvingTime ManagementAdaptability

About the role

  • We are seeking an experienced and customer-focused Customer Service Manager to lead our support team.
  • In this role, you will be responsible for overseeing daily customer service operations, developing team performance, and ensuring an exceptional customer experience across all touchpoints.

Responsibilities

  • Act as a player-coach: actively participate in day-to-day customer service operations (handling tickets, calls, or chats) while leading and developing the team - leading by example, not just from the sidelines
  • Lead, coach, and develop a team of customer service representatives to meet performance and quality standards
  • Monitor key metrics (CSAT, NPS, response time, resolution time, escalation rate) and drive continuous improvement
  • Manage adherence to customer service policies, procedures, and best practices
  • Manage back-office support processes, including ACH banking operations, demonstrating exceptional attention to detail
  • drive continuous training and recertifications.
  • Cross-departmental collaboration and relationship-building to resolve recurring customer issues and align priorities

Requirements

  • Bachelor's degree in Business Administration, Communications, or a related field (or equivalent experience)
  • 6+ years of experience in customer service, with at least 2 years in a supervisory or management role
  • Proven track record of managing and motivating a customer-facing team
  • Strong knowledge of customer service software, CRM systems, and help desk tools
  • Strong analytical and critical-thinking skills, with the ability to apply logic and deductive reasoning to diagnose root causes and resolve complex or ambiguous issues
  • Demonstrated ability to analyze data and translate insights into action
  • Experience setting and managing KPIs/SLAs

Nice to have

  • Experience with tools such as Zendesk, Salesforce, or similar platforms
  • Six Sigma, ITIL, or other process-improvement certification

Skills

  • Leadership and team development
  • Emotional intelligence and empathy
  • Strategic thinking and decision-making
  • Time management and multitasking
  • Adaptability under pressure
  • Data-driven decision-making
  • Benefits of working at Fora Financial
  • Company-subsidized medical, dental, and vision plans.
  • 401(k) plan with company match.
  • Life insurance at no cost to employees.
  • Generous time off plan, including rollover vacation days.
  • Health care and dependent care flexible spending accounts.

Compensation

  • Salary range $75,000-$95,000

Benefits

  • Commuter benefits.
  • Manage staffing schedules to ensure adequate coverage during peak periods

This listing is sourced directly from Fora Financial's careers page and normalized into a canonical job model.