Manager, Financial Products — Growth & Onboarding Leader

Remote; San Francisco (CA); On-site; USD 180,000 - 260,000; Full time

Job summary

Motive is seeking a Manager, Financial Products to lead the operating performance and growth of all three Financial Products teams. You will translate company strategy into onboarding, enablement, adoption, and spend-growth motions across segments, guiding managers and individual contributors from implementation to sustained product adoption.

The ideal candidate moves between strategy and execution, builds scalable processes, uses data to drive performance, develops talent, and aligns

Qualifications

• 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.

Job description

Motive is seeking a Manager, Financial Products to lead the operating performance and growth of all three Financial Products teams. You will translate company strategy into onboarding, enablement, adoption, and spend-growth motions across segments, guiding managers and individual contributors from implementation to sustained product adoption.

The ideal candidate moves between strategy and execution, builds scalable processes, uses data to drive performance, develops talent, and aligns