Vice President, Client Enrollments

Achieve • Tempe, AZ

5d

About The Position

Achieve is a digital personal finance company offering debt consolidation, personal loans, home equity loans, financial tools and education. The Vice President, Client Enrollments will lead Freedom Debt Relief’s transition from a phone-led enrollment model to a digital-first hybrid model, while achieving enrollment targets. The role owns an integrated funnel spanning digital self-enrollment and advisor-assisted sales and leads a multi-site and remote organization of directors, managers and hundreds of enrollment specialists.

The Vice President will work closely with performance marketing, digital product, data science and contact center systems. The role is accountable for conversion yield, unit economics, contact strategy, regulatory compliance and monthly, quarterly and annual enrollment targets. Success means building an integrated experience in which members can enroll online or reach an advisor, growing enrollment during the transition, improving contact and operating-model performance, and working with Lending to match consumers to appropriate solutions.

The position is offered with hybrid options in the San Francisco, California and Phoenix, Arizona metro areas, and remote hiring in selected locations across PST, MST and CST. The listed salary range is $240,000 to $275,000, plus bonus and benefits.

Requirements

• Have led a sales or enrollment organization through a large-scale shift from phone-led to digital or hybrid enrollment, with measurable before-and-after results.
• Demonstrated success growing digital and advisor-assisted channels together, resolving channel conflict and designing roles and compensation that support the transition.
• 12 or more years of progressive sales, enrollment or customer acquisition leadership experience.
• At least 5 years as a Senior Director or VP leading 100 or more FTEs.
• 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 digital conversion funnels, A/B testing and milestone analytics.
• 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, CRM, dialers and messaging platforms.
• Strong command of unit economics, CAC and LTV, lead scoring and routing, capacity planning, hybrid-model incentive design, experiment design and holdout testing.
• Strong knowledge of consumer financial services regulation, including the Telemarketing Sales Rule, TCPA, UDAAP and call center governance, and their application to digital and AI-assisted interactions.
• Proven ability to lead large frontline teams through change, present strategy to the C-suite and maintain empathy for consumers facing financial hardship.
• Bachelor's degree required.

Nice To Haves

• MBA.
• Experience with contact center technologies such as Five9, Genesys, Twilio, Salesforce, preview, power and AI dialers, and messaging platforms.

Responsibilities

• Lead the transition from phone-led to digital-first hybrid enrollment, defining and executing the roadmap and setting milestones for digital enrollment share, conversion and cost per enrollment.
• Partner with Product, Design and Engineering to shape guided digital enrollment, including the customer journey, human or AI intervention points and contextual handoffs to advisors.
• Redesign the sales operating model, including team structures, lead ownership, compensation, incentives and work routing as digital enrollment grows.
• Build staffing and capacity plans that support the evolving model and keep top talent engaged.
• Lead a multichannel contact strategy across branded calling, verified caller ID, SMS, email, chat and appointment scheduling while protecting line health and deliverability.
• Align preview, power and AI dialing strategies with lead value, and develop blended teams that manage pipelines, new leads, inbound calls and warm transfers.
• Deploy AI to provide advisors with information that improves the consumer experience and advisor performance.
• Establish KPIs including connect rate, connect-to-close, cost per enrollment, CAC and LTV, and use controlled tests and holdouts to measure changes.
• Partner with Lending on shared assessment, lead-value scoring, a single consumer profile and cross-product pathing, converging or diverging approaches as appropriate.
• Lead frontline teams through change by reskilling employees, managing compensation and role changes, retaining talent and building leadership depth.
• Cultivate a culture aligned with Achieve's values of Care, Get Better, Act with Integrity and Collaborate.
• Partner with Legal, Risk and Compliance to maintain compliance with applicable requirements across channels, including digital disclosures, e-signature, SMS consent and AI-assisted conversations.

Benefits

• 401(k) with employer match.
• Medical, dental and vision coverage with HSA and FSA options.
• Competitive vacation and sick time off, plus dedicated volunteer days.
• Wellness support through an Employee Assistance Program, Talkspace and fitness discounts.
• Up to $5,250 reimbursement for eligible education expenses.
• Pet care discounts.
• Financial support in times of hardship through the Achieve Care Fund.
• Employee resource groups and a commitment to diversity and inclusion.
• Bonus.

What This Job Offers

• Job Type: Full-time
• Career Level: Executive