What are the responsibilities and job description for the Customer Service/Technical Support Manager position at WealthCharts?
Are you a talented, motivated professional looking to take the next step in your career with an exciting, dynamic position? WealthCharts.com, a rapidly growing fintech company, is searching for an experienced Customer Service/Technical Support Manager to lead our customer & technical support team and help drive our commitment to delivering an exceptional user experience.As a company that has won multiple awards—including the Benzinga Fintech 400 Global Finance Chairman Award for “Best Stock Scanner” in 2024—we continue to experience significant growth. With new brokerage licensing deals and an expanding customer base, we are seeking a dedicated leader to enhance our customer service operations.About the Role:The Customer Service/Technical Support Manager will play a critical role in leading and mentoring our support team, ensuring efficient issue resolution, and enhancing customer satisfaction. You will oversee daily customer interactions, implement best practices for service excellence, and work closely with leadership to streamline support operations. The right candidate will be able to grow into more advanced responsibilities based on their personal skillsets including marketing, technology, research, content, livestreaming, and much more. This position is based in Lake Geneva, WI, offering a great work environment away from the downtown congestion, with private parking and a strong team culture.Key Responsibilities:
- Lead and manage a team of technical support and customer service representatives.
- Jump in and handle overflow as needed to support the existing team
- Develop and implement strategies to enhance the customer experience.
- Monitor support metrics, customer feedback, and issue resolution times to drive continuous improvement.
- Work cross-functionally with product, marketing, and development teams to relay customer insights and improve platform usability.
- Train and mentor team members to ensure they are equipped to provide top-tier customer service.
- Handle high-level customer inquiries, escalations, and technical troubleshooting as needed.
- Optimize and manage CRM and ticketing systems for improved efficiency.
About You:
- Proven experience in customer service management or team leadership (preferably in a fintech or technology-driven company).
- Strong technical troubleshooting skills and familiarity with CRM/ticketing software.
- Excellent communication skills (both verbal and written).
- Ability to multi-task, prioritize, and operate independently in a fast-paced environment while wearing multiple hats.
- Passion for building relationships with customers and creating a high-performance support culture.
- Knowledge or interest in trading, investing, and financial markets is a plus.
- Knowledge of page building, sales funnel design, email creation, and marketing is a plus.
Why Join WealthCharts?
- Be a leader in a high-growth fintech company shaping the future of trading technology.
- Opportunities for career advancement within our expanding organization.
- Competitive salary and benefits in a dynamic, team-oriented work environment.
- Work closely with industry-leading experts and innovators in fintech.
If you are an experienced customer service and technical support professional looking for the next big opportunity, we’d love to hear from you! Apply now and become part of a winning team that is transforming the trading and investing industry.
Job Type: Full-time
Pay: $50,000.00 - $70,000.00 per year
Benefits:
- Health insurance
- Paid time off
Schedule:
- Day shift
Ability to Commute:
- Lake Geneva, WI 53147 (Required)
Work Location: In person
Salary : $50,000 - $70,000