Senior Marketing Project Manager, SoFi
Direct Mail
$86.4-162k
+ Bonus
Mobile & online personal finance services
Open for applications
Mobile & online personal finance services
1001+ employees
Open for applications
$86.4-162k
+ Bonus
1001+ employees
Company mission
To help people reach financial independence to realize their ambitions.
Role
Who you are
- Bachelor's degree with 5+ 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 using project management platforms (e.g., JIRA) to manage complex, cross-functional initiatives
- Experience leveraging AI tools to improve productivity, documentation, and operational workflows
- Advanced proficiency in Excel, Google Workspace (particularly Google Sheets), and reporting tools such as Tableau
What the job involves
- SoFi is seeking a highly motivated, strategic, and detail-oriented Direct Mail Project Manager who thrives in a fast-paced, data-driven environment
- This role is responsible for driving the operational execution of SoFi's Direct Mail program by partnering closely with Marketing Data Science Marketing Data Science with precision and efficiency
- This is not a traditional project management role
- Success requires someone who understands campaign strategy, can independently translate business discussions into actionable execution plans, exercises sound judgment in a fast-moving environment, and proactively identifies opportunities to improve how we operate as the Direct Mail program continues to scale
- The ideal candidate is equally comfortable managing cross-functional initiatives, optimizing operational processes, leveraging AI-enabled workflows, and maintaining exceptional attention to detail across every stage of campaign execution
- Own end-to-end project management for monthly Direct Mail campaigns, serving as the primary project manager for all campaign-related data operations and ensuring schedules, mail matrix, milestones, dependencies, and deliverables are executed on time
- Partner closely Marketing Data Science to build campaign execution schedules that align with business priorities, targeting strategies, and production timelines
- Create, manage, and continuously refine project plans and JIRA tickets throughout the campaign lifecycle, ensuring work is accurately scoped, prioritized, quality checked, and completed before handoff
- Lead cross-functional execution by translating business discussions into real-time updates to project plans, JIRA tickets, timelines, and stakeholder priorities, ensuring teams remain aligned as campaign requirements evolve
- Drive cross-functional accountability by coordinating approvals, tracking deliverables, identifying risks, and ensuring teams remain aligned throughout campaign execution
- Continuously evaluate campaign operations to identify risks, process gaps, and opportunities to improve efficiency, scalability, and execution quality
- Partner with Marketing Data Science and external vendors to optimize workflows, scheduling and campaign execution as program complexity grows
- Develop, document, and maintain SOPs, DACIs, and other operational documentation to standardize and support direct mail execution
- Help evolve the Direct Mail operating model by implementing scalable solutions, managing Agency of Record assignments, and driving operational consistency across campaign workstreams
- Champion operational innovation by continuously evaluating and adopting new technologies, AI capabilities, and automation solutions that simplify processes, reduce manual effort, and enable the Direct Mail program to scale efficiently while maintaining executional excellence
- Leverage campaign and operational data insights to identify trends, resolve process gaps, and partner with Marketing Data Science to continuously improve campaign processes and operational accuracy
- Own the creation, maintenance, and quality control of campaign planning documentation, reporting, and large-scale mail matrices, ensuring data integrity, accuracy, and readiness for campaign execution
- Provide internal stakeholders and external vendors with campaign requirements for seven plus products including audience strategy unique by product, mail quantities, cell codes, drop dates, and timelines, and perform quality assurance across all campaign deliverables before launch
- Maintain recurring reports, Direct Mail performance dashboards, attribution reporting, and performance actuals, delivering accurate campaign insights that support decision-making across products and feed into campaign planning test and learn loop
- Leverage AI tools to streamline project management, documentation, reporting, and repetitive operational workflows, improving efficiency while maintaining accuracy and quality
- Stay current on evolving AI technologies and spearhead recommendations that enhance team productivity and execution quality to efficiently and effectively support program growth
- Champion thoughtful adoption of AI-enabled workflows to continue iterating and improving the Direct Mail program while maintaining appropriate oversight and a high standard of operational excellence
- What Will Make You Successful
- Strategic thinker with the ability to translate business discussions into actionable execution plans, exercising sound judgment and knowing when to collaborate or escalate
- Highly organized with exceptional attention to detail, capable of managing multiple complex initiatives while adapting priorities in a fast-paced, evolving environment
- Analytical and naturally curious, using campaign data to identify trends, uncover opportunities, and recommend scalable process improvements
- Exceptional written and verbal communication skills, with a proven ability to facilitate complex, technical meetings, align cross-functional stakeholders, navigate competing priorities, and drive clear decisions and next steps
- Demonstrates ownership, accountability, and a continuous improvement mindset, proactively driving high-quality outcomes and supporting team success
- Embraces AI and emerging technologies as productivity tools, identifying opportunities to improve workflows and operational efficiency
- Thrives in a dynamic environment where priorities, timelines, and business needs frequently evolve, demonstrating flexibility, resilience, and the ability to pivot quickly while keeping projects on track
Our take
SoFi started by offering ways for students to secure better financial terms on their loans, and now offers a huge range of personal finance products, including bank accounts, loans, mortgages, investment advice, and investment opportunities. Many customers find they have to go to multiple financial service providers to meet all their finance needs, but SoFi overcomes this issue by putting it all in one place.
Its goal, to cover all the financial bases, sets it apart from many of the traditional banks and even some of their digital competitors, such as Avant, which has chosen to focus on providing credit alternatives. Although it is operating in a competitive market with a lot of big players such as Monzo, Revolut, and Starling, the company has managed to raise huge amounts of funding to support its rapid expansion.
SoFi has focussed on global expansion, moving outside the US, and has made a series of acquisitions to support this - including a Hong Kong-based investment app called 8 Securities. After going public on the New York Stock Exchange via a SPAC merger in June 2021, the company has continued to evolve and release more mission-oriented services into its roster and has strengthened its lending capabilities through a $350 million post-IPO loan. To date, the company has funded over $117 billion in loans and continues to strengthen its offering.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
7% employee growth in 12 months
Company
Funding (last 2 of 9 rounds)
Jan 2021
$369.9m
LATE VC
May 2019
$500m
GROWTH EQUITY VC
Total funding: $2.7bn
Company benefits
- Comprehensive health, vision, dental, life insurance, and disability benefits
- Generous vacation and holidays
- Paid parental leave for eligible employees
- 401(k) and education on retirement planning
- Tuition reimbursement on approved programs, up to $5,250 per year
- Monthly contribution up to $200 to help you pay off your student loans
- Great health & well-being benefits including: telehealth parental support, subsidized gym program
- Flexible time off
- Fertility and family planning options
- Free financial classes
Company HQ
The East Cut, San Francisco, CA
Leadership
Anthony Noto
(CEO)Graduated from the U.S. Military Academy after being a telecommunications officer and captain in the U.S. Army. Has worked as Head of Gobal Telecommunications, Media and Technology at Goldman Sachs, been the COO of Twitter, and also the CFO of the National Football League.
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