Manager, Financial Products

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

📋 Description

• Oversee the operational performance and expansion of all three Financial Products teams.

• Convert the company and Financial Products strategy into customer onboarding, enablement, adoption, retention, and spending-growth initiatives across various segments.

• Create standardized and segment-specific processes that are scalable while prioritizing customer focus.

• Enhance card activation, transaction volume, Motive Card spending, product adoption, customer satisfaction, and operational efficiency.

• Define quarterly priorities, capacity plans, performance targets, and resource needs in collaboration with leadership.

• Lead, mentor, and grow managers and team members across all three teams.

• Establish expectations for customer ownership, execution quality, productivity, collaboration, and commercial impact.

• Foster a performance-management culture through one-on-ones, business reviews, coaching, feedback, and development planning.

• Recruit, onboard, and retain top-performing talent while creating career advancement opportunities.

• Develop training materials, playbooks, and best practices to enhance execution and minimize reliance on individual expertise.

• Define scorecards and reporting frequencies that cover onboarding volume, time to launch, activation, adoption, spending, satisfaction, productivity, and quality.

• Create dashboards and reporting for weekly execution, monthly business reviews, and quarterly planning.

• Utilize data to identify trends, allocate capacity, assess risks, and inform process and resource investments.

• Collaborate cross-functionally with Product, Engineering, Sales, Customer Success, Risk, Support, and Operations.

⛳️ Requirements

• 7+ years of experience in financial services, fintech, SaaS, client onboarding, customer success, sales, operations, or a related field.

• 3+ years of experience in leadership roles, including managing managers or guiding through other leaders.

• Proven ability to manage a multi-team operational plan and achieve measurable business outcomes.

• Experience in creating scalable processes for intricate customer onboarding, implementation, enablement, or product adoption.

• Strong business acumen and analytical skills, linking operating metrics to customer and commercial results.

• Demonstrated capability to coach, develop, and hold teams accountable in a dynamic environment.

• Excellent written, verbal, and executive communication skills.

• Experience in cross-functional collaboration with Product, Engineering, Sales, Customer Success, Risk, Support, and Operations teams.

• Familiarity with Salesforce and business reporting tools for managing performance, pipeline, account activity, and customer results.

• Applicant must be authorized to receive and access commodities and technologies governed by U.S. Export Administration Regulations.

• Employees may be required to sign a non-compete agreement based on their role and primary work location, subject to specified exceptions and applicable law.

🏝️ Benefits

• Equal opportunity employer dedicated to fostering a diverse and inclusive workplace.

• Certain interviews or new-hire training sessions may take place in person at one of Motive's global offices.