Motive - Manager, Financial Products
Requirements
• 7+ years of experience in financial services, fintech, SaaS, client onboarding, customer success, sales, operations, or a related field. • 3+ years of experience leading teams, including experience managing managers or leading through other leaders. • Demonstrated ability to own a multi-team operating plan and deliver measurable business results. • Experience building scalable processes for complex customer onboarding, implementation, enablement, or product adoption. • Strong business judgment and analytical skills, with the ability to connect operating metrics to customer and commercial outcomes. • Proven ability to coach, develop, and hold teams accountable in a fast-paced environment. • Strong written, verbal, and executive communication skills. • Experience partnering cross-functionally with Product, Engineering, Sales, Customer Success, Risk, Support, and Operations teams. • Experience using Salesforce and business reporting tools to manage performance, pipeline, account activity, and customer outcomes.
Responsibilities
• Own the strategy, goals, and operating plan for all three Financial Products teams, aligning team priorities to company objectives and Financial Products growth targets. • Translate business strategy into clear segment-level motions for onboarding, enablement, adoption, retention, and expansion. • Establish the right balance of standardized processes and segment-specific execution, ensuring teams can scale without losing customer focus. • Identify opportunities to improve card activation, transaction volume, total Motive Card spend, product adoption, customer satisfaction, and operational efficiency. • Partner with leadership to set quarterly priorities, capacity plans, performance targets, and resource requirements. • Lead, coach, and develop the managers and team members across all three Financial Products teams. • Set clear expectations for customer ownership, execution quality, productivity, collaboration, and commercial impact. • Build a strong performance-management culture through regular one-on-ones, business reviews, coaching, feedback, and development planning. • Hire, onboard, and retain high-performing talent while creating clear career paths and opportunities for growth. • Develop consistent training, playbooks, and best practices that improve execution across teams and reduce dependency on individual expertise. • Recognize strong performance and address performance gaps directly, fairly, and promptly. • Define the scorecard and reporting cadence for the Financial Products organization, including onboarding volume, time to launch, activation, adoption, spend, satisfaction, productivity, and quality. • Build and maintain accurate dashboards and reporting that support weekly execution, monthly business reviews, and quarterly planning. • Use data to diagnose performance trends, allocate capacity, identify risks, and make decisions about process and resource investments.
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