
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.
🔥 7 minutes ago
🇺🇸 United States – Remote
💵 $140k - $175k / year
⏰ Full Time
🟠 Senior
📈 Performance Marketing
👻 Ghost score 0%
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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.
• Own paid acquisition strategy and execution across paid channels, initially SEM and paid social • Expand into CTV, paid sponsorships, and new channels based on data • Own paid media budget allocation, pacing, and reallocation • Manage campaigns end to end: strategy, build, launch, optimization, analysis, and reporting • Optimize keywords, ad copy, campaign structure, and bid strategy • Establish testing across ad copy, creative formats, audiences, targeting, and landing pages • Partner with product and design to improve landing page and funnel conversion rates • Manage performance against CAC, LTV:CAC, CPA, and ROAS targets • Connect paid spend to registrations, trial starts, and new customer revenue • Analyze audience and placement data to identify opportunities and remove inefficient segments • Report weekly on paid performance and test results • Partner with data teams to ensure trustworthy 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
• 6+ years in performance marketing or paid acquisition, with meaningful time in a consumer/B2C environment • Hands-on experience in Google Ads and paid social; Meta at minimum • Experience with Reddit, LinkedIn, YouTube, or TikTok is a plus • Track record of owning a paid budget of at least $1M annually and hitting efficiency targets • Strong analytical skills, including pulling numbers from BI or warehouse layers and building reporting • Working understanding of attribution, incrementality, and measurement limitations • Experience with subscription or freemium business models • Demonstrated CRO instincts and experience partnering on landing page and funnel testing • Clear written communication for explaining performance and tradeoffs to leadership • Comfortable operating in a small, fast-moving team and setting priorities • Authorization to work in the United States without sponsorship
• Equity • Performance Based Bonus • Reasonable accommodations throughout the recruitment process • Inclusive and diverse workplace culture
Apply Now🔥 4 hours ago
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