Head of Client Services at Ondo Finance | New York, USA | Rezi

Head of Client Services at Ondo Finance

Head of Client Services

Ondo Finance · New York, USA

1 weeks ago

Head of Client Services

Ondo Finance · New York, USA

9 days ago
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About the Role

Ondo is hiring a Head of Client Solutions to unify support efforts for products and platforms into a single, holistic client experience organization. This senior leadership role will consolidate separate efforts into one accountable function, setting standards, owning metrics, and ensuring a world-class client experience. You will oversee Platform Support, Onboarding & Verification, and Private Client Services, partnering with Solutions Engineering, and establish a follow-the-sun global model.

Responsibilities

  • Own the end-to-end client experience across supported products and platforms, consolidating separate support efforts into one organization with shared standards, SLAs, and metrics.
  • Build and lead Platform Support, including 24/7 primary live support; Onboarding & Verification, including the inbound KYC front line; and Private Client Services, while maintaining a close partnership with Solutions Engineering.
  • Design the follow-the-sun coverage model, set SLA targets by product, platform, and client tier, and own the headcount plan against volume forecasts.
  • Partner with Compliance on Onboarding & Verification, owning the front line and packaging clean cases for KYB, KYC, and EDD review.
  • Coordinate the flow of product and platform changes and support the commercialization of launches, including feature releases, maintenance periods, and trading announcements.
  • Own the operating cadence, including daily queue and coverage checks, weekly team and cross-functional triage, monthly business reviews, and quarterly staffing and strategy planning, as well as the dashboards supporting those processes.
  • Lead the consolidation of support tooling and own the Client Solutions internal-tools roadmap.

Requirements

  • 8+ years of experience in customer support, client experience, or client operations, including significant experience scaling and leading support organizations in high-growth fintech, financial services, exchange, or crypto environments.
  • A track record of consolidating fragmented or product-siloed support functions into a single operating model, including setting standards, SLAs, and metrics that apply consistently across teams.
  • Experience building and managing global, offshore, follow-the-sun support coverage, including contractors and permanent staff across multiple time zones.
  • Strong command of the support-tooling stack, such as Intercom, Zendesk, HubSpot, Pylon, or similar platforms, and the judgment to consolidate and migrate tools effectively.
  • Comfort operating where support and compliance intersect, including designing routing, escalation, and firewall rules and partnering closely with Legal and Compliance.
  • High analytical rigor: you set SLA and CSAT targets, interpret dashboards by product, platform, and client tier, and translate signals into staffing and process decisions.
  • Strong stakeholder-management skills, with the ability to align senior leaders, business lines, and external partners and drive change without relying on formal authority.
  • Excellent written and verbal communication, an ownership mindset, and comfort operating in ambiguity while building durable systems.

Skills

  • Intercom
  • Zendesk
  • HubSpot
  • Pylon
  • Mandarin
  • Spanish

Location

  • Remote

Work Type

  • Remote
  • Full-time

Experience Level

  • 8+ years

Benefits

  • Full benefits (medical, vision, and dental)
  • Flexible vacation policy (PTO)

About the Company

  • Ondo Finance provides institutional-grade, blockchain-enabled investment products and services, with a technology arm developing decentralized finance technology and an asset management arm creating and managing tokenized funds.
  • The company is the global leader in tokenized treasuries, tokenized stocks and ETFs, and is building the future of institutional-grade financial services onchain.
  • Founded by former Goldman Sachs Digital Assets Team members, Ondo Finance is backed by investors including Founders Fund, Coinbase Ventures, Pantera Capital, and Tiger Global.
  • The firm is the leader in the space in terms of AUM and is well-capitalized for growth.
  • Ondo Finance is a fully remote company with team members across the U.S.