Senior Manager, Success Advisor – Fintech

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $70k - $90k / year

⏰ Full Time

🟠 Senior

🏆 Customer Success

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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Housecall Pro

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2013

💼 Consulting

📦 Logistics

📣 Marketing

Consulting • Logistics • Marketing

Housecall Pro is a business management software for home service professionals, providing tools for scheduling, dispatching, invoicing, payment collection, and more. It is designed to improve efficiency and profitability for companies in industries such as HVAC, plumbing, electrical, and other home service sectors. The software includes features like QuickBooks integration, enhanced reporting, customer management, and mobile accessibility, and is trusted by thousands of businesses to automate and streamline their operations.

📋 Description

• Lead, mentor, and develop managers and team leads • Establish performance expectations, coaching practices, and accountability • Translate departmental priorities into quarterly operating plans, weekly performance rhythms, and measurable team goals • Scale operations through hiring, onboarding, ramp programs, capacity planning, and standardized playbooks • Monitor and optimize KPIs including sales activity, funnel conversion, financial product attachment, adoption, retention, and productivity • Use Snowflake, Omni, and business intelligence tools to identify trends, risks, and opportunities • Coach teams on positioning payments, financing, and other financial products • Oversee customer engagement and financial product adoption initiatives • Partner with Product, Marketing, Sales, and Customer Success on fintech product launches and go-to-customer strategies • Ensure compliance with financial product disclosures, risk policies, and regulatory requirements • Test and implement AI tools and automation for prospecting, call preparation, coaching, pipeline management, and customer engagement • Own hiring plans, talent development, succession planning, operational processes, and team structures

🎯 Requirements

• 7+ years of experience in customer success, account management, sales, implementation, or a related field • 4+ years of people management experience, including experience leading managers or team leads • Bachelor's degree in Business, Marketing, Finance, or a related field, or equivalent work experience • Demonstrated experience scaling customer-facing teams through hiring, onboarding, capacity planning, and performance management • Proven track record of improving customer engagement, product adoption, retention, and measurable business outcomes • Experience using CRM, business intelligence, and analytics platforms, including Salesforce, Snowflake, and Omni • Proven experience driving team efficiency or output quality through strategic use of AI tools and automation • Experience in fintech, payments, financing, or financial product sales, preferably within a B2B SaaS environment serving SMBs • Working knowledge of financial product disclosures, risk management practices, and applicable regulatory compliance requirements • Strong analytical mindset • Exceptional communication, coaching, and leadership skills • Ability to balance operational execution with long-term planning and continuous improvement • Strong cross-functional collaboration and stakeholder influence skills • Entrepreneurial, test-and-learn mindset • Strong commercial judgment and responsible selling practices • Personal resilience and ability to thrive in ambiguity

🏖️ Benefits

• Medical, dental, vision, life, and disability insurance • 401(k) • Paid holidays • Flexible, take-it-as-you-need-it paid time off • Monthly tech reimbursements • Equity in a rapidly growing startup • Employee assistance program • Flexible time off • Paid parental leave • Other company benefits

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