MoneyLion is a leader in financial technology powering the next generation of personalized products and content, with a top consumer finance super app, a premier embedded finance platform for enterprise businesses and a world-class media arm. MoneyLion’s mission is to give everyone the power to make their best financial decisions. We pride ourselves on serving the many, not the few; providing confidence through guidance, choice, personalization; and shortening the distance to an informed action.
In our go-to money app for consumers, we deliver curated content on finance and related topics, through a tailored feed that engages people to learn and share. People take control of their finances with our innovative financial products and marketplace - including our full-fledged suite of features to save, borrow, spend, and invest - seamlessly bringing together the best offers and content from MoneyLion and our 1,100+ Enterprise Partner network, together in one experience. MoneyLion’s enterprise technology provides the definitive search engine and marketplace for financial products, enabling any company to add embedded finance to their business, with advanced AI-backed data and tools through our platform and API. Established in 2013, MoneyLion connects millions of people with the financial products and content they need, when and where they need it.
About the Role
At MoneyLion, we believe in creating opportunities for our team to grow while making a meaningful impact. As Manager, Sales Engagement & Optimization, you will play a crucial role in scaling our outbound sales strategy, ensuring high-potential leads transform into engaged customers across our financial products.
We are looking for a forward-thinking leader with a proven track record in B2C fintech and BPO vendor management. You will need to work hard, persevere through challenges, and thoughtfully develop strategies that drive engagement, optimize performance, and maximize conversions.
This role demands someone who can admirably lead and inspire an outbound sales team while leveraging behavioral economics to design customer experiences that naturally guide decision-making. You will report to the Director, BPO Strategy & Operations and work on-site in NYC four days per week, ensuring hands-on leadership and cross-functional collaboration.
What You’ll Do
- Develop & Scale Sales Strategies – Design and execute an outbound sales program that scales revenue from thousands to millions while ensuring alignment with MoneyLion’s ambitious growth objectives.
- Leverage Behavioral Economics – Apply nudge theory and consumer psychology to thoughtfully craft customer interactions that drive conversions.
- Drive Operational Excellence – Establish efficient processes, staffing plans, and call flows that maximize productivity and cost-effectiveness.
- Own Program P&L – Take full ownership of profitability, ensuring an optimized balance between cost, revenue, and ROI.
- Enhance Performance – Analyze conversion funnels, run A/B tests, and iterate on processes to drive continual improvement.
- Lead BPO Vendor Relationships – Manage outsourced sales partners, ensuring alignment, cost efficiency, and high performance.
- Champion a Test-and-Learn Culture – Encourage experimentation, data-driven decision-making, and innovation to enhance sales effectiveness.
- Build Strong Partnerships – Collaborate across internal teams—including executives, marketing, and customer operations—to drive seamless execution.
- Stay Ahead of Industry Trends – Continuously monitor the latest in lead generation, behavioral economics, and fintech sales strategies, ensuring MoneyLion stays at the forefront of the industry.
About You
- Experienced in B2C Fintech – 3-5 years managing outbound sales team in consumer financial services.
- BPO Vendor Management Expert – Proven ability to oversee outsourced sales teams, ensuring operational excellence.
- Sales & Behavioral Economics Leader – Adept at structuring programs that thoughtfully convert leads using behavioral insights.
- Forward Thinker & Strategist – Able to balance high-level vision with tactical execution, always staying ahead of the curve.
- Executive Communicator – Skilled in presenting insights and recommendations to senior leadership in a fast-paced environment.
- P&L Owner – Strong financial acumen, experienced in optimizing margins, managing costs, and driving profitability.
- Data-Driven & Analytical – Proficient in analyzing metrics, conducting A/B testing, and leveraging insights to refine processes.
- Resilient & Results-Driven – Willing to work hard, take initiative, and persevere through challenges with a solutions-oriented mindset.
The annual base salary for the Manager, Sales Engagement & Optimization is expected to be between $80,000 to $100,000. Base salary is one component of MoneyLion's total compensation package, which includes, 401(k) match, performance-based incentives, multiple health insurance options, disability coverage, life insurance, and unlimited paid time off for salaried positions. Actual salaries will vary based on a candidate’s qualifications, experience, skills, and competencies related to the role.
We value growth-minded and collaborative people with high learning agility who embody our core values of teamwork, customer-first and innovation. Every member of the MoneyLion Team is passionate about fintech and ready to give 100% in helping us achieve our mission.
Working At MoneyLion
At MoneyLion, we want you to be well and thrive. Our generous benefits package includes:
- Competitive salary packages
- Comprehensive medical, dental, vision and life insurance benefits
- Wellness perks
- Paid parental leave
- Generous Paid Time Off
- Learning and Development resources
- Flexible working hours
MoneyLion is committed to equal employment opportunities for all employees. Inside our company, every decision we make regarding our employees is based on merit, competence, and performance, completely free of discrimination. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. Within that team, no one will feel more “other” than anyone else. We realize the full promise of diversity and want you to bring your whole self to work every single day.
What the Team is Saying
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What We Do
MoneyLion is a leader in financial technology powering the next generation of personalized products and content, with a top consumer finance super app, a premier embedded finance platform for enterprise businesses and a world-class media arm. MoneyLion’s mission is to give everyone the power to make their best financial decisions. We pride ourselves on serving the many, not the few; providing confidence through guidance, choice, and personalization; and shortening the distance to an informed action. In our go-to money app for consumers, we deliver curated content on finance and related topics, through a tailored feed that engages people to learn and share. People take control of their finances with our innovative financial products and marketplace - including our full-fledged suite of features to save, borrow, spend, and invest - seamlessly bringing together the best offers and content from MoneyLion and our 1,100+ Enterprise Partner network, together in one experience. MoneyLion’s enterprise technology provides the definitive search engine and marketplace for financial products, enabling any company to add embedded finance to their business, with advanced AI-backed data and tools through our platform and API. Established in 2013, MoneyLion connects millions of people with the financial products and content they need, when and where they need it.
Why Work With Us
We are a team-first culture that ensures every employee has the opportunity to grow and learn. We promote from within, provide regular professional development opportunities and work with team members to achieve their full potential.
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Employees engage in a combination of remote and on-site work.
