Manager, Financial Products

The Manager, Financial Products is responsible for leading the operating performance and growth of all three Financial Products teams. This role translates company and Financial Products strategy into a consistent customer onboarding, enablement, adoption, and spend-growth motion across segments.

The Manager leads people managers and individual contributors, establishes clear priorities and operating standards, and ensures the teams deliver a high-quality experience from implementation through sustained product adoption. This role balances customer outcomes, team development, operational efficiency, and commercial impact across the full portfolio.

The ideal candidate is a strong people leader and operator who can move between strategy and execution. They build scalable processes, use data to manage performance, develop talent, and align cross-functional partners around the highest-impact opportunities for Motive Card and related financial products.

What You'll Do:

• 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.

What We're Looking For:

• 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.