Performance Marketing Lead

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Boldin

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2015

💳 Fintech

☁️ SaaS

Fintech • 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 — including taxes, Social Security, annuities, real estate, healthcare and long-term care costs, Monte Carlo simulations, cash-flow visualizations, and real-time monitoring — plus coaching, classes, and access to CERTIFIED FINANCIAL PLANNER® 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.

📋 Description

• Own paid acquisition strategy and execution across paid channels, initially SEM and paid social, with expansion into CTV, paid sponsorships, and new channels • Own paid media budget allocation, pacing, and reallocation toward effective spend • Manage campaigns end to end, including strategy, build, launch, optimization, analysis, and reporting • Optimize accounts through keyword work, ad copy testing, campaign structure improvements, and bid strategy • Establish testing across ad copy, creative formats, audiences, targeting, and landing pages, documenting learnings • Partner with product and design to improve landing-page and funnel conversion rates • Manage performance against CAC, LTV:CAC, CPA, and ROAS targets, connecting spend to registrations, trial starts, and customer revenue • Analyze audience and placement data to identify opportunities and eliminate inefficient segments • Report weekly on paid performance and test results, translating findings into next-step recommendations • Partner with data teams on attribution, tracking, and conversion measurement • Evaluate and manage agencies, vendors, and tools • Evolve the acquisition roadmap based on performance, seasonality, competition, and audience insights • Work directly with the Head of Growth and collaborate with data, product, lifecycle, and creative partners

🎯 Requirements

• 6+ years in performance marketing or paid acquisition, including meaningful consumer/B2C experience • Hands-on experience with Google Ads and paid social; Meta required at minimum • Experience with Reddit, LinkedIn, YouTube, or TikTok is a plus • Track record of owning an annual paid budget of at least $1M and meeting efficiency targets • Strong analytical skills, including independently pulling numbers from BI or warehouse layers and building reporting • Working knowledge of attribution, incrementality, and measurement limitations • Experience with subscription or freemium business models • Experience optimizing for downstream revenue rather than lead volume • Demonstrated CRO instincts and landing-page and funnel testing experience • Clear written communication for explaining performance and tradeoffs to leadership • Ability to operate independently in a small, fast-moving team

🏖️ Benefits

• Equity • Performance Based Bonus • Inclusive and diverse culture • Reasonable accommodations throughout the recruitment process