Boldin is a fintech and SaaS company focused on retirement and long-term financial planning. Its Boldin Planner and PlannerPlus products help individuals explore retirement scenarios through interactive analysis of taxes, Social Security, annuities, real estate, healthcare, long-term care costs, cash flow, and investment outcomes. The company also provides coaching, educational classes, and access to CERTIFIED FINANCIAL PLANNER® professionals, alongside enterprise solutions for employers, plan providers, and financial institutions. Boldin’s platform combines personalized planning tools with AI-assisted guidance and ongoing monitoring, while positioning its resources as informational rather than a replacement for professional fiduciary advice.
Senior Performance Marketing Manager
Lead paid acquisition for Boldin’s financial planning platform, managing budgets and campaigns across growth channels. Own testing, performance measurement, and efficiency against customer acquisition targets.
Description
- Lead paid acquisition strategy and execution across SEM, paid social, CTV, sponsorships, and emerging channels.
- Allocate, pace, and reassign paid media budgets.
- Manage campaigns from planning and launch through optimization, analysis, and reporting.
- Improve account performance through keyword research, ad copy tests, campaign structure, and bidding strategies.
- Run tests across ad copy, creative formats, audiences, targeting, and landing pages.
- Work with product and design to improve landing page and funnel conversion.
- Track performance against CAC, LTV:CAC, CPA, and ROAS targets.
- Connect paid media spend to registrations, trial starts, and new customer revenue.
- Review audience and placement data to find opportunities and limit inefficient segments.
- Share weekly performance and testing results, turning findings into actionable next steps.
- Work with the data team on attribution, tracking, and conversion measurement.
- Assess and oversee agencies, vendors, and marketing tools.
- Update the acquisition roadmap in response to performance, seasonality, competition, and audience insights.
- Work with the Head of Growth and collaborate with data, product, lifecycle, and creative teams.
Requirements
- Bring at least six years of performance marketing or paid acquisition experience, including substantial work in consumer or B2C settings.
- Have hands-on experience operating Google Ads and paid social campaigns, including Meta.
- Experience with Reddit, LinkedIn, YouTube, or TikTok is an advantage.
- Demonstrate ownership of an annual paid media budget of at least $1 million and a record of meeting efficiency targets.
- Apply strong analytical skills and retrieve data from BI or data warehouse layers.
- Build performance reports independently.
- Understand attribution, incrementality, and the limitations of measurement.
- Have experience with subscription or freemium business models.
- Optimize for downstream revenue rather than lead volume.
- Bring conversion optimization instincts and experience partnering on landing page and funnel tests.
- Communicate performance and tradeoffs clearly in writing to leadership.
- Work effectively in a small, fast-moving team and set priorities independently.
Benefits
- Equity
- Performance-based bonus
- Inclusive and diverse culture
- Reasonable accommodations throughout the recruitment process