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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in leading financial product teams, driving customer onboarding, adoption, and operational efficiency while fostering a performance-management culture. Proficient in building scalable processes and utilizing data-driven insights to enhance customer satisfaction and business outcomes.
Highest-signal resume keywords
Financial Services ExperienceTeam LeadershipCustomer Onboarding Process DevelopmentData Analysis and ReportingSalesforce Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Customer OnboardingProcess ImprovementPerformance ManagementData AnalysisBusiness ReportingOperational EfficiencyProduct AdoptionCapacity PlanningScorecard DevelopmentTraining Development
Soft Skills
Coaching and DevelopmentCommunication SkillsCollaborationBusiness JudgmentAccountability
Tools & Technologies
SalesforceBusiness Reporting ToolsDashboards
Industry Keywords
FintechSaaSClient OnboardingCustomer SuccessOperations
About the role
Key responsibilities & impact- Lead the operating performance and growth of all three Financial Products teams
- Translate company and Financial Products strategy into customer onboarding, enablement, adoption, retention, and spend-growth motions across segments
- Establish standardized and segment-specific processes that scale while maintaining customer focus
- Improve card activation, transaction volume, Motive Card spend, product adoption, customer satisfaction, and operational efficiency
- Set quarterly priorities, capacity plans, performance targets, and resource requirements with leadership
- Lead, coach, and develop managers and team members across all three teams
- Set expectations for customer ownership, execution quality, productivity, collaboration, and commercial impact
- Build a performance-management culture through one-on-ones, business reviews, coaching, feedback, and development planning
- Hire, onboard, and retain high-performing talent and create career growth opportunities
- Develop training, playbooks, and best practices to improve execution and reduce dependency on individual expertise
- Define scorecards and reporting cadence covering onboarding volume, time to launch, activation, adoption, spend, satisfaction, productivity, and quality
- Build dashboards and reporting for weekly execution, monthly business reviews, and quarterly planning
- Use data to diagnose trends, allocate capacity, identify risks, and guide process and resource investments
- Partner cross-functionally with Product, Engineering, Sales, Customer Success, Risk, Support, and Operations
Requirements
What you’ll need- 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 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, connecting 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
- Applicant must be authorized to receive and access commodities and technologies controlled under U.S. Export Administration Regulations
- Employees may be required to execute a non-compete covenant depending on role and primary work location, subject to stated exceptions and applicable law
Benefits
Comp & perks- Equal opportunity employer committed to a diverse and inclusive workplace
- Some interviews or new-hire training sessions may be held in person at one of Motive's global offices