[Remote] Director, User Operations at NerdWallet

Los Angeles, California, United States

NerdWallet Logo
$140,000 – $251,000Compensation
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

Responsibilities

  • Drive AI-powered customer service strategy: Translate business goals into actionable AI roadmaps, partnering closely with your technical solutions architect to evaluate and leverage the right tools. Design intelligent customer journeys that leverage chatbots, voice AI, and automated routing to provide instant, accurate support across all NerdWallet products and services
  • Use data and AI to transform operations: Empower the team to harness insights from customer interactions, AI performance metrics, and behavioral patterns to optimize and scale our support capabilities. Machine learning solutions should predict customer needs and proactively resolve issues before they escalate
  • Champion technical innovation in customer service: Advance the adoption of conversational AI systems, agentic voice technology, and automated resolution workflows. Every AI innovation should maintain the human touch that makes financial guidance meaningful while scaling to serve millions of users
  • Balance automation with human expertise: Ground AI innovation in a deep understanding of customer support excellence. Ensure automation strengthens the human connection at the heart of our service, with thoughtful escalation models and quality systems that guarantee complex financial questions receive the expert attention they deserve
  • Collaborate cross-functionally: Represent the User Operations org such that every new product or experience includes the right support model from the start. Stay plugged into organizational initiatives to align customer support needs with evolving business and product strategies
  • Lead and develop high-performing teams: Build, mentor, and inspire a diverse team of customer operations professionals, AI solutions specialists, and support analysts. Foster a culture of innovation, continuous learning, and customer obsession while creating career development pathways that blend service excellence with technical mastery

Skills

AI
Customer Support
Chatbots
Voice AI
Automated Routing
Customer Service Operations
Strategic Planning
Cross-Functional Collaboration
Metrics
Process Design

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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