Performance Marketing Lead

Posted Yesterday
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Mill Valley, CA, USA
In-Office
140K-175K Annually
Senior level
Artificial Intelligence • Financial Services
The Role
Own paid user acquisition strategy and execution across search, paid social, and emerging channels. Manage a $1M+ annual budget, optimize campaigns and conversion funnels, run landing-page and creative tests, analyze attribution and performance data, and report on CAC, CPA, ROAS, and LTV:CAC. Partner with product, data, lifecycle, and creative teams while expanding the acquisition roadmap and managing agencies or vendors.
Summary Generated by Built In
[Full-time] • Remote 

At Boldin, we believe financial confidence should be accessible to everyone. Money decisions shape our lives, yet too often people are left without the clarity or tools they need to make informed choices. We exist to change that.

Boldin is a comprehensive financial planning platform that helps people understand their financial picture, make smarter decisions with their money and time, and plan for the future with confidence.

With over $20M raised and strong momentum, Boldin is entering a pivotal phase of growth. This is an opportunity to join a mission-driven team and help shape the future.

About This Role

We're looking for a Performance Marketing Lead to own paid user acquisition end to end.

You'll own the paid budget, the channel mix, and the number. Today, that means search and paid social do the heavy lifting; from there, you'll decide where we expand next—CTV, podcast, and paid sponsorships, or somewhere we haven't tried yet. You'll make that call based on what the data says, not what's fashionable.

This is a hands-on role with real scope. You'll be in the accounts, writing copy, setting up landing page tests, reporting out on the numbers, and hitting our CAC targets. You'll work directly with our Head of Growth, and closely with data, product, lifecycle, and creative partners. If you like to be hands-on while driving the strategy, this is a good fit.

Key Responsibilities
  • Own paid acquisition strategy and execution across all paid channels, with an initial focus on SEM and paid social, then expanding into CTV, paid sponsorships, and new channels as the data supports it.
  • Own the paid media budget: allocation across channels, pacing, and reallocation away from non efficient spend toward what's working
  • Run end-to-end campaign management—strategy, build, launch, optimization, analysis, and reporting
  • Optimize account performance through ongoing keyword work, ad copy testing, campaign structure improvements, and bid strategy
  • Build a consistent testing cadence across ad copy, creative formats, audiences, targeting, and landing pages, and turn results into a documented learning loop
  • Partner with product and design to improve landing page and funnel conversion rates, bringing specific recommendations rather than general feedback
  • Manage performance against efficiency targets (CAC, LTV:CAC, CPA, ROAS) rather than top-of-funnel volume alone, and connect paid spend to registrations, trial starts, and new customer revenue.
  • Analyze audience and placement data to find new opportunities and cut inefficient segments
  • Report on paid performance and test results weekly, and translate results into a clear point of view on what we do next
  • Partner with our data team to make sure attribution, tracking, and conversion measurement are trustworthy—and flag it loudly when they aren't
  • Evaluate and manage agencies, vendors, and tools where they extend our capacity
  • Evolve the acquisition roadmap based on performance, seasonality, competitive shifts, and new audience insight
Requirements
  • 6+ years in performance marketing or paid acquisition, with meaningful time in a consumer/B2C environment
  • Hands-on operator experience in Google Ads and paid social (Meta at minimum; Reddit, LinkedIn, YouTube, or TikTok a plus)—you've built and optimized accounts yourself, not just briefed an agency
  • Track record of owning a paid budget of at least $1M annually and hitting efficiency targets, with specific numbers you can walk through
  • Strong analytical skills: comfortable pulling your own numbers from BI or warehouse layer, and able to build your own reporting rather than waiting on someone else
  • Working understanding of attribution, incrementality, and measurement limitations—you know when a number is directional vs. reliable
  • Experience with subscription or freemium business models, and comfort optimizing to downstream revenue rather than lead volume
  • Demonstrated CRO instincts and experience partnering on landing page and funnel testing
  • Clear written communication—you can explain performance and tradeoffs to a leadership audience without a translator
  • Comfortable operating in a small, fast-moving team where you set your own prioritiesSalary Range

    $140,000 – $175,000 + Equity + Performance Based Bonus - DOE

    We want to be as inclusive as possible in our hiring process. If you don’t have 100% of what we’re looking for, but feel like you’re pretty close to growing into the role — please still apply. If a candidate has only 80% of the skills but a fantastic attitude and perspective, they might be the perfect fit.

    Boldin values the unique perspectives and contributions of all individuals and we strive to foster a diverse and inclusive culture. We encourage applications from individuals of all backgrounds, including and not limited to people of any race, ethnicity, or national origin, individuals with differing abilities, members of the LGBTQ+ community, veterans, gender minorities, women and people from underrepresented communities.We are committed to providing reasonable accommodations for applicants with differing abilities throughout the recruitment process. If you require any accommodations, please let us know, and we will work with you to meet your needs. We are committed to fostering an environment where everyone can bring their authentic selves to work. If you are comfortable doing so we invite you to share your preferred pronouns in your application.

Skills Required

  • 6+ years of experience in performance marketing or paid acquisition
  • Meaningful experience in a consumer or B2C environment
  • Hands-on experience with Google Ads and paid social, including Meta
  • Experience with Reddit, LinkedIn, YouTube, or TikTok
  • Track record of owning an annual paid budget of at least $1 million and achieving efficiency targets
  • Strong analytical skills, including independently extracting data from BI or warehouse systems and building reports
  • Understanding of attribution, incrementality, and measurement limitations
  • Experience with subscription or freemium business models
  • Experience optimizing campaigns for downstream revenue rather than lead volume
  • Experience with conversion rate optimization and landing-page or funnel testing
  • Clear written communication for explaining performance and tradeoffs to leadership
  • Ability to set priorities and operate effectively on a small, fast-moving team
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The Company
HQ: Mill Valley, California
45 Employees
Year Founded: 2015

What We Do

NewRetirement delivers a collaborative financial planning solution to consumers, enterprises, and financial advisors with innovative software, embedded digital coaching, and educational content. @NewRetirement Based on AI technology, the comprehensive planning and modeling engine considers thousands of scenarios, enabling individuals to do holistic accumulation and decumulation planning at scale. The solution provides strategic outreach to plan participants that improves employee satisfaction for plan sponsors (employers) and enables financial service organizations to better retain assets and drive revenue. The NewRetirement platform was voted best retirement solution by both Forbes and the American Association of Individual Investors (AAII).

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