Job description

Employee Applicant Privacy Notice Who we are: 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. The role: SoFi is seeking a highly motivated, strategic, and detail-oriented Direct Mail Project Manager who thrives in a fast-paced, data-driven environment. This role is responsible for driving the operational execution of SoFi's Direct Mail program by partnering closely with Marketing Data Science Marketing Data Science with precision and efficiency. This is not a traditional project management role. Success requires someone who understands campaign strategy, can independently translate business discussions into actionable execution plans, exercises sound judgment in a fast-moving environment, and proactively identifies opportunities to improve how we operate as the Direct Mail program continues to scale. The ideal candidate is equally comfortable managing cross-functional initiatives, optimizing operational processes, leveraging AI-enabled workflows, and maintaining exceptional attention to detail across every stage of campaign execution. What you’ll do: This role owns four core areas of responsibility: Project Management of Campaign Execution Own end-to-end project management for monthly Direct Mail campaigns, serving as the primary project manager for all campaign-related data operations and ensuring schedules, mail matrix, milestones, dependencies, and deliverables are executed on time. Partner closely Marketing Data Science to build campaign execution schedules that align with business priorities, targeting strategies, and production timelines. Create, manage, and continuously refine project plans and JIRA tickets throughout the campaign lifecycle, ensuring work is accurately scoped, prioritized, quality checked, and completed before handoff. Lead cross-functional execution by translating business discussions into real-time updates to project plans, JIRA tickets, timelines, and stakeholder priorities, ensuring teams remain aligned as campaign requirements evolve. Drive cross-functional accountability by coordinating approvals, tracking deliverables, identifying risks, and ensuring teams remain aligned throughout campaign execution. Operational Excellence & Continuous Iterations for Improvement Continuously evaluate campaign operations to identify risks, process gaps, and opportunities to improve efficiency, scalability, and execution quality. Partner with Marketing Data Science and external vendors to optimize workflows, scheduling and campaign execution as program complexity grows. Develop, document, and maintain SOPs, DACIs, and other operational documentation to standardize and support direct mail execution. Help evolve the Direct Mail operating model by implementing scalable solutions, managing Agency of Record assignments, and driving operational consistency across campaign workstreams. Champion operational innovation by continuously evaluating and adopting new technologies, AI capabilities, and automation solutions that simplify processes, reduce manual effort, and enable the Direct Mail program to scale efficiently while maintaining executional excellence. Campaign Operations, Reporting & Quality Assurance Leverage campaign and operational data insights to identify trends, resolve process gaps, and partner with Marketing Data Science to continuously improve campaign processes and operational accuracy. Own the creation, maintenance, and quality control of campaign planning documentation, reporting, and large-scale mail matrices, ensuring data integrity, accuracy, and readiness for campaign execution. Provide internal stakeholders and external vendors with campaign requirements for seven plus products including audience strategy unique by product, mail quantities, cell codes, drop dates, and timelines, and perform quality assurance across all campaign deliverables before launch. Maintain recurring reports, Direct Mail performance dashboards, attribution reporting, and performance actuals, delivering accurate campaign insights that support decision-making across products and feed into campaign planning test and learn loop. AI-Enabled Workflows Leverage AI tools to streamline project management, documentation, reporting, and repetitive operational workflows, improving efficiency while maintaining accuracy and quality. Stay current on evolving AI technologies and spearhead recommendations that enhance team productivity and execution quality to efficiently and effectively support program growth. Champion thoughtful adoption of AI-enabled workflows to continue iterating and improving the Direct Mail program while maintaining appropriate oversight and a high standard of operational excellence. What Will Make You Successful Strategic thinker with the ability to translate business discussions into actionable execution plans, exercising sound judgment and knowing when to collaborate or escalate. Highly organized with exceptional attention to detail, capable of managing multiple complex initiatives while adapting priorities in a fast-paced, evolving environment. Analytical and naturally curious, using campaign data to identify trends, uncover opportunities, and recommend scalable process improvements. Exceptional written and verbal communication skills, with a proven ability to facilitate complex, technical meetings, align cross-functional stakeholders, navigate competing priorities, and drive clear decisions and next steps. Demonstrates ownership, accountability, and a continuous improvement mindset, proactively driving high-quality outcomes and supporting team success. Embraces AI and emerging technologies as productivity tools, identifying opportunities to improve workflows and operational efficiency. Thrives in a dynamic environment where priorities, timelines, and business needs frequently evolve, demonstrating flexibility, resilience, and the ability to pivot quickly while keeping projects on track. What you’ll need: 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 Compensation and Benefits The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location. To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page! 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. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email accommodations@sofi.com. We are unable to accommodate remote work from Hawaii, Alaska or Puerto Rico at this time. Internal Employees If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.

Requirements

Must-haves

Employee Applicant Privacy Notice
This role owns four core areas of responsibility:
Project Management of Campaign Execution
Partner closely Marketing Data Science to build campaign execution schedules that align with business priorities, targeting strategies, and production timelines.
Create, manage, and continuously refine project plans and JIRA tickets throughout the campaign lifecycle, ensuring work is accurately scoped, prioritized, quality checked, and completed before handoff.
Drive cross-functional accountability by coordinating approvals, tracking deliverables, identifying risks, and ensuring teams remain aligned throughout campaign execution.
Operational Excellence & Continuous Iterations for Improvement
Continuously evaluate campaign operations to identify risks, process gaps, and opportunities to improve efficiency, scalability, and execution quality.
Partner with Marketing Data Science and external vendors to optimize workflows, scheduling and campaign execution as program complexity grows.
Develop, document, and maintain SOPs, DACIs, and other operational documentation to standardize and support direct mail execution.
Help evolve the Direct Mail operating model by implementing scalable solutions, managing Agency of Record assignments, and driving operational consistency across campaign workstreams.
Campaign Operations, Reporting & Quality Assurance
Leverage campaign and operational data insights to identify trends, resolve process gaps, and partner with Marketing Data Science to continuously improve campaign processes and operational accuracy.
Own the creation, maintenance, and quality control of campaign planning documentation, reporting, and large-scale mail matrices, ensuring data integrity, accuracy, and readiness for campaign execution.
AI-Enabled Workflows
Leverage AI tools to streamline project management, documentation, reporting, and repetitive operational workflows, improving efficiency while maintaining accuracy and quality.
Stay current on evolving AI technologies and spearhead recommendations that enhance team productivity and execution quality to efficiently and effectively support program growth.
Champion thoughtful adoption of AI-enabled workflows to continue iterating and improving the Direct Mail program while maintaining appropriate oversight and a high standard of operational excellence.
What Will Make You Successful
Strategic thinker with the ability to translate business discussions into actionable execution plans, exercising sound judgment and knowing when to collaborate or escalate.
Highly organized with exceptional attention to detail, capable of managing multiple complex initiatives while adapting priorities in a fast-paced, evolving environment.
Analytical and naturally curious, using campaign data to identify trends, uncover opportunities, and recommend scalable process improvements.
Demonstrates ownership, accountability, and a continuous improvement mindset, proactively driving high-quality outcomes and supporting team success.
Embraces AI and emerging technologies as productivity tools, identifying opportunities to improve workflows and operational efficiency.

Nice-to-haves

None flagged.

Application prep

Use the role’s language and application details while tailoring your materials.

Keywords to mirror

aijira

Platform: greenhouse
Effort: quick