Vice President, Client Enrollments

This is a fully remote position, open to applicants in Florida.

📋 Description

• Spearhead the transition from phone-based to digital-first, hybrid client enrollment.

• Manage a comprehensive enrollment funnel that includes digital self-enrollment as well as agent-assisted sales.

• Oversee a multi-site and remote team consisting of directors, managers, and hundreds of enrollment specialists.

• Take responsibility for conversion yields, unit economics, contact strategies, regulatory compliance, and enrollment goals.

• Define and implement the enrollment transformation roadmap and its milestones.

• Collaborate with Product, Design, and Engineering to enhance the digital enrollment experience.

• Determine points for human and AI interventions as well as advisor handoffs.

• Revamp sales operating models, team structures, lead ownership, compensation, incentives, and routing processes.

• Develop staffing and capacity plans.

• Direct branded calling initiatives, verified caller ID, SMS, email, chat, and appointment scheduling.

• Enhance answer rates, trust levels, line health, and deliverability.

• Align dialing strategies with lead value and assemble blended teams.

• Implement AI throughout the sales lifecycle to better consumer and advisor outcomes.

• Establish key performance indicators such as connect rate, connect-to-close ratio, cost per enrollment, customer acquisition cost, and lifetime value.

• Conduct controlled tests and holdout studies.

• Collaborate with Lending on assessments, lead-value scoring, consumer profiles, and cross-product pathing.

• Reskill frontline teams, retain talent, and cultivate leadership depth.

• Advocate for compliance with TSR, TCPA, FTC guidelines, state debt relief laws, UDAAP, digital disclosures, e-signature, SMS consent, and AI-assisted conversations.

⛳️ Requirements

• A bachelor's degree is required; an MBA is advantageous.

• At least 12 years of progressive leadership experience in sales, enrollment, or customer acquisition.

• Minimum of 5 years as a Senior Director or VP managing teams of over 100 full-time employees.

• Background in fintech, consumer lending, mortgage, insurance, debt relief, or other high-volume consumer sectors.

• Experience leading a sales or enrollment organization through a transition from phone-led to digital or hybrid enrollment on a large scale.

• Proven history of driving growth in both digital and advisor-assisted channels.

• Extensive experience with voice, SMS, email, chat, and AI voice in high-volume settings.

• Familiarity with caller-ID reputation, branded calling, carrier spam labeling, consent management, and dialer strategy.

• Proficient in conversion funnels, A/B testing, and milestone analytics.

• Practical experience with deploying AI agent assist, conversational AI, automated disposition, or AI-driven quality assurance.

• Experience in scaling telephony, CRM, preview, power and AI dialers, and messaging platforms.

• Strong understanding of unit economics, customer acquisition cost, lifetime value, lead scoring, routing, capacity planning, and incentive design.

• Comfortable with experimental design and holdout testing.

• In-depth knowledge of TSR, TCPA, UDAAP, consumer financial services regulations, and call center governance.

• Ability to lead large frontline teams through transitions and effectively communicate strategy to the C-suite.

• Deep empathy for consumers experiencing financial difficulties.

• H1-B Visa transfer or sponsorship and STEM-OPT Visa facilitation are not available.

🏝️ Benefits

• Opportunities for hybrid and remote work.

• 401(k) plan with employer matching.

• Medical, dental, and vision insurance with HSA and FSA options.

• Competitive vacation and sick leave policies.

• Dedicated days for volunteering.

• Wellness support through Employee Assistance Program, Talkspace, and fitness discounts.

• Up to $5,250 reimbursement for eligible education expenses.

• Discounts for pet care services.

• Financial assistance during challenging times through the Achieve Care Fund.

• Six employee resource groups and a commitment to diversity and inclusion.

• Bonus opportunities.

• Comprehensive benefits package.