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Customer Care Senior Executive



Posted over 30 days ago...

Join Moneybox's new Customer Care initiative and shape fintech customer service with your expertise


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No salary declared 😔

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98% Remote- UK

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Expires at anytime

Organisation summary: Moneybox is an innovative fintech company committed to transforming how customers engage with their finances. As a Senior Executive in the newly formed Customer Care team, you'll have the unique opportunity to influence the creation and success of a team dedicated to exceptional service, particularly for complaints resolution, vulnerable customer operations, and bereavement cases. Moneybox is on a mission to help customers save, invest, and buy homes, and this role is at the forefront of that customer journey.

  • Lead the establishment and success of the new Customer Care team within Customer Operations and Support.
  • Act as an expert in managing sensitive customer situations and lead by example in providing top-notch service.
  • Oversee complaints handling, vulnerable customer interactions, and bereavement cases, ensuring continuous improvement.
  • Implement and refine metrics and reporting processes, along with conducting regular Quality Assurance checks.
  • Contribute to company-wide training and discussions to maintain a customer-first approach.
  • Remain up-to-date with fintech industry standards through external research and interactions.
  • Proven experience in customer care, complaints handling, or similar roles.
  • Strong communication skills, both written and verbal.
  • Analytical mindset with a focus on problem-solving.
  • Attention to detail and exceptional organizational skills.
  • Ambition to grow within a rapidly expanding company.

Application Process Details: The role is open to current executives or those with relevant experience. Work can be remote within the UK or hybrid with two days in the London office. Applicants must be aware of the role's requirements, including the tax year blackout in April and the necessary background checks. Moneybox values privacy and will handle personal data in compliance with regulations.

As a Senior Executive within the Customer Care team you’ll play a crucial role in the creation of our newest team within Customer Operations and Support. Once created, you’ll act as an expert in your field and help to make it a success for our customers and team. You’ll be confident dealing with difficult, or sensitive customer situations and eager to gain further skills here.

What is the Customer Care Team?

The Customer Care team will be responsible for the complaints handling process across the department, taking on many of the tasks themselves, and overseeing in other cases. Alongside the complaints, ‘Vulnerable Customer Operations’ will sit with this team. They’ll be responsible for training and oversight of our team members in terms of interactions and escalations with vulnerable customers. Finally, bereavement cases will also sit within this team. 

The team will provide both effective training and oversight, as well as clear and accurate reporting of metrics to be able to demonstratively be making improvements for our customers, the team, and the business across all areas. They’ll utilise existing metrics and reporting processes, incorporate new ones, and undertake Quality Assurance checks regularly. 

With overview and management of all of the above processes, this team will work to ensure that customer interactions with reference to them is consistently improved, and in a way that is advocating for them. This will include departmental training sessions, as well as Moneybox-wide discussions, feedback and training. You’ll also conduct external research and interaction, to ensure we’re always at the forefront of Fintech capabilities within the teams. 

As a Senior Executive within the team, you’ll be responsible for a lot of the processes outlined, aided by your Team Leader who will help to build and manage the team alongside you. 

What you’ll do

This role will be responsible for but not limited to the following areas. Please note that the below details the end-state ‘every day’ of the team, but a crucial first stage as a founding member of this team will be the transition of the relevant responsibilities and set-up of the processes over this period(Q4 23, Q1 24).  Once the ‘transition’ and ‘bau’ states are achieved, we’ve detailed some suggested (but again not exhaustive) ‘improvement’ initiatives that we hope to work on to improve each area.

Working on a proportion of summary complaints (50% to begin with) as they come in, as well as the resulting final responses where these are not resolved initially  Reviewing other final complaints when done by another member of your team, typically the Team Leader Work with the Team Leader on the constant review and update of current processes and documentation, providing your ideas for improvement

Initiatives to improve key metrics including *summary resolution rate*, *overall EMI:Complaints rate* and *CSAT* with complaints ongoing - including, but not limited to, phone calls, team feedback, training, product feedback, etc.  Wider company and team understanding and acknowledgement of the area

Vulnerable Customers:
Alternating daily oversight of the Intercom VC queue to ensure all messages are being answered as/how appropriate  Acting as an escalation and advice point in the VCs Slack channel, giving a yes/no on operational escalations when needed to deputise for your Team Leader Helping to administer and training for the wider teams Working on new initiatives cross-functionally to be a ‘customer care voice’ when rolled out Working with third party partners to escalate any early withdrawals where needed

Work within the Accessibility forum to keep driving change and improvements within the app, operational models, and initiatives to benefit our most vulnerable customers. 

Answer and action all incoming bereavement cases Ensure we have a best-in-class empathetic service surrounding this process

Oversight and Metrics:
Agreeing as a team key metrics for all owned areas, and setting up a formalised reporting system for these for internal forums (eg Team Leader meetings) and company-wide (eg RiskCo).

Anything else:
Please note that as a part of all areas above, answering or making phone calls to these customers is considered part of the role We’d like you to retain your Intercom knowledge by ensuring you take part in customer conversations or/and operational processes at least a few hours a week, meaning you are able to answer complaints with full context. As a Senior Executive, we’d like you to be a peer-mentor to colleagues across the department to help them prepare for difficult conversations or cases with customers

Our Customer Commitment

Here at Moneybox, we're here to help our customers turn their money into something greater. That could be helping them to save for what matters, invest for their future or buy their first home.  Whatever their reason for joining us, we guarantee a service that’s simple and reliable, that supports them in achieving their goals, and celebrates with them along the way. That’s why our commitment to customers is a priority and our customer-facing teams are dedicated to supporting each and every one of them throughout their Moneybox journey.

We RAISE the bar with our service....

Relationship: We put customers first. We provide swift resolutions and always try to keep conversations with the same person. We celebrate our customers' wins and aim to provide an excellent standard of service.

Advocacy: We listen to our customer’s and advocate for them at each step of their journey. We have established systems to share customer feedback, and likewise, act on their behalf during testing of new features.

Integrity: We work honestly, fairly and with our customer's best interests in mind. Where possible, we provide extra support to those that may need it, especially in cases of accessibility or vulnerability.

Simplicity: We are clear and simple. No complicated jargon, just straightforward conversations to make sure you fully understand our products and services. 

Expert App Knowledge: We provide the information to help customers achieve their goals. We encourage team learning and development to ensure our customer-facing teams are experts in the app, and their fields.

Who you are

You’re ready for the challenge of working within a new team, and prepared to work with many stakeholders, as well as autonomously  You’re able to pick up and adapt to existing processes, as well as provide focused ways to improve them You are passionate about improving customer experience within Moneybox, especially with reference to complaints and vulnerable customers You work to encourage and promote diversity within the team and provide an open and transparent environment You’re an enthusiastic, positive and proactive leader and you come at every challenge with an open-mind You’re a sharp organiser with the ability to see the big picture while managing the day to day workflow who can balance this while looking out for the best interests of the customer and team You’re communicative and able to argue for your ideas appropriately and professionally You value constructive feedback and is able to see it as a chance for improvement to better your skills  You’re a confident and friendly individual who has experience as a leader, able to clearly explain to customers what is needed of them, whilst providing a great Moneybox service You’re a mature, ambitious individual who’s looking to build their career at an exciting very fast-growing company

Experience and Skills

Great written and verbal communication skills Strong analytical and problem-solving skills Ability to understand complex processes and able to explain them clearly to customers and team members Meticulous attention to detail Great time management skills  Relevant experience in a similar role Internal hires: This role is available to all current executives within the existing teams. If you not an existing Senior but believe you could perform at that level within this role, we’d still like to hear from you

Working days

Monday to Friday shifts Shifts are 9 am – 5:30 pm. Additional overtime hours are also available.  This role can be fully remote within the UK or hybrid (2 days in the London office per week) Please note that the tax year black out for this role would be the month of April.

Visa Sponsorship:At this time we cannot offer visa sponsorship for this role and we cannot consider overseas applications.

Working Policy:We have a hybrid policy that includes 2 days from our London office and 3 from home. Candidates wishing to work on a fully-remote basis must be based within the UK.

Please read before you apply!

By sending us your application you acknowledge and agree to Moneybox using your personal data as described below.

We collect applicants’ personal data to manage our recruitment related activities. Consequently, we may use your personal data to evaluate your application, to select and shortlist applicants, to set up and conduct interviews and tests, to evaluate and assess the results, and as is otherwise needed in the recruitment process generally.

We do not share your personal data with unauthorised third parties. However, we may, if necessary, share your personal data to carefully selected third parties acting on our behalf. This may include transfers to servers and databases outside the country where you provided us with your personal data. Such transfers may include for example transfers and/or disclosures outside the European Economic Area and in the United States of America.

If you are unsuccessful in your application, we may keep your details on file so that we can tell you about other suitable vacancies which may be of interest to you when they arise in the future. If you would rather we did not keep your details on file, you can contact us at email: [email removed - click apply for more details]

Your application will be subject to criminal record and adverse credit history checks (such as CCJs, IVAs and bankruptcy). As a regulated financial business, an adverse financial history could impact your suitability for the role. If you are aware of anything that could affect your suitability for the role, please let us know.


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