Boldin provides a collaborative financial planning platform for individuals, employers, financial institutions, and advisors through advanced software, built-in digital coaching, and educational resources. Powered by AI, its robust planning and modeling engine evaluates thousands of potential scenarios, enabling holistic planning for both wealth accumulation and retirement spending at scale. The platform supports proactive engagement with plan participants, helping employers boost employee satisfaction while enabling financial organizations to strengthen client retention and revenue growth. The NewRetirement platform has been recognized as the top retirement solution by both Forbes and the American Association of Individual Investors (AAII).
At Boldin, we believe everyone deserves access to financial clarity and confidence. Financial decisions influence every part of our lives, yet many people lack the tools and guidance needed to make informed choices. Our mission is to change that.

Boldin is an all-in-one financial planning platform that helps people understand their full financial picture, make smarter decisions about their money and time, and prepare for the future with confidence.

With more than $20M raised and strong momentum behind us, Boldin is entering an exciting phase of growth. This is a chance to join a purpose-driven team and play a meaningful role in shaping what comes next.

About the Role

We are looking for a performance-oriented Email Marketing Manager to own and execute our email marketing strategy. This role will play a key part in building strong relationships with our users, increasing engagement, and continuously improving the effectiveness of our email campaigns. The ideal candidate combines strategic thinking with creativity and a data-driven mindset.

Key Responsibilities

• Develop and lead Boldin’s email marketing strategy to improve customer engagement and retention.
•  Review existing customer journeys and nurture programs, and recommend improvements to increase impact.
•  Plan, create, and manage email campaigns, including automated workflows, newsletters, and promotional messages.
•  Partner with product marketing to identify key moments in the customer lifecycle where email can effectively influence behavior.
•  Design campaigns, triggered flows, and promotional efforts that drive revenue, conversions, engagement, and retention.
•  Run A/B tests to optimize subject lines, content, design, open rates, click-through rates, and conversions.
•  Share insights and recommendations with stakeholders, supported by data and performance metrics.
•  Collaborate with content and design teams to produce engaging email copy and visuals aligned with Boldin’s brand voice.
•  Track and analyze campaign performance, generating actionable insights for ongoing improvement.
•  Own and manage the email marketing calendar to ensure alignment with product launches, promotions, and business priorities.
•  Ensure compliance with relevant email marketing regulations, including CAN-SPAM and GDPR.
•  Stay current on industry trends and emerging email marketing tools to keep Boldin competitive.

Qualifications

• Bachelor’s degree in Marketing, Communications, or a related discipline.
•  At least three years of proven experience in CRM, lifecycle marketing, or customer journey-focused roles.
•  Hands-on experience with email marketing platforms such as ActiveCampaign and CRM systems.
•  Strong understanding of email performance metrics and analytics tools.
•  Excellent writing and editing skills with strong attention to detail.
•  Basic knowledge of HTML/CSS for email templates is a plus.
•  Experience with audience segmentation and personalization strategies.
•  Strong organizational skills with the ability to manage multiple campaigns and deadlines.
•  Collaborative mindset and a genuine passion for creating exceptional customer experiences.

This is a fully remote role and will begin as a 1099 contract-to-hire position.

Salary Range

$8,000 – $10,000 per month

We aim to make our hiring process as inclusive as possible. If you don’t meet every requirement but feel you’re close and excited about growing into this role, we still encourage you to apply. The right mindset, curiosity, and perspective can be just as valuable as a perfect skills match.

Boldin values diverse perspectives and is committed to building an inclusive culture. We welcome candidates of all backgrounds and identities, including people of all races, ethnicities, national origins, abilities, genders, sexual orientations, and veteran statuses. We provide reasonable accommodations throughout the hiring process and are committed to creating a workplace where everyone can show up as their authentic selves.