Associate, Marketing Business Operations
SoFi
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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 looking for a data-driven, dynamic thinker to join our Marketing Business Operations team. At SoFi, Marketing Business Operations is a nimble and highly impactful team responsible for supporting a high-performing marketing organization. We enhance organizational effectiveness and maximize marketing ROI by scoping and delivering high-leverage, strategic projects on behalf of the CMO and marketing leadership.
The Associate, Marketing Operations has the analytical toolkit, attention to detail, and intellectual curiosity that helps deliver on key strategic priorities. The Associate will work cross-functionally to build business cases that support new marketing investments, act as a key marketing partner in launching new initiatives, and identify gaps—and implement solutions—to improve our core marketing processes. In support of data-driven decision-making, they will also build out and improve ongoing business intelligence related to marketing performance, budget, funnel analytics, and upward reporting.
The role reports to the Manager, Marketing Business Operations. As a member of the Business Operations team, the Associate works with many other teams within SoFi. As such, the ideal candidate will have a stellar combination of analytical and relationship-building skills, and an ability to roll up their sleeves and get things done.
What you’ll do
- Identify and structure ambiguous strategic problems, define clear hypotheses, and build business cases that influence our marketing approach, leveraging industry research, competitive insights, and internal data.
- Write clear and compelling leadership-level documents, slide presentations, and emails to communicate recommendations, summarize plans, and report on results.
- Identify gaps in existing marketing processes, such as campaign planning, budget allocation, lead management, and reporting, and then scope and implement clear solutions, proactively resolving blockers, and communicating progress.
- Establish a marketing-focused competitive insights routine for the marketing leadership team, analyzing competitor campaigns, channel mix, and messaging.
- Lead iteration and ongoing optimization of recurring marketing planning, performance tracking (e.g., CPA, LTV), and business review cadences.
- Act as the key point of contact for Marketing with Procurement and Finance to continue optimizing workflows for the quickly scaling organization.
- Perform ad-hoc activities as requested by the Manager of Marketing Business Operations, the marketing leadership team, and the CMO.
What you’ll need:
- A passion for SoFi’s mission of helping people Get Their Money Right to achieve their financial ambitions.
- A Bachelor’s degree.
- 3+ years of work experience at a high-growth technology company or top tier consulting firm; experience in marketing, analytics, business operations, or similar areas preferred
- Strong analytical skills, with demonstrated experience building financial models and business cases to support marketing investments, budget allocation, or channel mix optimization.
- Strong project and process management skills, with an ability to manage multiple complex projects simultaneously.
- Excellent written and verbal presentation skills.
- Ability to build strong cross-functional relationships and work collaboratively.
- Inquisitive nature and a proactive self-starter, especially when operating in fast-paced, dynamic environments.
- Demonstrated experience in and understanding of marketing principles, including funnel dynamics, channel performance metrics, and campaign lifecycle management.
- Proficiency in Google Suite, MS Office, business intelligence tools (e.g., Tableau) and familiarity with common marketing technology (MarTech) platforms (e.g., CRM, marketing automation, analytics suites).
