Senior Manager, Fintech Success & Growth

Housecall Pro; United States; Remote; USD 70,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, vision

Paid holidays & PTO

Monthly tech reimbursements

Equity in startup

Job summary

Housecall Pro seeks a Senior Manager, Success Advisor to lead and grow a high-performing customer success organization. You will mentor managers, set operating plans, and drive customer outcomes while coordinating with Product, Marketing, Sales, and Customer Success to launch fintech solutions.

You will leverage data analytics, AI tools, and automation to scale operations, improve adoption, retention, and lifetime value for small-business Pros, balancing commercial goals with customer trust and

Qualifications

• 7+ years in customer success, account management, sales, or related field.
• 4+ years of people management, leading managers or team leads.
• Bachelor’s degree or equivalent; MBA preferred.
• Experience scaling customer-facing teams through hiring, onboarding, and performance mgmt.
• Proven track record improving engagement, adoption, and retention.
• Experience using CRM, BI, and analytics tools to monitor funnel performance.
• Experience driving team efficiency with AI tools and automation.
• Fintech/payments or financial product sales experience, B2B SaaS a plus.

Responsibilities

• Lead, mentor, and develop a team of managers and team leads with clear performance expectations.
• Translate priorities into quarterly operating plans and measurable team goals.
• Scale team operations through hiring, onboarding, ramp programs, and playbooks.
• Monitor KPIs and use data analytics to identify trends, risks, and opportunities.
• Coach teams on positioning payments and other financial products.
• Oversee customer engagement and product adoption initiatives balancing commercial goals and trust.
• Partner with Product, Marketing, Sales, and Customer Success for fintech launches and go-to-market strategies.
• Ensure compliance with disclosures, risk policies, and regulatory requirements.
• Identify and test AI and automation approaches for prospecting, coaching, pipeline mgmt, and engagement.
• Own hiring plans, talent development, and succession planning.

Skills

Customer success

People management

Cross-functional leadership

Data analytics

AI tools

Fintech knowledge

CRM

Education

Bachelor’s degree in Business/Marketing/Finance or related field

MBA preferred

Tools

Salesforce

Snowflake

Omni

Job description

Housecall Pro seeks a Senior Manager, Success Advisor to lead and grow a high-performing customer success organization. You will mentor managers, set operating plans, and drive customer outcomes while coordinating with Product, Marketing, Sales, and Customer Success to launch fintech solutions.

You will leverage data analytics, AI tools, and automation to scale operations, improve adoption, retention, and lifetime value for small-business Pros, balancing commercial goals with customer trust and