Remote Fintech Success Advisor for Pros

Housecall Pro; Denver (CO); Hybrid; USD 38,000 - 42,000; Full time

Benefits offered by this job

Medical/dental/vision

Life & disability

401(k)

Paid time off

Tech reimbursements

Culture of innovation

Job summary

Housecall Pro is seeking a Specialist, Success Advisor focused on fintech products to help service professionals strengthen their businesses. You’ll drive adoption of fintech solutions, increase credit card attachment, and connect Pros with consumer products.

This role requires empathy, consultative selling, and strong relationship-building skills. You’ll manage a full sales cycle from initial contact to close, collaborate with teammates to boost usage, and stay aligned with ongoing product and

Qualifications

• 1+ years experience in a similar customer facing, sales, or retention role.
• CRM experience strongly preferred.

Responsibilities

• Use a Pro-focused, consultative selling style rooted in understanding the Pro’s day-to-day challenges and goals.
• Handle a full sales cycle from booking to close, and engagement.
• Collaborate with a team to drive new attachment and increase usage as a percentage of GMV and MRR per account.
• Demonstrate empathy to build trust with Pros and the brand.
• Stay current with product and technology developments.

Skills

CRM experience

Consultative selling

Relationship building

Job description

Housecall Pro is seeking a Specialist, Success Advisor focused on fintech products to help service professionals strengthen their businesses. You’ll drive adoption of fintech solutions, increase credit card attachment, and connect Pros with consumer products.

This role requires empathy, consultative selling, and strong relationship-building skills. You’ll manage a full sales cycle from initial contact to close, collaborate with teammates to boost usage, and stay aligned with ongoing product and