Senior Manager, Success Advisor – Fintech

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

📋 Description

• Lead, mentor, and cultivate the development of managers and team leads.

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

• Convert departmental priorities into quarterly operating plans, weekly performance routines, and quantifiable team objectives.

• Expand operations through hiring, onboarding, ramp-up programs, capacity planning, and standardized playbooks.

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

• Utilize Snowflake, Omni, and business intelligence tools to uncover trends, risks, and opportunities.

• Mentor teams on the effective positioning of payments, financing, and various financial products.

• Supervise customer engagement and initiatives aimed at financial product adoption.

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

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

• Evaluate and implement AI tools and automation for prospecting, call preparation, coaching, pipeline management, and customer engagement.

• Manage hiring plans, talent development, succession planning, operational processes, and team structures.

⛳️ Requirements

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

• 4+ years of experience in people management, including leading managers or team leads.

• 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.

• A successful track record of enhancing customer engagement, product adoption, retention, and measurable business results.

• Familiarity with CRM, business intelligence, and analytics platforms, including Salesforce, Snowflake, and Omni.

• Demonstrated success in improving team efficiency or output quality through the strategic application of AI tools and automation.

• Experience in fintech, payments, financing, or financial product sales, preferably in a B2B SaaS environment focused on SMBs.

• Working knowledge of financial product disclosures, risk management practices, and relevant regulatory compliance requirements.

• Strong analytical mindset.

• Outstanding communication, coaching, and leadership abilities.

• Capability to balance operational execution with long-term planning and ongoing improvement.

• Strong skills in cross-functional collaboration and stakeholder influence.

• Entrepreneurial spirit with a test-and-learn approach.

• Strong commercial judgment and adherence to responsible selling practices.

• Personal resilience and the ability to thrive amidst uncertainty.

🏝️ Benefits

• Medical, dental, vision, life, and disability insurance.

• 401(k) plan.

• Paid holidays.

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

• Monthly technology reimbursements.

• Equity in a rapidly growing startup.

• Employee assistance program.

• Flexible time off options.

• Paid parental leave.

• Additional company benefits.