
51 - 200 employees
Founded 2015
đł Fintech
âïž SaaS
Fintech âą SaaS
Boldin is a retirement and financial planning company (d/b/a NewRetirement, Inc. ) that provides a DIY SaaS planner, advisor services, and AI-assisted planning tools to help individuals model retirement scenarios and manage long-term finances. Its product (the Boldin Planner and PlannerPlus) offers interactive calculators and analyses â including taxes, Social Security, annuities, real estate, healthcare and long-term care costs, Monte Carlo simulations, cash-flow visualizations, and real-time monitoring â plus coaching, classes, and access to CERTIFIED FINANCIAL PLANNERÂź advisors. Boldin also offers enterprise-facing solutions for employers, plan providers, and financial institutions. The platform emphasizes personalized recommendations and educational resources but notes tools are informational and not a substitute for professional fiduciary advice.
đ„ 1 hour ago
đ Anywhere in the World
đ” $140k - $175k / year
â° Full Time
đ Senior
đ Performance Marketing
đ» Ghost score 0%
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51 - 200 employees
Founded 2015
đł Fintech
âïž SaaS
Fintech âą SaaS
Boldin is a retirement and financial planning company (d/b/a NewRetirement, Inc. ) that provides a DIY SaaS planner, advisor services, and AI-assisted planning tools to help individuals model retirement scenarios and manage long-term finances. Its product (the Boldin Planner and PlannerPlus) offers interactive calculators and analyses â including taxes, Social Security, annuities, real estate, healthcare and long-term care costs, Monte Carlo simulations, cash-flow visualizations, and real-time monitoring â plus coaching, classes, and access to CERTIFIED FINANCIAL PLANNERÂź advisors. Boldin also offers enterprise-facing solutions for employers, plan providers, and financial institutions. The platform emphasizes personalized recommendations and educational resources but notes tools are informational and not a substitute for professional fiduciary advice.
âą Own paid acquisition strategy and execution across paid channels, initially SEM and paid social, expanding into CTV, paid sponsorships, and new channels âą Own paid media budget allocation, pacing, and reallocation âą Manage campaigns end to end: strategy, build, launch, optimization, analysis, and reporting âą Optimize accounts through keyword work, ad copy testing, campaign structure improvements, and bid strategy âą Establish testing across ad copy, creative formats, audiences, targeting, and landing pages âą Partner with product and design to improve landing page and funnel conversion rates âą Manage performance against CAC, LTV:CAC, CPA, and ROAS targets âą Connect paid spend to registrations, trial starts, and new customer revenue âą Analyze audience and placement data to identify opportunities and reduce inefficient segments âą Report weekly on paid performance and test results, translating findings into next steps âą Partner with the data team on attribution, tracking, and conversion measurement âą Evaluate and manage agencies, vendors, and tools âą Evolve the acquisition roadmap based on performance, seasonality, competitive shifts, and audience insights âą Work directly with the Head of Growth and collaborate with data, product, lifecycle, and creative partners
âą 6+ years in performance marketing or paid acquisition, with meaningful time in a consumer/B2C environment âą Hands-on operator experience in Google Ads and paid social, with Meta at minimum âą Experience with Reddit, LinkedIn, YouTube, or TikTok is a plus âą Track record of owning a paid budget of at least $1M annually and hitting efficiency targets âą Strong analytical skills and ability to pull numbers from BI or warehouse layers âą Ability to build independent performance reporting âą Working understanding of attribution, incrementality, and measurement limitations âą Experience with subscription or freemium business models âą Comfort optimizing to downstream revenue rather than lead volume âą Demonstrated CRO instincts and experience partnering on landing page and funnel testing âą Clear written communication for explaining performance and tradeoffs to leadership âą Comfortable operating in a small, fast-moving team and setting own priorities
âą Equity âą Performance Based Bonus âą Inclusive and diverse culture âą Reasonable accommodations throughout the recruitment process
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