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SWBC

Diversified financial services: insurance, mortgage, investments

Vice President Client Support

Customer SupportConfirmed live in the last 24 hours
Full-timeSan Antonio, TX, USANo salary listedIn-person

About the Job

Requirements

  • A bachelor's degree in business, technology, operations, or a related field, or equivalent relevant experience.
  • At least 10 years of progressive experience in client support, customer operations, technical support, or a related service function, including significant leadership responsibility.
  • At least 5 years leading leaders and multi-team support operations in a complex, technology-enabled, or regulated environment.
  • Demonstrated success designing and scaling an end-to-end support operating model with tiered support, clear escalation paths, measurable service standards, and effective cross-functional ownership.
  • Strong command of support performance management, including service levels, responsiveness, resolution, quality, client satisfaction, capacity, backlog, and productivity measures.
  • Proven ability to translate data, client feedback, and root-cause analysis into sustained improvements in service delivery, product quality, and client experience.
  • Experience leading executive escalations, major incidents, and sensitive client situations with sound judgment, clear communication, and disciplined follow-through.
  • Demonstrated ability to recruit, coach, develop, and retain high-performing leaders and teams while building accountability and a strong service culture.
  • Executive communication, stakeholder management, and collaboration skills, with the ability to influence priorities across Product, Engineering, Customer Success, and Operations.
  • Experience managing budgets, workforce plans, support technology, knowledge management, automation, and third-party service providers.
  • Must complete pre-employment drug testing.
  • Must not use tobacco, as allowed by law.

Responsibilities

  • Set the vision, strategy, and operating model for the Client Support function, aligning priorities with company goals and client needs.
  • Lead, develop, and hold accountable the leaders responsible for client support teams, building a high-performing organization with clear roles, decision rights, and career paths.
  • Own the end-to-end support experience across all tiers, including self-service, frontline support, advanced technical support, and escalations requiring Product or Engineering partnership.
  • Establish service standards, operating procedures, escalation paths, and governance practices that drive timely, consistent, and effective resolution of client issues.
  • Define and monitor key performance indicators, service-level commitments, capacity measures, quality standards, and client feedback to assess performance and guide improvement.
  • Develop workforce and capacity plans that align staffing, schedules, skills, and leadership coverage with demand, product complexity, and growth expectations.
  • Build a culture of ownership, empathy, urgency, learning, and continuous improvement, and ensure teams have the training, tools, knowledge, and coaching needed to succeed.
  • Partner with Product and Engineering to improve product supportability, prioritize defects and recurring issues, strengthen incident response, and reduce avoidable client contacts.
  • Collaborate with Implementations, Customer Success, Account Management, Sales, and other teams to provide seamless handoffs, clear ownership, and a coordinated client experience throughout the client lifecycle.
  • Oversee executive-level client escalations and critical incidents, ensuring clear communication, sound decision-making, timely resolution, and effective follow-through.
  • Advance self-service, knowledge management, automation, and support technology strategies that improve accessibility, efficiency, quality, and scalability.
  • Own the Client Support budget and vendor strategy, evaluate investments, and ensure resources are deployed responsibly to meet service and business objectives.
  • Ensure support operations comply with applicable contractual commitments, security and privacy requirements, internal controls, and company policies.
  • Provide the executive team with clear reporting on support performance, risks, capacity, client impact, and improvement initiatives, escalating material concerns promptly.

Desired Qualifications

  • An advanced degree.
  • Experience in financial technology, payments, or another regulated industry.

About the Company

SWBC

Diversified financial services: insurance, mortgage, investments

SWBC (Southwest Business Corporation) is a diversified financial services provider offering a broad mix of products for individuals, businesses, and financial institutions. For individuals, it delivers personal insurance, mortgage services, and wealth management. For businesses, it provides business insurance and employee benefits consulting. It also partners with financial institutions to support mortgage management and consumer lending. The company operates as a one-stop shop for financial needs, earning revenue from service fees, commissions on insurance products, and investment-related returns. Unlike firms focused on a single niche, SWBC combines insurance, mortgage, and investment services with consulting, risk management, and lending support to create a comprehensive suite of financial solutions.

Company size
11-50
Company stage
Not listed
Total funding
Not listed
Headquarters
San Antonio, TX
Founded
1976

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