Project
Support operations review
Understand what’s working, where customers face friction, and what to improve first.
You receive
- Findings
- Prioritized recommendations
- Improvement roadmap
Customer support consulting for startups and scaling teams
I’m a customer support and operations leader with 10+ years in SaaS, FinTech, EdTech, and high-growth AI startups. I help startups build support that scales: clear workflows, escalation paths, help centers, and AI where it actually helps.
I’ve built a support function from the ground up at a Series B startup, led a 40-person support team, and today I support enterprise customers at a high-growth AI company.
10+
years in customer support
SaaS, FinTech, EdTech, and AI
97%
CSAT across SMB and enterprise accounts
At a high-growth AI company
30%
fewer inbound tickets after launching self-service
At Bash.gg, a Series B startup
20 to 5
days of ticket aging, cut through better prioritization
At Sutherland
Challenges
Your support team is busy, but the same problems keep coming back.
Processes and responsibilities haven’t kept pace with growth.
You have support tools, but they aren’t working well together.
Customers struggle to find answers or get consistent help.
You need experienced support leadership without hiring someone full-time.
Who I work with
I’ve done this from the inside: building a support function from scratch at a Series B startup, and supporting enterprise customers at a high-growth AI company.
Stage 01
“We answer tickets in between building the product.”
A simple shared inbox, saved replies, your first help articles, and a plan for your first support hire.
Stage 02
“We hired support, but every answer depends on who picks it up.”
Workflows, a clear path for bugs to reach engineering, a shared quality bar, and reporting that shows what customers struggle with.
Stage 03
“Volume keeps growing, and so do our enterprise customers’ expectations.”
Tiered support, response targets, enterprise escalations, and training that keeps quality steady as the team grows.
Tools I’ve worked in
Services
Project
Understand what’s working, where customers face friction, and what to improve first.
You receive
Project
Build a practical foundation for a new or growing support team, from your first hire onward.
You receive
Project
Make answers easier for customers to find and for teams to maintain.
You receive
Project
Let AI take on the repetitive questions, keep your help content ready for AI agents, and keep a clear path to a person for the issues that need one.
You receive
Project
Define what good support looks like and help teams deliver it consistently.
You receive
Ongoing
Provide ongoing guidance and hands-on leadership through growth or change.
What it includes
Approach
Learn about your customers, team, business goals, and current challenges.
Separate the underlying problems from the symptoms and agree on what matters most.
Develop processes, resources, and ways of working your team can actually use.
Assess progress against agreed measures and adjust as needed.
About
Thoughtful customer care, with the operational detail needed to deliver it.
I’m Toni-Ann Montes, a customer support and operations leader based in New York.
For more than 10 years, I’ve worked in support across SaaS, FinTech, EdTech, and high-growth AI startups. I’ve answered the tickets, built the systems behind them, and led the teams that run them.
Today I work in Senior Enterprise Support at a high-growth AI company, where I resolve complex product, billing, and technical issues for enterprise customers, design AI-enabled support workflows, and build the runbooks and troubleshooting guides that keep answers consistent. Before that, I built a support function from the ground up as Director of Customer Service at Bash.gg, and led a 40-person support team at Sutherland.
Experience
10+ years across SaaS, FinTech, EdTech, and AI, from frontline tickets to building and leading support teams.
View my LinkedInCurrent role
Senior Enterprise Support
Mar 2020 – Dec 2023
Senior Customer Support Analyst
May 2022 – Nov 2022 Series B startup
Director of Customer Service
Jun 2015 – Feb 2020
Customer Service Manager
Earlier roles
Education
Insights
I start with the customer’s path, not the dashboard. I follow a handful of real conversations from first contact to resolution: where the customer started, how many times they had to repeat themselves, who touched the ticket, and what finally solved it.
Next, I look for repeat contacts. When the same question keeps coming back, the cause usually sits outside support: a confusing screen, an unclear policy, or a help article that doesn’t exist yet.
Then I look closely at handoffs. Escalations are where most delays hide. I check whether everyone knows who owns the next step, what evidence engineering needs, and how the customer hears back.
Finally, I separate what’s confirmed from what’s assumed. Teams often carry beliefs about their queue that the data doesn’t support. A good review names the evidence behind each finding, so the priorities that come out of it are ones the team can trust.
Most startups wait too long. By the time founders feel buried, replies have slowed down and the product team has lost touch with one of its best sources of customer feedback.
The signals are usually clear: founders or engineers spend hours a day in the inbox, the same questions come up every week, and customers wait overnight for answers that take five minutes.
Look for someone who can answer well and build at the same time: write the first help articles, tag what comes in, and tell the product team what customers are struggling with. Your first support hire sets the tone for everyone who follows.
Before they start, have three things ready: a shared inbox, a short set of saved replies, and a clear path for bugs to reach engineering.
When support feels chaotic, a new platform is tempting. Sometimes it’s the right call. More often, the existing tools are capable, and the gaps are in how they’re set up and used.
The signs are familiar: tags no one trusts, routing rules added one at a time and never revisited, reports that need a spreadsheet to interpret, and knowledge that lives in a few people’s heads.
Before adding anything, I map the work: what comes in, how it’s sorted, who acts on it, and what “done” means. That map usually reveals a few clear fixes, such as simpler categories, clearer ownership, and a short list of measures people actually look at.
If a new tool is still needed after that, you’ll choose it with far better requirements.
Contact
Building a support team, improving an existing operation, or working through a specific challenge? Tell me what’s happening and where you’d like to get to.
Open it in your email app to send it, or copy it and paste it into a new message to toniannmontes@gmail.com.