Vice President, Client Enrollments

Achieve

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

Posted 11/3/2026full-timeRemote • Salt Lake City • Utah • 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 multichannel strategies, and deploying AI solutions to enhance consumer experiences. Proven ability to manage large teams, establish KPIs, and ensure compliance with financial regulations.

Highest-signal resume keywords

Digital Enrollment TransformationAI Deployment in Sales LifecycleLeadership of 100+ FTEsConsumer Financial Services Regulation KnowledgeExperience with Telephony and CRM Platforms

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Digital Conversion FunnelsA/B TestingMilestone AnalyticsUnit EconomicsLead ScoringCapacity PlanningIncentive DesignExperiment DesignAI Agent AssistConversational AI

Soft Skills

Change LeadershipC-Suite Presentation AbilityEmpathy for Consumers

Tools & Technologies

Five9GenesysTwilioSalesforce

Industry Keywords

FintechConsumer LendingMortgageInsuranceDebt ReliefHigh-Volume Consumer BusinessesTSRTCPAUDAAPCall Center Governance

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
Define the enrollment transformation roadmap, milestones, digital enrollment share, conversion and cost per enrollment
Shape the digital enrollment experience with Product, Design and Engineering
Define human and AI handoffs throughout discovery, solutioning, approval and enrollment
Redesign sales operating models, team structures, lead ownership, compensation, incentives and work routing
Build staffing and capacity plans as roles evolve
Lead multichannel contact strategy across branded calling, verified caller ID, SMS, email, chat and appointment scheduling
Optimize dialing, lead engagement, answer rates, trust, line health and deliverability
Deploy AI across the sales lifecycle to improve consumer experience and advisor performance
Establish KPIs including connect rate, connect-to-close, cost per enrollment, CAC and LTV
Run controlled tests and holdouts to measure dialing and operational changes
Partner with Lending on assessment, lead-value scoring, consumer profiles and cross-product pathing
Reskill frontline teams, retain talent through role and compensation changes, and build leadership depth
Partner with Legal, Risk and Compliance to maintain compliance with TSR, TCPA, FTC guidance, state debt relief laws and UDAAP
Ensure compliant digital disclosures, e-signature, SMS consent and AI-assisted conversations
Deliver enrollment growth, improved answer rates, healthier lines, lower cost per enrollment and higher lifetime value

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
Experience leading a phone-led to digital or hybrid enrollment transformation 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 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
Experience with telephony platforms such as Five9, Genesys or Twilio; CRM platforms such as Salesforce; dialers and messaging platforms
Command of unit economics, CAC, LTV, lead scoring, routing, capacity planning and incentive design
Experiment design and holdout testing experience
Strong knowledge of consumer financial services regulation, TSR, TCPA, UDAAP and call center governance
Proven change leadership, C-suite presentation ability and empathy for consumers facing financial hardship
Must be able to work in selected U.S. locations; H1-B Visa transfer or sponsorship and STEM-OPT Visa cannot be facilitated

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 through the Achieve Care Fund
Commitment to diversity and inclusion through six employee resource groups
Bonus
Benefits