Senior Manager, Inside Sales (Fintech)

housecall; United States; Vor Ort; USD 120.000 - 160.000; Vollzeit

Benefits dieser Stelle

Benefits package

PTO

Tech reimbursements

Equity

Zusammenfassung

Housecall Pro is seeking a Senior Manager, Inside Sales (Senior Manager, Success Advisor) to lead managers and drive exceptional customer experiences for home-service pros. You’ll translate priorities into operating plans and coach teams to meet revenue and retention goals.

You will leverage data analytics, AI, and fintech expertise to scale operations, improve adoption, and maximize customer lifetime value while ensuring compliance and trusted product recommendations.

Qualifikationen

• 7+ years of experience in customer success, account management, sales, or related field.
• 4+ years of people management experience, including leading managers or team leads.
• Bachelor's degree in Business, Marketing, Finance, or related field.

Aufgaben

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

Kenntnisse

Leadership

People management

Customer success

Sales

Analytics

Fintech

Payments

Cross-functional

AI tools

Ausbildung

Bachelor's degree in Business, Marketing, Finance

Tools

Snowflake

Omni

Jobbeschreibung

Why Housecall Pro?

Help us build solutions that build better lives. At Housecall Pro, we show up to work every day to make a difference for real people: the home service professionals that support America's 100 million homes. We're all about the Pro, and dedicate our days to helping them streamline operations, scale their businesses, and-ultimately-save time so they can be with their families and live well.

While our headquarters are based in Denver, Colorado, our team spans the globe, with teammates across Brazil, Poland, the Philippines, Mexico, and beyond. We care deeply about our customers and foster a culture where our company, people and Pros grow and succeed together-no matter where they're based. Leadership is as focused on growing team members' careers as they expect their teams to be on creating solutions for Pros.

We also offer:

• 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

Role Overview

As a Senior Manager, Inside Sales(internally titled Senior Manager, Success Advisor), you are an experienced, commercially minded leader responsible for developing high-performing managers and team leads while driving exceptional customer experiences and measurable business outcomes. You oversee the execution of customer success initiatives, establish clear performance expectations, and create a culture of accountability, continuous improvement, and professional growth.

You translate departmental priorities into actionable operating plans, using customer insights and cross-functional collaboration to improve engagement, product adoption, retention, and customer lifetime value. You leverage data analytics, AI, and innovative approaches to scale operations, improve team productivity, and drive measurable business results.

You bring a strong understanding of financial technology (fintech), payments, and financing solutions, enabling your teams to effectively position financial products that support the long-term success of small-business Pros. You balance commercial performance with responsible product recommendations, customer trust, and compliance expectations while partnering cross-functionally to improve financial product adoption and retention.

Our team is passionate, empathetic, hard working, and above all else focused on improving the lives of our service professionals (our Pros). Their success is our success.

What you do each day

• Lead, mentor, and develop a team of managers and team leads, establishing clear performance expectations, consistent coaching practices, and accountability across all levels
• Translate departmental priorities into quarterly operating plans, weekly performance rhythms and measurable team goals that support customer success and business objectives
• Scale team operations through effective hiring, onboarding, ramp programs, capacity planning, and standardized playbooks that support sustainable growth and high performance
• Monitor and optimize key performance indicators (KPIs), including sales activity, funnel conversion, financial product attachment, adoption, retention, and productivity, using data analytics and business intelligence tools (Snowflake, Omni) to identify trends, risks, and opportunities
• Coach managers and teams on effectively positioning payments, financing, and other financial products based on Pro needs, business goals, and long-term customer success
• Oversee customer engagement and financial product adoption initiatives, ensuring teams balance commercial performance with responsible product recommendations, customer satisfaction, and retention
• Partner cross-functionally with Product, Marketing, Sales, and Customer Success to support fintech product launches, improve go-to-customer strategies, and incorporate frontline insights into product and business initiatives
• Ensure teams consistently follow applicable financial product disclosures, risk policies, and regulatory compliance requirements throughout the sales and customer engagement process
• Identify, test, and implement innovative approaches, including AI tools and automation for prospecting, call preparation, coaching, pipeline management, and customer engagement, measuring their impact on productivity, conversion, and team performance
• Own hiring plans, talent development, and succession planning while refining operational processes and team structures to support sustainable growth and high performance

Qualifications

• 7+ years of experience in customer success, account management, sales, implementation, or a related field
• 4+ years of people management experience, including experience leading managers or team leads
• Bachelor's degree in Business, Marketing, Finance, or a related field, or equiv