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Achieve

Digital personal finance services and loans

Vice President, Client Enrollments

Account ExecutiveConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • 12+ years of progressive sales, enrollment, or customer acquisition leadership, including 5+ years as a Senior Director or Vice President leading 100+ full-time equivalent employees.
  • Experience in fintech, consumer lending, mortgage, insurance, debt relief, or similar high-volume consumer businesses.
  • Experience leading a sales or enrollment organization at scale through a shift from phone-led to digital or hybrid enrollment, with measurable before-and-after results in digital share, conversion, customer acquisition cost, and headcount.
  • A track record of growing digital and advisor-assisted channels together, resolving channel conflict, and developing compensation and roles that help frontline teams embrace change.
  • Deep experience with voice, SMS, email, chat, and AI voice in high-volume environments, including caller-ID reputation, branded calling, carrier spam labeling, consent management, dialer strategy, and answer-rate improvement.
  • Experience partnering with product and engineering on conversion funnels, A/B testing, and milestone analytics, and shaping digital experiences.
  • Hands-on experience deploying AI agent assist, conversational AI, automated disposition, or AI-driven quality assurance with measurable results and appropriate guardrails.
  • Experience scaling contact-center technology, including telephony platforms such as Five9, Genesys, or Twilio; CRM platforms such as Salesforce; preview, power, and AI dialers; and messaging platforms.
  • Command of unit economics, customer acquisition cost, lifetime value, lead scoring and routing, capacity planning, and incentive design for hybrid models; familiarity with experiment design and holdout testing.
  • Strong knowledge of consumer financial services regulation, the Telemarketing Sales Rule, the Telephone Consumer Protection Act, Unfair, Deceptive, or Abusive Acts or Practices requirements, and call-center governance, including their application to digital and AI-assisted interactions.
  • Proven ability to bring large frontline teams through change and present strategy to the C-suite.
  • Bachelor's degree required.

Responsibilities

  • Lead the transformation from phone-led to digital-first enrollment by defining and executing the roadmap, setting milestones for digital enrollment share, conversion, and cost per enrollment, and sequencing changes to sustain enrollment growth.
  • Partner with Product, Design, and Engineering to shape the guided digital enrollment flow, define milestones and when human or AI assistance is used, and ensure advisor handoffs preserve context from the digital interaction.
  • Redesign the sales operating model by organizing human and AI capacity, refining team structures, lead ownership, compensation, incentives, and work routing, and building staffing and capacity plans.
  • Lead a multichannel contact strategy across branded calling, verified caller ID, SMS, email, chat, and appointment scheduling, while protecting line health and deliverability across carriers and devices.
  • Align preview, power, and AI dialing to lead value, and build blended teams to work their pipelines, take new leads, and handle inbound calls and warm transfers.
  • Deploy AI across the sales lifecycle to provide advisors with information that improves consumer experience and advisor performance.
  • Establish key performance indicators for connect rate, connect-to-close, cost per enrollment, customer acquisition cost, and lifetime value; use controlled tests and holdouts to evaluate changes such as new dialing strategies.
  • Partner with Lending on personal loans and home equity to align assessment, lead-value scoring, a single consumer profile, and cross-product routing, converging or diverging approaches as appropriate to business needs and economics.
  • Reskill frontline teams for new roles, retain talent through compensation and role changes, and build frontline leadership depth.
  • Work with Legal, Risk, and Compliance to maintain adherence to the Telemarketing Sales Rule, Telephone Consumer Protection Act, Federal Trade Commission guidance, state debt-relief laws, and Unfair, Deceptive, or Abusive Acts or Practices requirements; extend compliance to digital disclosures, electronic signatures, SMS consent, and AI-assisted conversations.
  • Own the enrollment funnel, conversion yield, unit economics, contact strategy, regulatory compliance, and achievement of monthly, quarterly, and annual enrollment targets.
  • Lead a multisite and remote organization of directors, managers, and enrollment specialists.

Desired Qualifications

  • An MBA is a plus.

About the Company

Achieve

Digital personal finance services and loans

Achieve delivers personal loans, home loans, debt resolution services, and financial tools through a digital platform tailored for everyday people seeking to improve their financial future. Customers apply online, receive loan offers, and repay through fixed schedules with interest and service fees; debt resolution helps manage and reduce existing obligations. The company earns revenue from interest on loans, service fees, and partnerships with financial institutions. Its tools help users budget, plan, and track progress on their finances, all supported by a nationwide team of financial experts. What sets Achieve apart is its holistic approach to personal finance, combining lending, debt management, and practical digital tools with a focus on inclusive culture, employee development, and philanthropy. Its goal is to make a lasting positive impact on clients’ financial well-being by providing accessible products and expert guidance that help people reach a better financial future.

Company size
1,001-5,000
Company stage
Debt Financing
Total funding
$2.2B
Headquarters
Tempe, AZ
Founded
2002

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