Video Specialist

Remote

Contracted to Full Time

Marketing

Experienced

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 at Boldin. Determine 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 – YouTube, 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 – and platform-native formats
Comfort simplifying complex or technical topics into clear visual storytelling
Proficiency in professional editing and motion tools (Premiere, Final Cut, After Effects, DaVinci, or similar)
Familiarity with YouTube, LinkedIn, Meta, and short-form formats
Experience collaborating cross-functionally with Growth, Product, and Brand teams
A bias toward action — able to move quickly without sacrificing quality

Bonus (but not required):

Experience in fintech, financial education, SaaS, or consumer subscription products
Motion graphics and light animation capability
Comfort working directly with founders on camera coaching and content shaping
Familiarity with performance dashboards and A/B testing frameworks

Requirements

To succeed in this role, you must:

Be able to own video end-to-end — concept, scripting, production, editing, and publishing
Operate independently in a fast-moving environment with high accountability
Balance creative quality with performance outcomes
Be comfortable receiving and incorporating direct feedback
Be highly organized and capable of managing a production calendar
Be able to manage multiple projects simultaneously
Have strong written and verbal communication skills
Care deeply about accuracy and clarity — especially when explaining financial concepts

This is an individual contributor role with significant visibility and impact. You must be comfortable working closely with leadership while maintaining strong ownership over your craft.

This is a fully remote position and is intended to be 1099 contract to hire.

Salary Range

$8,000 - $10,000/month DOE

We want to be as inclusive as possible in our hiring process. If you don’t have 100% of what we’re looking for, but feel like you’re pretty close to growing into the role — please still apply. If a candidate has only 80% of the skills but a fantastic attitude and perspective, they might be the perfect fit.

Boldin values the unique perspectives and contributions of all individuals and we strive to foster a diverse and inclusive culture. We encourage applications from individuals of all backgrounds, including and not limited to people of any race, ethnicity, or national origin, individuals with differing abilities, members of the LGBTQ+ community, veterans, gender minorities, women and people from underrepresented communities.We are committed to providing reasonable accommodations for applicants with differing abilities throughout the recruitment process. If you require any accommodations, please let us know, and we will work with you to meet your needs. We are committed to fostering an environment where everyone can bring their authentic selves to work. If you are comfortable doing so we invite you to share your preferred pronouns in your application.

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Please record a short video response (60–90 seconds) answering the following question and provide a live, accessible link directly to your recording below (YouTube, Loom, Google Drive, Vimeo, etc.):

What specifically motivated you to apply for this role at this time, and what about this opportunity feels aligned with where you are in your career right now?

This does not need to be highly produced—one take and a casual, professional recording are completely fine. We’re simply looking to understand your motivation and alignment.

This doesn’t have to be a traditional video—you’re welcome to get creative with format (slides with voiceover, animation, etc.). We’re primarily evaluating your thinking and communication, not production quality or on-camera presence.

Please note: submissions must be provided as a direct, working link to the recording itself. Links to documents that contain a link, or attachments in place of a live recording link, will be considered incomplete and may not be reviewed.*

Have you personally owned end-to-end production (concept, scripting, editing, and publishing) of consumer-facing video content?*

Please describe a video you created that drove measurable impact (growth, engagement, retention, or revenue).*

Are you comfortable being accountable for measurable business impact (e.g., improved retention, increased feature adoption, higher conversion rates, or reduced acquisition costs)?*

How would you approach turning a complex financial topic into a compelling 90 second video?*

Have you independently owned both the strategy and execution of a video content program (including planning, production, and performance reporting)?*

If you joined Boldin tomorrow, what type of video would you create first, and why? What about our mission resonates with you personally?*

Have you managed and analyzed performance metrics for video content (e.g., YouTube, LinkedIn, Meta, etc.)?*

How are you currently using AI in your video production workflow?*

Do you have deep familiarity or strong interest with retirement, investing, taxes, or financial planning concepts?*

Human Check*

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It’s all about purpose. What’s yours?