NewRetirement

Operations

• Serve as operational partner and right-hand to the Head of Services
• Oversee daily workflows to ensure alignment, accountability, and consistency across advisors and coaches
• Manage scheduling, e-mail campaigns, workload tracking, and demand vs. capacity planning
• Support onboarding of new advisors and coaches; continuously improve the onboarding experience
• Own the end-to-end billing process, including invoicing, reconciliation, audits, and revenue tracking, automating whenever possible
• Maintain and manage the compliance calendar
• Build and maintain dashboards that provide accurate, real-time visibility into performance metrics
• Identify inefficiencies and implement scalable process improvements

Operations Manager – Services Assistant

Content Manager

• Own weekly newsletters for 3-4 different personas
• Curate content for, write, edit, and publish newsletters that educate, inspire, engage, and build habits, improving open rates, click-through, and long-term subscriber engagement
• Maintain and optimize our library of over 1,400 articles
• Ensure accuracy and freshness of all published content
• Add or refresh on page factors like snippets, internal and external links, video, meta data, etc. to increase discoverability
• Edit to improve SEO and search everywhere factors
• Create a content calendar and publish new content weekly
• Identify keyword opportunities
• Write articles, guides, explainers, and educational content for existing users
• Inspire users with articles to help them actualize their dreams and live their best lives
• Support content across channels
• Consult on scripts and copy for video, social, emails, product surfaces, and education
• Help ensure content consistency across formats and teams

Senior Content Strategist – Editorial Lead

• Own and operate next-generation marketing and content infrastructure
• Implement, maintain, and evolve a composable web stack built on Astro, Builder.io, Sanity, and Cloudflare
• Define roadmap connecting Marketing, Product, and Engineering for web ecosystem
• Guide evolution of CMS, site architecture, and performance infrastructure
• Lead WordPress to builder.IO migration
• Partner with marketing to ensure SEO best practices are enforced
• Contribute to keeping the core marketing site available and performant
• Enable marketing teams to build, publish pages independently

Web Operations Engineer

Data Analyst

• Track, analyze, and report on various marketing performance metrics, including Customer Acquisition Cost (CAC), New Arrivals, Subscriptions, Cancels, and Churns.
• Develop and maintain the Lifetime Value (LTV) to CAC ratio models to ensure sustainable growth.
• Monitor full-funnel conversion rates, identifying leakage points from awareness to conversion.
• Identify trends and provide actionable insights to marketing and leadership teams to improve campaign efficiency and effectiveness.
• Design and analyze A/B tests (split testing) for landing pages, ad creatives, and email subject lines to scientifically prove what works.
• Perform cohort analysis to understand retention behaviors and predict future revenue.
• Collaborate with the Data and Analytics team to ensure data integrity, maintain reporting dashboards, and support data-driven decision-making across the marketing function.
• Manage the marketing attribution model to correctly assign value to different marketing channels (Paid Search, Social, Organic, Email).

Marketing Data Analyst

Financial Planning and Analysis

• Triage requests and insights from customers, support, coaches, advisors, and internal teams
• Distill feedback into a prioritized backlog of continual improvements to the model and planning experience
• Identify themes, recurring issues, and emerging opportunities
• Translate ideas and problems into clear, actionable, well-scoped requirements
• Drive clarity by asking thoughtful, probing questions and ensuring alignment across engineering, design, and product
• Maintain crisp documentation for models, scenarios, and expected outcomes
• Determine the breadth of model scenarios that should be included in testing (edge cases, user realities, complex life events)
• Validate calculations across diverse scenarios to ensure correctness and stability, including edge cases
• Partner with engineering to diagnose model discrepancies and propose fixes
• Explore potential new financial models (e.g., tax, allocation, estate planning, guardrails) and define their purpose, value, and mechanics
• Propose enhancements that improve usability, increase user confidence, and support subscription growth and retention
• Conduct lightweight discovery on model-driven opportunities that could increase conversion or deepen engagement
• Thoroughly test features in development and staging to ensure accuracy, usability, and a seamless user experience
• Validate numerical outputs, user flows, and edge-case behavior before release
• Ensure defects or gaps are captured, communicated, and resolved prior to launch

Financial Modeling Analyst

Email Marketing Manager

• Develop and execute Boldin’s email marketing strategy to enhance customer engagement and retention.
• Audit existing customer journey and nurture streams for and provide recommendations for how to improve.
• Create and manage email marketing campaigns, including automated workflows, newsletters, and promotional emails.
• Work with product marketing partners to identify key moments in the customer journey to effectively leverage the email channel and influence behavior.
• Develop campaigns, triggered flows, and promotions that deliver against revenue, conversion, engagement and retention goals.
• Design and implement A/B testing strategies to optimize open rates, click-through rates, and conversion metrics.
• Clearly communicate insights and recommendations to the team backed by data.
• Collaborate with the content and design teams to craft compelling email copy and visuals that align with Boldin’s brand voice.
• Analyze campaign performance data, generate insights, and create actionable recommendations for improvement.
• Create and own the email marketing calendar, ensuring alignment with product launches, promotions, and key business initiatives.
• Ensure compliance with email marketing laws and regulations, including CAN-SPAM and GDPR.
• Stay informed on industry trends and emerging email marketing tools to maintain Boldin’s competitive edge.