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Boldin
Boldin
2 open remote positions
Boldin is a comprehensive financial planning platform that helps people understand their financial picture and plan for the future with confidence. With over $20M raised and strong momentum, Boldin is entering a pivotal phase of growth, led by a mission-driven team.
Open Positions
Own retention end-to-end, define key metrics, and fix root causes of churn. Drive meaningful engagement by identifying signals that predict long-term retention and designing toward them. Bring CFP-level capabilities to everyday users by partnering with Design, Engineering, and financial experts.
Data Analysis
Customer Discovery
Own end-to-end design for major product surfaces, partnering with PMs, engineers, and financial experts to define and ship solutions. Use AI tools like Claude and Cursor to interrogate ideas, build prototypes, and align teams before design work begins. Turn complex financial models and scenarios into intuitive, clear experiences that leave users feeling confident.
Product Design
Interaction Design
Figma
AI
Financial Modeling