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Fintech • Professional Services • Sales • Financial Services
Own the strategy, roadmap, and launch of Achieve’s enterprise data and agentic AI platforms. Lead data migrations, semantic-layer development, governed data products, agent orchestration, analytics, and AI workflows. Partner with engineering, security, risk, and compliance teams to establish scalable controls, evaluation, auditability, access, and cost management. Influence senior stakeholders, guide organizational change, and initially operate as a senior individual contributor before building a product leadership team.
Fintech • Professional Services • Sales • Financial Services
Leads the vision, strategy, roadmap, and execution of digital acquisition and loan servicing experiences across personal loan and HELOC products. Oversees integrated onboarding, origination, underwriting, document collection, and servicing journeys while optimizing conversion, retention, referrals, and cross-selling. Partners with engineering, analytics, marketing, risk, legal, compliance, sales, and operations. Coaches product managers and provides hands-on technical leadership during complex delivery initiatives.
Fintech • Professional Services • Sales • Financial Services
Leads and supervises mortgage advisor sales agents, ensuring sales goals, KPIs, regulatory requirements, underwriting standards, and operational targets are met. Responsibilities include coaching, training, performance management, sales reporting, process improvement, delegation, and collaboration with sales support teams. The role requires mortgage sales leadership experience, active NMLS registration, applicable state licensing, and knowledge of mortgage products and underwriting guidelines.
