Saver Services Team Lead (Hybrid)

Vestwell; Austin, Scottsdale (TX, AZ); Hybrid; USD 80,000 - 90,000; Full time

Benefits offered by this job

Health benefits

Hybrid work model

401(k) plan

New hire equity

Job summary

Vestwell in Austin is seeking a Manager, Saver Services to lead a unit of 12-15 client service professionals providing email, chat, and phone support. You will coach, set performance metrics, and drive improvements in service delivery.

Collaborating with product and operations, you will enhance processes and client experience in a fast-paced environment. The role offers base pay with bonus eligibility and equity options.

Qualifications

• 3+ years in customer service, client support, or operations.
• 1–2 years in a leadership or management role.
• Strong verbal and written communication; coaching abilities.
• Experience with helpdesk/CRM platforms (Zendesk, Jira) is a plus.

Responsibilities

• Lead, mentor, and develop a team of 12-15 client service professionals.
• Set performance expectations and track metrics such as response times and client satisfaction.
• Provide coaching and training to improve efficiency and problem-solving.
• Oversee processing of plan documents and service requests.
• Collaborate with product and operations to improve processes.

Skills

Team leadership

Communication skills

Problem solving

Cross-functional collaboration

Adaptability

Tools

Zendesk

Jira

Job description

Vestwell in Austin is seeking a Manager, Saver Services to lead a unit of 12-15 client service professionals providing email, chat, and phone support. You will coach, set performance metrics, and drive improvements in service delivery.

Collaborating with product and operations, you will enhance processes and client experience in a fast-paced environment. The role offers base pay with bonus eligibility and equity options.