Senior Manager, Success Advisor – Fintech

Housecall Pro

. Lead, mentor, and develop managers and team leads .

Posted 11/3/2026full-timeRemote • United StatesSenior💰 $70,000 - $90,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in scaling customer-facing teams through effective hiring, onboarding, and performance management while ensuring compliance with financial product regulations. Proven ability to leverage business intelligence tools and AI for optimizing customer engagement and operational efficiency.

Highest-signal resume keywords

Team LeadershipCustomer Engagement ImprovementBusiness Intelligence ToolsFinancial Product ComplianceAI Tools Implementation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer SuccessAccount ManagementSalesPerformance ManagementCapacity PlanningFinancial Product SalesData AnalysisKPI MonitoringOnboardingOperational Processes

Soft Skills

CoachingCommunicationLeadershipCross-Functional CollaborationResilience

Tools & Technologies

SalesforceSnowflakeOmniBusiness Intelligence ToolsAI Tools

Industry Keywords

FintechPaymentsFinancingB2B SaaSRegulatory Compliance

Tech Stack

Tools & technologies

Snowflake

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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