Manager, Inside Sales - Fintech

Housecall Pro

3d • $65,900 - $74,000 • Remote

About The Position

As a Manager, Success Advisor - Fintech, you lead and coach a team of specialized growth drivers responsible for helping service professionals (our Pros) unlock the full value of the HCP fintech ecosystem. You oversee the execution of sales strategies focused exclusively on digital payment adoption and consumer financing solutions. You empower your team to act as trusted cash flow specialists, guiding Pros to understand how digital payment capture directly fuels business growth and customer satisfaction.
You are responsible for driving the team that serves as the engine for account-level revenue growth. You thrive in developing others to master consultative, multi-conversation selling cycles, ensuring your team builds deep trust with Pros over multiple touchpoints. You lead with a high level of ownership, balancing team performance management with strategic alignment to our broader fintech objectives.
This role is ideal for a highly self-sufficient, proactive builder who has proven they can create structure where little exists today. You will be expected to design and iterate on team workflows, operating rhythms, sales plays, and performance management approaches that enable a specialized team to drive fintech adoption and revenue growth. Success in this role requires strong judgment, high ownership, and the ability to move from ambiguity to execution quickly. The right person will combine strong people leadership with operational horsepower, process design capability, and fluency in using AI and automation tools to improve team output, speed, and quality.
Our team is passionate, empathetic, hard working, and above all else focused on improving the lives of our service professionals (our Pros). Our success is their success.

Requirements

• 5+ years of experience in customer success, implementation, or sales
• 2+ years of experience in people leadership or mentoring others in a sales-driven environment
• Bachelor’s degree or equivalent work experience required
• Proven track record of driving team performance against measurable sales or adoption metrics
• Deep understanding of fintech products and the online payment processing ecosystem (i.e. Salesforce, Stripe)
• Experience in managing high-volume, consultative sales cycles with multiple customer touch-points

Nice To Haves

• Proven ability to build from scratch, create structure in ambiguity, and scale early-stage processes into repeatable systems
• High degree of self-sufficiency, urgency, and proactive ownership; someone who does not wait for direction to solve problems
• Strong process design and operational instincts, with the ability to build toward outcomes rather than simply manage existing workflows
• Proven experience driving team efficiency or output quality through the strategic use of AI tools and automation
• Strong coaching and leadership capabilities with a passion for developing next-generation leaders
• Ability to translate complex fintech data and insights into actionable coaching strategies
• Established credibility with service professionals from trades such as HVAC, plumbing, or electrical
• Resilience and a startup mentality, thriving in a fast-paced and rapidly evolving environment
• Excellent written and verbal communication skills with the ability to influence stakeholders at all levels
• A commitment to fostering a customer-focused culture within the team
• Resilience, adaptability, and a builder mentality suited to a role with significant change, ambiguity, and opportunity

Responsibilities

• Build, lead, and scale a new team of Success Advisors into a high-performing Cash Flow Specialist function
• Design and implement the team’s operating model, workflows, sales motions, and performance expectations from the ground up
• Test, refine, and continuously improve processes to drive better adoption, conversion, revenue, and team productivity
• Lead and mentor a team of Success Advisors to meet and exceed monthly fintech revenue and adoption targets
• Oversee a dedicated fintech pipeline sourced from inbound activity, outbound outreach, and cross-functional referrals
• Coach team members on leading discovery-first conversations focused on cash flow challenges and revenue growth goals
• Ensure the team effectively positions the full fintech product suite: Credit Card Attach, ACH, Instapay, and Consumer Financing
• Monitor and manage team activity metrics including call volume, talk time, and attended demos against fintech-specific KPIs
• Validate proper closed-won processes by ensuring test transactions are confirmed across the team’s portfolio
• Drive cross-functional collaboration with onboarding coaches and Success Advisor leads to optimize warm handoff opportunities
• Ensure high data integrity in Salesforce, tracking payment intent paths and Pro status for the entire team
• Facilitate regular 1:1s and performance reviews to support the professional growth and skill development of your reports
• Stay informed on product and technology developments within the fintech space to provide updated, relevant coaching

Benefits

• A generous benefits program that supports the whole you with medical, dental, vision, life, disability, and 401(k)
• Paid holidays and flexible, take-it-as-you-need-it paid time off
• Monthly tech reimbursements
• A culture built on innovation that values big ideas, no matter where they come from
• Equity in a rapidly growing startup backed by top-tier VCs

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Number of Employees: 501-1,000 employees