Manager, Financial Education

Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments network, enabling individuals, businesses, and economies to thrive while driven by a common purpose - to uplift everyone, everywhere by being the best way to pay and be paid.

Make an impact with a purpose-driven industry leader. Join us today and experience Life at Visa.

Visa understands that operating a successful company includes driving business growth, strong shareholder returns and financial inclusion benefiting global economies. We strive to make a positive and transformative impact on the world based on the belief that we can do well and do good. The Social Impact and Sustainability team executes on this belief every day, connecting our shared humanity, shared planet and shared communities within and outside of Visa. We strive to place Visa at the forefront of powering the future of commerce for everyone through inclusive financial products, sustainable solutions and corporate citizenship. Our team focuses on leveraging Visa assets, business model and global scale to drive business growth and equitable sustainable economic growth, with a focus on communities at risk of being left behind. We focus on building purpose driven partnerships that have societal and business benefit, aimed at three key outcomes.

• Support the financial success of small and micro businesses, women and underserved communities to expand economic prosperity for individuals and households
• Drive sustainable commerce and support the transition to a low-carbon global economy
• Ensure Visa acts as a responsible corporate citizen in the countries in which we operate and do business

Financial Education is a cornerstone of our financial inclusion strategic pillar. The Financial Education team delivers a product portfolio designed for impact and client needs. The Manager, Financial Education is a cross functional role that will drive excellence in client and partner engagement, product delivery and sales operations. This role will ensure the Financial Education team operates efficiently and with excellence by elevating our client and partner experience, streamlining processes for product delivery, and managing our client/ partner pipeline. The ideal candidate will possess a unique mix of operational excellence and strong relationship management skills given the client facing nature of this role. The candidate must have a proactive orientation to problem solving and move quickly to implementation.

This role reports to the Head of Financial Education.

Essential Functions

• Lead end-to-end client delivery process at the global level, working with our product and content experts and our regional in-market colleagues to ensure a smooth end-to-end product delivery experience
• Develop a plan to monitor and report on our impact on clients including client feedback, product delivery performance and direct and indirect Financial Education revenue
• Develop, maintain and internally socialize a streamlined set of sales materials including a streamlined approach to packaging our assets to ensure continuity across global markets
• Develop and nurture positive relationships with internal stakeholders and external partners globally to support a smooth end-to-end product delivery experience
• Deliver Fin Ed portfolio sales trainings and support global Account Executives and other client facing teams as needed
• Proactively identify process inefficiencies and manage projects to streamline or automate support processes as well as other sales operations and enablement projects as needed

This is a hybrid position. Hybrid employees can alternate time between both remote and office. Employees in hybrid roles are expected to work from the office 2-3 set days a week (determined by leadership/site), with a general guidepost of being in the office 50% or more of the time based on business needs.

Basic Qualifications

5 or more years of relevant work experience with a Bachelors Degree or at least 2 years of work experience with an Advanced degree (e.g. Masters, MBA, JD, MD) or 0 years of work experience with a PhD

Preferred Qualifications

5-8 years professional experience

Management consulting or business operations experience, a plus

Bilingual in Spanish or French

Proven track record in client and partnership management

Demonstrated success in sales operations, with keen eye for process improvement and operational efficiency

Excellent written and verbal communication skills with the ability to distill complex information into a clear and compelling format in PowerPoint

Comfortable developing and managing detailed tracking systems to drive accountability

Strong project management skills

Excellent analytical and problem-solving skills with demonstrated intellectual and analytical rigor

Self-starter, results oriented individual with the ability to roll up their sleeves and handle numerous projects concurrently

A team player and collaborator, able to work well with diverse global stakeholders in a matrixed environment, ranging from junior to executive level

Advanced level of Excel, Word, Outlook and PowerPoint required

Exceptional personal accountability and the highest of ethical standards

Ability to operate with flexibility and often in the gray

A very good sense of humor

Work Hours: Varies upon the needs of the department.

Travel Requirements: This position requires travel5-10% of the time.

Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers.

Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law.

Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code.

U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 112,500 to 191,800 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.