Role Description
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.
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Translate departmental priorities into actionable operating plans.
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Use customer insights and cross-functional collaboration to improve engagement, product adoption, retention, and customer lifetime value.
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Leverage data analytics, AI, and innovative approaches to scale operations and improve team productivity.
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Bring a strong understanding of financial technology (fintech), payments, and financing solutions.
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Balance commercial performance with responsible product recommendations, customer trust, and compliance expectations.
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
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Lead, mentor, and develop a team of managers and team leads.
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Translate departmental priorities into quarterly operating plans and measurable team goals.
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Scale team operations through effective hiring, onboarding, and standardized playbooks.
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Monitor and optimize key performance indicators (KPIs) using data analytics and business intelligence tools.
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Coach managers and teams on effectively positioning payments and financial products.
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Oversee customer engagement and financial product adoption initiatives.
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Partner cross-functionally with Product, Marketing, Sales, and Customer Success.
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Ensure teams follow applicable financial product disclosures and compliance requirements.
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Identify, test, and implement innovative approaches, including AI tools and automation.
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Own hiring plans, talent development, and succession planning.
Qualifications
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7+ years of experience in customer success, account management, sales, implementation, or a related field.
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4+ years of people management experience, including experience leading managers or team leads.
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Bachelor's degree in Business, Marketing, Finance, or a related field, or equivalent work experience (MBA preferred).
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Demonstrated experience scaling customer-facing teams.
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Proven track record of improving customer engagement, product adoption, retention, and measurable business outcomes.
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Experience using CRM, business intelligence, and analytics platforms.
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Proven experience driving team efficiency through the strategic use of AI tools and automation.
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Experience in fintech, payments, financing, or financial product sales.
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Working knowledge of financial product disclosures and regulatory compliance requirements.
Requirements
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Strong analytical mindset with the ability to translate complex performance data into clear actions.
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Exceptional communication, coaching, and leadership skills.
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Ability to balance operational execution with long-term planning.
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Strong cross-functional collaboration skills.
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Entrepreneurial, test-and-learn mindset.
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Strong commercial judgment.
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A multi-dimensional background with a breadth of cross-functional interests.
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Personal resilience to learn from scratch and thrive in ambiguity.
Benefits
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A generous benefits program that supports the whole you with medical, dental, vision, life, disability, and 401(k).
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Paid holidays and flexible, take-it-as-you-need-it paid time off.
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Monthly tech reimbursements.
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A culture built on innovation that values big ideas.
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Equity in a rapidly growing startup backed by top-tier VCs.