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ServiceTitan

Director, Fintech Post Sales

Posted 25 Days Ago
Be an Early Applicant
Remote or Hybrid
Hiring Remotely in US
151K-202K Annually
Senior level
Remote or Hybrid
Hiring Remotely in US
151K-202K Annually
Senior level
The Director, Fintech Post Sales leads customer onboarding and engagement in fintech solutions, optimizing product adoption and operational efficiency. This role requires strong leadership, analytical skills, and experience in fintech and SaaS.
The summary above was generated by AI

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The Fintech post sales team is a highly strategic team responsible for driving successful outcomes for  our customers once they ink a contract with us. From helping them get onboarded to our various fintech products (Payments, Financing, etc) to ensuring they utilize the products to see the full value, this team does it all. Payments and Financing solutions create a massive positive impact to our customers while also contributing meaningfully to ServiceTitan’s growth. We strive to bring innovative products and integrations, and provide extraordinary services to be the premier brand in the home & commercial services industry, and operating system for the trades.  

The Director, Fintech Post Sales  is an integral, highly-visible role contributing to the overall success of the Fintech business at ServiceTitan. S/he will assess, source, drive, manage our customer relationships with a primary focus on the credit card/ACH/Financing with secondary focus on expanding our embedded finance solutions over time. S/he will partner closely with key stakeholders in Sales, Partnerships, Ops/Finance, Product, Engineering, and Marketing to ensure day-to-day execution and growth sees continuous iteration and improvement. Further, S/he will be a primary leader for the Post Sales team  and provide the mentorship, career counseling, organizational structure to drive the team to the fullest potential. S/He will also have a seat with the Fintech leadership first team and will directly report to the GM, providing a unique customer driven perspective to drive business first outcomes.    

This individual has a well-rounded background, and brings  a strong and diverse skill set -  with responsibility to contribute to post sales strategy, high ownership, customer  first mindset, creative problem solving, critical thinking applied to business  strategy and operational rigor to drive a strong post sales function. The role requires driving best in class operational efficiency by partnering with product, partnerships and strategy operations. This individual may  draw on experience from roles in management and/or technology consulting, finance and/or product management, particularly with experience in  fintech and SaaS technology.

What you’ll do: 

  • Drive, Measure, and Iterate to optimize adoption and utilization of Fintech products and services.
  •  Assess opportunities and make strategic, executive level recommendations to improve our post sales approach via operational, product /integration, or other capabilities that will help scale ours and our customers’ business
  • Build operational discipline on the team by building the right metrics, the right team structure, defined customer outcomes and regular reporting.
  •  Develop business cases, deeper data driven insights using quantitative and qualitative analyses; create, iterate, and evaluate financial models to forecast and track fintech monetization
  • Project new product/partnership revenue and operational efficiency opportunities, and prioritize accordingly
  • Translate company goals into technology, organization, and program strategies, with an eye for constant improvement and optimization of operating processes and procedures
  • Identify fintech partner gaps for onboarding and product features and work with PMs and Partner Management to ensure they are appropriately prioritized, implemented  and positively driving business outcomes. 

What you'll bring:

  • 8-12 years of relevant work experience with  4-5 years experience leading post sales and/or onboarding teams in large XFN organizations and understanding the nuances of onboarding and customer success at a SaaS and/or Fintech product
  •  Direct experience working with payment processing, ISO/ISV players  and/or embedded fintech operations (e.g. Worldpay/Payrix, Global Payments, Adyen, Stripe, etc.)
  • Self starter with demonstrated ability to identify and resolve complex operational issues around Fintech.  
  • Deep analytical experience, with ability to translate performance data into actionable insights
  • Excellent organizational and project management skills: from ideation through execution Strong leadership skills, executive presence, and understanding of how to effectively collaborate cross functionally to optimize company and fintech initiatives
  •  Experienced Managerial skills at running a multi tiered  30+ person geographically disbursed organization.  
  • Adept in executive level verbal and written communication, synthesizing complex information into clear, succinct artifacts (emails, memos, presentations, etc)
  • Results-driven, detail-oriented, and organized self-starter Bachelor's Degree, MBA or equivalent experience preferred.
  • Bonus for any prior  experience working in a consulting role at top tier firms

Be Human With Us:

Being human isn’t about checking every box on a list. It’s about the experiences we have, people we meet, and the perspectives we share. So, if you have the skills but are hesitant to apply because of your background, apply anyway. We need amazing people like you to help us challenge the conventional and think differently about the problems that we’re solving. We’re in this together. Come be human, with us. 

What We Offer:
When you join our team, you’re not just accepting a job. You’re making a career move. Here’s how we’ll support you in doing some of the most impactful work of your career:

  • Flextime, recognition, and support for autonomous work: Flexible time off with ample learning and development opportunities to continue growing your career. We offer a comprehensive onboarding program, leadership training for Titans at all levels, and other programs and events. Great work is rewarded through Bonusly, peer-nominated awards, and more.

  • Holistic health and wellness benefits: Company-paid medical, dental, and vision (with 100% employer paid options and 90% coverage for dependents), FSA and HSA, 401k match, and telehealth options including memberships to One Medical.

  • Support for Titans at all stages of life: Parental leave and support, up to $20k in fertility services (i.e. IUI and IVF), surrogacy, and adoption reimbursement, on demand maternity support through Maven Maternity, free breast milk shipping through Maven Milk, pet insurance, legal advisory services, financial planning tools, and more.

At ServiceTitan, we celebrate individuality and uniqueness. We believe that the convergence of fresh perspectives and experiences from all walks of life is what makes our product and culture so great. We strongly encourage people from underrepresented groups to apply. We do not discriminate against employees based on race, color, religion, sex, national origin, gender identity or expression, age, disability, pregnancy (including childbirth, breastfeeding, or related medical condition), genetic information, protected military or veteran status, sexual orientation, or any other characteristic protected by applicable federal, state or local laws.

ServiceTitan is committed to fair and equitable compensation for all of our employees. We thoughtfully consider a wide range of factors when determining individual compensation. The expected salary range for this role for candidates residing in the United States is between $151,100 USD - $202,100 USD. Compensation for candidates residing outside the United States will vary by location and the specific salary range will be discussed during the hiring process. Actual compensation for an individual may vary depending on skills, performance over time, qualifications, experience, and location. In addition to the base salary, the total compensation package also includes an annual bonus, equity and a holistic suite of benefits.

Top Skills

Data Analysis
Financing
Fintech
Payments
SaaS
HQ

ServiceTitan Glendale, California, USA Office

Our office is located in a buzzy, vibrant neighborhood with access to great restaurants and bars. Think small-town vibe with big-city amenities.

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