Video Specialist

Please read before applying: We review every application carefully, and all fields (including the required 60-90 second video) must be fully completed and relevant; applications that are incomplete or use AI-generated responses will not be considered. If you're unable to meet these requirements, we kindly ask that you refrain from applying.

Full-time
• Remote

At Boldin, we believe financial confidence should be accessible to everyone. Money decisions shape our lives, yet too often people are left without the clarity or tools they need to make informed choices. We exist to change that.

Boldin is a comprehensive financial planning platform that helps people understand their financial picture, make smarter decisions with their money and time, and plan for the future with confidence.

With over $20M raised and strong momentum, Boldin is entering a pivotal phase of growth. This is an opportunity to join a mission-driven team and help shape the future.
About the Role

Video is becoming a core growth and education channel at Boldin.

We are hiring a Video Specialist to build and lead our video engine - from performance-driven acquisition creative to product explainers to founder-led thought leadership.

This role sits within the Brand team and works cross-functionally with Product, Support, Growth, and Leadership to ensure our video content drives clarity, trust, and measurable business impact.

You will own video strategy, planning, and execution. That includes defining priorities, managing the content calendar, producing high-performing creative, and continuously improving results based on performance data.

This is an individual contributor role with significant visibility and leverage. The right person will help define how Boldin communicates complex financial ideas clearly - and how video supports acquisition, product adoption, and long-term brand authority.

Key Responsibilities:

1. Own Boldin's Video Strategy, Planning, and Prioritization

Own the vision, roadmap, and calendar for all video content ermine what we produce, why we produce it, and how it supports user growth, education, and conversion. Coordinate across Growth, Product, and Brand to ensure video is timely, impactful, and strategically aligned.

Lead end-to-end video production across performance, product, and brand - from concept to final edit. Identify emerging content trends and develop brand-relevant concepts. Build a repeatable, scalable video system that supports growth and education.
2. Create High-Performing Short- and Long-Form Video Content

In partnership with our entire team, develop, test, and iterate short- and long-term video for distribute across our owned and earned channels - You Tube, socials, our own blog and marketing site, within the product, and through the press including:

• CEO thought pieces
• Translation of our extensive library of articles into video content
• Financial concept explainers from our CFP® professionals and coaches
• Product demos
• Team highlight videos
• And, more...

3. Create High-Performing Paid Video Creative

In addition to content for our earned and owned channels, we would like your support developing video ads for our paid media. Optimize hooks, pacing, and storytelling based on performance data in close collaboration with Growth.

KPIS + Targets

• Earned and owned KPIs in organic and paid media.

Professional Expectations

• Operational excellence
• Product Activation and Retention

Qualifications:

You are both creative and analytical. You understand how storytelling, design, and performance marketing intersect - and you care deeply about clarity.

You likely bring:

• 3+ years of professional video production and editing experience (in-house, agency, or creator-led environment) for end users, not B2B.
• A strong portfolio demonstrating:
  • Performance-driven paid ad creative
  • Product explainers or SaaS walkthroughs
  • Expert-led first-person content
• Experience building repeatable content systems - not just one-off videos
• An enthusiasm for the potential operational efficiencies that AI enables in this role
• A track record of improving engagement, retention, or conversion through video
• Strong instincts around story telling - pacing, hooks, and narrative structure…