Product Strategy and Marketing Manager

Job description

We are a fast-growing, mission-driven financial services company that provides quality financial services for all: from protecting grandma’s money from scammers to providing supplemental financial tools that support people living with disabilities. We are looking for an exceptional strategist to play an essential role in our product marketing efforts.

This role will manage product marketing strategy from development to execution. You will be a critical member of the marketing team with direct responsibility for driving sales and achieving key company goals. If you are eager to build a product marketing engine from the ground up, then this is the perfect place for you. This is a high-impact marketing role for someone who is passionate about our mission and relishes the fact that every day we have the privilege of serving those who are often overlooked by big financial institutions.

What you’ll do:

  • Build and manage a world-class product marketing strategy and determine key performance indicators to best measure results
  • Be the ultimate expert on all campaigns targeted at current clients
  • Lead cross-functional partnerships with design, research, and copywriting teams to develop new creative content & assets, including sales collateral for specific client groups
  • Own reporting & dashboarding for product marketing to evaluate campaign and asset performance, influence product team strategies, and drive decision-making across the company
  • Manage several marketing campaigns at a time, including but not limited to email, direct mail, in-person events, in-product, etc.
  • Proactively seek new ways to improve campaign response rates and other key metrics
  • Drive improvements to sales and marketing processes based on deep understanding of True Link’s distinct client types, including how they access information and what influences their decisions
  • Actively consult with company leaders to recommend and implement new marketing programs to help exceed revenue objectives
  • Stay up to date on product marketing trends, including online and offline media, competition, competitive issues, products, and markets for consumer and performance based marketing and lead generation

Who you are and your professional experience:

  • Experience in management consulting or similar field
  • Experience running marketing campaigns a plus, including but not limited to automation, A/B testing, nurture, determining triggers and events, and thorough analysis
  • Familiarity with financial services is ideal but not required
  • Motivated builder who is excited having a direct impact on increasing sales and revenue
  • Strategic thinker who is constantly thinking about ways to improve processes and results
  • Extreme executer who’s not afraid of diving in whether it’s drafting copy, finding the right images, working with engineering to create campaign triggers, or pulling reports - you can do it all!
  • Interested in learning from feedback, dedicated to improving your skills, and not afraid to ask for help

Why you’ll love us:

  • We’ve got the energy and passion of a startup combined with the professionalism of a financial services firm and the compassion of mission-driven organization that truly cares about the people we serve.
  • We offer competitive salary packages, Health, Dental & Vision coverage, flexible working hours, early-stage equity, and an awesome vacation package.
  • Our customers are not only grateful but are the absolute best. We have the privilege of providing financial protection for vulnerable members of society and partnering with expert service providers to do so. Our customers and partners  love us and we love them back. You can sleep soundly every night knowing you are doing a really wonderful thing by getting our services into more hands.
  • We treat each other like we treat our customers: with 100% respect and dignity. Diversity and inclusion are cultural values we take very seriously and welcome team members of all backgrounds and identities.
  • Our office is dog friendly, full of snacks, catered lunch, and friendly, caring people.

About True Link

We are a mission-driven, venture-backed startup growing quickly into a large financial enterprise. We solve complex, life-changing problems for older adults, who are often neglected by the financial services industry but make up a large and fast-growing percentage of the population.

It is an honor to wake up in the morning knowing that we have a profound impact on our customers’ lives, whether it’s our True Link Prepaid Visa Card saving a retiree from losing thousands of dollars of his savings to scams and fraud or our best-in-class Trust Solutions platform helping a guardian manage her client’s disbursements and long-term spending plan.

If you are a high-performing person who wants to join a diverse, inclusive team and use your skills to make a real impact in people’s lives, we invite you to apply to join our San Francisco-based team. (TL DR: No bozos, no jerks.)

Click here to view all open positions. 

The Perks

  • Competitive salary
  • Early-stage equity
  • Medical, dental, and vision coverage
  • Free catered lunch
  • Annual team retreat and fun team outings
  • Parent-friendly
  • Flexible hours and great vacation benefits
  • Nap room and stocked kitchen
  • Flat org structure
  • Dog-friendly office!