VP Digital & Virtual Sales Enablement-Hybrid

Vice President, Digital and Virtual Sales Enablement

Provides strategic leadership and operational oversight for the credit union’s virtual sales and service channels, including digital account opening, loan application funnels, and the virtual sales team. This role drives the end-to-end digital acquisition journey from the website and mobile engagement to application conversion and funded loan, shaping a seamless, member‑first digital experience.

• 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

• Minimum‑4 Year / Bachelor’s Degree
• Preferred:
  Graduate Degree

• 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 the 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

Logix Federal Credit Union is an equal opportunity employer that does not discriminate in employment opportunities or practices on the basis of race, religion, color, sex, sexual orientation, gender identity, national origin, protected veteran or disability status, or any other status protected by law.

Pay Range: USD $ - USD $ /Yr.