Full-Time

Customer Support Tools & Enablement Lead

Posted on 9/27/2025

Chatham Financial

Chatham Financial

501-1,000 employees

Global financial risk advisory and technology

No salary listed

West Chester, PA, USA

In Person

Category
Customer Experience & Support (2)
,
Required Skills
UI/UX Design
Responsibilities
  • Own and administer the ticketing system, ensuring effective configuration, routing, triage, and automation.
  • Develop and maintain operational playbooks, escalation processes, and workflows to support global coverage.
  • Partner with the Director to define KPIs and build dashboards and reports to monitor SLAs, ticket volume, resolution times, and client satisfaction.
  • Continuously review and make data-driven decisions to improve team operations.
  • Create and maintain a centralized knowledge base and training materials to enable team members to deliver consistent, expert-level support.
  • Serve as a liaison to Product Operations, Customer Success, Engineering, and UX teams to ensure support feedback loops are systematically captured and actioned.
  • Identify and implement tools, integrations, and automations that improve team productivity and client experience, embracing an AI-first mindset.
  • Support onboarding, training, and continuous enablement for Customer Support team members.
Desired Qualifications
  • 5+ years of experience in customer support operations, enablement, or related roles in a B2B SaaS or enterprise product environment.
  • Hands-on expertise with support/ticketing systems (Freshdesk, Zendesk or equivalent) and related integrations.
  • Strong process orientation with a track record of implementing scalable workflows and reporting structures.
  • Analytical skills to measure and optimize performance through data-driven insights.
  • Excellent documentation and knowledge management skills.
  • Collaborative mindset with the ability to work across Product, Engineering, and Customer Success to drive improvements.
  • Self-starter comfortable balancing day-to-day execution with long-term process building.

Chatham Financial helps financial institutions, corporations, and real estate firms manage financial risk by providing tailored advisory services combined with technology platforms. Its solutions pair strategic guidance with data-driven tools to monitor and mitigate capital markets risks and support risk-adjusted decision making. The firm differentiates itself through a global client network and the integration of customized risk-management solutions with technology across multiple market sectors. Its goal is to help clients navigate capital markets, reduce financial exposure, and achieve better financial outcomes.

Company Size

501-1,000

Company Stage

N/A

Total Funding

N/A

Headquarters

Kennett Square, Pennsylvania

Founded

1992

Simplify Jobs

Simplify's Take

What believers are saying

  • Hodes Weill acquisition closing Q2 2026 adds $33 billion real assets capital expertise.
  • Mike Noonan appointment October 2025 accelerates AI integration from J.P. Morgan background.
  • Lorelei Lenzen as CMO drives global brand amid expanding capital markets demand.

What critics are saying

  • SEC rejects Hodes Weill deal by Q3 2026 over broker-dealer conflicts, eroding credibility.
  • Verumex data mismatches cause client losses to Reonomy within 6 months post-integration.
  • Noonan's AI tools delay by mid-2027, ceding edge to Kyriba in fintech execution.

What makes Chatham Financial unique

  • Chatham Financial leads with unified platform across assets, debt, and derivatives for transparency.
  • Serves 4,500 companies worldwide via 12 offices, handling $2 trillion annual transaction volume.
  • Integrates AI-driven tools with advisory, enhanced by Verumex CRE data acquisition.

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Benefits

Health Insurance

Life Insurance

Disability Insurance

401(k) Retirement Plan

401(k) Company Match

Paid Holidays

Paid Vacation

Hybrid Work Options

Company News

Chatham Financial
Oct 7th, 2025
Chatham Financial Appoints Mike Noonan as Managing Director, Execution & Analysis

Chatham Financial appoints Mike Noonan as Managing Director, Execution & Analysis. Chatham Financial, a global leader in capital markets technology and advisory, today announced the appointment of Mike Noonan as Managing Director, Execution & Analysis. New York, October 7, 2025 - Chatham Financial, a global leader in capital markets technology and advisory, today announced the appointment of Mike Noonan as Managing Director, Execution & Analysis. In his new role, Noonan will partner with Chatham's product, technology, and advisory teams to launch innovative solutions that seamlessly integrate technology and artificial intelligence (AI) with the company's world-class risk and capital advisory services. "Mike Noonan brings a wealth of experience transitioning companies from services to SaaS models, managing global P&Ls, and delivering innovative, AI-driven client-centric solutions," said Matt Henry, Chatham's Chief Executive Officer. "I am confident that he will help further fortify Chatham's position as a technology-driven innovator that provides world-class advisory insights." Noonan brings more than 20 years of experience in financial services, fintech, SaaS, and private equity. At J.P. Morgan, he most recently spearheaded fintech strategy and investments, driving large-scale technology initiatives and delivering substantial cost efficiencies across the global Investment Bank. Previously, he served as Chief Operating and Financial Officer at Sentieo, a venture-backed AI fintech acquired by AlphaSense. Earlier in his career, he held senior roles at Clarifai, Public Pension Capital, and Eos Partners, developing deep expertise in growth equity, operations, and capital markets strategy. Noonan's expertise will help reinforce Chatham's leadership in capital markets advisory, advancing a seamless ecosystem of AI-focused technology and advisory services that drives efficiency and innovation while upholding the firm's high standards. "I look forward to advancing Chatham's purpose: to empower our clients to maximize value in the capital markets," said Noonan. "Together, we will continue delivering client-focused products and services that combine proprietary data, industry-leading technology, and expert advisory capabilities. The opportunity to pair sophisticated technology with the unmatched expertise of Chatham's financial risk management and execution team is truly exciting." Noonan earned an MBA from The Wharton School, a J.D. from the University of Pennsylvania Law School, a B.A. from Duke University, and was a Fulbright Scholar. About Chatham Financial Chatham Financial is the largest independent capital advisory, risk management, and technology firm for alternative asset managers, corporations, and financial institutions. A leader in holistic asset, debt, and derivative solutions, Chatham provides clients with access to in-depth knowledge, innovative tools, and an incomparable team of more than 800 employees to help mitigate risks and capitalize on opportunities associated with interest rate, currency, debt, commodity, and data exposures. Founded in 1991, Chatham serves more than 3,500 companies - handling more than $1.5 trillion notional in transaction volume annually - helping businesses maximize capital markets outcomes, every day. To learn more, visit cf.com.

Bastille Post
Feb 18th, 2025
Motorola Solutions Cloud Technologies Earn Highest FedRAMP Authorization Level

Chatham Financial, a global leader in capital markets technology and advisory, today announced the addition of Lorelei Lenzen as Chief Marketing Officer (CMO).

Business Wire
Oct 3rd, 2024
Chatham Financial Acquires Tech Startup Verumex, Advancing CRE Data Management for the Industry

Chatham Financial, a global leader in financial risk management technology and advisory, announced its acquisition of Verumex (VmX), a comprehensive g

Chatham Financial
Oct 1st, 2024
Chatham Financial acquires tech startup Verumex, advancing CRE data management for the industry

KENNETT SQUARE, PA - Chatham Financial, a global leader in financial risk management technology and advisory, announced its acquisition of Verumex (VmX), a comprehensive global data platform serving the complex needs of the commercial real estate (CRE) industry.

The Manchester Times
Jan 9th, 2024
Chatham Financial Expands Presence with New York Office and Welcomes Michael Young as Chief Product and Technology Officer

Chatham Financial expands presence with New York office and welcomes Michael Young as Chief Product and Technology Officer.

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