Remote Support Team Lead - Treasury
Remote Support Team Lead - Treasury
L5
Industries
Software PublishersCustom Computer Programming ServicesInvestment Banking and Securities Intermediation- Build the Treasury Support function from the ground up: define scope/ownership, escalation paths, workflows, SLAs, and quality standards—then document it into durable runbooks and playbooks.
- Lead and develop a team of Treasury Support Specialists (starting with a small cohort, with room to grow): hiring, onboarding, coaching, and performance management.
- Own complex, high-stakes support work across internal funds movement, explaining securities transactions, and discussions about suitability, plus customer questions tied to investments/holdings and securities transactions.
- Partner closely with Treasury Ops and cross functional partners to resolve discrepancies and unblock customers quickly and accurately.
- Drive continuous improvement: identify systemic issues and repetitive failures, document themes, and work cross-functionally with Engineering/Product/Ops to improve tooling, routing, and customer-facing processes.
- Be a hands-on leader: jump into escalations when needed, support the team during peak times, and maintain a high bar for accuracy and customer communication.
- Be a key contributor in expanding our specialized support coverage with opportunity to stretch into influential areas & new products beyond Treasury.
- What you bring 2+ years leading customer support or other user-facing teams (ideally in a high-growth environment).3+ years of experience in support, finance operations, treasury-related workflows, or a closely related field.
- Comfort operating in high-liability environments where precision and documentation matter.
- Working knowledge of funds movements, brokerage activity, and concepts—and the curiosity to investigate open-ended issues beyond the first answer.
- Excellent written communication: you can clearly summarize complex problems for customers and internal partners.
- Ability to create structure where it doesn't exist—turning ambiguity into clear processes, training, and scalable team practices.
- Comfort using data/visualization tools (e.g., Omni/Zendesk Explore) to spot trends and drive decisions.
- Required licenses (Treasury Support roles)
- You must hold or be eligible to obtain and maintain:
Level
SeniorL5
Location
Ann Arbor, MI
Occupation
Financial Clerks, All Other
Industry
Software Publishers
Posted
today
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