Customer Support Manager

About Us:

Longbridge is building a next-generation AI investing app designed to help everyday investors learn, build confidence, and take action. As investing behavior shifts toward mobile-first experiences and AI changes how people interact with financial products, we’re building an experience that’s simpler, more intuitive, and grounded in trust. We’re a fast-moving, high-ownership team operating in a highly regulated environment. We care deeply about customer outcomes, clarity, and execution quality—and we measure what matters.

The Role

Lead and scale Longbridge’s U.S. Customer Support function during a critical phase of

growth. As Customer Support Manager, you will oversee daily support operations, develop

high-performing team members, and build the scalable processes needed to support a

rapidly expanding brokerage platform.

This is a high-impact leadership role for an experienced professional (5+ years) with a

background in regulated financial services, fintech, or brokerage environments. You will

partner closely with Operations, Compliance, and Product teams to ensure our support

organization delivers exceptional customer experiences while maintaining regulatory rigor.

We’re looking for a hands-on leader who thrives in fast-paced environments and is excited to

build support infrastructure that scales

Key Responsibilities:

Team Leadership & Development

• Lead, manage, and develop a team of Customer Support Analysts.
• Conduct ticket quality reviews, performance coaching, and ongoing feedback sessions.
• Establish, monitor, and continuously improve SLA and response time standards.
• Support hiring, onboarding, and training of new support team members.
• Foster a culture of accountability, customer-first thinking, and operational excellence.

Customer Support Operations

• Oversee daily support operations across Zendesk (email, chat, phone).
• Monitor ticket queues to ensure timely and accurate resolution.
• Develop and maintain escalation procedures related to account opening, funding (ACH/wires), trade status inquiries, platform navigation, and regulatory/compliance matters.
• Ensure appropriate escalation of complex trading, compliance, or regulatory issues to internal partner teams.
• Drive adherence to quality standards and regulatory requirements.

Documentation, Metrics & Process Improvement

• Develop, document, and maintain support team SOPs and internal workflows.
• Track support KPIs and performance metrics; analyze trends and identify areas for improvement.
• Collaborate cross-functionally with Operations, Compliance, and Product to address root causes and improve the customer journey.
• Continuously enhance internal knowledge systems to support scale and efficiency.

Requirements:

• 5+ years of experience in financial services, fintech, brokerage operations, and/or customer support.
• Prior experience managing and developing a customer support team.
• Exceptional written and verbal communication skills.
• Strong attention to detail and ability to operate within regulated environments.
• Proven ability to work cross-functionally with Operations, Compliance, and Product teams.
• Comfortable building and improving processes in a fast-paced, high-growth environment.

Nice to Have:

• Experience managing Zendesk or similar customer service ticketing platforms.
• Background in fintech or brokerage environments.
• Understanding of ACH, wires, trading fundamentals, and the brokerage account lifecycle.
• FINRA SIE and/or Series 7 licenses.