π Core Information
πΉ Job Title: Social Media & Video Specialist
πΉ Company: Boldin
πΉ Location: Mill Valley, California
πΉ Job Type: Hybrid (Remote/On-site)
πΉ Category: Marketing & Communications
πΉ Date Posted: April 8, 2025
πΉ Experience Level: Mid-level (2-5 years)
π Job Overview
π Key aspects of this role include:
- Developing and executing a comprehensive social media strategy
- Creating and scheduling engaging content for multiple platforms
- Producing high-quality videos for YouTube and social media
- Collaborating with the content team to create compelling video scripts
- Optimizing content based on performance metrics and analytics
ASSUMPTION: This role requires a strong understanding of social media platforms, video production, and analytics. The ideal candidate will have experience in managing social media and video content for a brand, startup, or agency.
π Key Responsibilities
π Social Media Strategy & Content Execution
- Develop and execute a comprehensive social media strategy aligned with Boldinβs brand and marketing goals.
- Plan, create, and schedule engaging, high-quality content (graphics, videos, and written posts) for LinkedIn, Twitter, Instagram, Facebook, Reddit, TikTok, and YouTube.
- Optimize posting schedules based on data-driven insights to maximize reach and engagement.
- Write captivating captions, headlines, and call-to-actions tailored to each platform.
- Monitor and engage with followers, influencers, and industry conversations to build a loyal community.
- Proactively respond to comments, messages, and mentions while maintaining Boldinβs brand voice.
π Video Production & YouTube Growth
- Ideate, produce, and edit high-quality, engaging videos for YouTube and social media, including tutorials, explainers, interviews, and thought leadership content.
- Collaborate with the content team to create compelling video scripts and direct talent for impactful video delivery.
- Design eye-catching thumbnails, animations, and motion graphics to enhance video engagement.
- Manage color correction, audio balancing, and other post-production enhancements to maintain a polished final product.
- Implement YouTube SEO best practices, including keyword-rich titles, descriptions, and tags.
- Research and apply trending topics, formats, and styles in the finance and fintech space.
- Analyze video performance metrics and make data-driven recommendations for improvement.
π Performance Tracking & Growth Optimization
- Track and report on key social media and video performance metrics (follower growth, engagement, reach, conversions, video watch time, retention rates, etc.).
- Use analytics tools (Meta Business Suite, Twitter Analytics, Google Analytics, Sprout Social, YouTube Studio, etc.) to measure success and optimize strategy.
- Conduct A/B testing on content types, posting times, and ad creatives to refine engagement strategies.
- Stay updated on emerging social media and video trends to recommend new opportunities for growth.
π― Required Qualifications
π Education:
- Bachelor's degree in Marketing, Communications, or a related field (or equivalent experience)
π Experience:
- 2-5 years of experience managing social media and video content for a brand, startup, or agency
π Required Skills:
- Strong understanding of social media platforms (LinkedIn, Twitter, Instagram, Facebook, TikTok, Reddit, YouTube, etc.)
- Proficiency in video editing tools such as Adobe Premiere Pro, After Effects, Final Cut Pro, CapCut, or similar
- Experience creating educational, explainer, or storytelling-driven content (finance industry a plus)
- Knowledge of YouTube algorithms, SEO, and audience engagement strategies
- Graphic design skills (Canva, Adobe Suite) for creating visually appealing content
- Excellent copywriting and storytelling skills, with a keen sense of brand tone
- Hands-on experience with social media management tools
- Ability to analyze metrics and trends to inform content decisions
π Preferred Qualifications:
- Experience in fintech, personal finance, or financial services
- Familiarity with influencer marketing and partnerships
- Basic animation and motion graphics skills
- Experience with YouTube analytics and A/B testing strategies
- CFP license or deep experience in personal finance or life coaching is a plus
π° Compensation & Benefits
π° Salary Range: $2500 - $5000 per month (based on experience and qualifications)
π° Benefits:
- Comprehensive health, dental, and vision insurance
- 401(k) with company match
- Flexible working arrangements based on candidate strengths and availability
- A dynamic, collaborative work environment with a passionate team
π Applicant Insights
π Company Context:
- Industry: Technology, Information and Internet
- Company Size: 51-200 employees
- Founded: 2015
- Headquarters: Mill Valley, California
- Specialties: Retirement content, consumer Internet, software as a service, financial planning, FinTech, retirement planning, financial advisor, wealth management, financial IQ, financial services, financial wellness, and finance education
π Company Description:
Boldin delivers a collaborative financial planning solution to consumers, enterprises, and financial advisors with innovative software, embedded digital coaching, and educational content. The comprehensive planning and modeling engine considers thousands of scenarios, enabling individuals to do holistic accumulation and decumulation planning at scale. The solution provides strategic outreach to plan participants that improves employee satisfaction for plan sponsors (employers) and enables financial service organizations to better retain assets and drive revenue.
π Company Values:
- Innovation: We embrace change and continuously improve our products and processes.
- Collaboration: We work together to achieve our goals and support each other's growth.
- Integrity: We act with honesty and transparency in all our interactions.
- Empowerment: We encourage and support our team members to take ownership of their roles and make decisions that drive our success.
π Company Specialties:
- Retirement content
- Consumer Internet
- Software as a service
- Financial planning
- FinTech
- Retirement planning
- Financial advisor
- Wealth management
- Financial IQ
- Financial services
- Financial wellness
- And finance education
π Company Website:
boldin.com
π ASSUMPTION: Boldin values diversity, inclusion, and equal opportunity. They 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. They are committed to providing reasonable accommodations for applicants with differing abilities throughout the recruitment process.
π Role Analysis:
- Career Level: Mid-level (2-5 years of experience)
- Reporting Structure: This role reports directly to the Marketing Manager or a similar role within the organization.
- Work Arrangement: Hybrid (remote/on-site) with flexible working arrangements based on candidate strengths and availability.
π Location & Work Environment:
- Office Type: Hybrid (remote/on-site)
- Office Location(s): 1 Belvedere Pl, Mill Valley, California 94941, US
- Geographic Context: Mill Valley is a small, affluent town located in Marin County, California, approximately 15 miles north of San Francisco. It offers a mix of urban and rural living with easy access to outdoor activities and a strong sense of community.
- Work Schedule: Flexible, with a focus on delivering results rather than maintaining strict office hours.
πΌ Interview & Application Insights:
- Typical Process:
1. Phone or video screening to assess cultural fit and basic qualifications
2. In-depth behavioral interviews to evaluate problem-solving skills and experience
3. Skills assessment or case study presentation to demonstrate practical abilities
4. Final round interviews with key stakeholders to ensure a strong fit with the team and company culture
- Key Assessment Areas:
- Problem-solving skills and strategic thinking
- Creativity and innovation in content development
- Technical proficiency in video editing and social media management
- Ability to work collaboratively and independently in a remote/hybrid environment
- Application Tips:
- Tailor your resume and cover letter to highlight relevant skills and experiences for this role.
- Showcase your portfolio or examples of your work, particularly those demonstrating your video editing and content creation skills.
- Prepare for behavioral interview questions by reflecting on your past experiences and how they have prepared you for this role.
- Research Boldin's company culture and mission to ensure a strong fit with your personal values and career goals.
π Tools & Technologies:
- Adobe Creative Suite (Premiere Pro, After Effects, Photoshop, etc.)
- Social media management tools (Hootsuite, Buffer, Sprout Social, etc.)
- Analytics tools (Google Analytics, YouTube Studio, Meta Business Suite, etc.)
- Video editing tools (Final Cut Pro, CapCut, iMovie, etc.)
- Graphic design tools (Canva, Adobe Illustrator, etc.)
π Cultural Fit Considerations:
- Company Values: Boldin values innovation, collaboration, integrity, and empowerment. They seek candidates who align with these values and can contribute to their positive work environment.
- Work Style: Boldin fosters a flexible, results-driven work environment. They value candidates who can manage their time effectively, prioritize tasks, and deliver high-quality work under tight deadlines.
- Self-Assessment Questions:
1. How do you stay organized and manage your time when working remotely?
2. Can you provide an example of a time when you had to adapt to a significant change in a project or work environment?
3. How do you approach collaboration and communication with remote team members?
π¨ Potential Challenges:
- Challenge 1: Managing multiple social media platforms and video projects simultaneously may require strong time management and prioritization skills.
- Challenge 2: Staying up-to-date with the latest trends and algorithms in social media and video platforms can be time-consuming and requires continuous learning.
- Challenge 3: Collaborating with remote team members and stakeholders may present communication and coordination challenges.
- Challenge 4: Balancing creative and analytical aspects of the role may require strong problem-solving skills and adaptability.
π Similar Roles Comparison:
- Comparison Point 1: Unlike traditional marketing roles, this position requires a strong focus on video production and social media management, making it unique within the marketing field.
- Comparison Point 2: The finance and fintech industry context for this role requires a deep understanding of personal finance and self-improvement topics, setting it apart from other social media and video specialist roles.
- Comparison Point 3: The career path for this role may lead to senior marketing or content management positions within the finance and fintech industries, offering opportunities for growth and specialization.
π Sample Projects:
- Project Example 1: Developing a social media campaign around a new financial education initiative, including creating engaging videos, infographics, and written content tailored to each platform.
- Project Example 2: Collaborating with the content team to produce a series of thought leadership videos featuring industry experts, optimizing them for YouTube and social media to maximize reach and engagement.
- Project Example 3: Conducting A/B testing on content types, posting times, and ad creatives to refine engagement strategies for a major product launch, ultimately driving user acquisition and brand awareness.
π‘ Key Questions to Ask During Interview:
1. How does Boldin measure the success of its social media and video content?
2. Can you describe a time when you had to pivot your social media strategy due to changes in the market or audience preferences?
3. How does Boldin support the professional development of its marketing and content team members?
4. Can you provide an example of a time when you had to collaborate with remote team members to complete a project?
5. How does Boldin ensure that its content remains relevant and engaging for its audience over time?
π Next Steps for Applicants
To apply for this position:
1. Submit your application through the following link:
https://newretirement.applytojob.com/apply/pXnRzhNto7/Social-Media-Video-Specialist
2. Tailor your resume and cover letter to highlight your relevant skills and experiences for this role.
3. Prepare a portfolio or examples of your work, particularly those demonstrating your video editing and content creation skills.
4. Follow up with Boldin after submitting your application to confirm receipt and express your interest in the role.
5. Prepare for phone or video screening interviews by researching Boldin's company culture and mission, and reflecting on your past experiences and how they have prepared you for this role.
β οΈ Disclaimer: This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.