Employee Applicant Privacy Notice
Who we are:
Shape a brighter financial future with us.
Together with our members, we’re changing the way people think about and interact with personal finance.
We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world.
Consumer Direct Growth & Sales Enablement to drive revenue acceleration within our Home Loans business. This is a senior individual contributor role responsible for building and optimizing scalable inbound and outbound growth strategies that increase funded loan volume without linear headcount expansion.
This leader will operate at the intersection of Performance Marketing, Sales Leadership, Data, and Operations to:
- Increase lead acquisition efficiency
- Improve outbound sales productivity
- Optimize conversion performance
- Drive measurable funded volume growth
- Enhance lifecycle monetization across SoFi’s member base
This role is not traditional marketing support. It is a revenue-focused growth operator accountable for measurable production impact in a high-velocity Consumer Direct model.
What you’ll do:
Consumer Direct Growth Strategy & Funnel Ownership (25%)- 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 (A/B testing, messaging refinement, landing page optimization).
- Build reporting dashboards that tie funnel performance directly to funded revenue.
- Optimize and execute scalable outbound marketing strategies supporting a predominantly outbound sales force.
- Develop segmented campaigns targeting:
- SoFi member cross-sell opportunities
- Refinance recapture pools
- Rate-trigger and credit-qualified prospect segments
- Lifecycle reactivation audiences
- Build multi-touch outbound cadences aligned with LO outreach.
- Partner with CRM and Data teams to implement trigger-based campaigns.
- Track and optimize campaign-to-lock attribution and ROI.
- Develop high-performance outbound and inbound sales frameworks.
- Standardize speed-to-lead expectations, follow-up cadence, and objection-handling methodologies.
- Analyze LO-level performance data to identify conversion variance.
- Provide structured performance insights to Sales Leadership.
- Build scalable playbooks, scripts, and training resources aligned to campaign messaging.
- Translate marketing and sales performance data into actionable revenue strategies.
- Model incremental funded volume impact from campaign initiatives.
- Quantify CAC-to-funded loan economics and identify optimization opportunities.
- Present performance insights and growth strategies to senior leadership.
- Provide quarterly revenue impact reporting tied to initiatives launched.
- Partner with Lifecycle Marketing to design nurture journeys for:
- Pre-application prospects
- Fall-out borrowers
- Funded recapture opportunities
- Identify opportunities to increase repeat transaction volume and member lifetime value.
Collaborate with Pricing and Capital Markets to refine segment positioning.
- Support recruitment efforts for high-performing Consumer Direct Loan Officers.
Contribute to onboarding design to accelerate time-to-productivity.
Help refine the value proposition for top talent in a digital-first mortgage platform.
What you’ll need:
- 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 (CPL, CAC, ROAS, lock rate, pull-through, cycle time).
- Experience influencing cross-functional stakeholders (Sales, Marketing, Product, Ops) without direct authority.
- Ability to operate independently in fast-paced, ambiguous environments.
- Exceptional analytical and financial modeling skills.
- Executive-level communication and presentation capabilities.
Preferred Qualifications:
- Active NMLS license or prior experience as a Loan Officer.
- Experience with real estate agent coaching or training.
- Knowledge of specific local real estate markets.
Skills Required
- 8+ years of experience in consumer direct mortgage or fintech lending
- 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 and funnel analytics
- Advanced proficiency interpreting performance marketing KPIs
What the Team is Saying
SoFi Compensation & Benefits Highlights
-
Parental & Family Support — Up to 12 weeks fully paid parental leave, paid caregiver leave, fertility/adoption resources, and subsidized backup childcare/eldercare are offered. Pet insurance and family-building support further broaden the coverage.
-
Healthcare Strength — Medical, dental, and vision coverage is paired with company-paid short- and long-term disability and life insurance. Mental-health support via Modern Health and employer HSA contributions enhance overall health support.
-
Leave & Time Off Breadth — Flexible vacation for exempt employees, generous PTO for non-exempt, paid holidays, and early-release “SoFi Fridays” expand time-off options. An additional 16 hours of paid volunteer time underscores community engagement.
SoFi Insights
What We Do
SoFi wasn’t built to be a bank. Or a technology company. We were built for one mission: help people achieve financial independence so they can realize their ambitions. Redefining an entire industry isn’t easy work—and it’s not for the faint of heart. It takes a certain kind of team. People with diverse perspectives and expertise, united by a common sense of purpose. People willing to challenge assumptions but always do the right thing. People proving that innovation and responsibility don’t have to compete, but can come together to create something truly unconventional in the world. For the last eight years, we’ve been charting this new path forward. We call it The SoFi Way. At SoFi, we don’t just talk about culture: we live it. The SoFi Way is how we show up every day, how we make decisions, and how we build for our members, clients, and each other.
Why Work With Us
Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation Fintech company using innovative, mobile-first technology to help our members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront.
Gallery
SoFi Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
For the majority of our workforce who work on a hybrid schedule, the in-office requirement is a handful of days per month!
