Customer support consulting for startups and scaling teams

Customer support that works better, for your customers and your team.

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.

Track record

  • 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

Does this sound familiar?

  1. Your support team is busy, but the same problems keep coming back.

  2. Processes and responsibilities haven’t kept pace with growth.

  3. You have support tools, but they aren’t working well together.

  4. Customers struggle to find answers or get consistent help.

  5. You need experienced support leadership without hiring someone full-time.

Support for every stage of a startup

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.

  1. Stage 01

    Founder-led support

    “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.

  2. Stage 02

    Your first support team

    “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.

  3. Stage 03

    Scaling support

    “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

  • Zendesk
  • Intercom
  • Salesforce
  • HubSpot
  • Jira
  • Linear
  • Slack
  • Decagon

How I can help

Project

Support operations review

Understand what’s working, where customers face friction, and what to improve first.

You receive

  • Findings
  • Prioritized recommendations
  • Improvement roadmap

Project

Support setup and scaling

Build a practical foundation for a new or growing support team, from your first hire onward.

You receive

  • Workflows
  • Escalation processes
  • Documentation
  • Reporting plan

Project

Knowledge and self-service

Make answers easier for customers to find and for teams to maintain.

You receive

  • Content audit
  • Knowledge-base structure
  • Article templates

Project

AI-enabled support

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

  • Automation opportunities
  • AI-ready knowledge base
  • Prompt and workflow guides

Project

Team training and quality

Define what good support looks like and help teams deliver it consistently.

You receive

  • Quality scorecard
  • Coaching framework
  • Training materials

Ongoing

Fractional support leadership

Provide ongoing guidance and hands-on leadership through growth or change.

What it includes

  • Regular coaching
  • Operational planning
  • Improvement delivery
Talk about ongoing support
A startup office with a glass wall of sticky notes arranged in workflow columns, above a shared table with two laptops, a headset, a coffee mug, and a notebook.

My approach

  1. Listen and understand

    Learn about your customers, team, business goals, and current challenges.

  2. Identify the priorities

    Separate the underlying problems from the symptoms and agree on what matters most.

  3. Build practical improvements

    Develop processes, resources, and ways of working your team can actually use.

  4. Review and refine

    Assess progress against agreed measures and adjust as needed.

About me

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.

Evidence before assumptions
Recommendations are grounded in what your conversations, data, and team actually show.
Clear ownership
Every process and handoff has someone accountable for the next step.
Human where it counts
Structure handles the routine, so people can focus on the moments that matter.

Where I’ve done the work

10+ years across SaaS, FinTech, EdTech, and AI, from frontline tickets to building and leading support teams.

View my LinkedIn
  1. Current role

    High-growth AI company

    Senior Enterprise Support

    • Primary contact for account, billing, and subscription issues across SMB and enterprise accounts, with a 97% CSAT
    • Own complex enterprise product and technical issues from troubleshooting through resolution, across tickets, Slack, and direct customer conversations
    • Design AI-enabled support workflows and build runbooks, troubleshooting guides, and knowledge resources
  2. Mar 2020 – Dec 2023

    The College Board

    Senior Customer Support Analyst

    • Handled high-volume inquiries on account access, payments, eligibility, and platform issues, maintaining a 94% CSAT
    • Developed escalation playbooks and standardized documentation that reduced ticket volume by 36%
    • Filed structured bug reports in Jira and reported weekly on ticket trends, aging, and recurring issues
  3. May 2022 – Nov 2022 Series B startup

    Bash.gg (contract)

    Director of Customer Service

    • Built the support function from the ground up: workflows, SLAs, escalation paths, and internal documentation
    • Launched self-service help center resources and FAQs, reducing inbound tickets by 30%
    • Created tagging and categorization for trend reporting, and partnered with Product, QA, and Engineering on platform issues
  4. Jun 2015 – Feb 2020

    Sutherland

    Customer Service Manager

    • Led and coached a 40-person support team, improving productivity and CSAT
    • Reduced ticket aging from 20 days to 5 through better workflow management and prioritization
    • Built Salesforce dashboards and executive reports on performance, risks, and SLAs

Earlier roles

  • Customer Support Manager, New York State Homes and Community Renewal
  • Customer Support Manager, Eleven by Venus Williams
  • Customer Success Manager, Claro Enterprise Solutions

Education

  • BSc, Accounting
A support desk with a laptop showing a chat inbox, a headset with a microphone, sticky notes, a coffee mug, and a notebook with a checklist.

Insights on better customer support

Operations · 1 min read What I look for when reviewing a support operation

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.

Startups · 1 min read When to make your first support hire, and who to look for

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.

Systems · 1 min read When your support team needs better systems, not more tools

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.

Let’s make your support work better.

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.

Prefer email?

toniannmontes@gmail.com

Or find me on LinkedIn