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Achieve

Digital personal finance services and loans

Vice President - Client Enrollments

Sales & Account ManagementConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • Led a sales or enrollment organization through a shift from phone-led to digital or hybrid enrollment at scale, with measurable before-and-after results for digital share, conversion, customer acquisition cost, and headcount.
  • Demonstrated growth in digital and advisor-assisted channels together, resolving channel conflict and designing compensation and roles that support the transition.
  • At least 12 years of progressive sales, enrollment, or customer acquisition leadership, including at least 5 years as a Senior Director or Vice President leading 100 or more full-time-equivalent employees.
  • Experience in fintech, consumer lending, mortgage, insurance, debt relief, or similar high-volume consumer businesses.
  • Deep expertise in voice, SMS, email, chat, and AI voice in high-volume environments, including caller-ID reputation, branded calling, carrier spam labeling, consent management, and dialer strategy.
  • 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; experience with experiment design and holdout testing.
  • Strong knowledge of consumer financial-services regulation, the Telemarketing Sales Rule, TCPA, UDAAP, and call-center governance, including applicability to digital and AI-assisted interactions.
  • Proven ability to guide large frontline teams through change and present strategy to the C-suite.
  • Bachelor's degree required.

Responsibilities

  • Define and execute the transformation roadmap from phone-led to digital-first enrollment, setting milestones for digital enrollment share, conversion, and cost per enrollment while sequencing change to grow enrollments throughout the transition.
  • Partner with Product, Design, and Engineering to shape the guided digital enrollment flow, define milestones and when a human or AI agent intervenes, and establish handoffs that give advisors full context.
  • Redesign the sales operating model as digital enrollment grows by refining team structures, lead ownership, compensation, incentives, and work routing; build staffing and capacity plans that retain talent through evolving roles.
  • Lead a multichannel contact strategy focused on answer rate and trust, including 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; build blended teams to manage pipelines, work new leads, handle inbound calls, and take 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 measure and validate changes such as dialing strategies.
  • Partner with Lending on shared assessment, lead-value scoring, a single consumer profile, and cross-product paths, converging where results improve and diverging where business needs and economics differ.
  • Reskill frontline teams for new roles, retain talent through compensation and role changes, and build frontline leadership depth.
  • Partner with Legal, Risk, and Compliance to maintain adherence to the Telemarketing Sales Rule, TCPA, FTC guidance, state debt-relief laws, and UDAAP; ensure rigor for digital disclosures, e-signature, SMS consent, and AI-assisted conversations.

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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