CareerPlan

Manager, Financial Products

United StatesFull-time$170k2026-10-15 → 2026-11-11
Hybrid

Core

Lead the operating performance and growth of all three Financial Products teams, translating strategy into customer onboarding, enablement, adoption, and spend-growth motions.

Role type

Manager, Financial Products (People Leader & Operator)

Builds

Scalable processes for customer onboarding, implementation, enablement, and product adoption for Motive Card and related financial products.

Domain

Fintech / Financial Services / SaaS

Deliverable

product features

Required skills

Multi-team operating plan ownership, scalable process building, business judgment, analytical skills, team coaching, cross-functional partnership, Salesforce proficiency, data-driven decision making

Preferred skills

Experience in financial services, fintech, SaaS, client onboarding, customer success, sales, or operations

Technologies

Salesforce, business reporting tools

Responsibilities

Own strategy and operating plan for Financial Products teams; translate business strategy into segment-level motions; establish standardized processes and segment-specific execution; identify opportunities to improve card activation, transaction volume, and spend; partner with leadership to set priorities and resource requirements; lead, coach, and develop managers and team members; define scorecards and reporting cadence; build dashboards for weekly execution and quarterly planning; use data to diagnose performance trends and allocate capacity; hire, onboard, and retain high-performing talent.

Seniority

Manager, leading people managers and individual contributors