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Logix Federal Credit Union · 1 day ago

VP Digital & Virtual Sales Enablement-Hybrid

Santa Clarita, CA

Full-time

Hybrid

Senior Level, Lead/Staff

$152K/yr - $243K/yr

10+ years exp

Logix Federal Credit Union is seeking a Vice President of Digital and Virtual Sales Enablement to provide strategic leadership and operational oversight for their virtual sales and service channels. This role focuses on enhancing the digital acquisition journey and driving growth through cross-functional collaboration and a member-first approach.

BankingFinancial ServicesInsuranceLendingMortgage

Culture & Values

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

Qualification

Digital banking platformsSales enablementDigital transformationPerformance analyticsCRM technologiesUX principlesStrategic planningChange leadershipAnalytical skillsMicrosoft OfficeTableauMortgage Loan OriginatorCollaborationProblem-solvingInterpersonal skillsPresentation skills

Required

Minimum-4 Year / Bachelors 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 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