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Senior Zendesk Automation Specialist

🕒 14 days ago
ZendeskAutomationCustomer Service OperationsBusiness Process Automation

📜 Description

  • Design, implement, and maintain automation rules, workflows, and routing logic to improve first response times and reduce manual ticket handling.
  • Conduct regular audits of existing automations to identify bottlenecks and incorrect routing.
  • Improve automation performance to increase agent efficiency and ensure accurate ticket handling.
  • Develop dynamic routing to assign tickets based on various client and ticket attributes.
  • Configure and maintain Zendesk ticket fields, macros, triggers, and business rules.
  • Collaborate with the Customer Service team to define and improve operational procedures.

🛠️ Requirements

  • At least 5 years of experience in customer service operations or business process automation within a SaaS or fintech environment.
  • Strong hands-on experience with Zendesk, including automations, triggers, and workflow logic.
  • Ideally, at least 2 years of direct Zendesk administration experience.
  • Strong analytical skills to analyze ticket data and recommend improvements.
  • Experience with customer experience analytics tools such as Tableau or Amplitude is an advantage.
  • Basic SQL knowledge or experience querying Zendesk data.

Benefits

  • From medical insurance to pension plans, we've got your back
Full job description
We are a leading trading platform that is ambitiously expanding to the four corners of the globe. Our top-rated products have won prestigious industry awards for their cutting-edge technology and seamless client experience. We deliver only the best, so we are always in search of the best people to join our ever-growing talented team.
We are a leading trading platform that is ambitiously expanding to the four corners of the globe. Our top-rated products have won prestigious industry awards for their cutting-edge technology and seamless client experience. We deliver only the best, so we are always in search of the best people to join our ever-growing talented team. What you will get in return: • Competitive Salary: We believe great work deserves great pay! Your skills and talents will be rewarded with a salary that makes you feel valued and motivated. • Work-Life Harmony: Join a company that genuinely cares about you - because your life outside of work matters just as much as your time on the clock. #LI-Hybrid • Generous Time Off: Need a breather? Our annual leave policy lets you recharge and enjoy life outside of work without a worry. • Employee Referral Program: Love working here? Share the love! Bring your talented friends on board and get rewarded for growing our awesome team. • Comprehensive Health & Pension Benefits: From medical insurance to pension plans, we’ve got your back. Plus, location-specific benefits and perks! • Workation Wonderland: Live your digital nomad dreams with 30 extra days to work remotely from anywhere in the world (some restrictions apply). Adventure awaits! • Volunteer Days: Make a difference! Take two additional paid days each year to support causes you care about and give back to the community. Be a key player at the forefront of the digital assets movement, propelling your career to new heights! Join a dynamic and rapidly expanding company that values and rewards talent, initiative, and creativity. Work alongside one of the most brilliant teams in the industry.

Responsibilities:

  • Design, implement, and maintain automation rules, workflows, and routing logic to improve first response times, reduce manual ticket handling, and maintain CSAT above established benchmarks.
  • Conduct regular audits of existing automations to identify bottlenecks, false positives, ticket leakage, and incorrect routing.
  • Improve automation performance to increase agent efficiency and ensure tickets are handled accurately.
  • Develop rules based and dynamic routing to assign tickets according to language, product expertise, client tier, ticket content, client attributes, and real time agent capacity.
  • Configure and maintain Zendesk ticket fields, custom views, macros, triggers, automations, business rules, and routing logic.
  • Collaborate with the Customer Service team to define, document, and improve operational procedures.
  • Monitor key performance indicators, including first response time, resolution rate, CSAT, ticket volume, and agent utilisation.
  • Create dashboards and weekly or monthly reports to demonstrate the impact and return on investment of automation initiatives.
  • Identify further opportunities to improve workflows, service quality, and operational efficiency.
  • Work closely with Compliance to review automation logic and identify potential regulatory risks.
  • Ensure vulnerable customers are flagged for human review and that appropriate audit trails are maintained.
  • Support compliance with relevant regulatory requirements, including FCA Consumer Duty expectations.
  • Maintain clear process documentation, runbooks, and records of automation changes.
  • Train Customer Service leadership and new team members on automation processes and system updates.
  • Communicate workflow changes clearly to relevant stakeholders and cross functional teams.
  • Requirements:

  • At least 5 years of experience in customer service operations, customer experience technology, business process automation, or equivalent experience scaling Customer Service operations through automation within a SaaS or fintech environment.
  • Strong hands on experience with Zendesk, including automations, triggers, business rules, macros, routing, ticket fields, and workflow logic.
  • Ideally, at least 2 years of direct Zendesk administration experience.
  • Strong analytical skills with the ability to analyse ticket data, identify trends, and recommend improvements based on measurable results.
  • Experience with customer experience analytics tools such as Tableau, Amplitude, or similar platforms is an advantage.
  • Proven experience simplifying complex processes, reducing manual work, and delivering measurable operational improvements.
  • Basic SQL knowledge or experience querying Zendesk data to analyse ticket trends.
  • Experience with scripting, APIs, or system integrations is an advantage.
  • Understanding of financial services compliance requirements, including FCA Consumer Duty, vulnerability screening, and audit trail requirements.
  • Ability to incorporate regulatory and compliance requirements into automation design.
  • Strong verbal and written communication skills in English.
  • Ability to explain technical limitations and solutions in clear business language.
  • Confidence presenting findings and recommendations to Customer Service leadership and cross functional teams.
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