Senior Manager, Inside Sales – Fintech

This is a fully remote position, open to applicants in United States.

📋 Description

• Lead, mentor, and cultivate the skills of managers and team leaders.

• Set performance expectations, implement coaching practices, and ensure accountability.

• Convert departmental priorities into quarterly operating plans, weekly performance rhythms, and quantifiable goals.

• Enhance operations through recruitment, onboarding, ramp-up programs, capacity planning, and standardized playbooks.

• Track and improve KPIs such as sales activity, funnel conversion, financial product attachment, adoption, retention, and productivity.

• Guide teams in effectively positioning payments, financing, and other financial products.

• Supervise customer engagement and initiatives for financial product adoption.

• Collaborate with Product, Marketing, Sales, and Customer Success teams on fintech launches and go-to-market strategies.

• Ensure adherence to financial product disclosures, risk policies, and regulatory standards.

• Deploy AI tools and automation to enhance prospecting, call preparation, coaching, pipeline management, and customer engagement.

• Take ownership of hiring plans, talent development, succession planning, operational processes, and team structures.

⛳️ Requirements

• Over 7 years of experience in customer success, account management, sales, implementation, or a related field.

• More than 4 years of experience in people management, including leading managers or team leaders.

• A Bachelor's degree in Business, Marketing, Finance, or a related field, or equivalent professional experience.

• Proven experience in scaling customer-facing teams through hiring, onboarding, capacity planning, and performance management.

• Demonstrated success in enhancing customer engagement, product adoption, retention, and measurable business outcomes.

• Proficiency in using CRM, business intelligence, and analytics platforms, such as Salesforce, Snowflake, and Omni.

• Experience in boosting team efficiency or output quality through the strategic application of AI tools and automation.

• Background in fintech, payments, financing, or financial product sales, ideally within a B2B SaaS environment catering to SMBs.

• Familiarity with financial product disclosures, risk management practices, and relevant regulatory compliance requirements.

• Strong skills in analysis, communication, coaching, leadership, cross-functional collaboration, and commercial judgment.

• An entrepreneurial, test-and-learn mindset with the ability to excel in uncertain environments.

🏝️ Benefits

• Comprehensive medical, dental, vision, life, and disability insurance.

• 401(k) retirement plan.

• Paid holidays.

• Flexible, take-it-as-you-need-it paid time off.

• Monthly reimbursements for tech expenses.

• Equity opportunities in a rapidly expanding startup.

• Employee assistance program.

• Flexible time off arrangements.

• Paid parental leave.

• Culture focused on innovation.

• Opportunities for professional growth and career development.