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PFP Services
VP of Business and Digital TransformationPFP Services • Orange, CT, United States
VP of Business and Digital Transformation

VP of Business and Digital Transformation

PFP Services • Orange, CT, United States
1 day ago
Job type
  • Full-time
Job description

About The Role

FSP 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

  • 810 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.
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VP of Business and Digital Transformation • Orange, CT, United States

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