Manager, Financial Products

Overview

Lead the operating performance and growth of all three Financial Products teams, translating company and Financial Products strategy into a consistent customer onboarding, enablement, adoption, and spend-growth motion across segments, and leading the people managers and individual contributors who run it.

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 you'll need

• 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.

Details

• Location: United States, remote.
• Compensation: $170,000 to $213,000 USD in San Francisco, California, New York City Area, Seattle, WA, and other U.S. locations.
• Some interviews or new-hire training sessions may be held in person at one of Motive's global offices.
• Role may require execution of a non-compete covenant depending on role and primary work location, subject to exclusions and applicable law.
• Applicant must be authorized to receive and access commodities and technologies controlled under U.S. Export Administration Regulations.