Bastion

financial services

HeadofCustomerOperations

$175–250k New York, New York, United States FULL TIME
The Brief

“Head of Customer Operations at Bastion. Skills: process management, cross-functional coordination, vendor/stakeholder management, operational metrics, resource planning, continuous improvement, partner operations, support strategy, AI-powered tooling. build and lead customer support across Bastion's partner ecosystem. define what Bastion's support obligations look like across each partnership”

Industry & Context.

financial services
Problems you'll solve

diagnose and triage partner issues; resolving straightforward issues independently; where issues get stuck; what patterns emerge in escalations; identify where the process breaks; problem-solving

Eligibility Requirements

okay with a fast pace, okay with specific work changing, contribute in their first week, fully productive in their third month

What They're Looking For.

Must Have

operated support at volume, managed outsourced teams, selected and implemented AI-powered CX tooling, seen support models with different structures and expectations

What You'll Do.

build and lead customer support across Bastion's partner ecosystem

define what Bastion's support obligations look like across each partnership

design the support model

own the operational infrastructure that holds it all together

field partner escalations

learn the product deeply

building the documentation and frameworks that everything else depends on

Get hands-on with Bastion's platform

Begin handling partner escalations directly

Audit the current state of support

Review Bastion's contractual support obligations

Evaluate the support tooling landscape

own the support function

build the operating system

Be the primary point of contact for partner support

Build and ship the scope boundary framework

Stand up the knowledge base

Establish SLA tracking and reporting

Scale support across partnerships

Design and execute the BPO strategy

Build the support model for Bastion's next major partnership launch

Optimize the balance between AI-automated resolution and human-handled support

Build a voice-of-customer feedback loop

How You'll Work.

Team & Collaboration

working alongside team members currently managing support; routing to engineering and product only when genuinely necessary; hold partner teams accountable to appropriate escalation behavior; routes product insights, documentation gaps, and recurring pain points to product and engineering in a structured, actionable format

Process & Methodology

capacity planning, resource planning

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