Vice President, Client Enrollments

Achieve

. Lead the transformation from phone-led to digital-first, hybrid client enrollment .

Posted 11/3/2026full-timeRemote • Orlando • Florida • United StatesLead💰 $240,000 - $275,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in leading digital-first enrollment transformations, optimizing conversion funnels, and managing large teams in high-volume consumer environments. Proficient in compliance with financial regulations and deploying AI technologies to enhance consumer and advisor interactions.

Highest-signal resume keywords

Digital Enrollment TransformationSales LeadershipAI DeploymentRegulatory ComplianceConversion Funnel Optimization

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Enrollment StrategyUnit EconomicsA/B TestingLead ScoringCapacity PlanningConversational AITelephony ScalingCRM SystemsAnalyticsConsumer Financial Services Regulation

Soft Skills

Empathy for ConsumersChange ManagementLeadership DevelopmentStrategic Communication

Tools & Technologies

AI DialersMessaging PlatformsBranded CallingSMS Consent ManagementDialer Strategy

Certifications & Qualifications

Bachelor's DegreeMBA (Preferred)

Industry Keywords

FintechConsumer LendingMortgageInsuranceDebt Relief

About the role

Key responsibilities & impact

Lead the transformation from phone-led to digital-first, hybrid client enrollment
Own an integrated enrollment funnel covering digital self-enrollment and agent-assisted sales
Lead a multi-site and remote organization of directors, managers and hundreds of enrollment specialists
Own conversion yield, unit economics, contact strategy, regulatory compliance and enrollment targets
Define and execute the enrollment transformation roadmap and milestones
Shape the digital enrollment experience with Product, Design and Engineering
Define human and AI intervention points and advisor handoffs
Redesign sales operating models, team structures, lead ownership, compensation, incentives and routing
Build staffing and capacity plans
Lead branded calling, verified caller ID, SMS, email, chat and appointment scheduling
Optimize answer rates, trust, line health and deliverability
Align dialing strategies to lead value and build blended teams
Deploy AI across the sales lifecycle to improve consumer and advisor outcomes
Establish KPIs including connect rate, connect-to-close, cost per enrollment, CAC and LTV
Run controlled tests and holdouts
Partner with Lending on assessment, lead-value scoring, consumer profiles and cross-product pathing
Reskill frontline teams, retain talent and build leadership depth
Champion compliance across TSR, TCPA, FTC guidance, state debt relief laws, UDAAP, digital disclosures, e-signature, SMS consent and AI-assisted conversations

Requirements

What you’ll need

Bachelor's degree required; MBA is a plus factor
12+ years of progressive sales, enrollment or customer acquisition leadership
5+ years as a Senior Director or VP leading 100+ FTEs
Experience in fintech, consumer lending, mortgage, insurance, debt relief or similar high-volume consumer businesses
Led a sales or enrollment organization through a shift from phone-led to digital or hybrid enrollment at scale
Track record of growing digital and advisor-assisted channels together
Deep experience with voice, SMS, email, chat and AI voice in high-volume environments
Knowledge of caller-ID reputation, branded calling, carrier spam labeling, consent management and dialer strategy
Experience with conversion funnels, A/B testing and milestone analytics
Hands-on experience deploying AI agent assist, conversational AI, automated disposition or AI-driven quality assurance
Experience scaling telephony, CRM, preview, power and AI dialers, and messaging platforms
Command of unit economics, CAC, LTV, lead scoring, routing, capacity planning and incentive design
Comfortable with experiment design and holdout testing
Strong knowledge of TSR, TCPA, UDAAP, consumer financial services regulation and call center governance
Ability to lead large frontline teams through change and present strategy to the C-suite
Deep empathy for consumers facing financial hardship
H1-B Visa transfer or sponsorship and STEM-OPT Visa facilitation unavailable

Benefits

Comp & perks

Hybrid and remote work opportunities
401(k) with employer match
Medical, dental, and vision with HSA and FSA options
Competitive vacation and sick time off
Dedicated volunteer days
Wellness support through Employee Assistance Program, Talkspace, and fitness discounts
Up to $5,250 paid back on eligible education expenses
Pet care discounts
Financial support in times of hardship through the Achieve Care Fund
Six employee resource groups and commitment to diversity and inclusion
Bonus
Benefits