Senior Manager, Success Advisor (Fintech)

Location: Remote within the United States

Base salary: $70,000–$90,000 annually; annual on-target earnings: $110,000–$130,000.

Company

hirify.global provides scheduling, dispatching, payments, and business-management tools for home service professionals, serving more than 50,000 businesses with over 2,000 teammates.

What you will do

• Lead, mentor, and develop managers and team leads through clear expectations, coaching, accountability, hiring, onboarding, and succession planning.
• Translate departmental priorities into quarterly operating plans, weekly performance rhythms, measurable goals, capacity plans, and standardized playbooks.
• Monitor and optimize sales activity, funnel conversion, financial product attachment, adoption, retention, and productivity using business intelligence and analytics tools.
• Coach teams on positioning payments, financing, and other financial products while balancing commercial performance, customer trust, satisfaction, retention, disclosures, risk policies, and regulatory compliance.
• Partner with Product, Marketing, Sales, and Customer Success on fintech launches, go-to-customer strategies, and frontline insights.
• Test and implement AI tools and automation for prospecting, call preparation, coaching, pipeline management, and customer engagement.

Requirements

• 7+ years of experience in customer success, account management, sales, implementation, or a related field.
• 4+ years of people management experience, including leading managers or team leads.
• Bachelor's degree in Business, Marketing, Finance, or a related field, or equivalent work experience.
• Experience scaling customer-facing teams through hiring, onboarding, capacity planning, and performance management.
• Track record of improving customer engagement, product adoption, retention, and measurable business outcomes.
• Experience with CRM, business intelligence, and analytics platforms including Salesforce, Snowflake, and Omni.
• Experience improving team efficiency or output quality through strategic use of AI tools and automation.
• Experience in fintech, payments, financing, or financial product sales, preferably in a B2B SaaS environment serving SMBs.
• Working knowledge of financial product disclosures, risk management practices, and applicable regulatory compliance requirements.
• Strong analytical, communication, coaching, leadership, cross-functional collaboration, planning, commercial judgment, and continuous-improvement skills; resilience and ability to work through ambiguity.

Nice to have

• MBA.
• Entrepreneurial, test-and-learn mindset and willingness to embrace emerging technologies.
• Multi-dimensional background with broad cross-functional interests or specialized mastery.

Culture & Benefits

• Remote role within the United States with a globally distributed team.
• Medical, dental, vision, life, disability, and 401(k) benefits.
• Paid holidays, flexible paid time off, and paid parental leave.
• Monthly tech reimbursement, employee assistance program, and equity plan eligibility.
• Innovation-focused, inclusive environment committed to helping home service professionals succeed.