Manager, Financial Products

Motive

15h

About The Position

The Manager, Financial Products leads the operating performance and growth of all three Financial Products teams. The role translates company and Financial Products strategy into consistent customer onboarding, enablement, adoption, and spend-growth motions across customer segments. The manager leads people managers and individual contributors, sets priorities and operating standards, and oversees the customer experience from implementation through sustained product adoption. The role balances customer outcomes, team development, operational efficiency, and commercial impact across the 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 and develop talent, and align cross-functional partners around high-impact opportunities for Motive Card and related 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 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.
Must be authorized to receive and access commodities and technologies controlled under U.S. Export Administration Regulations.

Responsibilities

Own the strategy, goals, and operating plan for all three Financial Products teams, aligning priorities with company objectives and Financial Products growth targets.
Translate business strategy into segment-level motions for onboarding, enablement, adoption, retention, and expansion.
Balance standardized processes with segment-specific execution so teams can scale while maintaining 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 managers and team members across all three Financial Products teams.
Set expectations for customer ownership, execution quality, productivity, collaboration, and commercial impact.
Build a performance-management culture through one-on-ones, business reviews, coaching, feedback, and development planning.
Hire, onboard, and retain high-performing talent while creating career paths and growth opportunities.
Develop training, playbooks, and best practices to improve execution and reduce dependency on individual expertise.
Recognize strong performance and address performance gaps directly, fairly, and promptly.
Define the Financial Products organization’s scorecard and reporting cadence, including onboarding volume, time to launch, activation, adoption, spend, satisfaction, productivity, and quality.
Build and maintain dashboards and reporting for weekly execution, monthly business reviews, and quarterly planning.
Use data to diagnose performance trends, allocate capacity, identify risks, and guide process and resource investment decisions.