Senior Manager, Success Advisor (Fintech)

Housecall Pro

13h•$110,000 - $130,000•Remote

About The Position

Housecall Pro is hiring a commercially minded Senior Manager, Success Advisor to lead managers and team leads responsible for customer success and financial product adoption. The role develops high-performing leaders, establishes performance expectations, and fosters accountability, continuous improvement, and professional growth. It translates departmental priorities into operating plans and uses customer insights, cross-functional collaboration, data analytics, AI, and innovative approaches to improve engagement, product adoption, retention, productivity, and customer lifetime value. The position requires a strong understanding of fintech, payments, and financing solutions to help teams position financial products in ways that support small-business customers. The role balances commercial outcomes with responsible recommendations, customer trust, and compliance expectations, while partnering with internal teams to improve financial product adoption and retention.

Requirements

At least 7 years of experience in customer success, account management, sales, implementation, or a related field.
At least 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 with CRM, business intelligence, and analytics platforms, such as Salesforce, Snowflake, and Omni, to monitor funnel performance, conversion, and adoption.
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 B2B SaaS serving SMBs.
Working knowledge of financial product disclosures, risk management practices, and applicable regulatory compliance requirements.

Nice To Haves

MBA preferred.
Strong analytical ability to translate performance data into clear actions and measurable results.
Exceptional communication, coaching, and leadership skills, with an interest in developing future leaders.
Ability to balance operational execution with long-term planning and continuous improvement.
Strong cross-functional collaboration and ability to influence stakeholders at multiple organizational levels.
Entrepreneurial test-and-learn mindset and willingness to embrace emerging technologies and drive innovation.
Strong commercial judgment to balance adoption and revenue goals with responsible selling and long-term customer success.
Multi-dimensional background with cross-functional interests or specialized expertise.
Resilience, ability to learn from scratch, and comfort thriving in ambiguity.

Responsibilities

Lead, mentor, and develop managers and team leads, establishing performance expectations, 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 such as sales activity, funnel conversion, financial product attachment, adoption, retention, and productivity using analytics and business intelligence tools.
Coach managers and teams on positioning payments, financing, and other financial products based on customer needs and long-term 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 product launches, go-to-customer strategies, and frontline insights.
Ensure teams follow applicable financial product disclosures, risk policies, and regulatory compliance requirements.
Identify, test, and implement approaches including AI tools and automation for prospecting, call preparation, coaching, pipeline management, and customer engagement; measure their impact.
Own hiring plans, talent development, and succession planning while refining processes and team structures for sustainable growth.