Marketing Associate - Direct Mail

Our large finance and advisory company is looking for a contract Marketing Associate - Direct Mail. This is a hybrid role local to San Francisco, CA.

Our client is seeking a highly motivated Direct Mail Marketing Associate who thrives in a fast-paced environment. Our Direct Mail Marketing Associate will manage Direct Mail targeting strategy, execution and reporting to ensure that our Direct Mail campaigns are effectively reaching and converting our target audiences.

At our client, you'll become part of a new kind of finance company whose ambition is to help our members achieve financial independence and reach their goals. Our client has achieved significant growth, with ambitious plans ahead, but to continue this growth we need great talent. And that starts with you.

Contract Duration: 12-Months

Required Skills & Experience

• B.A. with 3 - 5 yrs of account management experience working either in a marketing dept or agency that executes campaigns on behalf of a brand/business
• Experience leading targeting strategy, campaign execution and reporting of marketing campaigns and Direct Mail.
• Proven experience working with multiple internal stakeholders and managing outside vendors
• Experience working with a financial company or on financial products preferred
• Experience with Tableau reporting a plus
• Highly motivated self-starter who is exceedingly collaborative
• Positive, enthusiastic and compassionate
• Dedicated to providing high quality work in a fast paced environment with tight deadlines
• Able to pivot quickly, a creative thinker and problem solver in the face of setbacks
• Holds self accountable for the success of the larger good
• Has great interpersonal skills, a positive can-do attitude and enjoys working with everyone (from vendors to executives)
• Maintains a positive, optimistic attitude and welcomes change, challenges and new opportunities for growth
• Questions the status quo, always looking for new ways to become more efficient and optimize our process
• Passion for personal finance, financial products and tech.
• Proficient in Excel and google suite of tools (Sheets, Docs, Slides, etc.)

What You Will Be Doing
Daily Responsibilities

• Direct Mail Campaign Strategy
  • Drive targeting strategies for both prospects and current client members
  • Responsible for ensuring that monthly Direct Mail campaigns meet or exceed product goals each month
  • Own the strategic planning and campaign roadmap for the targeting of monthly Direct Mail campaigns across multiple client products
  • Organize brainstorms and planning meetings across client teams and subsequently bring these ideas to life in upcoming campaigns
  • Leverage real time Tableau performance data to make informed recommendations on upcoming Direct Mail campaigns and create test and learn plans
  • Gain alignment/approval for monthly campaign strategies from internal stakeholders as needed to move forward
  • Collaborate with Direct Mail creative team, ensuring that creative strategy aligns with targeting strategies
  • Follow all updates to client products that could have an impact on targeting strategies
  • Stay on top of the competitive Direct Mail landscape

• Direct Mail Campaign Execution
  • Once strategies are approved, oversee that all campaigns are executed as intended
  • Oversee each step of campaign execution from start to finish with the appropriate internal and external teams
  • Work hand in hand with Direct Mail's Project Manager to ensure that all timelines are achievable and deadlines are met
  • Partner with our client's Marketing Data Science team, working closely with them to ensure that approved strategies are successfully put into market
  • Collaborate with internal Lifecycle Marketing, Marketing Technology, Project and an Engineering teams as needed
  • Continuously ensure that all teams are up to speed on the status of Direct Mail campaigns and keep teams informed of any anticipated changes or potential roadblocks

• Direct Mail Attribution, Reporting and Optimization
  • Provide weekly reporting for campaigns, providing insights on performance and next steps as a result of these insights
  • Proactively review tableau dashboards on an ongoing basis to find areas for campaign improvement or audience level optimizations
  • Aid in the creation and content of Direct Mail Campaign performance slides and decks for stakeholders and presents these on a monthly basis

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