From the listing
About the role
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.
What you'll do
- Own the strategy, goals, and operating plan for all three Financial Products teams, aligning team priorities to company objectives.
- Translate business strategy into clear segment-level motions for onboarding, enablement, adoption, retention, and expansion.
- 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.
- Hire, onboard, and retain high-performing talent while creating clear career paths and opportunities for growth.
- Define the scorecard and reporting cadence for the Financial Products organization, including onboarding volume and spend.
- Build and maintain accurate dashboards and reporting that support weekly execution and monthly business reviews.
What they're looking for
- 7+ years of experience in financial services, fintech, SaaS, client onboarding, customer success, sales, or operations.
- 3+ years of experience leading teams, including experience managing managers.
- Demonstrated ability to own a multi-team operating plan and deliver measurable business results.
- Experience building scalable processes for complex customer onboarding, implementation, or product adoption.
- Strong business judgment and analytical skills with the ability to connect operating metrics to commercial outcomes.
- Experience using Salesforce and business reporting tools to manage performance and account activity.
- Strong written, verbal, and executive communication skills.
Members-only role.
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From the company page
Benefits
Work from anywhereComprehensive benefitsWorkspace stipendRetirementPaid holidaysPaid parental leave