Manager, Financial Products

Role overview Lead the operating performance and growth of a financial products organization spanning three teams. The role turns business goals into consistent customer onboarding, enablement, adoption, retention, and expansion practices, balancing customer outcomes with team development and commercial results.

Responsibilities - Set the organization’s strategy, goals, operating plan, quarterly priorities, and capacity needs. - Build scalable customer journeys while allowing execution to adapt to different customer segments. - Improve activation, transaction activity, product adoption, customer satisfaction, spending, and operational efficiency. - Lead and develop managers and individual contributors through coaching, feedback, performance reviews, and career planning. - Create training, playbooks, and shared execution standards; hire and retain talent and address performance issues. - Define scorecards and reporting for onboarding, launch time, adoption, spend, satisfaction, productivity, and quality; use the data to guide resource and process decisions.

Requirements - At least 7 years in financial services, fintech, SaaS, customer onboarding, customer success, sales, operations, or a related field. - At least 3 years leading teams, including experience managing managers or working through other leaders. - A track record of owning plans across multiple teams and delivering measurable results. - Experience scaling complex onboarding, implementation, enablement, or product adoption processes. - Strong analytical and commercial judgment, with the ability to connect operating measures to customer outcomes. - Demonstrated ability to coach teams, set accountability, communicate with senior stakeholders, and partner across functions. - Experience using Salesforce and reporting tools to manage performance, pipeline, account activity, and customer outcomes.