US Customer Operations Team Lead at Lendtable

London, England, United Kingdom

Lendtable Logo
Not SpecifiedCompensation
Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Fintech, Financial ServicesIndustries

Requirements

  • Experience leading, coaching, and developing frontline customer service teams (implied for managing ~10 agents)
  • Ability to analyze data sources (KPIs, dashboards, call listening, QA, customer feedback) to assess performance and identify trends/gaps
  • Strong process improvement skills, including reviewing interactions (calls, chats, digital correspondence, workflows) to identify pain points
  • Knowledge of compliance, risk management, and quality standards, especially for vulnerable or high-risk customers
  • Cross-functional collaboration skills with Product, Technology, and Operational teams
  • Ability to dedicate up to 30% of time to process improvements, automation, and workflow re-engineering
  • Skills in performance management, providing feedback, coaching, and conducting reviews

Responsibilities

  • Lead, coach, and inspire a team of 10 agents to deliver high-quality, empathetic support and achieve KPIs (quality, compliance, productivity, SLAs)
  • Foster a culture of accountability, continuous learning, and best practice; tailor support/development and identify emerging talent
  • Conduct regular individual and team performance reviews, providing actionable feedback and targeted coaching
  • Monitor and analyze data sources to assess performance, identify trends/gaps/opportunities, and design action plans for improvement
  • Escalate and resolve issues proactively using data and customer insights to drive change
  • Dedicate up to 30% of time to reviewing interactions to identify process pain points and improvement opportunities
  • Collaborate cross-functionally to support automation, system enhancements, and re-engineering of processes
  • Champion and embed process changes to improve customer journeys, efficiency, compliance, and accessibility
  • Ensure team interactions meet regulatory/compliance standards, with attention to vulnerable/complex situations

Skills

Team Leadership
Customer Service
Performance Management
KPI Analysis
Process Improvement
Data Analysis
Coaching
Operations Management

Lendtable

Provides credit lines for retirement contributions

About Lendtable

Lendtable helps employees increase their long-term wealth by providing lines of credit for retirement and employee stock purchase plans (ESPP). This service allows employees to contribute to their 401(k) plans or ESPPs without reducing their take-home pay, enabling them to take full advantage of employer matching contributions. The application process is straightforward, and Lendtable earns revenue through fees on the credit extended. The company's goal is to maximize retirement savings for employees of large corporations while keeping their monthly budgets intact.

San Francisco, CaliforniaHeadquarters
2020Year Founded
$22.5MTotal Funding
SERIES_ACompany Stage
Fintech, Financial ServicesIndustries
11-50Employees

Risks

Rising interest rates may increase Lendtable's cost of capital.
Increased competition from fintech startups could erode Lendtable's market share.
Regulatory scrutiny on retirement-focused financial products could impact Lendtable.

Differentiation

Lendtable offers unique credit lines for 401(k) and ESPP contributions.
The company targets employees of Fortune 500 companies for its services.
Lendtable's model allows wealth-building without reducing take-home pay.

Upsides

Increased employer interest in financial wellness boosts demand for Lendtable's services.
SECURE 2.0 Act encourages higher retirement savings, benefiting Lendtable.
Growing ESPP offerings align with Lendtable's focus on stock purchase plans.

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