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Manager, Financial Products

Role overview

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 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.
  • Establish the right balance of standardized processes and segment-specific execution.
  • Lead, coach, and develop the managers and team members across all three Financial Products teams.
  • Define the scorecard and reporting cadence for the Financial Products organization.

Key facts

Hard skills

Other skills

  • Team Leadership
  • Communication
  • Coaching
  • Collaboration
  • Problem Solving

About the company

Motive logo

Motive

Internet of Things (IoT) Platforms

Motive builds technology to improve the safety, productivity and profitability of businesses that power the physical economy. We serve more than 120,000 businesses, across a wide range of industries including construction, field service, agriculture, trucking and logistics, delivery, and more. At Motive, we are committed to building a company that creates products customers love and fostering a culture that enables people to do their best work. We are looking for people from all backgrounds who want to make an impact on the millions of businesses that power the physical economy. Please visit gomotive.com or email us at feedback@gomotive.com for more info.

Company details

Company typeLarge
IndustryInternet of Things (IoT) Platforms
Company size1001 - 5000

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Job description

Who we are:

Motive empowers the people who run physical operations with tools to make their work safer, more productive, and more profitable. For the first time ever, safety, operations and finance teams can manage their drivers, vehicles, equipment, and fleet related spend in a single system. Combined with industry leading AI, the Motive platform gives you complete visibility and control, and significantly reduces manual workloads by automating and simplifying tasks.

Motive serves nearly 100,000 customers – from Fortune 500 enterprises to small businesses – across a wide range of industries, including transportation and logistics, construction, energy, field service, manufacturing, agriculture, food and beverage, retail, and the public sector.

Visit gomotive.com to learn more.

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.

The Manager leads people managers and individual contributors, establishes clear priorities and operating standards, and ensures the teams deliver a high-quality experience from implementation through sustained product adoption. This role balances customer outcomes, team development, operational efficiency, and commercial impact across the full 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, develop talent, and align cross-functional partners around the highest-impact opportunities for Motive Card and related financial products.

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 We're Looking For:

  • 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.
Pay Transparency
Your compensation may be based on several factors, including education, work experience, and certifications. For certain roles, total compensation may include restricted stock units. Motive offers benefits including health, pharmacy, optical and dental care benefits, paid time off, sick time off, short term and long term disability coverage, life insurance as well as 401k contribution (all benefits are subject to eligibility requirements). Learn more about our benefits by visiting Motive Perks & Benefits.

The compensation range for this position will depend on where you reside. Motive uses three geographic zones to determine pay range. For this role, the compensation ranges are:
San Francisco, California$170,000—$213,000 USDU.S. metropolitan areas: New York City Area and Seattle, WA$170,000—$213,000 USDOther locations in the United States$170,000—$213,000 USD

Creating a diverse and inclusive workplace is one of Motive's core values. We are an equal opportunity employer and welcome people of different backgrounds, experiences, abilities and perspectives. 

Please review our Candidate Privacy Notice here.

UK Candidate Privacy Notice here.

The applicant must be authorized to receive and access those commodities and technologies controlled under U.S. Export Administration Regulations. It is Motive's policy to require that employees be authorized to receive access to Motive products and technology. 

Regarding US-based roles, depending on your role and primary work location, Motive Technologies, Inc. (“Employer”) discloses candidates may be required to execute a non-compete covenant with the Employer. This requirement does not apply to lawyers, interns, or employees working in CA, MN, MT, ND, OK, or where otherwise prohibited by law.

Non-compete covenant terms in all other jurisdictions will be subject to the applicable statutory requirements, including but not limited to, procedures, industry related prohibitions, or salary and compensation thresholds.

All job postings are for existing vacancies. Please note; some interviews or new-hire training sessions may be held in person at one of our global offices.

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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