Position SummaryMake AI real, safe, and valuable for our Loan Officers. You will research, evaluate, integrate, launch, and scale third-party AI tools-and partner on internal builds-so Sales can spend more time in high-value conversations and less time on busywork. You'll spend time with Loan Officers to deeply understand their needs, pain points, and daily workflows, identifying the biggest opportunities for AI to simplify their work and drive productivity. You'll also work closely with the AI risk, software advisory, legal, compliance, vendor management, and InfoSec teams to evaluate and approve vendors for use in the field.
CompensationThis role is an exempt position with a Targeted Salary Range of $101,000 - $152,000 annually.
Compensation at Guild is influenced by a wide array of factors including but not limited to local and federal minimum wage requirements, education, level of experience, and applicant's geographical location.
Essential Functions- AI Strategy & Roadmap
- Define and execute the vision and roadmap for AI-driven sales enablement tools.
- Collaborate with other Product Managers and Product Owners (CRM, Point of Sale, Marketing Automation) to ensure a cohesive AI strategy and aligned roadmap through our sales tech stack.
- In collaboration with the AI architects, develop a build buy framework to guide decisions on whether to create in-house solutions or adopt external vendor technologies.
- Establish and maintain an inventory of AI capabilities across the existing tech stack to identify opportunities for increased utilization, optimization, and integration.
- Evaluate emerging AI trends and apply them to the retail mortgage sales environment.
- Field Discovery & Use-Case Productization
- Run structured discovery with LOs/Sales Leaders; translate pain points into a quarterly, value-ranked AI use-case roadmap with clear KPIs and adoption targets.
- Define success criteria, control groups, and measurement plans (time saved, activity lift, speed-to-lead, conversion deltas).
- Vendor Evaluation & Risk Approvals (Inside Our Existing Governance)
- Build market scans and shortlists; lead scorecards and proof-of-value pilots.
- Drive approvals end-to-end through AI Risk Advisory, Software Advisory, Legal, Compliance, vendor management and InfoSec-owning the intake and project management of the approval process.
- Apply risk tiering and fast lanes where eligible (e.g., zero-PII or read-only integrations) while escalating higher-risk flows as required.
- Integration & Workflow Design
- Map current future workflows; design in-workflow experiences across CRM, Loan Origination System (LOS), Point of Sale, Product & Pricing Engine, Marketing automation and telephony.
- Work with the technical team to specify integration patterns (APIs, webhooks, iPaaS, SSO/OAuth, least-privilege roles) and acceptance criteria; partner with Product/Engineering and Enterprise Architecture.
- Enablement, Change & Adoption
- Build role-based playbooks, prompt libraries, templates, micro-learning, and manager toolkits; stand up training and branch champions.
- Collaborate with the AI Training and Enablement Specialist to ensure a robust training and enablement plan is in place for Sales.
- Performance & Lifecycle Management
- Measure the adoption and impact of AI and vendor solutions to inform future investments and promotion of tools.
- Maintain an Approved AI Vendor Catalog with lifecycle statuses (pilot, scale, deprecate) and associated guardrails/model cards.
- Internal Build Liaison
- When "build beats buy," convert field requirements into BRDs and work with internal Product/AI teams on delivery and rollout.
Qualifications- Bachelors Degree directly related to the position or equivalent, required.
- Minimum six years' experience in Product Management, Sales Enablement, or Process improvement.
- Prosci/ADKAR, Lean Six Sigma, Salesforce Admin/Product Owner, plus (not required).
- Ability to organize and manage multiple priorities simultaneously.
- Ability to work well independently or within a team.
- Excellent interpersonal communication skills required.
- Proven record launching sales-facing tools with measurable adoption and ROI.
- Hands-on experience navigating enterprise risk/governance and third-party approvals.
- AI literacy: LLM strengths/limits, prompt design, evaluation basics, hallucination/guardrail concepts (no coding required).
- Working knowledge of integrations (APIs/webhooks/SSO/iPaaS) and enterprise app ecosystems (CRM/Loan Origination System/Point of Sale/Product & Pricing Engine/Marketing Automation/telephony).
- Change leadership and field influence-credible with top producers and risk partners alike.
- Analytical fluency: funnel analytics, time-in-motion, A/B testing, business casing.
- Mortgage domain depth (LO processes, lead triage, pricing/marketing compliance).
- Nice to Have Experience:
- Tools: Salesforce, LOS, Okta/Azure AD, Snowflake/Power BI.
- Executive presence; structured problem solving; crisp written communication.
- Product sense and operational rigor; bias to pilot 12 learn 12 scale.
- Risk-first mindset; data minimization and "privacy by design."
- Excellent verbal and written communication skills required.
- Highly organized and detail-oriented; ability to work in a fast-paced, metrics-driven environment required.
- Proficiency in Microsoft Office Suite, Word, Excel, Wiki, collaborative cloud-based programs, and third-party software applications required.
- Commitment to company
- Customer Service - Proactive attention to each person
- Integrity - Do and say what's right
- Respect - Treat others with dignity
- Collaboration - Listen and work together
- Learning - Seek knowledge and strive for improvement
- Excellence - Deliver the unexpected
Supervision- Job Scope: Plays a key role in area by generating insights and ideas on policies, processes, procedures, and efficiency; contributes ideas to strategic and operational plans to ensure alignment
- Complexity: Problems encountered are limited to area/unit and are varied and require investigation, analysis, and review of professional/organizational standards; general precedents may exist to guide resolution
- Impact: Decisions and actions have a direct impact on the outcomes of the department, projects, and programs
- Interaction/Supervision: Works under broad direction with considerable latitude for independent actions; guided by professional standards, desired outcomes and unit/project/program specifications
Requirements- Physical: Work is primarily sedentary; mobility in an office setting.
- Manual Dexterity: Ability to operate standard office equipment and keyboards.
- Audio/Visual: Regularly required to accurately perceive, distinguish and interpret information received visually and through audio; e.g., words, numbers and other data broadcasted aloud/viewed on a screen, as well as print and other media.
- Environmental: Office environment - moderate noise, no substantial exposure to adverse environmental conditions.
- Travel: 5% or less
- Mental: Learn new tasks, remember processes, maintain focus, complete tasks independently, and make timely decisions in the context of a workflow.
- Schedules: Work is primarily performed during the business week, Monday - Friday.
Guild offers a pleasant work environment, competitive compensation and excellent benefits package; including medical, dental, vision, life insurance, AD&D, LTD and 401(k) with employer match.
REQ#: SALES018428
