About the RoleFSP is transforming to a digital-first operating model, and this role owns that transformation end-to-end. Any business process where digital tooling and AI can materially change how FSP operates is in bounds - sales, marketing, member engagement, HR, recruiting, training, scheduling, payments, back-office, and how we work with our credit union partners. You will redesign how the work actually gets done, built on modern cloud platforms, AI-enabled tooling, and tight integration with our carrier partner, our CRM, and our credit union customers' digital ecosystems.
This is a hands-on role. You will do the work, not just direct it.
Key Responsibilities- Own the digital and AI transformation of FSP's business processes end-to-end - across sales, marketing, member engagement, HR, recruiting, training, scheduling, payments, and back-office operations. Scope evolves as new priorities surface.
- Put real-time member and prospect data in front of every seller and pre-sale connector, seamlessly across all seven of FSP's engagement channels.
- Design and build short-term CRM and payment workarounds inside FSP's existing technology stack, resolving current friction while long-term platform work runs in parallel with our carrier partner.
- Own marketing technology adoption and its integration with FSP's sales channels and CRM, including TCPA-compliant texting and outreach on behalf of and with credit union partners.
- Lead the transformation of FSP's Member Engagement channel - AI-enabled targeting, better inbound demand generation, materially restructured economics.
- Modernize FSP's internal operating tooling - HR/recruiting/training systems, sales and BD scheduling, payment follow-up - replacing manual processes with automated, AI-supported workflows.
- Define and deliver the integration path between FSP's products and services and credit union banking apps and digital platforms.
- Lead and grow FSP's internal development capability, starting with a Senior Full-Stack Developer hired to your specification.
What We Are Looking For- 8-10 years leading business systems adoption, marketing technology, and digital innovation - with direct hands-on responsibility for redesigning end-to-end business processes.
- Strong grounding in sales, marketing, or distribution operations - you understand what technology must do at the point of human interaction with a customer or member.
- Financial services, insurance, fintech, or credit union background strongly preferred. Familiarity with CU digital platforms or core banking integration is a plus.
- Demonstrable experience integrating marketing technology with CRM and sales channels, and comfort with modern cloud platforms (Microsoft Azure/365, AWS, or comparable).
- Daily fluency with AI tools - AI coding assistants, AI-powered prototyping, LLM-based workflow tools - as your own working practice and as a strategic lens for what FSP should build, adopt, or automate.
- Technical depth sufficient to assess architecture, write specifications, evaluate developer work, and make credible build-vs-buy decisions independently.
- Communication and presence to represent FSP credibly in credit union executive conversations and partner working sessions.
Nice to Have- Direct experience with credit union banking platforms, digital-banking integration, or supplemental benefits distribution.
- Track record delivering TCPA-compliant messaging programs at scale.
- Prior experience as the senior-most digital or transformation voice in a company of $50M-$150M scale.
