Boldin

Role Description As Strategic Account Director at Boldin, you are a relationship-driven, strategic operator committed to deepening our impact in the world of financial planning and wellness. You serve as the primary point of contact for a portfolio of strategic partner clients, acting as both trusted advisor and account strategist. You’re passionate about helping clients succeed with our co-branded financial planning solutions, focusing on driving long-term satisfaction, growth, and expansion across accounts. You build deep relationships with senior client stakeholders, manage cross-functional internal teams, and identify ways to maximize value. Whether guiding a complex implementation or uncovering new business opportunities, you are always looking to grow revenue, enhance the client experience, and amplify Boldin’s value. This role includes periodic travel to client sites or conferences to build rapport and strengthen relationships in person. Key Responsibilities - Own the full client lifecycle — from post-sale onboarding and implementation through renewal, expansion, and the ongoing long-term relationship. - Serve as the senior leader and main point of contact across assigned accounts; drive strategic account planning, renewals, and expansion opportunities. - Build and maintain deep, executive-level client relationships that position Boldin as a long-term strategic partner. - Ensure ongoing client success through proactive communication, regular touchpoints, QBRs, and client satisfaction surveys. - Identify, scope, and lead upsell and cross-sell opportunities in partnership with the Sales team. - Monitor key success metrics and client health scores to anticipate needs and mitigate churn risk. - Operate with significant latitude in a lean, fast-moving environment — spotting where the practice needs to grow and helping build it. - Help set the standard for what great strategic account management looks like at Boldin. - Collaborate closely with Sales to scope and develop tailored proposals, leveraging the Ideal Customer Profile (ICP). - Serve as the liaison between Sales, Success, and Product teams, facilitating communication and feedback. - Collaborate with internal Product, Engineering, and Client Success teams to deliver timely solutions and product enhancements. - Travel to client sites and industry events as needed to strengthen relationships and represent Boldin. Qualifications - 5+ years of experience in client account management, customer success, or program management roles in SaaS or fintech environments. - Experience evolving or scaling an account management/customer success practice at an early-stage or fast-growing company. - Proven track record of growing and expanding large, sophisticated accounts. - Excellent interpersonal, communication, and client-facing skills, including experience working with internal and external executive stakeholders. - Strategic mindset with strong problem-solving and commercial acumen. - Self-directed and comfortable with latitude, ambiguity, and shifting priorities. - Experience in financial planning, wellness, or benefits platforms is a strong plus. - Willingness to travel occasionally for client meetings and events. Salary Range $120,000 - $160,000 DOE Benefits - Inclusive hiring process that encourages applications from individuals of all backgrounds. - Commitment to providing reasonable accommodations for applicants with differing abilities throughout the recruitment process. - Fostering a diverse and inclusive culture.

Role Description We're hiring a Principal Product Designer to shape how people interact with one of the most consequential decisions in their lives: how to make their money and time last. Boldin's product turns sophisticated financial modeling into something anyone can use to plan their future. Your job is to take complex projections, tradeoffs, scenarios, and "what-if" decisions and design experiences that leave users feeling clearer and more confident. This role is for a systems thinker who treats simplicity as the output of hard work, not the starting point. You'll own end-to-end design for major surfaces of the product, partner closely with PMs, engineers, and financial experts, and set the bar for design craft and judgment across the product. You'll also help define how Boldin implements AI, both across our design process and within our product. You'll do well here if you're comfortable in ambiguity, opinionated about product decisions, and energized by problems where the right answer isn't obvious yet. Key Responsibilities - Own design end to end: Partner with product and engineering teams to identify and define key problems, explore solutions, and ship work that moves key metrics — from kickoff through launch and iteration. - Align using AI: Use Claude to interrogate ideas, surface risks and edge cases, and build the product plans that align your team on direction before design starts. - Translate complexity into clarity: Use data, testing, and research to turn complex features, models, and financial scenarios that are both informationally rich and easy to navigate. - Build to validate: Use Cursor and Claude Code to build prototypes and iterate on flows that validate ideas quickly — while pushing past generic AI output to keep interactions intuitive and the UI polished. - Figma as documentation: Translate validated concepts into Figma as the source-of-truth for full state coverage, system alignment, and dev readiness. - Balance simplicity & depth: Understand what less technical users and power users each need from the product, and make deliberate calls about where to optimize, where to layer, and where to diverge. - Raise the bar: Contribute patterns, prompts, and crits that elevate Boldin’s design craft and maturity. Qualifications - 7+ years of product design experience, with meaningful work on complex products — ideally in fintech, financial planning, analytics, healthcare, or other systems-heavy domains. - A portfolio that shows strong product thinking, interaction design, and craft, including 0→1 work that shipped to users. - Active use of AI in your design workflow — from ideation and exploration to designing and building functional prototypes. - Comfortable turning OKRs into product plans through research, exploring ideas, defining success metrics and adjusting based on results. Requirements - Must be able to work US office hours, with overlap across ET and PT.

Role Description The Principal Data Engineer is a senior technical authority responsible for defining Boldin’s data architecture, setting long-term technical strategy, and tackling our most complex data engineering challenges. This role shapes company-wide data standards, and partners with executive and cross-functional leaders to ensure our data platform scales with the business. - Define and evolve long-term data architecture and vision - Design resilient and scalable data platform and pipelines - Set standards for data modeling, reliability, observability, and governance - Lead complex, high-risk technical initiatives and migrations - Influence tool selection, and technology adoption across the data stack - Elevate engineering excellence - Partner with leadership to align data strategy and business goals - Enable analytics, ML, and product use cases KPIS + Targets: - Uptime: Consistently meets SLA for business-critical pipelines - Freshness: All Tier 1 datasets delivered within SLA - Delivery predictability: Majority of sprint commitments completed as planned - Cost optimization: Year-over-year efficiency improvement as data scales - Documentation: Full coverage for all production-grade assets Qualifications - Bachelor's degree in Computer Science, Engineering, or related field (or equivalent experience) - 10+ years of experience in data engineering or related disciplines - Proficient in SQL, Python, or related languages - Cloud Platforms (AWS, GCP) - Strong experience with data warehouse, data lakes, and distributed systems - Strong experience with modern data stack (e.g., Athena, BigQuery, Glue, Spark, Dataproc, Kafka, Flink, dbt, Kestra, Fivetran or equivalent) - Proven ability to build and maintain production-grade ELT/ETL pipelines - Experience with workflow orchestration (e.g., Airflow, Dagster, Prefect, Cloud Composer or equivalent) - Experience implementing data quality and observability frameworks - Performance and cost optimization in cloud warehouses - Experience supporting product analytics and experimentation - Ability to translate business requirements into scalable data models - Strong ownership and accountability for SLAs Requirements - Experience working with Kubernetes - Experience structuring data for ML or AI use cases - Familiarity with Amplitude or product event pipelines - Experience in a high-growth SaaS or fintech environment - Influencing technical direction without direct managerial authority Benefits - Salary Range: $180,000 - $220,000/annual DOE - Inclusive hiring process - Encouragement for applications from individuals of all backgrounds - Commitment to providing reasonable accommodations for applicants with differing abilities - Fostering an environment where everyone can bring their authentic selves to work

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description We’re hiring a Front-End Web Engineer to own our next-generation marketing and content infrastructure. You’ll lead the transition from WordPress to a modern composable stack, define how our marketing site is built, deployed, cached, and kept online, and serve as the bridge between our marketing, design, and infrastructure teams. We’re building a fast, reliable, and scalable web platform that lets our marketing team ship independently while maintaining engineering quality. You’ll own that vision end-to-end. Key Responsibilities: - Build and maintain a component-driven marketing site using modern front-end frameworks and Islands Architecture principles. - Lead the WordPress migration: content modeling, redirect strategy, author enablement, and SEO preservation. - Own site performance end-to-end: Core Web Vitals, build optimization, edge caching, and hydration discipline. - Partner with infrastructure to design caching rules and static failover strategies so the site stays up even when dependencies don’t. - Translate Figma designs into reusable, governed components that non-engineers can safely compose and publish. - Operate the headless CMS layer and visual editing tools, ensuring clean boundaries between content, presentation, and application logic. - Own Google Tag Manager (including server-side containers) and Consent Management Platform implementation. - Partner with analytics on site health reporting, conversion metrics, and SEO workflows. Qualifications - 3+ years shipping production web applications with a front-end focus. - Strong command of HTML, CSS, and JavaScript/TypeScript. Not just framework usage, but what’s happening underneath. - Real-world performance debugging: reading waterfalls, tracing render-blocking resources, diagnosing layout shifts in production. - Proficiency in at least one modern component framework (React, Vue, Svelte, or similar) at a level where you could pick up a new one independently. - Production experience with at least one headless CMS. The platform matters less than understanding content modeling and API-driven delivery. - Hands-on technical SEO: structured data, crawl budget, redirect strategy. - Strong cross-functional communication. You’ll operate across marketing, design, infrastructure, and leadership daily. Requirements - Experience with Astro, Islands Architecture, or partial hydration patterns. - Experience with visual page builders (Builder.io, Webflow, or similar). - Experience leading a CMS migration while preserving SEO equity. - Familiarity with edge compute: Cloudflare Workers, CDN configuration. - Google Tag Manager (server-side), consent management platforms, GA4, or Google Search Console. - Component library or design system governance. Benefits - Salary Range: $100,000 - $160,000 DOE. - This position offers a competitive salary between $100,000 and $160,000, depending upon experience and qualifications. - Salary may vary by location based on factors, including the cost of living. - We are committed to paying our employees fairly and providing opportunities for professional growth and development.

Please read before applying: We review every application carefully, and all fields (including the required 60–90 second video) must be fully completed and relevant; applications that are incomplete or use AI-generated responses will not be considered. If you’re unable to meet these requirements, we kindly ask that you refrain from applying. Full-time • Remote At Boldin, we believe financial confidence should be accessible to everyone. Money decisions shape our lives, yet too often people are left without the clarity or tools they need to make informed choices. We exist to change that. Boldin is a comprehensive financial planning platform that helps people understand their financial picture, make smarter decisions with their money and time, and plan for the future with confidence. With over $20M raised and strong momentum, Boldin is entering a pivotal phase of growth. This is an opportunity to join a mission-driven team and help shape the future. About the Role Video is becoming a core growth and education channel at Boldin. We are hiring a Video Specialist to build and lead our video engine — from performance-driven acquisition creative to product explainers to founder-led thought leadership. This role sits within the Brand team and works cross-functionally with Product, Support, Growth, and Leadership to ensure our video content drives clarity, trust, and measurable business impact. You will own video strategy, planning, and execution. That includes defining priorities, managing the content calendar, producing high-performing creative, and continuously improving results based on performance data. This is an individual contributor role with significant visibility and leverage. The right person will help define how Boldin communicates complex financial ideas clearly — and how video supports acquisition, product adoption, and long-term brand authority. Key Responsibilities: 1. Own Boldin’s Video Strategy, Planning, and Prioritization Own the vision, roadmap, and calendar for all video content at Boldin. Determine what we produce, why we produce it, and how it supports user growth, education, and conversion. Coordinate across Growth, Product, and Brand to ensure video is timely, impactful, and strategically aligned. Lead end-to-end video production across performance, product, and brand — from concept to final edit. Identify emerging content trends and develop brand-relevant concepts. Build a repeatable, scalable video system that supports growth and education. 2. Create High-Performing Short- and Long-Form Video Content In partnership with our entire team, develop, test, and iterate short- and long-term video for distribute across our owned and earned channels – YouTube, socials, our own blog and marketing site, within the product, and through the press including: - CEO thought pieces - Translation of our extensive library of articles into video content - Financial concept explainers from our CFP® professionals and coaches - Product demos - Team highlight videos - And, more… 3. Create High-Performing Paid Video Creative In addition to content for our earned and owned channels, we would like your support developing video ads for our paid media. Optimize hooks, pacing, and storytelling based on performance data in close collaboration with Growth. KPIS + Targets - Earned and owned KPIs in organic and paid media. Professional Expectations - Operational excellence - Product Activation and Retention Qualifications: You are both creative and analytical. You understand how storytelling, design, and performance marketing intersect — and you care deeply about clarity. You likely bring: - 3+ years of professional video production and editing experience (in-house, agency, or creator-led environment) for end users, not B2B. - A strong portfolio demonstrating: - Performance-driven paid ad creative - Product explainers or SaaS walkthroughs - Expert-led first-person content - Experience building repeatable content systems — not just one-off videos - An enthusiasm for the potential operational efficiencies that AI enables in this role - A track record of improving engagement, retention, or conversion through video - Strong instincts around story telling – pacing, hooks, and narrative structure – and platform-native formats - Comfort simplifying complex or technical topics into clear visual storytelling - Proficiency in professional editing and motion tools (Premiere, Final Cut, After Effects, DaVinci, or similar) - Familiarity with YouTube, LinkedIn, Meta, and short-form formats - Experience collaborating cross-functionally with Growth, Product, and Brand teams - A bias toward action — able to move quickly without sacrificing quality Bonus (but not required): - Experience in fintech, financial education, SaaS, or consumer subscription products - Motion graphics and light animation capability - Comfort working directly with founders on camera coaching and content shaping - Familiarity with performance dashboards and A/B testing frameworks Requirements To succeed in this role, you must: - Be able to own video end-to-end — concept, scripting, production, editing, and publishing - Operate independently in a fast-moving environment with high accountability - Balance creative quality with performance outcomes - Be comfortable receiving and incorporating direct feedback - Be highly organized and capable of managing a production calendar - Be able to manage multiple projects simultaneously - Have strong written and verbal communication skills - Care deeply about accuracy and clarity — especially when explaining financial concepts This is an individual contributor role with significant visibility and impact. You must be comfortable working closely with leadership while maintaining strong ownership over your craft. This is a fully remote position and is intended to be 1099 contract to hire. Salary Range $8,000 - $10,000/month DOE We want to be as inclusive as possible in our hiring process. If you don’t have 100% of what we’re looking for, but feel like you’re pretty close to growing into the role — please still apply. If a candidate has only 80% of the skills but a fantastic attitude and perspective, they might be the perfect fit. Boldin values the unique perspectives and contributions of all individuals and we strive to foster a diverse and inclusive culture. We encourage applications from individuals of all backgrounds, including and not limited to people of any race, ethnicity, or national origin, individuals with differing abilities, members of the LGBTQ+ community, veterans, gender minorities, women and people from underrepresented communities.We are committed to providing reasonable accommodations for applicants with differing abilities throughout the recruitment process. If you require any accommodations, please let us know, and we will work with you to meet your needs. We are committed to fostering an environment where everyone can bring their authentic selves to work. If you are comfortable doing so we invite you to share your preferred pronouns in your application.