Top Fintech Jobs in San Francisco, CA

Lead the Workforce Management product suite, manage a team of Product Managers, define customer-centric strategy and requirements, conduct market/customer research, partner with EPD and GTM teams, measure product performance, and drive growth and adoption. Travel ~25%.

Manage and grow enterprise customer accounts (150-999 vehicles) through strategic account plans, upsells, renewals, product demos, adoption initiatives, and cross-functional coordination. Serve as primary contact, monitor account health, maintain CRM records, conduct business reviews, and provide accurate forecasting to drive customer retention and revenue expansion.

Design, develop, debug, optimize, and validate high-performance firmware and system software for on-edge IoT platforms (Linux/Android/RTOS). Build automated and unit tests, participate in architecture discussions, and collaborate cross-functionally to validate features at scale.

The Head of Design will lead product design at Opto, enhance user experience, and implement design systems while collaborating with product and engineering teams.

The Account Manager oversees client relationships, ensuring satisfaction, resolving issues, and driving growth through targeted initiatives and cross-functional collaboration.

Handle inbound dental insurance customer inquiries via phone and email, research policy and claim information, process transactions, route complex requests, and use multiple systems to deliver empathetic, accurate service while strengthening customer relationships.

Handle inbound dental insurance customer inquiries via phone and email from a home office. Research policy and claim status, process transactions, refer or escalate policy changes, and use multiple systems to deliver empathetic, accurate service while tracking responses to resolution.

The VP of Global Alternative Data leads the strategy for alternative credit data products, manages product lifecycle, and oversees market expansion while partnering with various stakeholders.

Support and advise platform customers to complete private securities trades, ensure client diligence and compliance, collaborate with product and broker teams to improve the platform, and help develop business from customers and referrals.

Grow, deepen, and manage relationships with affluent customers by delivering multi-product banking, credit, and investment solutions. Own a defined book of business, drive acquisition and retention through discovery-led advice and outreach, coordinate with Wealth/Home Lending/Business Banking partners, support everyday banking needs, champion digital adoption, and maintain accurate documentation and regulatory compliance. Must obtain and maintain required FINRA and insurance licenses.

Lead end-to-end revenue forecasting and financial planning for payment volume, revenue, cost of sales, and gross profit. Build and maintain complex transaction and SaaS revenue models, perform variance analysis, extract and visualize large datasets (SQL/Python/R/Looker), automate reporting (Excel/VBA/Python/AI), and partner with Sales, Marketing, Investor Relations, and Analytics to inform strategy and executive decision-making.

Lead end-to-end design for revenue reporting and invoicing products: run user research and usability tests, iterate with low/high-fidelity prototypes, partner with product and engineering, advance the design system, and measure post-launch outcomes to deliver intuitive B2B SaaS experiences.

Own full sales cycle to grow Venue customers across investment banks, private equity, law and corporate accounts. Prospect, network, run demos, execute territory plans, collaborate with cross-functional teams, update Salesforce, and close deals while organizing events and attending conferences to drive revenue and client satisfaction.

Partner with sales leadership to improve forecast accuracy, analyze pipeline health, build quota and territory models, create KPI dashboards, optimize GTM processes, and present data-driven recommendations to executives to drive revenue and operational efficiency in a SaaS environment.

Lead strategy and operations for Customer Experience to scale support without proportional headcount growth. Build CX cost models, design AI-powered deflection and automation, own CX tech stack and vendor choices, redesign service models and sales-to-support handoffs, align forecasts with Finance and Product, run weekly experiments to measure and scale improvements.