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Manager, Strategic Programs
Coinbase. Own a portfolio of trading product domains, including support contact rate reduction targets, launch readiness, and performance scorecards across approximately half of the global trading CX scope .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in program management and customer experience (CX) within the trading and financial services sectors, with a focus on strategy development, cross-functional collaboration, and measurable business outcomes. Proficient in defining KPI frameworks and utilizing generative AI to enhance operational efficiency and customer satisfaction.
Highest-signal resume keywords
Program ManagementCustomer Experience (CX)Trading Product OperationsKPI Framework DefinitionFINRA Series 7 and Series 63 Licenses
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Program ManagementKPI Framework DefinitionOKR GlidepathsExecutive ReportingCross-Functional Program Leadership
Soft Skills
Stakeholder InfluenceNegotiationStrategic Thinking
Tools & Technologies
Generative AI
Certifications & Qualifications
FINRA Series 7 LicenseFINRA Series 63 License
Industry Keywords
TradingBrokerageFinancial ServicesCustomer RetentionBusiness Impact
About the role
Key responsibilities & impact- Own a portfolio of trading product domains, including support contact rate reduction targets, launch readiness, and performance scorecards across approximately half of the global trading CX scope
- Lead the high net worth CX program end-to-end, defining segment strategy, retention priorities, service model, and cross-functional operating model across Sales, Concierge, Compliance/Risk, and Trading product
- Set program strategy and prioritization frameworks for ambiguous, high-stakes problems, influencing Director+ stakeholders on tradeoffs, resources, and sequencing
- Build and execute a multi-quarter improvement roadmap combining in-product fixes with CX-owned automation, help center content, and proactive support to reduce top contact drivers
- Execute CX readiness for Tier 1 trading launches across Product, WFM, L&D, and Tooling, measuring post-launch CSAT, contact volume, and adoption impact
- Partner with Trading product teams through operational reviews, surfacing customer themes, quantifying business impact, closing performance gaps, and producing executive-ready reporting
Requirements
What you’ll need- 7+ years in program management, CX, or product operations
- 5+ years in a trading, brokerage, or financial services environment
- Proven track record owning a high-value customer segment or business-critical program with retention, revenue, or market share as explicit success metrics
- Ability to define strategy and lead complex cross-functional programs spanning 5+ teams, including Sales, Compliance, and BPO partners, with measurable business outcomes
- Experience influencing Director+ stakeholders, negotiating priorities across competing initiatives, and driving alignment without direct authority
- Proficiency defining KPI frameworks, OKR glidepaths, and executive reporting connecting CX performance metrics to revenue and retention impact
- Active FINRA Series 7 and Series 63 licenses
- Responsible use of generative AI with human oversight to deliver business-ready outputs and measurable workflow improvements in efficiency, cost, and quality
Benefits
Comp & perks- Equity and bonus eligibility
- Medical insurance
- Dental insurance
- Vision insurance
- 401(k)
- Quarterly in-person working sessions (“surges”)
- Reasonable accommodations for individuals with disabilities
- Free compatible screen reader and tutorial for applicants needing screen-reading technology