The Role
Lead and develop a credit card customer support team, manage escalations, optimize processes and technologies (CRM, IVR), ensure compliance, monitor performance metrics, and drive training and continuous improvement.
Summary Generated by Built In
SteerBridge Strategies is a modern technology company delivering innovative, mission‑focused solutions to the U.S. Government and private sector. Leveraging deep expertise in federal acquisition, digital transformation, and emerging technologies, we deliver agile, commercial‑grade capabilities that accelerate operational effectiveness and drive measurable mission success.
At the core of SteerBridge is our people—especially the veterans whose leadership, problem‑solving mindset, and commitment to excellence elevate every project we support. We don’t simply hire exceptional talent; we cultivate it, creating meaningful career pathways for veterans, military spouses, and professionals who share our passion for advancing technology and strengthening the missions we serve.
Position Overview
SteerBridge Strategies is seeking an experienced Customer Support Lead to oversee daily operations within our Credit Card Customer Service team. This individual will lead a team of customer support professionals, ensure exceptional customer experiences, manage escalated issues, and drive operational excellence through process improvements and performance management.
The ideal candidate is a strong people leader with experience supporting credit card products or financial services, excellent communication skills, and a passion for delivering outstanding customer service in a regulated environment.
Key ResponsibilitiesCustomer Service Leadership- Lead, mentor, and develop a team of customer support representatives.
- Foster a customer-first culture focused on service excellence and accountability.
- Conduct coaching sessions, performance reviews, and ongoing training.
- Assist with workforce planning, scheduling, and resource allocation.
- Handle complex customer inquiries and escalations involving:
- Credit card accounts
- Billing
- Payment processing
- Disputes
- Chargebacks
- Fraud concerns
- Rewards programs
- Account maintenance
- Ensure timely, accurate resolution while maintaining high customer satisfaction.
- Monitor customer interactions to ensure quality standards and compliance.
- Design, document, and optimize customer service processes.
- Evaluate and improve CRM and customer support technologies.
- Develop and optimize IVR call flows and customer self-service experiences.
- Support implementation of new technologies and operational enhancements.
- Conduct User Acceptance Testing (UAT) for new systems and process changes.
- Maintain SOPs, process documentation, and knowledge base articles.
- Monitor and report on key customer service metrics, including:
- Service Levels
- Customer Satisfaction (CSAT)
- First Contact Resolution (FCR)
- Average Handle Time (AHT)
- Quality Scores
- Present performance insights and recommendations to leadership.
- Identify opportunities to improve efficiency and customer experience.
- Ensure customer interactions comply with company policies and applicable regulations.
- Maintain awareness of consumer banking and credit card regulations.
- Identify potential operational, fraud, or compliance risks and escalate appropriately.
- Support onboarding of new customer support representatives.
- Create training materials and best practices.
- Promote continuous learning and professional development across the team.
Benefits
- Health insurance
- Dental insurance
- Vision insurance
- Life Insurance
- 401(k) Retirement Plan with matching
- Paid Time Off
- Paid Federal Holidays
Required Qualifications
- Bachelor's degree or equivalent professional experience.
- 3–5+ years of customer service experience in banking, financial services, credit card servicing, or a related industry.
- 1–3+ years of leadership or supervisory experience.
- Strong understanding of:
- Credit card products
- Billing cycles
- Payment processing
- Disputes and chargebacks
- Fraud prevention
- Experience using CRM or customer service platforms (Salesforce, Zendesk, Genesys, or similar).
- Excellent communication, conflict resolution, and problem-solving skills.
- Strong organizational and multitasking abilities.
- Proficiency with Microsoft Office applications.
Preferred Qualifications
- Experience working in a regulated financial services environment.
- Knowledge of consumer banking regulations and compliance.
- Experience leading quality assurance or performance improvement initiatives.
- Experience with workforce management and contact center operations.
- Familiarity with IVR design and customer self-service technologies.
SteerBridge Strategies is proud to be an Equal Opportunity Employer. We are committed to creating a diverse and inclusive workplace where all qualified applicants and employees are treated with respect and dignity—regardless of race, color, gender, age, religion, national origin, ancestry, disability, veteran status, genetic information, sexual orientation, or any other characteristic protected by law.
We also provide reasonable accommodations for individuals with disabilities in accordance with applicable laws. If you require assistance during the application process, we encourage you to reach out so we can support your needs.
Skills Required
- Bachelor's degree or equivalent professional experience
- 3-5+ years customer service experience in banking, financial services, or credit card servicing
- 1-3+ years leadership or supervisory experience
- Strong understanding of credit card products
- Knowledge of billing cycles
- Knowledge of payment processing
- Experience with disputes and chargebacks
- Fraud prevention knowledge
- Experience using CRM or customer service platforms (Salesforce, Zendesk, Genesys, or similar)
- Excellent communication, conflict resolution, and problem-solving skills
- Strong organizational and multitasking abilities
- Proficiency with Microsoft Office applications
- Experience working in a regulated financial services environment
- Knowledge of consumer banking regulations and compliance
- Experience leading quality assurance or performance improvement initiatives
- Experience with workforce management and contact center operations
- Familiarity with IVR design and customer self-service technologies
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The Company
What We Do
SteerBridge is a technology company that provides professional services and solutions to the U.S. Government and Corporate counterparts through a wide array of capabilities and myopic focus on innovative solutions. We leverage decades of federal acquisition and private sector experience to deliver best in class commercial solutions while maximizing Veteran talent to enhance efficiency and surpass expectations. Current & Past Services include: Veteran Relations | Strategic Communications | General Technology Services | Software Engineering | Program Management | Business Process Management | Cybersecurity Professional Services | AI/ML capabilities | Data Management & Analytics.
