Senior Manager, Success Advisor (Fintech)
Core
Senior Manager leading a team of managers and team leads to drive customer success, product adoption, and retention for fintech financial products serving home service professionals.
Role type
Senior Manager, Customer Success (Fintech)
Builds
Customer success operations, team performance, and financial product adoption for small business Pros
Domain
Fintech, Payments, Financing, B2B SaaS
Required skills
People management, team scaling, performance management, data analytics, fintech domain knowledge, regulatory compliance, cross-functional collaboration, AI/automation adoption
Preferred skills
MBA, strategic planning, innovation mindset, commercial judgment
Technologies
Snowflake, Omni, Salesforce
Responsibilities
Lead, mentor, and develop a team of managers and team leads; Translate departmental priorities into actionable operating plans; Scale team operations through hiring, onboarding, and capacity planning; Monitor and optimize KPIs using data analytics tools; Coach teams on positioning financial products; Partner cross-functionally on product launches and strategies; Ensure compliance with financial disclosures and regulations; Identify and implement AI tools and automation for team efficiency.
Seniority
Senior, hands-on IC with people management
