Why Housecall Pro?

Help us build solutions that build better lives. At Housecall Pro, we show up to work every day to make a difference for real people: the home service professionals that support America’s 100 million homes. We’re all about the Pro, and dedicate our days to helping them streamline operations, scale their businesses, and—ultimately—save time so they can be with their families and live well.

While our headquarters are based in Denver, Colorado, our team spans the globe, with teammates across Brazil, Poland, the Philippines, Mexico, and beyond. We care deeply about our customers and foster a culture where our company, people and Pros grow and succeed together—no matter where they’re based. Leadership is as focused on growing team members’ careers as they expect their teams to be on creating solutions for Pros.

We also offer:

A generous benefits program that supports the whole you with medical, dental, vision, life, disability, and 401(k)
Paid holidays and flexible, take-it-as-you-need-it paid time off
Monthly tech reimbursements
A culture built on innovation that values big ideas, no matter where they come from
Equity in a rapidly growing startup backed by top-tier VCs

Role Overview

As a Manager, Success Advisor - Fintech, you lead and coach a team of specialized growth drivers responsible for helping service professionals (our Pros) unlock the full value of the HCP fintech ecosystem. You oversee the execution of sales strategies focused exclusively on digital payment adoption and consumer financing solutions. You empower your team to act as trusted cash flow specialists, guiding Pros to understand how digital payment capture directly fuels business growth and customer satisfaction.

You are responsible for driving the team that serves as the engine for account-level revenue growth. You thrive in developing others to master consultative, multi-conversation selling cycles, ensuring your team builds deep trust with Pros over multiple touchpoints. You lead with a high level of ownership, balancing team performance management with strategic alignment to our broader fintech objectives.

This role is ideal for a highly self-sufficient, proactive builder who has proven they can create structure where little exists today. You will be expected to design and iterate on team workflows, operating rhythms, sales plays, and performance management approaches that enable a specialized team to drive fintech adoption and revenue growth. Success in this role requires strong judgment, high ownership, and the ability to move from ambiguity to execution quickly. The right person will combine strong people leadership with operational horsepower, process design capability, and fluency in using AI and automation tools to improve team output, speed, and quality.

Our team is passionate, empathetic, hard working, and above all else focused on improving the lives of our service professionals (our Pros). Our success is their success.

What you do each day:

Build, lead, and scale a new team of Success Advisors into a high-performing Cash Flow Specialist function
Design and implement the team’s operating model, workflows, sales motions, and performance expectations from the ground up
Test, refine, and continuously improve processes to drive better adoption, conversion, revenue, and team productivity
Lead and mentor a team of Success Advisors to meet and exceed monthly fintech revenue and adoption targets
Oversee a dedicated fintech pipeline sourced from inbound activity, outbound outreach, and cross-functional referrals
Coach team members on leading discovery-first conversations focused on cash flow challenges and revenue growth goals
Ensure the team effectively positions the full fintech product suite: Credit Card Attach, ACH, Instapay, and Consumer Financing
Monitor and manage team activity metrics including call volume, talk time, and attended demos against fintech-specific KPIs
Validate proper closed-won processes by ensuring test transactions are confirmed across the team’s portfolio
Drive cross-functional collaboration with onboarding coaches and Success Advisor leads to optimize warm handoff opportunities
Ensure high data integrity in Salesforce, tracking payment intent paths and Pro status for the entire team
Facilitate regular 1:1s and performance reviews to support the professional growth and skill development of your reports
Stay informed on product and technology developments within the fintech space to provide updated, relevant coaching

Qualifications:

5+ years of experience in customer success, implementation, or sales
2+ years of experience in people leadership or mentoring others in a sales-driven environment
Bachelor’s degree or equivalent work experience required
Proven track record of driving team performance against measurable sales or adoption metrics
Deep understanding of fintech products and the online payment processing ecosystem (i.e. Salesforce, Stripe)
Experience in managing high-volume, consultative sales cycles with multiple customer touch-points

What will help you succeed in this role:

Proven ability to build from scratch, create structure in ambiguity, and scale early-stage processes into repeatable systems
High degree of self-sufficiency, urgency, and proactive ownership; someone who does not wait for direction to solve problems
Strong process design and operational instincts, with the ability to build toward outcomes rather than simply manage existing workflows
Proven experience driving team efficiency or output quality through the strategic use of AI tools and automation
Strong coaching and leadership capabilities with a passion for developing next-generation leaders
Ability to translate complex fintech data and insights into actionable coaching strategies
Established credibility with service professionals from trades such as HVAC, plumbing, or electrical
Resilience and a startup mentality, thriving in a fast-paced and rapidly evolving environment
Excellent written and verbal communication skills with the ability to influence stakeholders at all levels
A commitment to fostering a customer-focused culture within the team
Resilience, adaptability, and a builder mentality suited to a role with significant change, ambiguity, and opportunity

Location Dependent Information:

This role is open to candidates, with an expected base salary range of $65,900-$74,000 and annual on-target earnings range of $79,500-$88,800 The specific hourly rate for the successful candidate will be determined based on permissible, non-discriminatory factors such as skills, experience, and geographic location. This role is also eligible to participate in Housecall Pro’s equity plan and the following benefits: health care insurance (medical, dental, vision, disability), employee assistance program, 401(K), flexible time off, paid parental leave, tech reimbursement, and other company benefits. Housecall Pro is growing fast and we’re scaling our team to help enable and accelerate our growth.

Privacy Notice for California Job Candidates - Housecall Pro

Founded in 2013, Housecall Pro helps home service professionals (Pros) streamline every aspect of their business. With easy-to-use tools for scheduling, dispatching, payments, and more, Housecall Pro enables Pros to save time, grow profitably, and provide best-in-class service.

Housecall Pro’s brand portfolio includes Business Coaching by Housecall Pro, a business coaching solution for home services businesses. Our brands are united by a singular mission to champion our Pros to success.

We support more than 50,000 businesses and have over 2,000 ambitious, mission-driven, genuinely fun-loving teammates across the globe. If you want to do work that impacts real people, supported by a team that will invest in you every step of the way, we’d love to hear from you.

Housecall Pro celebrates diversity and we are committed to creating an inclusive environment. We are an equal opportunity employer and do not discriminate on the basis of gender, race, religion, national origin, ethnicity, disability, gender identity/expression, sexual orientation, veteran or military status, or any other category protected under the law. #LI-Remote

Manager, Inside Sales - Fintech

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