Senior Manager, Inside Sales (Fintech)

Housecall Pro

3h•$110,000 - $130,000•Remote

About The Position

The Senior Manager, Inside Sales (internally titled Senior Manager, Success Advisor) is an experienced, commercially minded leader responsible for developing high-performing managers and team leads while driving strong customer experiences and measurable business outcomes. The role oversees customer success initiatives, sets performance expectations, and builds a culture of accountability, continuous improvement, and professional growth. The Senior Manager turns departmental priorities into actionable operating plans and uses customer insights and cross-functional collaboration to improve engagement, product adoption, retention, and customer lifetime value. The role uses data analytics, AI, and innovative approaches to scale operations, improve productivity, and deliver business results. It also requires a strong understanding of fintech, payments, and financing solutions so teams can responsibly position financial products that support small-business customers, while maintaining customer trust and meeting compliance expectations. The role is open to candidates across locations. The expected base salary range is $70,000–$90,000, with annual on-target earnings of $110,000–$130,000. The position is eligible for Housecall Pro’s equity plan and company benefits. Housecall Pro serves more than 50,000 businesses and has over 2,000 teammates globally.

Requirements

7+ years of experience in customer success, account management, sales, implementation, or a related field.
4+ years of people management experience, including leading managers or team leads.
Bachelor’s degree in Business, Marketing, Finance, or a related field, or equivalent work experience.
Experience scaling customer-facing teams through hiring, onboarding, capacity planning, and performance management.
Track record of improving customer engagement, product adoption, retention, and measurable business outcomes.
Experience using CRM, business intelligence, and analytics platforms to monitor funnel performance, conversion, and adoption; platforms named include Salesforce, Snowflake, and Omni.
Experience improving team efficiency or output quality through strategic use of AI tools and automation.
Experience in fintech, payments, financing, or financial product sales, preferably in a B2B SaaS environment serving SMBs.
Working knowledge of financial product disclosures, risk management practices, and applicable regulatory compliance requirements.
Strong analytical skills and ability to turn performance data into clear actions and measurable results.
Strong communication, coaching, leadership, and cross-functional collaboration skills, including ability to influence stakeholders at multiple organizational levels.
Ability to balance operational execution, long-term planning, and continuous improvement.
Entrepreneurial, test-and-learn mindset and willingness to challenge existing processes, embrace emerging technologies, and drive innovation.
Commercial judgment to balance product adoption and revenue goals with responsible selling and long-term customer success.
Resilience and ability to learn from scratch and thrive in ambiguity.

Nice To Haves

MBA preferred.
A multidimensional background with cross-functional interests or specialized expertise.

Responsibilities

Lead, mentor, and develop managers and team leads, establishing performance expectations, consistent coaching practices, and accountability.
Translate departmental priorities into quarterly operating plans, weekly performance rhythms, and measurable team goals.
Scale team 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, using analytics and business intelligence tools such as Snowflake and Omni.
Coach teams on positioning payments, financing, and other financial products according to customer needs, business goals, and long-term customer success.
Oversee customer engagement and financial product adoption initiatives, balancing commercial performance with responsible recommendations, customer satisfaction, and retention.
Partner with Product, Marketing, Sales, and Customer Success on fintech launches, go-to-customer strategies, and incorporating frontline insights into product and business initiatives.
Ensure teams follow applicable financial product disclosures, risk policies, and regulatory compliance requirements during sales and customer engagement.
Identify, test, and implement AI tools, automation, and other approaches for prospecting, call preparation, coaching, pipeline management, and customer engagement; measure their impact.
Own hiring plans, talent development, and succession planning, and refine operational processes and team structures for sustainable growth and high performance.