Digital Sales Enablement Programs Lead-Hybrid

Logix Federal Credit Union•Valencia, CA
•Hybrid

About The Position

The Digital Sales Enablement Programs Lead drives execution of Retail Banking’s Digital Sales Enablement roadmap. This individual contributor translates established strategic priorities into actionable initiatives intended to improve digital sales performance, member experience, employee enablement, and business results. The role partners across Retail Banking, Digital, Marketing, Lending, Operations, Technology, Compliance, and external vendors to evaluate opportunities, develop business cases, coordinate stakeholders, manage complex initiatives, and support successful implementation and adoption of digital capabilities. The role requires an organized, results-oriented program leader who can work in ambiguous environments, influence stakeholders without direct authority, and deliver strategic initiatives from concept through implementation and adoption. It reports to the VP, Virtual & Digital Sales Enablement.

Requirements

  • Bachelor’s degree in Business, Finance, Marketing, Technology, or a related field.
  • 7–10 years of experience leading complex cross-functional programs, projects, or strategic initiatives.
  • Demonstrated success managing multiple initiatives simultaneously and delivering measurable business outcomes.
  • Experience developing business cases, executive presentations, implementation plans, and recommendations.
  • Strong project and program management capabilities, including risk management, dependency management, stakeholder coordination, and implementation planning.
  • Experience analyzing performance metrics and using data to support decision-making.
  • Strong communication, facilitation, organization, and influencing skills.
  • Proven ability to drive results without direct management authority.
  • Understanding of digital customer or member journeys and digital experience principles.

Responsibilities

  • Drive execution of initiatives supporting the Digital Sales Enablement roadmap.
  • Translate strategic priorities into actionable plans, timelines, milestones, deliverables, and success measures.
  • Develop and maintain project plans, implementation schedules, dependency tracking, risk logs, and stakeholder action plans.
  • Monitor initiative progress and drive accountability toward established objectives.
  • Identify, assess, and mitigate risks, issues, and dependencies that may affect initiative success.
  • Prepare project updates, recommendations, and decision-support materials for leadership.
  • Gather and document business requirements, use cases, process flows, and user stories for solution evaluation and implementation.
  • Assess current business processes and member journeys to identify inefficiencies, friction points, and opportunities for improvement.
  • Support evaluation, selection, implementation, and adoption of digital tools, platforms, and technologies.
  • Coordinate launch readiness, issue resolution, and post-launch stabilization.
  • Ensure solutions align with approved business objectives and stakeholder expectations.
  • Lead vendor assessments, due diligence, business case development, and implementation planning.
  • Coordinate cross-functional vendor onboarding, integration, and adoption activities.
  • Support CRM and digital platform evaluation, implementation, optimization, and user adoption.
  • Define and monitor program success metrics, adoption measures, and business outcomes.
  • Lead development of dashboards and reporting tools for KPI measurement.
  • Analyze funnel performance, adoption data, and initiative results to identify improvement opportunities.
  • Partner with stakeholders to support adoption of new processes, tools, and capabilities.
  • Build partnerships across Retail Banking, Digital, Marketing, Lending, Technology, Operations, Compliance, Risk, and external vendors.
  • Facilitate discussions, drive alignment, and help stakeholders navigate competing priorities.
  • Partner with Compliance, Risk Management, Information Security, Fraud, and Legal to ensure initiatives meet organizational and regulatory requirements.
  • Influence decisions and drive outcomes without direct management authority.
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