The posting
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Who we are:
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 an energetic, organized, and resourceful Direct Mail Marketing Manager for a one-year contract to manage the end-to-end direct mail creative process for the SoFi Credit Card product, from strategy and planning through creative development, stakeholder review, approval, production, and tracking. This role will also analyze campaign performance and provide recommendations to optimize future direct mail strategies and creative.
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. We aim to be at the center of our members’ financial lives and help every member get their money right. We created student loan refinancing, addressing the biggest financial challenge of a new generation through a modern approach to lending and personal finance. Next, we expanded our products and services across loans, investing, and cash management. 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 owns four core areas of responsibility:
1. Creative Strategy & Planning
- Lead end-to-end creative strategy and execution for Credit Card direct mail campaigns, partnering with Product Marketing Manager (PMM) to align initiatives with business goals, priorities, and growth objectives.
- Lead quarterly creative planning with the creative agency, using audience insights, customer behavior, performance data, and test-and-learn principles to develop strategic recommendations for the Product Marketing Manager.
- Lead upfront data and audience planning with DM Data Strategy, Marketing Data Science and agency team defining targeting, segmentation, personalization, measurement requirements, and data inputs that inform the creative strategy, testing plan, and campaign brief.
- Own the creative roadmap and partner with the creative agency to develop compelling messaging, visual storytelling, offers, personalization, branding, and calls to action.
2. Campaign & Production Management
- Serve as the day-to-day campaign lead and primary liaison among Product Marketing Manager, the creative and data strategy agency, DM Data Strategy, Marketing Data Science, other internal stakeholders, and print vendors.
- Serve as the lead DM representative in Credit Card business unit meetings, Marketing Data Science handoff meetings, and other recurring meetings. Prepare slides as needed, capture key decisions and action items, and distribute notes to appropriate stakeholders.
- Translate approved strategies into actionable campaign plans, creative briefs, testing plans, and production requirements.
- Manage monthly direct mail tests and creative variations, ensuring audience definitions, segmentation, data requirements, personalization, and creative variants are aligned and executable.
- Own campaign timelines and the shared production calendar, including data due dates, creative milestones, review rounds, release dates, print dates, and drop dates.
- Manage assets, versioning, production samples, dependencies, risks, and bottlenecks to ensure campaigns launch accurately and on time.
- Maintain the monthly campaign matrix, including audience targeting, creative variations, testing plans, data requirements, and other campaign details.
- Partner with Marketing Data Science to update campaign matrices and verify that targeting and personalization information is accurate before each drop.
- Lead weekly status meetings with Product Marketing Managers, including agenda development, stakeholder alignment, and action-item follow-up.
3. Compliance, Quality & Operations
- Lead the Compliance and Legal review process for direct mail materials, partnering with Product Marketing and the creative agency to ensure executions meet regulatory, disclosure, brand, and business requirements.
- Manage creative review and quality control across messaging, data, personalization, offers, URLs, disclosures, and final production files.
- Serve as the central point of accountability for ensuring every campaign is accurate, compliant, data-aligned, approved, and production-ready.
- Manage campaign production and postage costs, partnering with the DM billing team to keep campaigns within budget.
4. Performance, Insights & Competitive Intelligence
- Partner with Marketing Data Science, analytics, and the creative agency to evaluate campaign and creative test results against product and business goals.
- Translate audience, performance, and campaign data into actionable insights that inform creative recommendations, messaging, offers, personalization, segmentation, and future test strategies.
- Lead weekly Product Marketing Manager performance updates and monthly reporting, presenting results and optimization recommendations to Product Marketing and cross-functional stakeholders.
- Apply campaign learnings to improve future direct mail initiatives and inform the creative roadmap.
- Build and maintain a competitive direct mail library, monitoring competitor activity, creative trends, offers, formats, personalization, and audience strategies.
- Share monthly competitive and performance insights with the broader Marketing organization to inform future campaign and product marketing strategy.
What you’ll need:
- Bachelor's degree with 4+ years of project management experience, preferably supporting direct mail or other marketing campaigns within financial services or another highly regulated industry.
- Experience partnering with cross-functional teams to execute complex, multi-channel campaigns and operational initiatives.
- Experience managing high-volume direct mail, CRM, lifecycle, or integrated marketing creative execution, ideally within financial services, credit cards, banking, or another highly regulated industry.
- Strong project and production management skills with the ability to manage multiple campaigns, creative versions, stakeholders, and deadlines simultaneously.
- Highly proficient in Google Workspace, particularly Google Sheets, Docs, Slides, Gmail, and Calendar, Tableau, Snowflake; comfortable building and maintaining detailed trackers and production workflows.
- Strong understanding of creative development, production, version control, review/approval processes, and vendor management.
- Experience working directly with Legal, Compliance, Creative, Marketing, Analytics, Data, and external production vendors.
- Strong attention to detail and a high level of ownership, particularly when managing personalized credit card communications where small errors can have significant downstream impact.
- Comfortable working in a test-and-learn environment, using campaign performance data to inform future creative decisions.
- Excellent communication and organizational skills with the ability to keep senior stakeholders informed while driving day-to-day execution.
- Financial services or credit card marketing experience strongly preferred, particularly familiarity with regulated marketing, compliance reviews, disclosures, and credit-related communications.
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!
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.
New York applicants: Notice of Employee Rights
SoFi is committed to an inclusive culture. 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 [email protected].
We are unable to accommodate remote work from Hawaii, Alaska or Puerto Rico 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.
