Commercial employee in sales for renewable energies at Hoyer focusing on customer acquisition and project management. Ensure high quality service throughout the entire process for clients.
LU
Hybrid VP Digital & Virtual Sales Enablement
Posted last month
About the role
- Vice President managing digital and virtual sales enablement for Logix Federal Credit Union, driving member-first digital experiences and seamless service integration.
Responsibilities
- Develops and executes a strategic roadmap for digital and virtual sales channels aligned with organizational growth and brand expectations
- Defines an integrated experience across digital onboarding, loan origination, and virtual sales to create a cohesive, modern member experience
- Champions a culture of innovation, agility, and continuous improvement
- Collaborates with key stakeholders to enhance the end-to-end digital account opening and loan application journeys, optimizing for ease, speed, and satisfaction
- Improves digital conversion, reduces abandonment, and strengthens look-to-book and approved-to-book ratios
- Implements re-engagement strategies to convert abandoned applications into funded accounts or approved loans
- Oversees digital analytics, funnel performance, A/B testing, and behavioral insights to guide improvements
- Partners with Marketing, Digital Channels, Lending, Member Experience, Operations, and other key stakeholders to align UX, content, and digital campaigns
- Ensures compliance, risk mitigation, and operational readiness for new digital and virtual capabilities
- Leads the virtual sales organization, including Web and Loan Phone Centers, and Virtual Sales Branch, to drive growth, service excellence, and member engagement
- Ensures seamless integration across phone, web, chat, and digital self-service channels
- Develops sales enablement programs, coaching, and competency frameworks to improve performance
- Establishes operational rhythms, including forecasting, performance management, and KPI accountability
- Builds, mentors, and develops a high-performing virtual sales leadership team
- Drives a member-first culture grounded in accountability, empowerment, and continuous learning
- Strengthens leadership development across digital and virtual teams.
Requirements
- Minimum 10 years of leadership experience in digital banking, retail banking, product management, virtual channels, or fintech
- Minimum of 5 years in a sales enablement, digital sales or multi-channel operations leadership role
- Deep expertise in digital banking platforms including digital account opening, loan origination systems, CRM technologies, UX principles, and performance analytics
- Strong strategic planning, collaboration, and change leadership capabilities, with demonstrated success guiding teams through modernization and transformation initiatives
- Proven ability to lead and influence cross-functional teams to deliver measurable improvements in growth, member satisfaction, and operational efficiency
- Demonstrated track record designing and executing digital engagement, sales, and service strategies that improve conversion, adoption, and overall member experience
- Comprehensive understanding of digital transformation, service design, regulatory considerations, and risk management within a financial-services environment
- Advanced problem-solving and analytical skills, including the ability to structure complex challenges, interpret data, and apply the right analytical frameworks to develop actionable solutions
- Exceptional interpersonal, presentation, and influencing skills, with the ability to build trust, navigate competing priorities, and drive outcomes without direct authority
- High proficiency with Microsoft Office, with strong working knowledge of Excel; experience with Tableau or similar business intelligence tools is a plus
- Ability to operate independently, exercise sound judgment, and manage multiple priorities in a fast-paced environment
- Must be an actively registered Mortgage Loan Originator with the NMLS and display his or her unique identifying number on business cards, e-mail stationery and other documents as required
- Must have a valid CA driver’s license and be able to travel up to 50% of the time in the local market area.
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