Remote L2 Customer Support Lead for AI‑Driven Finance

Customer Support L2 Project - Freelance ProjectChileRemoteAbout the RoleJoin a dynamic project supporting cutting-edge AI-driven technology in the financial services industry. As the Customer Support L2, you will oversee Customer Support Agents helping clients manage and optimize their retirement plans. You’ll be responsible for ensuring operational excellence, maintaining service quality, and training the team to deliver exceptional customer experiences.Job OverviewWe are seeking a highly motivated and experienced Customer Support L2, fluent in English. This role involves both hands-on support and project oversight responsibilities. You will provide guidance to customer assistance agents via phone, email, and live chat — with a focus on retirement plan support, account integrations, activations/deactivations, and technical troubleshooting.The ideal candidate has prior experience leading in a contact center or customer service environment, with a strong focus on quality management and continuous improvement.Key ResponsibilitiesProvide project requirements and guidelines to Customer Support Agents, fostering a culture of accountability and high performance.Monitor daily operations to ensure adherence to SLAs, quality standards, and productivity goals.Conduct regular quality reviews and feedback sessions to support enhanced support services.Quality and Process ManagementReview interactions (calls, emails, chats) to assess and improve quality and consistency of customer service.Identify process inefficiencies and advise stakeholders to drive improvements.Ensure accurate documentation and escalation of complex issues.Customer SupportProvide advanced-level support and handle escalations from other Agents.Deliver accurate and timely guidance to customers on retirement plan offerings (401k, IRA, Profit Sharing Plans).Collaborate closely with client teams to resolve high-priority or technical cases.Systems and ReportingUtilize Zendesk, Aircall, and internal CRM systems for performance tracking and case management.Generate and analyze reports on team performance and customer satisfaction metrics.QualificationsRequired:Proven experience in a lead role within a customer support or contact center environment.Strong background in customer service, ideally in technical support or financial services.Excellent leadership, communication, and interpersonal skills.Fluency in English with excellent verbal and written communication skills.Strong problem-solving and organizational skills in a fast-paced, remote environment.Familiarity with Zendesk, Aircall, or similar CRM/support platforms.High attention to detail and commitment to quality service delivery.Must pass a background check.Preferred:Experience with retirement plans (401k, IRA, Profit Sharing Plans).Hours40–50 hours per week8am–8pm US-ETCompensationType: HourlyRate: $8–$11/hourApply for this job*indicates a required fieldFirst Name *Last Name *Preferred First NameEmail *PhoneCountry *Phone *Location (City) *Resume/CVEnter manuallyAccepted file types: pdf, doc, docx, txt, rtfEnter manuallyAccepted file types: pdf, doc, docx, txt, rtfEducationSchool Select...Degree * Select...Select...What country are you currently a resident of? * Select...Please select the skills category that best describes your core strengths from the list below. * Select...Please provide your desired hourly rate in USD *Please enter your desired hourly rate in USD as a number only (no symbols, words, or ranges).Decimals are allowed. 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