Employee Applicant Privacy Notice

Who we are:

Shape a brighter financial future with us.

Together with our members, we’re changing the way people think about and interact with personal finance.

We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world.

The role:

The Sales Enablement Operations Manager supports the Home Loans organization by owning the operational execution of sales enablement programs that drive loan production, improve sales efficiency, and strengthen relationships with real estate partners. This role exists to ensure loan officers have timely access to compliant tools, resources, events, and marketing support needed to grow referral volume and execute effectively in local markets.

The role partners closely with Sales Enablement, Marketing, and Sales Leadership to operationalize enablement strategies, manage sales-related events and brand activations, support social selling and marketing initiatives, and assist with onboarding and administrative enablement activities.

What you’ll do:

Event & Brand Activation Operations

Own execution of local market events and tradeshows that support brand awareness and real estate partner engagement

Manage end-to-end event logistics, including booth coordination, vendor management, signage, food and beverage, and on-site execution

Identify and execute creative in-market brand activation opportunities aligned to existing events and partnerships

Support client appreciation events and local sponsorship activations

Document networking interactions and coordinate post-event follow-up activities, including debriefs and lead engagement support

Social Selling & Digital Enablement

Curate and distribute approved social media content for loan officers across platforms such as LinkedIn, Facebook, and Instagram

Serve as an initial point of contact for loan officers needing guidance on social selling tools, best practices, and content usage

Monitor industry and social media trends within real estate and mortgage markets and prepare summaries for internal stakeholders

Marketing & Sales Support

Partner with loan officers on market-specific collateral requests to support events, real estate partners, seminars, sponsorships, and local initiatives

Coordinate execution of sales contests and incentive programs in alignment with Home Loans strategy teams

Facilitate updates to loan officer web pages and Home Loans landing pages by coordinating with corporate marketing and following established governance processes

Assist with tracking and reporting on marketing and enablement performance metrics

Onboarding & Administrative Enablement

Support onboarding of new loan officers by partnering with training teams to ensure access to tools, resources, and enablement materials

Develop and maintain relationships with real estate brokerages and associations to support recruiting and market expansion efforts

Collaborate with sales leadership to understand recruitment needs and support targeted recruiting initiatives

Participate in interviews and candidate assessments as requested by Sales Enablement leadership

What you’ll need:

Bachelor’s degree in Marketing, Business Administration, or a related field, or equivalent professional experience

5–7 years of directly relevant experience in sales enablement operations, marketing operations, event management, or related roles

Experience managing multiple priorities in a fast-paced, deadline-driven environment

Strong organizational, project management, and communication skills

High attention to detail with the ability to execute operational processes consistently and accurately

Experience working with CRM systems (e.g., Salesforce, Total Expert, Volly, Lead Pops, Active Pipe, Bonzo or similar), Microsoft Office tools (Excel, PowerPoint), and social media platforms

Ability to travel to support key tradeshows and in-market events

Nice to have:

Experience supporting sales teams in financial services, mortgage, or real estate environments

Familiarity with loan officer marketing regulations and compliance requirements (e.g., RESPA, Fair Lending, Regulation Z)

Experience coordinating with hotel event staff, tradeshow vendors, and external production partners

Knowledge of local real estate markets and mortgage industry practices

Compensation and Benefits

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 So Fi page!
So Fi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.
The Company hires the best qualified candidate for the job, without regard to protected characteristics.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
New York applicants: Notice of Employee Rights
So Fi is committed to an inclusive culture. As part of this commitment, So Fi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com.
Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.

Internal Employees

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.