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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.
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.
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.
The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location.
To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!
If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.
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SoFi is a financial technology company that provides personal loans, student loan refinancing, investing, banking, and mortgage services. The company targets millennials and younger investors seeking alternative financial services outside traditional banks.
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