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Consumer Direct Growth and Sales Enablement

1 month, 1 week ago
United States
Full-time
Lead
Sales Enablement
Sales and Business Development
CRM
Apply Now
SoFi

SoFi

SoFi specializes in providing a comprehensive financial platform that empowers individuals to achieve their financial goals through services such as student loan refinancing, debt consolidation, home buying assistance, and investment opportunities, all...

Capital Markets
1K-5K
Founded 2011
$2900M raised
View All Jobs 83

Description

  • 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, including A/B testing, messaging refinement, and landing page optimization.
  • Build reporting dashboards that connect funnel performance directly to funded revenue.
  • Optimize and execute scalable outbound marketing strategies supporting a predominantly outbound sales force.
  • Develop segmented campaigns for member cross-sell, refinance recapture, rate-trigger, credit-qualified prospect, and lifecycle reactivation audiences.
  • Build multi-touch outbound cadences aligned with Loan Officer outreach and partner with CRM and Data teams on trigger-based campaigns.
  • Develop high-performance outbound and inbound sales frameworks, including speed-to-lead, follow-up cadence, and objection-handling standards.
  • Analyze Loan Officer performance data, provide insights to Sales Leadership, and build scalable playbooks, scripts, and training resources.

Requirements

  • 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 such as CPL, CAC, ROAS, lock rate, pull-through, and cycle time.
  • Experience influencing cross-functional stakeholders across Sales, Marketing, Product, and Operations without direct authority.
  • Ability to operate independently in fast-paced, ambiguous environments.
  • Exceptional analytical and financial modeling skills.
  • Executive-level communication and presentation capabilities.
  • Active NMLS license or prior experience as a Loan Officer preferred.
  • Experience with real estate agent coaching or training preferred.
  • Knowledge of specific local real estate markets preferred.

Benefits

  • Comprehensive and competitive benefits package.
  • Base pay determined by experience, skills, and location.
  • Reasonable accommodations available for candidates with physical or mental disabilities.
  • Equal employment opportunity across all protected characteristics.
  • Consideration of qualified applicants with arrest and conviction records under the San Francisco Fair Chance Ordinance.
  • Remote work is not currently available from Hawaii or Alaska.

Interested in this position?

Apply directly on the company website

Apply Now

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