Note: The job is a remote job and is open to candidates in USA. Boldin is a comprehensive financial planning platform that helps people understand their financial picture and make informed decisions. They are seeking a Senior Product Manager to drive retention and engagement for their subscription product, PlannerPlus, ensuring that users continue to derive value from their financial plans.

Responsibilities

• Own retention end-to-end. Define the retention metrics that matter, understand why subscribers stay and why they leave, and fix root causes — in the product, not just the cancellation flow. Ensure growth upstream translates into customers who are durably better off, not top-line gains lost to churn
• Drive meaningful engagement. Identify the engagement signals that actually predict long-term retention, then design toward them. Build the rituals and return moments — plan check-ins, life-event updates, progress milestones — that make Boldin a habit, not a one-time exercise
• Bring CFP capabilities to everyone. Partner with Design, Engineering, and our 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 — without dumbing down the modeling that makes Boldin trustworthy
• Broaden the market through delight. Make the planning experience approachable for people who would never call themselves “planners,” while preserving the depth our power users love. Balance education, friction, and simplicity thoughtfully
• Run customer-driven discovery. Spend real time with customers — many of them older than you, at emotional moments in their financial lives. Synthesize qualitative insight with quantitative signal, and turn it into focused bets with clear success criteria
• Be rigorous about measurement. Run experiments that answer important questions, not just easy ones. Use cohort, funnel, and lifecycle analysis to sharpen judgment — not outsource it
• Tell the story. Bring executives, Design, Engineering, Marketing, and Data along with a clear narrative of ongoing subscriber value. Raise the bar for how the whole organization thinks about retention, engagement, and customer outcomes

Skills

• 5–8+ years of B2C product management experience with clear ownership of retention, engagement, or lifecycle outcomes, preferably in personal finance
• Experience with subscription products and a deep understanding of subscription economics
• Good product sense, strong point of view, low ego — you form opinions from customers, data, and experience, and engage in direct, respectful debate to get to the best answer, not to win
• Highly competent and self-directing — you know what to do without being asked and own your domain
• Data and analytical rigor: fluent in cohort, funnel, and experiment analysis; comfortable making hard calls with imperfect information
• A good storyteller and a highly collaborative partner across Design, Engineering, Data, and executives
• High empathy for people unlike you — in this cause most likely people older than you; you understand financial decisions are emotional and human, not just analytical
• Genuine passion for personal finance and our market
• Soul for startup culture: you thrive in ambiguity and deliver high output without sacrificing quality
• Experience making complex or expert-domain products accessible to mainstream audiences
• Background in fintech or alongside CFPs/advisors
• Fluency with modern AI tools

Company Overview