À propos de ce poste Senior Manager, Success Advisor (Fintech) chez Housecall Pro
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, 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 equivalent work experience (MBA preferred)
- Demonstrated experience scaling customer-facing teams through hiring, onboarding, capacity planning, and performance management
- Proven track record of improving customer engagement, product adoption, retention, and measurable business outcomes
- Experience using customer relationship management (CRM), business intelligence, and analytics platforms (Salesforce, Snowflake, Omni) to monitor funnel performance, conversion, and adoption
- Proven experience driving team efficiency or output quality through the strategic use of AI tools and automation
- Experience in fintech, payments, financing, or financial product sales, preferably within a B2B SaaS environment serving SMBs
- Working knowledge of financial product disclosures, risk management practices, and applicable regulatory compliance requirements
What will help you succeed in this role
- Strong analytical mindset with the ability to translate complex performance data into clear actions and measurable results
- Exceptional communication, coaching, and leadership skills with a passion for developing the next generation of leaders
- Ability to balance operational execution with long-term planning and continuous improvement
- Strong cross-functional collaboration skills and the ability to influence stakeholders at multiple organizational levels
- Entrepreneurial, test-and-learn mindset with a willingness to challenge existing processes, embrace emerging technologies, and drive innovation
- Strong commercial judgment with the ability to balance financial product adoption and revenue goals with responsible selling practices and long-term Pro success
- A multi-dimensional background with a breadth of cross-functional interests or depth of specialized mastery
- Personal resilience to learn from scratch, and successfully thrive in ambiguity
Location Dependent Information:
Founded in 2013, Housecall Pro helps home service professionals (Pros) streamline every aspect of their business. With easy-to-use tools for scheduling, dispatching, payments, and more, Housecall Pro enables Pros to save time, grow profitably, and provide best-in-class service.
Housecall Pro’s brand portfolio includes Business Coaching by Housecall Pro, a business coaching solution for home services businesses. Our brands are united by a singular mission to champion our Pros to success.
We support more than 50,000 businesses and have over 2,000 ambitious, mission-driven, genuinely fun-loving teammates across the globe. If you want to do work that impacts real people, supported by a team that will invest in you every step of the way, we’d love to hear from you.
Housecall Pro celebrates diversity and we are committed to creating an inclusive environment. We are an equal opportunity employer and do not discriminate on the basis of gender, race, religion, national origin, ethnicity, disability, gender identity/expression, sexual orientation, veteran or military status, or any other category protected under the law. #LI-Remote
Privacy Notice for California Job Candidates - Housecall Pro
Use of Artificial Intelligence in Hiring and Engagement Processes: we may use artificial intelligence (AI)-powered tools to support the review and evaluation of employment and independent contractor applications, including screening and qualification assessments. All final hiring and engagement decisions are made by human representatives, not AI tools.
