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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

  • A bachelor's degree is required.
  • At least 12 years of progressive sales, enrollment, or customer acquisition leadership experience, including at least 5 years as a Senior Director or Vice President leading 100 or more full-time employees.
  • Experience leading a sales or enrollment organization through a large-scale 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 designing compensation and roles that support frontline adoption.
  • Experience in fintech, consumer lending, mortgage, insurance, debt relief, or a similar high-volume consumer business.
  • 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, 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, along with experiment design and holdout testing.
  • Strong knowledge of consumer financial services regulation, the Telemarketing Sales Rule, TCPA, UDAAP, and call center governance, including application to digital and AI-assisted interactions.
  • Proven ability to lead large frontline teams through change and present strategy to the C-suite, with empathy for consumers facing financial hardship.

Responsibilities

  • Lead the shift 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 grow enrollments throughout the transition.
  • Partner with Product, Design, and Engineering to shape the guided digital enrollment flow, define milestones and when human or AI agents engage, and design handoffs that give advisors full context from the member's 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 that keep top talent engaged as roles evolve.
  • 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 that manage their pipelines, take new leads, and handle inbound calls and warm transfers.
  • Deploy AI throughout the sales lifecycle to provide advisors with information that improves consumer experience and advisor performance.
  • Establish key performance indicators including connect rate, connect-to-close, cost per enrollment, customer acquisition cost, and lifetime value; use controlled tests and holdouts to validate changes such as new dialing strategies.
  • Partner with Lending on personal loans and home equity to develop shared assessments, lead-value scoring, a single consumer profile, and cross-product pathing, converging or diverging approaches based on results and business needs.
  • 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, TCPA, FTC guidance, state debt relief laws, and UDAAP, and extend compliance to digital disclosures, e-signature, SMS consent, and AI-assisted conversations.
  • Achieve enrollment targets set with executive leadership across monthly, quarterly, and annual periods while growing the business through the transition.
  • Build an integrated enrollment experience in which members can begin and complete enrollment online and reach an advisor when helpful.
  • Improve answer rates and line health, establish an operating model and incentives suited to hybrid enrollment, use AI to improve advisor effectiveness, reduce cost per enrollment, increase lifetime value, and coordinate with Lending to match consumers with appropriate solutions.

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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