Full-Time

Senior Customer Operations Manager

Confirmed live in the last 24 hours

Relay Financial

Relay Financial

201-500 employees

Online banking platform for small businesses

Fintech
Financial Services

Senior

Vancouver, BC, Canada

Hybrid work environment: in-office presence required twice a week at the Vancouver office.

Category
Customer Experience
Customer Success
Customer Success & Support
Required Skills
SQL
Zendesk
Data Analysis
Requirements
  • 3-7 years in customer experience operations, systems, and enablement, with direct involvement in workforce management and capacity planning
  • Diverse experience across CX Operations including quality assurance, workforce management, training, automation, etc.
  • Experience with customer service software in system administration, design, and implementation (e.g. Zendesk, Ada, MaestroQA, Assembled, etc.)
  • Strong analytical and problem-solving skills, enabling you to make data-driven decisions effectively
  • Proficient with data analysis tools, such as Excel and BI tools, with capabilities that extend beyond the basics
  • Demonstrate operational rigor by consistently seeking innovative solutions to enhance processes and address system inefficiencies
  • Passionate about coaching and the development of people
  • SQL knowledge and experience applying it in data analysis (Bonus)
  • Prior experience in B2B SaaS, fintech or a neobank (Bonus)
Responsibilities
  • Lead, manage, and build an operations team responsible for technology, quality assurance, self-service, workforce management, and process improvement
  • Identify, design, and implement improvements in CX processes to drive efficiency and effectiveness within the team
  • Plan and execute projects that impact the CX team’s strategic goals (e.g. live chat roll-out, routing, AI bot, etc.)
  • Monitor and track the CX team performance, helping them get 1% better every day and finding new ways to better support our customers
  • Support in capacity planning and overall management of our business process outsourcing (BPO) partners

Relay Financial offers an online banking platform tailored for small businesses, consolidating various financial transactions like ACH transfers and payouts from services such as PayPal and Stripe into one easy-to-use interface. By partnering with Thread Bank, Relay Financial ensures secure deposits with FDIC insurance coverage up to $3,000,000 and provides competitive annual percentage yields (APYs). The platform operates on a subscription model, offering features like income tracking and automated bookkeeping to simplify financial management for business owners. Relay Financial's goal is to become an essential tool for small businesses to optimize their financial operations.

Company Stage

Series B

Total Funding

$50.2M

Headquarters

Toronto, Canada

Founded

2018

Growth & Insights
Headcount

6 month growth

20%

1 year growth

63%

2 year growth

153%
Simplify Jobs

Simplify's Take

What believers are saying

  • Relay secured $44M CAD in Series B funding for growth and product development.
  • AI-powered cash flow analytics can reduce cash flow issues for small businesses.
  • Relay's revenues rose 3x in 2022 and nearly 6x in 2023.

What critics are saying

  • Relay operates in a competitive fintech market with many established players.
  • Economic downturns could impact small businesses' ability to pay subscription fees.
  • Regulatory changes in financial services could affect Relay's business model.

What makes Relay Financial unique

  • Relay offers up to 20 individual accounts for detailed financial organization.
  • Relay provides FDIC insurance coverage up to $3,000,000 through a deposit sweep program.
  • Relay integrates with accounting software like QuickBooks Online and Xero for seamless bookkeeping.

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