Our Client Currently looking for Consumer Direct Growth and Sales Enablement

What you’ll do:

Consumer Direct Growth Strategy & Funnel Ownership (25%)

• Manage and continuously optimize the end-to-end consumer funnel from acquisition through funded loan.
• Identify and eliminate conversion bottlenecks across digital, outbound, and sales workflows.
• Partner with Performance Marketing to align campaign targeting with conversion capability.
• Develop structured experimentation frameworks (A/B testing, messaging refinement, landing page optimization).
• Build reporting dashboards that tie funnel performance directly to funded revenue.

Outbound Growth & Campaign Development (25%)

• Optimize and execute scalable outbound marketing strategies supporting a predominantly outbound sales force.
• Develop segmented campaigns targeting:
  • SoFi member cross-sell opportunities
  • Refinance recapture pools
  • Rate-trigger and credit-qualified prospect segments
  • Lifecycle reactivation audiences
• Build multi-touch outbound cadences aligned with LO outreach.
• Partner with CRM and Data teams to implement trigger-based campaigns.
• Track and optimize campaign-to-lock attribution and ROI.

Sales Conversion Enablement (20%)

• Develop high-performance outbound and inbound sales frameworks.
• Standardize speed-to-lead expectations, follow-up cadence, and objection-handling methodologies.
• Analyze LO-level performance data to identify conversion variance.
• Provide structured performance insights to Sales Leadership.
• Build scalable playbooks, scripts, and training resources aligned to campaign messaging.

Revenue Analytics & Executive Reporting (15%)

• Translate marketing and sales performance data into actionable revenue strategies.
• Model incremental funded volume impact from campaign initiatives.
• Quantify CAC-to-funded loan economics and identify optimization opportunities.
• Present performance insights and growth strategies to senior leadership.
• Provide quarterly revenue impact reporting tied to initiatives launched.

Lifecycle & Portfolio Monetization (10%)

• Partner with Lifecycle Marketing to design nurture journeys for:
  • Pre-application prospects
  • Fall-out borrowers
  • Funded recapture opportunities
• Identify opportunities to increase repeat transaction volume and member lifetime value.
  Collaborate with Pricing and Capital Markets to refine segment positioning.

Talent & Market Positioning Support (5%)

• Support recruitment efforts for high-performing Consumer Direct Loan Officers.
  Contribute to onboarding design to accelerate time-to-productivity.
  Help refine the value proposition for top talent in a digital-first mortgage platform.

What you’ll need:

• 8+ years of experience in consumer direct mortgage, fintech lending, or high-performance sales organizations.
• Demonstrated ownership of revenue-impacting initiatives at scale.
• Proven experience building outbound marketing engines tied to measurable funded volume.
• Strong understanding of mortgage conversion metrics, funnel analytics, and sales productivity modeling.
• Advanced proficiency interpreting performance marketing KPIs (CPL, CAC, ROAS, lock rate, pull-through, cycle time).
• Experience influencing cross-functional stakeholders (Sales, Marketing, Product, Ops) without direct authority.
• Ability to operate independently in fast-paced, ambiguous environments.
• Exceptional analytical and financial modeling skills.
• Executive-level communication and presentation capabilities.

Preferred Qualifications:

• Active NMLS license or prior experience as a Loan Officer.
• Experience with real estate agent coaching or training.
• Knowledge of specific local real estate markets.

• Are you interested in this position?

   

  Apply by clicking on the “Apply Now” button below!

   

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