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.
About The Role
- SoFi is seeking a highly analytical, strategic Direct Mail leader to own audience strategy, targeting, and performance optimization across our Direct Mail channel.
- This individual will drive the data strategy behind our campaigns — defining who we target, how we measure success, and how we continuously improve performance. They will translate business goals into measurable targeting frameworks, partner cross-functionally to bring strategies to market, and deliver clear, actionable reporting that informs leadership decisions.
- This role requires a self-starter who can operate independently, influence stakeholders, and drive measurable business impact in a fast-paced, growth-oriented environment.
Qualifications
- 5+ years of experience in marketing, campaign strategy, or related Account Management field
- Experience leading targeting strategy and performance analysis for marketing campaigns (Direct Mail preferred)
- Strong analytical skills with experience working in Tableau and AI reporting tools
- Demonstrated ability to translate data into strategic recommendations
- Experience working cross-functionally with Data Science, Marketing, and Product teams
- Financial services or credit experience preferred
Personal Characteristics
- Operates with high ownership and accountability; takes full responsibility for outcomes, not just deliverables
- Comfortable making data-driven decisions in ambiguity
- Influences cross-functional stakeholders through clear communication and structured thinking
- Proactively identifies opportunities for optimization and challenges the status quo
- Thrives in a fast-paced, high-growth environment and adapts quickly to change
- Balances strategic thinking with strong execution discipline
- Demonstrates intellectual curiosity and a continuous improvement mindset
- Passionate about financial products and improving member outcomes
1. Direct Mail Targeting & Audience Strategy
- Own end-to-end targeting strategy across prospect and member audiences
- Develop and evolve segmentation frameworks to drive improvements in response and other key KPIs
- Partner with Marketing Data Science team to define TAM sizing and performance expectations for each campaign
- Design and implement structured test-and-learn recommendations (holdouts, champion/challenger testing, incrementality analysis)
- Monitor product updates, risk changes, and competitive trends that may impact audience strategy
- Influence and gain alignment from cross-functional stakeholders on campaign roadmaps
2. Campaign Planning & Execution Leadership
- Translate approved targeting strategies into executable campaign plans
- Ensure audience definitions, selection criteria, and data requirements are accurately implemented
- Partner closely with Data Science, Lifecycle, Martech, Engineering, and Project Management to bring Direct Mail campaigns to market
- Identify risks early and proactively adjust plans to protect performance
- Serve as the primary owner of targeting-related decisions within Direct Mail
3. Attribution, Reporting & Performance Optimization
- Establish performance baselines and forecast expected outcomes
- Use AI-powered analysis and automation to enhance reporting, forecasting, and decision-making
- Own campaign performance reporting across key KPI
- Deliver weekly performance insights and monthly executive-ready readouts
- Analyze audience-level performance trends and continuously refine targeting strategies using real-time insights to improve overall campaign results.
- Proactively identify data-driven opportunities to optimize, expand, or adjust campaign strategies to maximize performance and ROI.
What Success Looks Like
- Independently owns the Direct Mail targeting strategy workstream
- Drives measurable improvements in campaign performance
- Influences stakeholders without direct authority
- Anticipates performance risks and proactively adjusts strategy
- Establishes scalable frameworks, not just one-off analyses
- Elevates reporting from descriptive to strategic and forward-looking
