Social engineering will almost always work. I don't really fault Sendgrid for this (though I could see this not working as well if you were using Amazon SES...no support to even talk to!). It sucks that they got caught with their pants down but I bet a good social engineering attempt on ChunkHost might have yielded similar results. The lesson here is to have multiple defenses. 2 factor auth is a great start and it wo…
In a nutshell, social engineering can be countered by proper software & processes engineering. So if social engineering is possible, blame the software architects. Maybe in extreme cases changing the email of an account might be needed, but there's no excuse a first level rep was able to do it. Least thing, he/she should've been forced by the system to escalate to someone above her, who has a much lesser chance to sc…
This was a pretty weak request, though. This one should have been pretty easy to at least make some attempt to verify.
But as a human being I can verify how hard it is to not help the person crying on the other end of the phone because they need help RIGHT NOW. This didn't get to that level, but if you are designing a recovery process, you really need to think about how you handle that situation, and make sure the people making the call have the guts to say "I'm sorry but we need to do this one by the book."