Senior Manager, Fintech Sales and Success

The role

You will lead and develop a team of managers and team leads to drive customer success and fintech product adoption. You will translate departmental priorities into operating plans and use data and AI to scale operations and improve business outcomes.

What you will do

• Lead, mentor, and develop a team of managers and team leads
• Translate departmental priorities into quarterly operating plans and weekly performance rhythms
• Scale team operations through hiring, onboarding, capacity planning, and standardized playbooks
• Monitor and optimize key performance indicators using data analytics and business intelligence tools
• Coach managers and teams on positioning payments, financing, and other financial products
• Oversee customer engagement and financial product adoption initiatives
• Partner cross-functionally with Product, Marketing, Sales, and Customer Success
• Ensure teams follow financial product disclosures, risk policies, and regulatory compliance
• Identify, test, and implement innovative approaches including AI tools and automation
• Own hiring plans, talent development, and succession planning

Required qualifications

• 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 (Salesforce, Snowflake, Omni)
• Proven experience driving team efficiency or output quality through the strategic use of AI tools and automation
• Experience in fintech, payments, financing, or financial product sales
• Working knowledge of financial product disclosures, risk management practices, and applicable regulatory compliance requirements

Nice to have

• MBA preferred
• Experience within a B2B SaaS environment serving SMBs

Benefits

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

About the company

Founded in 2013, Housecall Pro helps home service professionals streamline every aspect of their business. The company supports more than 50,000 businesses with a global team of over 2,000 teammates.