Sr. Manager, Licensed Customer Experience

Required

• 7+ years of experience in deal desk, sales operations, commercial operations, or a related function, ideally within a B2B SaaS, fintech, or financial services environment
• Strong analytical skills, with the ability to build and maintain pricing and margin analyses and reporting / dashboards that translate deal data into actionable insights
• Demonstrated experience structuring and negotiating non-standard commercial deals and promotions, including pricing and discounting
• Hands-on expertise designing commercial processes across the full funnel (in end-to-end commercial process), with a track record of building workflows that scale with growth
• Excellent cross-functional collaboration skills, with a track record of partnering effectively with Sales, Marketing, Customer Experience, Legal, and Finance stakeholders
• Ability to operate in ambiguity and building net-new processes and policies from scratch with a genuine operational efficiency mindset
• Excellent written and verbal communication skills, including the ability to explain commercial and contractual concepts clearly to broader audiences
• Comfortable operating with real decision-making autonomy. Prior people management experience is a plus; this role is an individual contributor to start, with the path to people management
• A bias toward action and pragmatism, balanced with the judgment to know when a deal or promotion needs additional scrutiny. Strong working knowledge of Salesforce and other go-to-market systems / tooling
• Join a team built on these core values
• Be a part of a community of innovators working to transform financial outcomes for real people. Your work will make an impact, always laddering up to our mission; to empower people to build wealth with confidence and ease.
• We set audacious goals