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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.
  • The candidate must have led a sales or enrollment organization through a large-scale shift from phone-led to digital or hybrid enrollment and be able to demonstrate before-and-after digital share, conversion, customer acquisition cost, and headcount.
  • The candidate must have a track record of growing digital and advisor-assisted channels together, resolving channel conflict, and shaping compensation and roles to support the transition.
  • The candidate must have 12 or more 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.
  • The candidate must have experience in fintech, consumer lending, mortgage, insurance, debt relief, or a similar high-volume consumer business.
  • The candidate must have 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.
  • The candidate must have partnered closely with product and engineering on conversion funnels, A/B testing, and milestone analytics, and be able to shape digital experiences.
  • The candidate must have hands-on experience deploying AI agent assist, conversational AI, automated disposition, or AI-driven quality assurance, with measurable results and appropriate guardrails.
  • The candidate must have 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.
  • The candidate must command unit economics, customer acquisition cost and lifetime value, lead scoring and routing, capacity planning, and incentive design for hybrid models, and be comfortable with experiment design and holdout testing.
  • The candidate must have strong knowledge of consumer financial services regulation, the Telemarketing Sales Rule, the Telephone Consumer Protection Act, Unfair or Deceptive Acts or Practices, and call-center governance, including their application to digital and AI-assisted interactions.
  • The candidate must be able to bring large frontline teams through change and present strategy to the C-suite, while showing empathy for consumers facing financial hardship.

Responsibilities

  • Lead the transformation from phone-led to digital-first enrollment by defining and executing a roadmap, setting milestones for digital enrollment share, conversion, and cost per enrollment, and sequencing changes to grow enrollments during the transition.
  • Partner with Product, Design, and Engineering to shape the guided digital enrollment flow, define milestones and when a human or AI agent should engage, and ensure advisors receive context so live conversations continue from the member's digital interaction.
  • Redesign the sales operating model for human and AI capacity by refining team structures, lead ownership, compensation, incentives, and work routing, and building staffing and capacity plans that engage top talent 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 to manage pipelines, take new leads, handle inbound calls, and receive 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 dialing strategies and other changes.
  • Partner with Lending on personal loans and home equity for shared assessment, lead-value scoring, a single consumer profile, and cross-product pathing, converging or diverging as business needs and economics require.
  • Reskill frontline teams for new roles, retain talent through compensation and role changes, build frontline leadership depth, and cultivate a culture grounded in Achieve's stated values.
  • Partner 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 or Deceptive Acts or Practices; apply compliance rigor to digital disclosures, electronic signatures, SMS consent, and AI-assisted conversations.
  • Achieve committed monthly, quarterly, and annual enrollment targets while growing the enrollment business through its shift to a genuinely integrated digital and advisor-assisted experience.

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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