---
title: 'Performance Marketing Lead at Boldin'
canonical: 'https://feeny.ai/job/performance-marketing-lead-boldin-remote-yxtsqyzbkm9n'
type: 'job'
last_seen: '2026-09-25'
---

# Performance Marketing Lead at Boldin

- **Company:** Boldin
- **Location:** Remote
- **Work type:** remote
- **Posted:** 2026-08-06
- **Last confirmed live:** 2026-09-25
- **Apply:** https://job-boards.greenhouse.io/boldin/jobs/4357996009

## Job description

[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 priorities

Salary 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. #LI-REMOTE

## About Boldin

## Company Overview
- **One-liner**: Boldin is a do-it-yourself retirement and financial planning platform that combines AI-powered calculations, comprehensive scenario modeling, and human coaching to help individuals build and manage personalized financial plans.
- **Entity Type**: Private (operating as NewRetirement, Inc.)
- **Headquarters**: Remote-first; United States (specific city not disclosed)
- **Founded**: Year not publicly available (company story began when founder Stephen Chen helped his mother with retirement planning)
- **Founders**: Stephen Chen (Founder & CEO)

## Core Business
- **Primary industry**: Consumer financial planning & retirement software
- **Target customers**: B2C (individuals of all ages and income levels) and B2B (financial advisors, insurers, pension providers, employers offering financial wellness benefits)
- **Mission or purpose statement**: “Help anyone get confident and achieve financial independence so they can make the most of their money and time.”

## Products & Services
- **Boldin Platform (SaaS)**: A comprehensive DIY financial planning tool that models taxes, Social Security, real estate, healthcare, long-term care, income, debt, and budgets. Includes Monte Carlo analyses, real-time monitoring, and personalized recommendations.
- **Boldin AI**: An AI-powered retirement planning assistant that answers questions in plain language based on the user’s actual plan.
- **Coaching, Classes & Community**: Paid coaching sessions, educational classes, and group support to complement the software.
- **API & Branded Planning Solutions**: White‑label widgets and APIs for financial advisors, insurers, and pension providers to embed planning capabilities into their own offerings.

## Market Standing
- **Valuation/Market Cap**: Not disclosed
- **Key Metrics**:
  - 450,000+ users ([boldin.com/retirement/about/](https://www.boldin.com/retirement/about/))
  - Over 5 million financial plans built on the platform
  - Plans managing more than $300 billion in total assets
  - 85% of users report feeling more confident about their money
- **Notable Investors/Partners**: Not publicly listed; company works with financial advisors, insurers, and pension providers
- **Growth Signals**: Active hiring across multiple remote roles (video specialist, senior social media strategist, data analysts, engineers); expanding B2B partnerships; global team spanning US, Costa Rica, and Brazil

## Competitive Advantages
- **Comprehensiveness**: Considers taxes, healthcare, Medicare, long-term care, real estate, debt, and state‑specific modeling – a “panoramic” view not limited to savings and investments.
- **Affordability**: Uses technology to deliver high‑quality, unbiased guidance at a fraction of the cost of traditional financial advisors.
- **Human + AI blend**: Combines automated calculations with live coaching, classes, and 1:1 sessions, making complex planning accessible.
- **Personalization**: Adapts to any life stage or income level, from young adults to retirees.

## Strategic Focus
- Deepening B2B partnerships with financial advisors, insurers, and employers to scale financial wellness offerings.
- Expanding AI capabilities (Boldin AI) to answer user questions directly from their plans.
- Continuing to grow the user base while maintaining a remote-first, globally distributed team.

## Why Work Here
- **Mission-driven culture**: Employees are motivated by “making a real difference in people’s lives by helping them reduce financial stress” ([boldin.com/retirement/careers/](https://www.boldin.com/retirement/careers/)).
- **Remote-first**: Team members work from the United States, Costa Rica, Brazil, and even “floating on a boat in the Mediterranean” – as long as there’s a good internet connection ([boldin.com/retirement/team/](https://www.boldin.com/retirement/team/)).
- **Engineering & product focus**: Roles include VP of Engineering, CTO, Lead Software Engineer, Front‑End Engineering Lead, and multiple data analyst positions. The product itself is data‑intensive and algorithmic.
- **Perks & environment**: Flexible remote work, global team, and a supportive, purpose‑driven atmosphere. Open positions are posted on [newretirement.applytojob.com](https://newretirement.applytojob.com/).

## Sources
1. [boldin.com](https://www.boldin.com/)
2. [boldin.com/retirement/about/](https://www.boldin.com/retirement/about/)
3. [boldin.com/retirement/careers/](https://www.boldin.com/retirement/careers/)
4. [boldin.com/retirement/team/](https://www.boldin.com/retirement/team/)
5. [newretirement.applytojob.com](https://newretirement.applytojob.com/)

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