Job Description

Shape a brighter financial future with us.

Together with our members, we’re changing the way people think about and interact with personal finance.

We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world.

The Role

SoFi is seeking a highly motivated self-starter Direct Mail Marketing Associate who thrives in a fast-paced environment. Our Direct Mail Marketing Associate will manage Direct Mail targeting strategy, execution and reporting, ensuring that our Direct Mail campaigns are effectively reaching and converting our target audiences.

At SoFi, you’ll become part of a new kind of finance company whose ambition is to help our members achieve financial independence and reach their goals. SoFi has achieved significant growth, with ambitious plans ahead, but to continue this growth we need great talent. And that starts with you.

What you'll do

• This role will be responsible for 3 key areas:
• Direct Mail Campaign Planning and Execution
• Direct Mail Attribution, Reporting and Optimization

See below for specific roles within each of these 3 key areas:

• Drive targeting strategies for both prospects and current SoFi members
• Responsible for ensuring that monthly Direct Mail campaigns meet or exceed product goals each month
• Own the strategic planning and campaign roadmap for the targeting of monthly Direct Mail campaigns across multiple SoFi products
• Organize brainstorms and planning meetings across SoFi teams and subsequently bring these ideas to life in upcoming campaigns
• Leverage real time Tableau performance data to make informed recommendations on upcoming Direct Mail campaigns and create test and learn plans
• Gain alignment/approval for monthly campaign strategies from internal stakeholders as needed to move forward
• Collaborate with Direct Mail creative team, ensuring that creative strategy aligns with targeting strategies
• Follow all updates to SoFi products that could have an impact on targeting strategies
• Stay on top of the competitive Direct Mail landscape

Direct Mail Campaign Execution

• Once strategies are approved, oversee that all campaigns are executed as intended
• Oversee each step of campaign execution from start to finish with the appropriate internal and external teams
• Work hand in hand with Direct Mail’s Project Manager to ensure that all timelines are achievable and deadlines are met
• Partner with SoFi’s Marketing Data Science team, working closely with them to ensure that approved strategies are successfully put into market
• Collaborate with internal Lifecycle Marketing, Marketing Technology, Project and an Engineering teams as needed
• Continuously ensure that all teams are up to speed on the status of Direct Mail campaigns and keep teams informed of any anticipated changes or potential roadblocks

Direct Mail Attribution, Reporting and Optimization

• Provide weekly reporting for campaigns, providing insights on performance and next steps as a result of these insights
• Proactively review tableau dashboards on an ongoing basis to find areas for campaign improvement or audience level optimizations
• Aid in the creation and content of Direct Mail Campaign performance slides and decks for stakeholders and presents these on a monthly basis

What you'll Need

• B.A. with 5+ years of account management experience working either in a marketing dept or agency that executes campaigns on behalf of a brand/business
• Experience leading targeting strategy, campaign execution and reporting of marketing campaigns, Direct Mail specifically preferred
• Proven experience working with multiple internal stakeholders and managing outside vendors
• Experience working with a financial company or on financial products preferred
• Experience with Tableau reporting a plus

Personal Characteristics:

• Highly motivated self-starter yet exceedingly collaborative
• Positive, enthusiastic and compassionate
• Dedicated to providing high quality work in a fast paced environment with tight deadlines
• Able to pivot quickly, creative thinker and problem solver in the face of setbacks
• Holds self accountable for the success of the larger good
• Has great interpersonal skills, a positive can-do attitude and enjoys working with everyone (from vendors to executives)
• Passion for personal finance, financial products and tech
• Maintains a positive, optimistic attitude and welcomes change, challenges and new opportunities for growth
• Questions the status quo, always looking for new ways to become more efficient and optimize our process

Desired Skills:

• Excellent organizational, written and verbal communication skills
• Able to prioritize and manage completing tasks and show good problem-solving judgment and strives for perfection
• Adaptable: the individual adapts to changes in the work environment, manages competing demands and is able to deal with frequent change, delays or unexpected events
• Dependable: the individual is consistently responsive and thoughtful, responds to management direction and solicits feedback to improve performance
• Able to see the larger picture and understand how our day to day work ladders up to our larger channel and Marketing goals
• Willing to pitch in as needed to help team members in a pinch
• Proficient in Excel and google suite of tools (Sheets, Docs, Slides, etc)

Compensation and Benefits

The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location.

To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!

Pay range: $89,600.00 - $168,000.00

Payment frequency: Annual

This role is also eligible for a bonus and competitive benefits. More information about our employee benefits can be found in the link above.

Equal Opportunity Employment

SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.

The Company hires the best qualified candidate for the job, without regard to protected characteristics.

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

SoFi is committed to embracing diversity. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com.

Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.

Internal Employees

If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.

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Direct Mail Marketing Associate

Marketing

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