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InstrumentlIN

Customer Support & Operations Team Lead

Backed by years of personal and professional experience in the nonprofit and academic arenas, our team came together to create the most comprehensive source of grant and funder data in the world, and designed it around the needs of our community.

Instrumentl

Employee count: 1-10

Salary: 95k-115k USD

United States only

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Hello, we’re Instrumentl. 👋

Nonprofits do some of the most important work in the world, and most of them are still managing grants in spreadsheets. We’re fixing that.

Instrumentl is a profitable, hypergrowth, YC-backed SaaS platform building the operating system for grant-funded organizations. More than 5,500 nonprofits use Instrumentl to discover, track, and win grant funding, from local community organizations to the San Diego Zoo and the University of Alaska. Collectively they’ve moved over $1 billion through our platform.

We’re doubling year over year, customers love us (NPS 65+, Ellis PMF 60+), and we’re hiring people who want to build something that matters.

About the role:

    We’re hiring a Customer Support & Operations Team Lead, reporting to our VP of Customer Success, to own the systems and workflows behind a fast, accurate, and genuinely delightful support experience for the nonprofits and grant writers who run on Instrumentl.

    This is a hands-on player-coach role. You’ll handle tickets, billing questions, bug reports, escalations, and help-center updates yourself, while raising the bar for the team that handles them alongside you. You’ll guide one full-time support IC and a small bench of contractors, sharpen our AI support workflows in Fin, and decide where automation, self-serve, and human judgment each belong.

    We’re past 5,500 customers and growing fast. Until now, support has run on one person plus contractors. You get to define what comes next: how we use AI, how we staff, what “world-class” looks like, and how we build a function that scales without scaling headcount linearly. As volume grows, this role is built to grow with it, from Team Lead into a Manager seat owning the broader support org.

    You’ll partner with Customer Success, Finance, Product, Engineering, and our Support Engineer to make sure customer issues get understood, escalated cleanly, and resolved systematically.

What you'll do:

    Own the customer experience

    • Handle customer tickets, escalations, billing questions, bug reports, and product education. You’re in the queue, not above it.

    • Set the standards for response quality, tone, accuracy, and escalation, then hold the team (humans and AI) to them.

    • Improve first-response and resolution times for our highest-priority ticket types while maintaining or improving CSAT.

    • Build lightweight QA loops so quality is something we measure, not something we hope for.

    • Scale support through AI and self-serve

      • Own day-to-day Fin/AI support performance: training, monitoring, reviewing answers, and tightening workflows.

      • Spot repetitive ticket categories that should be solved by AI, macros, better help-center content, or product education, and ship the fix.

      • Build human-in-the-loop workflows so AI resolves more, and routes the rest to a human cleanly.

      • Use customer conversations as a feedback loop: surface documentation gaps, AI gaps, UX issues, and product confusion.

      • Build the support operating system

        • Own queue management, routing, escalation paths, SLAs, and coverage planning, including the awkward stuff like company off-sites and holidays.

        • Sharpen billing, cancellation, and refund workflows in partnership with Finance and CS.

        • Oversee operational data workflows, including our spreadsheet-import process and the contractors who power it.

        • Create internal playbooks and documentation so support doesn’t live in tribal knowledge.

        • Build reporting that helps leadership see ticket volume, customer pain, team performance, and scaling risk.

        • Strengthen feedback loops with the rest of the company

          • Partner with our Support Engineer on bug triage, reproduction steps, prioritization, and customer follow-up.

          • Distinguish real product bugs from user confusion, billing edge cases, and education gaps, and escalate accordingly.

          • Surface recurring customer pain points and translate them into clear recommendations for Product, Engineering, Finance, and CS.

          • Close the loop with customers when issues need investigation or follow-up.

          • Develop the team

            • Manage one full-time support IC plus contractors and VAs. Set role clarity, goals, and performance expectations.

            • Coach the team on judgment, quality, efficiency, and customer empathy.

            • Improve onboarding and training so new contributors ramp faster.

            • Help decide when support volume justifies an additional FTE, and what the next version of the team looks like.

What we're looking for:

    Required

    • 4+ years in customer support, support operations, or CX, ideally in SaaS, including time owning quality, not just answering tickets.

    • Prior people management experience. You’ve set expectations, given hard feedback, and coached someone into a better version of their work.

    • AI-native instincts. You already use AI in your day-to-day, have opinions about where it helps and where it hurts, and can own Fin/AI quality without being walked through it.

    • A track record of building or improving support systems (routing, escalation, QA, reporting, or self-serve). You’ve gone beyond managing a queue.

    • Excellent customer judgment and writing. You can translate billing chaos or a confusing bug into something a non-technical customer actually understands.

    • Player-coach energy. You’re happy to jump into the queue, update an article, review an AI answer, or debug a customer issue yourself.

    • Comfort with ambiguity. You can operate in a Slack-first, fast-moving environment where the process you need sometimes doesn’t exist yet.

    • Nice to have

      • Experience with Intercom or Fin (Zendesk, Help Scout, Ada, Forethought, Gorgias and similar tools all transfer).

      • Billing-heavy support experience: subscriptions, plan changes, refunds, payment failures.

      • Experience overseeing operational data workflows like spreadsheet imports or QA on contractor-supported processes.

      • Background supporting nonprofit, SMB, or prosumer SaaS customers. You know how to read between the lines with non-technical users.

      • Remote startup experience.

Compensation & Benefits

    For US-based candidates, the target salary range is $95,000 – $115,000 USD base plus equity. Final compensation is determined based on experience, skillset, scope, interview performance, and geographic location.

    Benefits

    • 100% covered health, dental, and vision insurance for employees; 50% for dependents

    • Generous PTO, including parental leave

    • 401(k)

    • Company laptop and a stipend to set up your home workstation

    • The chance to work with awesome nonprofits across the US doing meaningful work

Instrumentl is an equal opportunity employer. We are committed to building an inclusive workplace and do not discriminate based on race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity or expression, genetic information, or any other legally protected status. We encourage candidates from all backgrounds to apply. If you need a reasonable accommodation during the application or interview process, please let us know.

About the job

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Job type

Full Time

Experience level

Salary

Salary: 95k-115k USD

Location requirements

Hiring timezones

United States +/- 0 hours

About Instrumentl

Learn more about Instrumentl and their company culture.

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Backed by years of personal and professional experience in the nonprofit and academic arenas, our team came together to create the most comprehensive source of grant and funder data in the world, and designed it around the needs of our community.

Founded in 2014, Instrumentl was built to help fundraisers make the best use of their valuable time and energy. We make the grant process faster, easier, and more efficient, so you can do what you do best: make a positive impact. We’re headquartered in San Francisco, and thanks to the thousands of nonprofits and academic institutions that use us to find their funding, there's a little part of Instrumentl in every US state and country around the world.

We believe in the hard working folks that accelerate social progress and propel innovation. That's why we think it's time for the lack of available funding to stop getting in the way. Our mission is to help you move the world forward, one project at a time.

Employee benefits

Learn about the employee benefits and perks provided at Instrumentl.

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Healthcare benefits

Health, dental, and vision insurance

Home office budget

Company laptop + $500 to set up your home workstation

Paid parental leave

Paid family leave for all parents to support you and your family.

Generous vacation

We have a generous PTO policy to help encourage work life balance.

View Instrumentl's employee benefits
Claim this profileInstrumentl logoIN

Instrumentl

Company size

1-10 employees

Founded in

2016

View company profile

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