Investing in visionary founders, transformational technology and emergent ecosystems for a new world.

Innovation Endeavors
Innovation Endeavors

Senior Manager - Marketing Business Operations & Risk



Marketing & Communications, Operations
San Francisco, CA, USA
Posted on Tuesday, January 23, 2024

Employee Applicant Privacy Notice

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 fintech company 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

The Senior Manager - Marketing Business Operations & Risk is a critical new role at SoFi, collaborating with the entire marketing organization and support functions (risk, audit, compliance, legal, privacy, finance, accounting, etc) to drive operational efficiency both today and as we scale rapidly into the future.

The candidate will own two key areas: a) Redefining and scaling the marketing org’s first line of defense risk and compliance programs, and b) Scoping and driving projects focused on driving operational efficiency for the CMO’s organization.

In the first focus area, the candidate will proactively define, monitor and help mitigate risks/issues; efficiently coordinate robust responses; document SOPs; and drive a culture of sharing best practices across stakeholders in order LI^2 (SoFi Core Value #9: Iterate, learn, innovate!) with an eye on building durable systems for the future.

In the second focus area, the candidate will oversee the operational efficiency of the marketing organization, overseeing and iterating on processes such as new vendor onboarding, supplier management, POs & invoicing and other similar areas. The candidate will also own regular weekly, monthly and quarterly reporting processes, from internal read-outs to reporting to the board of directors. The candidate will have direct oversight of key operational metrics and should generate key analyses and insights that emerge from the data.

The candidate should have a deep understanding and experience in regulated industries - preferably financial services - and marketing. The candidate will report to the VP of Marketing BizOps, and build/lead a team to own these critical responsibilities. For the right candidate, this is a big opportunity to design systems that will unlock the next stage of growth for SoFi.

What you’ll do:

  • Design and implement new policies and standards geared toward managing critical marketing risks while driving operational efficiency
  • Collaborate with internal teams (marketing leads, risk, audit, compliance, legal, privacy, finance, accounting, etc) to efficiently execute against any new or emerging action items
  • Redefine, strengthen, document, store and share the marketing org’s Standard Operating Procedures (SOPs)
  • Own standardized regular weekly, monthly and quarterly reporting (dashboards, board decks) on key operational metrics (e.g. marketing spend dashboards vs budget, KPIs, CPAs, etc).
  • Drive cross functional implementation and adoption for all of the above
  • Build and own a data-driven tracking and reporting system for all of the above (e.g. risk exposure, SLAs on responses to audit, timely escalation processes, etc)
  • Represent the Marketing org across both internal enterprise-wide risk management forums (including supplier risk, internal audit, compliance, etc.) and in coordination to regulator requests for response
  • Spearhead automation of manual processes across the whole organization including new vendor onboarding,
  • Oversee the health of marketing enablement functions such as supplier onboarding, PO creation, invoicing and regular reporting of operational metrics

What you’ll need:

  • A passion for SoFi’s mission of helping people Get Their Money Right to achieve their financial ambitions
  • Minimum of 8 years of relevant work experience and bachelors degree
  • Deep understanding and experience in regulated industries, preferably financial services. Strong preference for direct regulatory and/or marketing business risk experience.
  • Exceptinal collaboration and communication skills with outstanding ability to create advocacy and develop foster cross-functional relationships with key stakeholders
  • Extremely resourceful and comfortable operating within ambiguous situations. Thrives in a fast-paced, demanding work environment
  • Strong analytical abilities including ability to define and optimize new metrics and their drivers
  • Outstanding written, verbal and presentation skills
  • Highly organized with meticulous attention to detail, while successfully managing multiple tasks concurrently
  • Proficient in Google suite (sheets, slides, docs, drive) and Slack; ability to learn new tools & software quickly
Compensation and Benefits
The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location.
To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!
SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.
The Company hires the best qualified candidate for the job, without regard to protected characteristics.
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
New York applicants: Notice of Employee Rights
Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.
Internal Employees
If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.