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Posted: 10/20/2026Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing end-to-end direct mail campaigns, including creative strategy, production management, and compliance within the financial services sector. Proficient in leveraging data for campaign optimization and maintaining effective communication with cross-functional teams.
Highest-signal resume keywords
Project ManagementDirect Mail Campaign ManagementCreative DevelopmentData AnalysisCompliance Review
Tech Stack
Tools & technologiesAbout the role
Key responsibilities & impact- Manage the end-to-end direct mail creative process for SoFi Credit Card, from strategy and planning through creative development, stakeholder review, approval, production, and tracking
- Lead creative strategy, quarterly planning, audience planning, segmentation, personalization, measurement requirements, testing plans, and campaign briefs
- Own the creative roadmap and partner with the creative agency on messaging, visual storytelling, offers, branding, and calls to action
- Serve as day-to-day campaign lead and primary liaison among Product Marketing, creative and data strategy agencies, Marketing Data Science, internal stakeholders, and print vendors
- Translate approved strategies into campaign plans, creative briefs, testing plans, and production requirements
- Manage monthly direct mail tests, creative variations, campaign timelines, production calendars, assets, versioning, samples, dependencies, risks, and bottlenecks
- Maintain campaign matrices and verify targeting and personalization information before each drop
- Lead weekly status meetings and stakeholder action-item follow-up
- Lead Compliance and Legal review processes and quality control for direct mail materials
- Manage campaign production and postage costs within budget
- Evaluate campaign and creative test results and translate data into optimization recommendations
- Lead weekly performance updates and monthly reporting to Product Marketing and cross-functional stakeholders
- Maintain competitive direct mail intelligence and share insights with the Marketing organization
Requirements
What you’ll need- Bachelor's degree with 4+ 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 managing high-volume direct mail, CRM, lifecycle, or integrated marketing creative execution, ideally within financial services, credit cards, banking, or another highly regulated industry
- Strong project and production management skills
- Proficiency in Google Workspace, particularly Google Sheets, Docs, Slides, Gmail, and Calendar, Tableau, and Snowflake
- Experience building and maintaining detailed trackers and production workflows
- Strong understanding of creative development, production, version control, review/approval processes, and vendor management
- Experience working directly with Legal, Compliance, Creative, Marketing, Analytics, Data, and external production vendors
- Strong attention to detail and ownership
- Comfort working in a test-and-learn environment using campaign performance data
- Excellent communication and organizational skills
- Financial services or credit card marketing experience strongly preferred, particularly familiarity with regulated marketing, compliance reviews, disclosures, and credit-related communications
Benefits
Comp & perks- Comprehensive and competitive benefits
- Equal employment opportunities
- Reasonable accommodations for candidates with physical or mental disabilities
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Campaign PlanningCreative Brief DevelopmentProduction ManagementVersion ControlAudience Segmentation
Soft Skills
Attention to DetailOrganizational SkillsCommunication SkillsStakeholder ManagementOwnership
Tools & Technologies
Google WorkspaceTableauSnowflake
Industry Keywords
Financial ServicesRegulated MarketingCredit Card MarketingComplianceMarketing Campaigns