[Remote] Director, User Operations - Canada at NerdWallet

Canada

NerdWallet Logo
CA$138,000 – CA$232,000Compensation
Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level
Full TimeJob Type
UnknownVisa
FinTech, TechnologyIndustries

Requirements

  • 8+ years in customer operations, support, or related functions within technology-driven organizations, preferably in financial services or consumer-facing products
  • 3+ years leading large, multi-layered teams (10+ members through managers or technical leads), ideally spanning both operational and technical domains
  • 3+ years of experience driving AI-powered customer service strategy and technical innovation

Responsibilities

  • Drive AI-powered customer service strategy: Translate business goals into actionable AI roadmaps, partnering with technical solutions architect to evaluate and leverage tools; design intelligent customer journeys using chatbots, voice AI, and automated routing
  • Use data and AI to transform operations: Harness insights from customer interactions, AI metrics, and behavioral patterns to optimize and scale support; implement machine learning to predict needs and proactively resolve issues
  • Champion technical innovation in customer service: Advance adoption of conversational AI, agentic voice technology, and automated resolution workflows while maintaining human touch
  • Balance automation with human expertise: Ensure AI strengthens human connection with thoughtful escalation models and quality systems for complex financial questions
  • Collaborate cross-functionally: Represent User Operations to integrate support models into new products/experiences; align with business and product strategies
  • Lead and develop high-performing teams: Build, mentor, and inspire diverse team of customer operations professionals, AI specialists, and analysts; foster culture of innovation, learning, and customer obsession; create career development pathways

Skills

AI
Customer Support
Chatbots
Voice AI
Automated Routing
Customer Service Operations
AI Roadmaps
Operational Efficiency

NerdWallet

Financial guidance platform for personal finance

About NerdWallet

NerdWallet helps individuals make informed financial decisions by providing resources and tools for comparing credit cards, mortgages, personal loans, and insurance. The platform is user-friendly, featuring calculators and educational content that simplify complex financial concepts. Unlike competitors, NerdWallet operates on an affiliate marketing model, allowing it to offer services for free while earning revenue through partnerships with financial institutions. The company's goal is to empower consumers to manage their finances better by providing clear and comprehensive information.

San Francisco, CaliforniaHeadquarters
2009Year Founded
$67.1MTotal Funding
IPOCompany Stage
Fintech, Financial ServicesIndustries
501-1,000Employees

Benefits

Health and wellness
Retirement support
True work-life balance
Career development
Employee resource groups
Employee engagement

Risks

Next Door Lending's past compliance issues pose potential regulatory risks for NerdWallet.
Affiliate marketing reliance may be threatened by shifts in financial institutions' budgets.
Intensifying competition in personal finance could erode NerdWallet's market share.

Differentiation

NerdWallet offers personalized, unbiased financial advice to empower consumer decision-making.
The platform integrates financial tools and expert content for comprehensive financial guidance.
NerdWallet's user-friendly design simplifies complex financial concepts for a broad audience.

Upsides

Growing demand for financial literacy tools boosts NerdWallet's user engagement.
Partnerships with fintech firms enhance NerdWallet's comprehensive financial solutions.
Rising interest in ethical investing aligns with NerdWallet's tailored advice offerings.

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