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Boldin is a comprehensive financial planning platform on a mission to make financial confidence accessible to everyone. With over $20M in funding, the company is entering a pivotal growth phase.
As Senior Product Manager for Retention & Engagement, you will own the subscriber experience for PlannerPlus, Boldin's subscription product. Your core mandate is to ensure subscribers stay engaged, return regularly, and derive lasting value—because their financial plans improve and their confidence grows over time.
Your strategic focus spans three interconnected areas:
**Retention & Churn Reduction**: Define and track retention metrics that matter. Understand why subscribers stay and why they leave, then fix root causes in the product itself—not just the cancellation flow. Ensure that growth upstream translates into durably better customer outcomes, not top-line gains lost to churn.
**Engagement & Habit Formation**: Identify engagement signals that predict long-term retention. Design rituals and return moments—plan check-ins, life-event updates, progress milestones—that make Boldin a habit rather than a one-time exercise. Balance education, friction, and simplicity to broaden appeal beyond planning enthusiasts.
**Democratizing CFP Capabilities**: Partner with Design, Engineering, and financial planning experts to translate professional-grade planning (tax strategy, drawdown, Roth conversions, insurance, estate basics) into experiences everyday people can understand and act on. Preserve the modeling rigor that makes Boldin trustworthy while making it approachable for non-experts.
**Key Responsibilities**:
- Own retention end-to-end, from metrics definition through root-cause analysis and product fixes
- Drive meaningful engagement through data-informed discovery and thoughtful experience design
- Translate sophisticated financial planning into delightful, accessible features
- Run rigorous customer discovery with real subscribers at emotional moments in their financial lives
- Synthesize qualitative and quantitative insights into focused bets with clear success criteria
- Use cohort, funnel, and lifecycle analysis to sharpen judgment and run experiments that answer important questions
- Tell a compelling narrative to executives, Design, Engineering, Marketing, and Data about subscriber value and retention strategy
**Key Metrics**: Trial cancellations, subscriber churn, and engagement metrics (DAU/WAU/MAU).
This is a high-accountability, high-ambiguity role. You won't inherit a perfectly scoped roadmap; you will form strong points of view from customers and data, hold them firmly until something better emerges, and move decisively without waiting for certainty that isn't coming.
