Direct Mail Marketing Associate

The Role

SoFi is seeking a highly motivated selfstarter Direct Mail Marketing Associate who thrives in a fastpaced environment. Our Direct Mail Marketing Associate will manage Direct Mail targeting strategy and reporting ensuring that our Direct Mail campaigns are effectively reaching and converting our target audiences.

At SoFi youll 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 youll do

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

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

Direct Mail Campaign Strategy

• 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

• Once strategies are approved oversee that all campaigns are executed as intended
• Oversee each step of campaign from start to finish with the appropriate internal and external teams
• Work hand in hand with Direct Mails Project Manager to ensure that all timelines are achievable and deadlines are met
• Partner with SoFis 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 youll 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 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 selfstarter 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 cando 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 problemsolving 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)

Required Experience:

IC