Senior Manager, Success Advisor (Fintech)

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.

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

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:

This role is open to candidates, with an expected base salary range of $70,000-$90,000 and annual on-target earnings range of $110,000-$130,000. The specific hourly rate for the successful candidate will be determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location. This role is also eligible to participate in Housecall Pro’s equity plan and the following benefits: health care insurance (medical, dental, vision, disability), employee assistance program, 401(K), flexible time off, paid parental leave, tech reimbursement, and other company benefits. Housecall Pro is growing fast and we’re scaling our team to help enable and accelerate our growth.

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.

Any specific metrics, targets, or performance goals referenced in this posting are illustrative only and are subject to change based on evolving business needs.