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About the Role

SoFi is seeking a highly motivated, strategic, and detail-oriented Direct Mail Project Manager to drive the operational execution of its Direct Mail program. This role requires understanding campaign strategy, translating business discussions into actionable plans, and proactively identifying improvement opportunities in a fast-paced, data-driven environment.

Responsibilities

• Own end-to-end project management for monthly Direct Mail campaigns, ensuring schedules, mail matrix, milestones, dependencies, and deliverables are executed on time.
• Partner with Marketing Data Science to build campaign execution schedules aligned with business priorities, targeting strategies, and production timelines.
• Create, manage, and refine project plans and JIRA tickets throughout the campaign lifecycle.
• Lead cross-functional execution by translating business discussions into real-time updates to project plans, JIRA tickets, timelines, and stakeholder priorities.
• Drive cross-functional accountability by coordinating approvals, tracking deliverables, identifying risks, and ensuring team alignment.
• Continuously evaluate campaign operations to identify risks, process gaps, and opportunities for improvement.
• Partner with Marketing Data Science and external vendors to optimize workflows, scheduling, and campaign execution.
• Develop, document, and maintain SOPs, DACIs, and other operational documentation.
• Help evolve the Direct Mail operating model by implementing scalable solutions and managing Agency of Record assignments.
• Champion operational innovation by evaluating and adopting new technologies, AI capabilities, and automation solutions.
• Leverage campaign and operational data insights to identify trends, resolve process gaps, and improve campaign processes.
• Own the creation, maintenance, and quality control of campaign planning documentation, reporting, and mail matrices.
• Provide stakeholders and vendors with campaign requirements for multiple products and perform quality assurance across all campaign deliverables.
• Maintain recurring reports, Direct Mail performance dashboards, attribution reporting, and performance actuals.
• Leverage AI tools to streamline project management, documentation, reporting, and operational workflows.
• Stay current on evolving AI technologies and spearhead recommendations to enhance team productivity and execution quality.
• Champion thoughtful adoption of AI-enabled workflows to improve the Direct Mail program.

Requirements

• 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.

Skills

• Project Management
• Campaign Strategy
• Data Analysis
• Process Optimization
• AI Tools
• Excel
• Google Workspace
• Tableau
• Communication Skills
• Attention to Detail
• Analytical Thinking
• Problem-Solving

Location

• Remote (excluding Hawaii or Alaska)

Work Type

• Full-time

Experience Level

• 5+ years

Education Level

• Bachelor's degree

Benefits

• Comprehensive and competitive benefits

About the Company

• Shape a brighter financial future with us.
• Together with our members, we’re changing the way people think about and interact with personal finance.
• We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals.
• The industry is going through an unprecedented transformation, and we’re at the forefront.
• We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way.
• Join us to invest in yourself, your career, and the financial world.

Equal Opportunity

• SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.
• The Company hires the best qualified candidate for the job, without regard to protected characteristics.
• Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
• New York applicants: Notice of Employee Rights
• SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities.