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, preferred
• 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 → learn → 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#: SALES017641