Job Description
Affirm is seeking a Lead, Service Delivery Experience & Insights to oversee the lifecycle of cases, ensure SLA compliance, and drive continuous improvement. This role involves real-time business performance management and regulatory compliance, partnering with cross-functional teams to monitor and resolve customer cases. The Lead will provide data-driven insights, develop recommendations, and collaborate with Vendor Management, Quality Assurance, Training, Process, and Planning teams.
What this role involves:
- Providing strategic oversight of the end-to-end lifecycle of customer cases.
- Monitoring case queues and driving SLA compliance.
- Collaborating with Workforce Management (WFM) and vendor teams to optimize case processes.
- Performing root cause analysis (RCA) on escalations and recommending corrective actions.
- Leading the development of weekly executive summaries and KPI reports.
- Leveraging data to identify trends, inefficiencies, and performance gaps.
- Developing and maintaining advanced dashboards and custom reports.
- Partnering with stakeholders to drive process improvements.
- Ensuring compliance with regulatory requirements.
Requirements:
- Bachelor’s degree in Business, Finance, Operations, or a related field, or 6+ years of relevant experience.
- Advanced data analysis skills including proficiency in Excel, SQL, or BI tools.
- Experience in customer service, fraud operations, or financial operations.
- Experience defining requirements and using data and metrics to draw business insights.
- Proficiency in CRM systems, case management tools, and reporting software.
- Strong analytical skills with the ability to synthesize complex datasets.
- Demonstrated experience mentoring junior team members.
What this role offers:
- Health care coverage - Affirm covers all premiums for all levels of coverage for you and your dependents
- Flexible Spending Wallets - generous stipends for spending on Technology, Food, various Lifestyle needs, and family forming expenses
- Time off - competitive vacation and holiday schedules allowing you to take time off to rest and recharge
- ESPP - An employee stock purchase plan enabling you to buy shares of Affirm at a discount