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About This Role:

  • We are hiring a Senior Product Manager to own retention and engagement for PlannerPlus, our subscription product.
  • Your mandate is bigger than reducing churn; you will make sophisticated planning delightful and approachable for a wider market.
  • This is a senior, high-accountability role with real ambiguity, requiring a strong point of view from customers and data.

Key Responsibilities:

  • Own retention end-to-end: define metrics, understand why subscribers stay or leave, and fix root causes.
  • Drive meaningful engagement: identify signals that predict long-term retention and design rituals like plan check-ins and life-event updates.
  • Bring CFP capabilities to everyone: translate professional-grade planning into experiences everyday people can understand and act on.

Qualifications:

  • 5–8+ years of B2C product management experience with clear ownership of retention, engagement, or lifecycle outcomes.
  • Experience with subscription products and deep understanding of subscription economics.
  • Data and analytical rigor: fluent in cohort, funnel, and experiment analysis; comfortable making hard calls with imperfect information.

Boldin

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.

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