June 26, 2026
Sourcing and CRM Program Manager
Mid • On-site
35 - 45 USD/hr
Houston, TX
We're looking for a Sourcing & CRM Program Manager to own top-of-funnel pipeline building for clinical roles — Dentists, Hygienists, and Dental Assistants — across a growing studio footprint. This is a contract role (with contract-to-hire potential) reporting to the VP of Talent Acquisition. It's fully remote and US-based.
What You'll Do
Clinical Sourcing & Pipeline Building
- Own proactive sourcing strategy for Dentists, Hygienists, and Dental Assistants across studio markets — building diverse, qualified pipelines aligned to growth plans and studio openings.
- Use advanced Boolean, LinkedIn Recruiter, dental school databases, association directories, niche job boards, and creative channels to surface passive candidates.
- Qualify leads and transition high-potential candidates to recruiters with clear context and warm handoffs.
- Craft personalized, on-brand outreach and continuously test and refine messaging to improve response and conversion rates.
CRM Strategy, Campaigns & Nurture
- Own the clinical CRM — segment talent pools, build nurture campaigns, and maintain engagement until candidates are ready for conversation.
- Design and execute multi-touch outreach sequences informed by performance data.
- Import, tag, and segment contacts from external sources such as dental school databases, association lists, event attendees, and purchased lists.
- Partner on employer brand initiatives, referral programs, and recruiting events that strengthen the pipeline.
- Maintain clean, well-tagged candidate data for accurate pipeline insights and reporting.
Greenhouse Administration & ATS Management
- Act as a Greenhouse power user and day-to-day administrator — update job templates, scorecards, approval workflows, user permissions, and reporting dashboards.
- Ensure ATS data integrity and accurate candidate stage management.
- Build and maintain recruiting reports and dashboards tracking pipeline health, sourcing effectiveness, conversion rates, and time-to-fill.
- Support testing and optimization of sourcing and recruitment technologies.
Operational Effectiveness & Team Support
- Track dental talent market trends including compensation and competitor activity.
- Contribute to a high-quality, data-driven recruiting culture.
What You Have
- 3+ years of sourcing or talent acquisition experience with proactive pipeline ownership.
- Deep hands-on CRM experience including segmentation, nurture campaigns, multi-touch sequences, tagging strategy, and measurable engagement outcomes.
- Advanced sourcing skills including Boolean, LinkedIn Recruiter, niche job boards, and association directories.
- Greenhouse experience as both user and administrator (job setup, templates, scorecards, permissions, workflows, reporting).
- Comfort with outreach sequencing, A/B testing, and funnel conversion analysis.
- Strong reporting orientation with ability to build dashboards and interpret funnel data.
- Clear, concise written communication skills.
- Ability to operate independently in a remote environment.
Highly Preferred Experience
- Experience in DSO, dental, veterinary, medical, or multi-site healthcare talent markets.
- Experience with outbound sourcing tools.
- Exposure to employer branding, referral programs, or recruiting marketing initiatives.
- Familiarity with workforce planning, market mapping, or compensation benchmarking.
Physical Requirements
- Ability to sit and work at a computer for extended periods.
- Adequate vision to read screens, documents, and reporting dashboards.
- Manual dexterity to operate a keyboard and related equipment.
- Ability to communicate effectively via phone, video, email, and messaging.
- Occasional travel for team meetings, recruiting events, or studio visits.
- Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
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🏢 Summary: Leadership role managing end-to-end talent acquisition operations across field and corporate hiring nationwide, with ownership of recruiting processes, ATS administration, sourcing strategy, analytics, and recruiter team performance. The role focuses on optimizing hiring metrics, managing recruiting budgets and vendor ROI, and delivering a high-quality candidate experience in a high-growth environment. 🗂️ Requirements: 5+ years of full-cycle recruiting experience, 2+ years leading or mentoring a talent acquisition team, Hands-on Greenhouse system administration experience, Experience managing high-volume and corporate recruiting simultaneously, Experience building recruiting dashboards and reporting metrics, Experience managing recruiting budgets or vendor spend, Ability to present recruiting data to senior leadership, Strong communication and stakeholder management skills 📃 Skills: Greenhouse, ATS, Indeed, Recruiting, Sourcing, Dashboarding, Reporting, Analytics, ROI, P&L 🏢 Description: About Us Vertex Service Partners is a home improvement services company focused on residential roofing and other exterior services across the United States. Backed by Alpine Investors, a top-decile private equity fund with $4.0 billion of committed capital, Vertex is building a best-in-class national platform. Our company is built on our core values—servant leadership, unwavering character, a growth mindset, persistence, empowerment, pace, and fun—and guided by three pillars: being the Employer of Choice, Partner of Choice, and Contractor of Choice. We offer transformative support in operations, marketing, training, talent, finance, and technology, all while preserving the autonomy of local brands.Position Summary The Talent Acquisition Manager will lead Vertex's recruiting team and own our end-to-end hiring function across field and corporate roles nationwide. This is a high-impact leadership role for someone who is equally comfortable building process, coaching recruiters in high volume positions, presenting data to senior leadership, and rolling up their sleeves on hard-to-fill searches. You will be responsible for time-to-fill performance, team engagement, source spend optimization, and the quality of every candidate experience we deliver. Key Responsibilities Process Design & ATS Ownership: Build and maintain Greenhouse as Vertex's system of record — including pipeline stages, job templates, scorecards, integrations, and reporting. Ensure data accuracy and team hygiene standards that enable clean reporting and real-time visibility into recruiting activity. Team Leadership & Accountability: Lead, coach, and develop a team of recruiters across two distinct hiring motions: high-volume partner-based field recruiting and longer-cycle corporate and professional search. Set clear performance standards, deliver direct feedback, and invest in individual career development. Data-Driven Decision Making: Own the weekly and monthly TA dashboard — pipeline health, funnel conversion, time-to-fill, source ROI, and recruiter-level performance. Use data to drive real decisions: when to accelerate, when to pause, and when to escalate. Sourcing & Budget Optimization: Actively manage Indeed sponsorship ROI (adjusting bids, pausing underperformers, reallocating to high-ROI roles). Pilot and measure creative sourcing channels — referral programs, trade associations, community networks, and niche boards. No spend continues without measurable justification. Partner Recruiting Calendar: Own the high-volume partner recruiting calendar across all regions. Ensure recruiter capacity, pipeline readiness, and job posting activation are aligned to each partner start date; flag risks to fill targets with enough lead time to course-correct. Senior Stakeholder Partnership: Participate in monthly TA reviews presenting pipeline KPIs, P&L, and vendor spend to the VP of People, President, and FP&A. Surface proactive insights on hiring health and make recommendations with data behind them. Candidate Experience: Partner with field HR and operations teams to ensure a consistent, high-quality candidate experience. Own the handoff from offer acceptance to onboarding and close feedback loops that improve both sourcing quality and retention outcomes. Key Outcomes ≤ 60-day time to fill for standard VPS roles (job approval to offer acceptance); ≤ 90 days for leadership roles 85%+ offer acceptance rate (excluding background check failures) Team eNPS of 70+ and Hiring Manager NPS of 70+ Real-time visibility into open req pipeline, funnel conversion rates, and recruiter capacity at all times All Indeed sponsorship and vendor spend actively managed with measurable ROI justification Qualifications & Characteristics Required: 5+ years of full-cycle recruiting experience, including 2+ years leading or mentoring a TA team Hands-on Greenhouse experience as a system owner — not just a user. You've built templates, configured stages, set up scorecards, and held a team accountable to hygiene standards Demonstrated success running both high-volume recruiting and professional corporate search simultaneously. Track record of building and presenting recruiting dashboards (pipeline health, funnel conversion, source ROI) and using them to make real decisions Experience owning or managing a recruiting budget, Indeed sponsorship, or vendor spend with accountability for ROI Strong direct communication skills — you give timely, honest feedback to your team and are direct with hiring managers when something isn't working Preferred: Experience in a PE-backed, high-growth, or multi-site services environment Familiarity with field/trades recruiting (roofing, construction, home services, or similar) Experience presenting to executive leadership or participating in monthly P&L reviews Compensation & Benefits Disclosure Compensation for this role may be provided as hourly pay, salary, commission, piece-rate, bonuses, incentives, or a combination of these methods, depending on the position. The "Estimate of Total Expected Annual Earnings" listed reflects our good-faith estimate of what we reasonably expect to pay for this role, based on factors such as experience, skills, candidate geographic location, state the job is located in, historical trends, and business needs. Actual earnings may vary. Where required by law, we also provide a general description of benefits and other forms of compensation offered, which may include health insurance, retirement plans, paid time off, and other employee programs.Estimate of total expected annual earnings: $140,000—$150,000 USDBenefits: Full-time employees are eligible to participate in the following benefits: Health, Dental, and Vision Insurance 401(k) with company match Company sponsored Life and AD&D coverage Paid Time Off Opportunities for growth and on-the-job training Why Join Us? Build Something Big – Shape processes for a rapidly growing organization. Growth-Oriented Culture – Work in a dynamic, people-first environment. Make an Impact Across Regions – Partner with business leaders to drive meaningful change. Apply Today!Vertex Service Partners is an equal opportunity employer and does not discriminate based on race, color, religion, sex, national origin, political affiliation, sexual orientation, marital status, disability, age, military service, or any other protected class. If you need a reasonable accommodation due to a disability, please contact Human Resources with your request and contact information. Applicant Privacy Policy
Technology

Mechanic Advisor
Manager of Scaled Customer Success
Senior
On-site
Atlanta, GA
🏢 Summary: Leadership role overseeing Enterprise and Scaled Customer Success segments, focused on building a unified account health framework, improving retention through data-driven strategies, and operationalizing scalable processes. The position combines team management, analytics, and systems design to professionalize CS operations across 1,000+ accounts. Fully remote with comprehensive benefits and growth opportunities. 🗂️ Requirements: 2+ years managing a Customer Success team or 4+ years as Senior/Lead CSM, Experience managing Enterprise (high-touch) and Scaled/Digital CS segments, Experience using CRM, BI tools, or Excel for health tracking and churn prediction, Ability to design and implement scalable processes, tools, or playbooks, Experience leading QBRs and managing multi-stakeholder accounts, Ability to define KPIs and manage team performance 📃 Skills: CRM, BI, Excel, Gainsight, Vitally, ChurnZero, DataVisualization, Automation, EmailMarketing, Slack 🏢 Description: About the Role As the Manager of Scaled Customer Success, you will lead our Customer Success Managers, overseeing a diverse portfolio that ranges from high-touch Enterprise partnerships to high-volume Scaled segments. Reporting to the Director of Customer Success, you will serve as the bridge between personalized relationship management and digital-first automation. Your mission is to professionalize Customer Success operations by building a unified Account Health framework that works for every customer, regardless of size. You Will - Define and iterate on engagement models for Enterprise (high-touch) and Scaled (tech-touch) tiers to maximize efficiency - Develop a standardized Account Health Scoring system that identifies risk across a 1,000+ account base - Transition informal Slack-based collaboration into a structured internal knowledge base and formal playbooks - Use leading indicators to proactively trigger outreach before customers are at risk - Manage day-to-day performance of the Customer Success team using clear KPIs to drive accountability and growth You Have Must Have: - 2+ years of experience managing a Customer Success team or 4+ years as a Senior/Lead CSM - Proven experience managing high-touch Enterprise accounts (QBRs, multi-stakeholder navigation) and Scaled/Digital segments (automation, mass communication) - Experience using data (CRM, BI tools, or Excel) to track health, predict churn, and report on performance - Ability to design scalable processes and successfully implement tools, workflows, or playbooks - High emotional intelligence and a coaching-first management style Nice to Have: - Ability to work with advanced data visualization tools - Experience selecting or implementing a Customer Success platform (e.g., Gainsight, Vitally, ChurnZero) - Experience in the automotive industry Interview Process 1. Initial Screen – 30 minutes 2. Hiring Manager Interview – 60 minutes 3. Case Study Assessment – 45 minutes Problem Solving Exercise – 60 minutes 4. Cross-Functional Interview – 30 minutes *Completion of the Wonderlic Assessment (20–30 minutes) is required before the end of the process. We Offer - 100% remote work environment - Medical, Dental, and Vision insurance within 30 days - 100% employer-paid medical insurance - Equity package - Flexible PTO with 15 days minimum - Generous parental leave - FSA and HSA options - 401(k) - Growth & wellness stipend - Work-from-home equipment - Opportunities for development and career growth
Technology

Mechanic Advisor
Manager of Scaled Customer Success
Senior
On-site
Raleigh, NC
🏢 Summary: Lead and scale a Customer Success team overseeing both Enterprise and high-volume segments, building a unified Account Health framework and data-driven retention strategy. The role focuses on designing scalable processes, implementing health scoring systems, and driving proactive customer engagement. This is a remote leadership position with strong benefits and growth opportunities. 🗂️ Requirements: 2+ years managing a Customer Success team or 4+ years as Senior/Lead CSM, Experience managing Enterprise (high-touch) and Scaled/Digital (tech-touch) accounts, Experience conducting QBRs and navigating multi-stakeholder environments, Proficiency in using CRM, BI tools, or Excel for health tracking and churn prediction, Experience designing and implementing scalable processes, tools, or playbooks, Ability to define KPIs and manage team performance, Completion of Wonderlic Assessment 📃 Skills: CRM, BI, Excel, Gainsight, Vitally, ChurnZero, Automation, DataVisualization, Slack 🏢 Description: About the Role As the Manager of Scaled Customer Success, you will lead our Customer Success Managers, overseeing a diverse portfolio that ranges from high-touch Enterprise partnerships to high-volume Scaled segments. Reporting to the Director of Customer Success, you will act as the bridge between personalized relationship management and digital-first automation. Your mission is to professionalize CS operations by building a unified "Account Health" framework that works for every customer, regardless of size. You will lead a supportive, high-trust team and provide the strategic structure needed to turn informal knowledge into repeatable, data-driven playbooks that drive global retention. You Will - Segment the strategy by defining and iterating engagement models for Enterprise (high-touch) and Scaled (tech-touch) tiers. - Develop a standardized Account Health Scoring system to identify risk across 1,000+ accounts. - Transition informal collaboration into a structured internal knowledge base and formal playbooks. - Drive proactive retention using leading indicators to trigger outreach before customers are at risk. - Manage day-to-day team performance using clear KPIs to ensure accountability and growth. You Have Must Have: - 2+ years managing a Customer Success team or 4+ years as a Senior/Lead CSM. - Proven experience managing both high-touch Enterprise accounts and Scaled/Digital segments. - Experience using data (CRM, BI tools, or Excel) to track health, predict churn, and report performance. - Ability to design scalable processes and implement tools, workflows, or playbooks. - High emotional intelligence with a coaching-first management style. Nice to Have: - Ability to work with advanced data visualization tools. - Experience selecting or implementing a CS platform (e.g., Gainsight, Vitally, ChurnZero). - Experience in the automotive industry. Interview Process 1. Initial Screen – 30 minutes 2. Hiring Manager Interview – 60 minutes 3. Case Study Assessment – 45 minutes 4. Problem Solving Exercise – 60 minutes 5. Cross-Functional Interview – 30 minutes *Completion of the Wonderlic Assessment (20–30 minutes) is required before the end of the process. We Offer - 100% remote work environment - Medical, Dental, and Vision insurance within 30 days - 100% employer-paid medical insurance - Equity package - Flexible PTO with 15 days minimum - Generous Parental Leave - FSA and HSA options - 401(k) - Growth & Wellness stipend - WFH equipment - Opportunities for development and career growth