About this opportunity
Loan Factory lists this Head of Lead Generation & Conversion opportunity in san jose, California. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Loan Factory is seeking a strategic, data-driven Head of Lead Generation & Conversion to own and scale our end-to-end customer acquisition and conversion engine.
This leader will be responsible for driving high-quality mortgage lead generation and optimizing conversion across digital channels, call centers, and loan officer pipelines. You will operate at the intersection of marketing, sales, and technology , building a high-performance growth engine powered by data, automation, and AI.
The ideal candidate combines deep expertise in performance marketing with strong funnel optimization experience and a proven ability to scale in mortgage, fintech, or financial services environments.
Key Responsibilities
Own and execute the company’s end-to-end lead generation strategy across digital, referral, and partner channels
Scale paid acquisition channels including Google Ads, SEO, social media, and affiliate marketing
Identify and launch new acquisition channels to drive incremental growth
2. Conversion Funnel Optimization
Optimize the full funnel from lead → application → approval → funded loan
Partner with sales leadership and Loan Officers to improve speed-to-lead, contact rate, and close rate
Design and implement strategies to improve lead quality and borrower experience
3. Data, Analytics & Performance Management
Own key metrics including cost per lead (CPL), cost per funded loan, conversion rates, and ROI
Analyze marketing and sales data to continuously improve performance and efficiency
Build dashboards and reporting frameworks to provide real-time insights and decision support
4. Systems, Automation & AI Enablement
Lead implementation and optimization of CRM, marketing automation, and lead routing systems
Develop scalable lead nurturing and follow-up workflows
Partner with technology teams to implement AI-driven lead scoring, segmentation, personalization, and conversion optimization
Continuously improve operational efficiency through automation and intelligent workflows
Build, lead, and scale a high-performing growth, performance marketing, and CRM team
Establish KPIs and accountability frameworks aligned with company growth goals
Foster a culture of data-driven decision-making, experimentation, and continuous improvement
Qualifications
8+ years of experience in growth marketing, demand generation, or performance marketing
Experience in mortgage, fintech, real estate, or financial services strongly preferred
Proven track record of scaling digital lead generation and conversion funnels
Strong experience with CRM systems, marketing automation, and analytics platforms
Deep understanding of paid media, SEO, attribution models, and funnel optimization
Proven leadership experience managing cross-functional marketing and growth teams
Strong analytical, strategic thinking, and problem-solving skills
Technology & AI Proficiency (Required)
Strong proficiency with modern marketing technology stacks and data platforms
Hands-on experience using or implementing AI tools (e.g., ChatGPT, predictive analytics, marketing automation AI, lead scoring models)
Ability to leverage AI for campaign optimization, audience targeting, personalization, and conversion rate improvement
Experience building or scaling AI-driven growth systems (e.g., automated lead nurturing, intelligent routing, dynamic content) is highly preferred
High adaptability to rapidly evolving tools, platforms, and digital strategies
Base Salary: $100,000 – $120,000 per year
Performance Bonus: Tied to lead quality, conversion rates, and funded loan volume
Equity / Long-Term Incentives: Potential eligibility for RSUs
#J-18808-Ljbffr
Worksite address
san jose, CA, 95199, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.